Different internal groups and departments manage different types of relationships. Your extended workforce such as 3rd party managers, service and sales agencies, and subsidiaries needs to be enabled with relationship management so that your organization retains efficient communications, control and visibility.

Without Tracker Virtual Environments™ (also known as multi-tenanting) companies have been forced to implement disparate CRM solutions. Unlike our competitors, Tracker TRM™ lets administrators easily create any number of Tracker Virtual Environments™ within a single installation which are the equivalent of multiple isolated relationship management systems used for different purposes, while allowing controlled information sharing across Tracker Virtual Environments™.

Tracker 5.0, Enterprise Edition TRM™ blasts away the CRM paradigm with virtual environment technology by enabling controlled information sharing across virtual environments.

Each Virtual Environment and its associated data, as well as users and groups, can be initially isolated from other Virtual Environments. Virtual Environments are setup based on business needs for organizational departments or units, physical locations, job functions, product lines, and for external groups such as 3rd party managers, sales and service agencies, investors, subsidiaries, resellers and so on. Any number of Virtual Environments can be easily defined.

Virtual Environments and associated permissions can be used to quickly organize hierarchies. For example, a sales person may have access to the records and activities assigned to him based on his territory, while his manager can see the records and activities for all the sales persons that she manages, and her manager can see the records and activities of 3 managers that he manages and so on...

Multiple Virtual Environments and associated permissions can quickly organize hierarchies. For example, a sales person may have access to the records and activities assigned to him based on his territory, while his manager can see the records and activities for all the sales persons that she manages, and her manager can see the records and activities of 3 managers that he manages and so on...

Sharing of records across Tracker Virtual Environments is easy. Tracker’s sharing mechanisms offers several ways to share records within and across Tracker Virtual Environments™: batch, record level, tab and section / field level sharing.

User creation and permissions management including access to one or more Tracker Virtual Environments™ can be easily automated using the Enterprise User Management 5.0 system.

A Tracker Virtual Environment™ is like a parallel universe - access to one or more Virtual Environments is assigned to groups and users, and each virtual environment includes customized user interfaces for different types of Companies, Contacts and Activities and instances of Company, Contact and Activity records can be shared with other virtual environments and role based groups.