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LinkTrack® Training
At Gale Consulting we consider LinkTrack® training to be our forté. You need only to speak to our existing clients to be assured that we can deliver successful training products to your staff enabling them to become effective users from day one! A brief outline of the training services we offer is contained within this brochure.

Systems Administration
At least one member of your staff should become familiar with the systems operation of LinkTrack®. This is to ensure that the user base is supported effectively and can liase on technical matters. All upgrade activity, particularly in relation to the integration of third party products, should be carefully planned so that they can be managed effectively.

Data De-duplication
Occasionally, companies or contacts may be entered into the system more than once inadvertently. This module can resolve the resulting confusion by the merging together of records, enabling disparate company histories to become comprehensive. The Database Administrator may take ownership of this module and induct other members of staff to assist in its maintenance.

Security
LinkTrack® uses several levels of security and can be tailored to reflect the use of different groups of partners. At the commencement of any security project, Gale Consulting will advise on the relevant level of security for the organisations’ requirements and its’ partnership commitments.

Queries
LinkTrack® operatives may use ‘queries’ to aid them in finding detailed information within the system. The intention is to guide staff into using LinkTrack® like a directory and to run regular online queries to supplement information required for reports and for planning their projects etc. Any information found using the ‘query’ can be transferred to a report if required.

Diary
LinkTrack® contains its own diary but it can also integrate with Microsoft products. By using Microsoft ‘Outlook’, the user can schedule follow up activities and actions in LinkTrack®, resulting in an automatic update of their personal schedule.

Pre-start Contacts / Business Ideas
These modules combine to track the progress of individuals wishing to start up their own business. When the business idea reaches the point of being launched, all the history is compiled together and the idea becomes a company, joining the other client companies on the LinkTrack® database.

Contract Management
LinkTrack® uses the Contract Management module to collect the details of various funding commitments and monitors them over a specified period. This enables staff to effectively manage the different funding arrangements across their entire client base.

Property & Property Enquiry
This module enables the company to collect details on properties within the region and match them to prospective tenants’ or purchasers’ requirements.

Arpeggio/RnR Report Writer
This is an SQL tool that works directly with the Oracle / SQL database in order to interrogate the data and extract reports. It is advisable that each organisation has two or three users who are trained to produce reports of this nature.

Marketing activity
The following modules are a brief assessment of the marketing activity training we offer:

Programme Management
This module allows projects to be managed effectively. It correlates agreed phases of a project and allows the user to check off certain ‘milestones’ within agreed delivery dates.

Events
This module involves the identification of the right mix of people, invitations and the recording of who attends a seminar. Details of the speaker, venue, costs and charges can also be recorded.

Service orders
This module enables users to create a stock-list of services and products available for sale to the industry. The training involved should be aimed at members of staff responsible for this task.

Membership
Any contact on the database may become a member of any specific group that the user wishes to set up. This module is ideal for any organisations who have several special interest groups that need to be contacted regularly. There is even an area for maintaining regular subject information.

Mail Shots
LinkTrack® uses the mail merging facilities within Microsoft Word to generate letters required for distribution to contacts selected from LinkTrack®.

Questionnaires
This module is used in order to collect and to analyse data received via both mailshot or telesales companies. It is quite often used for quality assessments.

 
           
   
LinkTrack® is a registered trademark of Initiative Software.
Gale Consulting is a privately owned company and is not connected in any way to Initiative Software.
 
           
   

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