EdititrezzoAgent EPS
The itrezzoAgent EPS software provides Mission Cricital Contact Management for wireless handheld users. While
BlackBerry® Enterprise Server, Microsoft Active Sync, Goodlink, and Intellisync provide a method to mirror a users Outlook Address Book with their PDA address book, itrezzoAgent EPS enhances content within the address book. For example, EPS reads multiple data sources to merge contacts from:
After contacts are merged from these datasources, the data is used to update and push new contacts to hundreds, or thousands of Exchange Mailboxes. These contacts can be placed in the main contacts folder, or separated into a contact sub folder.
This can all be done from a central server without the need to install any software on desktops or handhelds throughout the organization.
EditA Common Wireless Challenge
A Private Equity Firm in New York City realized that their 500 BlackBerry users could rarely afford the time to maintain their individual address books. The company maintained an Exchange Public folder with all 700 employees of the company. The public folder was meticulously maintained with detailed employee contact information. This employee public folder had a total of 700 contacts which included critical contact information such as:
- Home Phone Number
- Mobile Phone Number
- Second Mobile Phone Number
- BlackBerry PIN and phone number
- Nextel/IDEN Direct Connect (DCID)
- Fax Number
- Title
- Office Location
The company also maintained a CRM database that was vital to generating new business. The CRM database has 25000 contacts in many different categories.
Executives and deal makers at the firm frequently work 24 by 7 to close deals valued in the hundreds of millions dollars. A frequent and stressful obstacle was trying to reach a key resource to the firm with accurate, detailed information. The company was seeking an easy solution to their problem which would provide them with the accurate information quickly and with minimal impact to their staff.
EditMission Critical Contact Management
An ideal solution to this problem is itrezzoAgent EPS software, which was released in April 2003.
Itrezzo EPS automatically merges all BlackBerry handheld information from the BlackBerry Enterprise Server as well as the employee public folder. Itrezzo EPS then replicates that information to all 500 BlackBerry Handhelds each night.
Subsequent benefits:
- If a phone number changes, all BlackBerry Address Books are automatically updated.
- If an employee joins the company, all wireless users immediately get the contact details for the new staff member added to their address book.
- If an employee leaves the firm, that obsolete contact is removed from all handhelds.
- When a new client is added to the firm's CRM database, all relevant account managers and executives automatically have that contact information in both Outlook, and on their wireless handheld.
- It is not necessary to touch any handheld or install any software on the client. The content is easily pushed out by the itrezzo Administrator from a central server.
The itrezzoAgent EPS software can merge data from multiple data sources such as:
- Exchange Public Folders
- A contact folder within a users mailbox
- A SQL database
- An Excel spreadsheet
- A CRM Database
Once the data is merged, business rules set by the administrator will add or update contact information across all wireless handelds. Some examples of business rules:
- All members of the Disaster Recovery Team receive the complete contact details for all members of their Team and can respond quickly in an emergency.
- All Tier 3 Help Desk staff receive the contact information for all senior executives.
- All sales people receive the customer information for all of their assigned managed accounts in the CRM database.
- All BlackBerry users get the GAL (Global Address List) pushed to their handheld on a regular basis, ensuring that their contacts are updated and accurate without the need to perform multiple address lookups.
EditSee also