The Trutelic iOP™

Our Platform Makes it Easy, Effective, and Efficient​​ to Attract, Convert and Retain Target Client Relationships

 

Trutelic-iOP™ Integrated Modules Driving Innovation!

  • Contact Relationship Management
  • Lean Business Process Management
  • Enterprise Content Management
  • Marketing Automation
  • Program / Project Management
  • Business Intelligence
  • Knowledge Management
  • 3rd Parties Management

Interested? Get a Tailored Demo!

Contact Relationship Management

Comprehensive contact management functionalities to manage relationships with employees, prospects, leads, clients, and even referral partners.

  • Heads-Up Contact Cards
  • Status Management
  • Notes and Activity Management
  • Marketing Segmentation
  • Sales Opportunity Management
  • Service Program Fulfillment

Lean Business Process Management

Streamline your support, operations, and supervisory processes with Lean focused workflow and management controls.

  • Create your own Forms
  • Operations Management Workflows
  • Content Editing Workflows
  • Supervision Approvals and Auditing Workflows
  • Support Task Workflows

Enterprise Content Managment System

Keep your organizational resources centralized and easy to find, reducing hunting, searching, and frustration.

  • Best Practice Library
  • Digitized Process Templates
  • Pre-Approved Library
  • Operating Forms

Marketing Automation

Manage content creation, scheduling, and publishing for Web, Mobile, Email, and Social channels.

  • Subscription Based Email Messaging
  • Search-Oriented Website Content Publishing
  • Automated Social Media Integration
  • 3rd Party Content Sharing

Program / Project Management

Use our comprehensive platform to develop business standards or drive ad-hoc business strategies.

  • Employee Resource Planning
  • Marketing Campaigns
  • Sales Funnel Process Maps
  • Client Service Strategy Roadmaps
  • Employee Training, Onboarding, and Coaching
  • Continual Improvement Projects

Business Intelligence

Fully integrated analytics dashboards to simplify the ability to see key business metrics, in real-time

  • Operations metrics for timeliness, quality, and resource utilization
  • Marketing metrics for lead generation, and growth
  • Sales metrics for pipeline effectiveness and conversions
  • Service metrics for quality and profitability

Knowledge Management

Have a centralized resource for communications, teamwork, notifications, and alerts that keep your business on track.

  • Forums
  • Workflow Queues
  • Dashboard News Feed
  • Athena Cloud Alerts

3rd Parties Management

For any organization, the use of 3rd parties to help reduce costs and improve quality of work of the team is critical, we have it all.

  • 3rd Party Marketplace
  • Partner Content Library
  • Task Management Support
  • Content Editing Support
  • Supervision