Web-based Information Management
& Distribution System
Client Name:
First-Trans
3SI developed a lead, contact and client management system
which allows CSRs to manage tickler list and contract information
and commissions. Includes automatic contract generation. Includes
reporting and commission tracking system. Developed in ASP
and uses SQL Server 2000.
First-Trans markets merchant account processing
and check processing services to small businesses. This web-based
system provides leads management, contact management, profit
analysis, automated contract creation. It handles inbound
and outbound faxes, forms printing/emailing/faxing. Since
sales representatives may be disbursed over a large area,
the system also provides a since of community through an interactive
forum, document distribution system and rep information lookup.