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Online List Management
In many firms each
professional is sent a paper list of all their contacts every time a
mailing is done (such as the annual holiday card debacle). With
ContactEase's Online List Management, professionals or their
secretaries can easily update and select contacts to be on a mailing or
event list, saving great amounts of time and avoiding paperwork. They
just click on those that should get the holiday card, update their
industry, select a holiday gift, or see what their status is for the
golf outing. An unlimited number of different events and/or mailings can
be tracked with this system, allowing for each user to review their own
mailing list.
See an example.
Your Contacts Update Their Data
Online
Keeping the data on your contacts
up-to-date is a constant challenge. ContactEase's Browser-Based Data
Update Module allows your contacts to review and update their own
data in a secure environment, giving you their most current
information and saving the time and expense (and potential for
error) of having someone input it! Using the mass email
capability of ContactEase, send a personalized email to the client
with a unique link to your website, where their data is ready to be
edited securely. Updates can either go directly into ContactEase, or
into a "holding tank" to be reviewed and accepted by your
staff. One client saved almost 1/2 of their database administrator's
time, since only data review was necessary instead of entering all
the data directly. See
a live example, or
read
a case study.
Event Registration and
Newsletter
Selection Online
With the combination of Personalized
Mass
Email and Web-Based Data Updates, the
choices are
limitless: attendees can RSVP
for events, indicate their food
preference and/or invite others, select which newsletters they
would like to receive, update other information,
or contact you directly,
all in a secure web environment customized for your firm.
Examples:
RSVP for an Event
Update Newsletters Online |