We often hear AR teams complain about the difficulty getting full team participation in their Analyst Relationship Management (ARM) application. It seems that some team members don’t appreciate the value or perhaps are not sufficiently trained. When only part of the data is entered it limits the ability to generate metrics or encourage good collaboration.
Dave was speaking with the CTO of ARInsights the other day during one of the periodic calls we have with them about ways their product can more effectively manage an AR program. The discussion was about their soon to be released Add-In for Outlook 2007. Just as with the 2003 version this code helps to integrate their ARchitect product into the normal work day and automate data entry.
If you send an email to one or more analysts, even using blind carbons, the integration allows you to create an interaction and post the data directly into the ARM. This makes tracking activity such as sending out quarterly earnings, press releases, or simple exchanges very easy. You can also track your email threads automatically – allowing team members to know about activity with analysts you have in common.
Forward planning is critical for an effective AR program. Integration between your Outlook calendar and ARchitect enables you to easily create future interactions, add then to your personal Outlook, log them to ARchitect, and display them on […]
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