Contact Management

• Contacts
  • Add, Edit and Search contact information in a powerful customer database
  • Store communication details (phone, e-mail, etc.) in the contact’s Call Log
  • Group similar contacts together for efficient group communications
  • Organize Contact Groups into categories
  • Track marketing campaign(s) a contact has received and their responses
  • Full history of purchases, payment plans, invoices and payments
  • Attach documents to a contact’s record
  • Link multiple contacts to a “Company” or “Account”
  • Link contacts together and form relationship “trees”

• Tasks
  • Create tasks, prioritize tasks and attach tasks to contact records
  • Assign tasks to other users
  • Notify other users of task actions
  • Calendar--view daily, weekly, monthly views of your tasks, appointments, and meetings

• Other Features
  • Calendar – create appointments and events for yourself and other users
  • E-mail Client – send and receive e-mail through our integrated e-mail client
  • Create and store text and HTML e-mail templates
  • Send personalized e-mail templates from any contact’s record
  • Inbound e-mails get automatically attached to the contact records
  • QuickSearch Box--search for contacts from anywhere in the system
  • Favorites--save your favorite searches, sites, links and reports for quick access
  • User Permissions protect sensitive data and limit access to authorized users
  • Communicate with contacts directly from their contact record via e-mail, printed letters, faxes, voice broadcasts, and more

Marketing Automation

• Marketing Pieces
  • Create and store various types of Marketing Pieces
  • Marketing Piece Types include e-mail, fax, direct mail, voice broadcast, scripts/phone calls, and tasks
  • Automatically send personalized marketing pieces to a contact or to a group of contacts
• Marketing Campaigns
  • Easily build multi-step, multi-media campaigns, auto-responders, funnels, and sequences with unlimited Marketing Pieces and total control over when each piece gets automatically delivered
  • Add and remove contacts to Marketing Campaigns manually or automatically
  • Automatically send out Marketing Campaigns to contacts or contact groups
• Web Forms
  • Easily create web forms to post on any web site
  • Link Web Forms to Action Sequences to automatically add the submitter to group(s), campaign(s), auto-assign the lead, and much more
• Marketing Reporting
  • View reports on the effectiveness of a particular Marketing Piece
  • View reports on the effectiveness of a particular Marketing Campaign
  • Track responses from Marketing Campaigns--know what Marketing Piece a contact responded to
  • Marketing Dashboard and Success Report—see what pieces are scheduled to go out, which have gone, track results, and more
  • View e-mail blast deliverability, open-rates and click-through rates

Sales Force Automation

• Sales Management - For Sales Managers
  • Quickly add, edit and search for leads
  • Assign leads to your sales reps in bulk or one-off
  • Round Robin automated lead distribution
  • Set up the sales pipeline by creating Stages and Statuses for your leads
  • Set the “Target # of Days” that a rep should allow a lead sit in each stage
  • Pull reports on “Stagnant Leads” by sales rep or date range
  • View Pipeline reports for the company and individual sales reps
  • View Call Log reports to see how many calls made by reps and company
• Lead Tracking - For Loan Officers
  • Quickly add, edit and search for leads
  • Prioritize daily calls and actions using “My Pipeline” which contains the lead lists created by manager
  • “Quick Edit” lets you view a lead list and quickly call/edit those leads
  • Access contacts, leads and appointments wirelessly through your Internet-enabled phone or PDA