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New Export Function in New Look Contacts Management

As a public service, Trivaeo Crossroads has always excelled at providing customers with completely frictionless ways to input data.  However, most cloud CRM providers do not want to invest their efforts in providing easy ways to export your data from the system.  After all, why should they give their clients an easy way to go elsewhere?

Most cloud CRM service providers do not provide an easy way to properly export CRM data. This is a fact.  Most of them would be terrified that half of their client base would “churn” if they allowed data to be easily exported to another provider.

Trivaeo does not have this problem.  In a recent survey of our client base, we found that almost all CRM users and administrators have loyalty to the Trivaeo brand and look for ways to improve the service in partnership with Trivaeo.  With this in mind, Trivaeo is proud to launch a new “Export”function on the CRM application that will shortly be rolled out to all solution areas. The new export function allows users with the correct permissions to export all relevant data from the CRM system to a spreadsheet.  This allows easy data cleansing and sorting in various formats such as XLS. Not something Trivaeo competitors seem to care about at all.

 

This new function is part of a new look for Trivaeo solution“list views”that will allow the user to decide how much data they wish to show on the list view.

 

Please see below a screenshot of the new look list view in our CRM solution for Contacts Management. 

 

We have highlighted the export function and the new list view sorter button.  

 

For any questions about the Trivaeo Crossroads solution building platforms, please call Trivaeo directly on 0844 561 1979 or email This email address is being protected from spambots. You need JavaScript enabled to view it.or go to our website at www.trivaeo.com

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