For over 25 years, Cole Valley Software has served professional service firms by delivering fully integrated firmwide CRM solutions.
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Do you have the most relevant and up to date information on your clients and prospects?
Keeping the data on your contacts up to date is a constant challenge. ContactEase’s browser based Online Client Update Form can significantly, and positively, alter the process. The Update Form allows you to have your contacts review and update their own data in a secure environment, providing you with the most current information and saving the time, expense and potential for errors that comes with having an in-house resource perform these functions.
The first step in the update process, using the mass email capability of ContactEase, is to send a personalized email to the contact that includes a secure, unique link to your firm’s website, where the data is already filled in and is ready to be edited. The contact can then: edit any data that you wish them to or select which mailing and seminars they would be interested in. Updates can either go directly into ContactEase, or into a hosting tank to be reviewed and accepted by your staff.
Date: 01/24/2019 - 01/26/2018