Within your database you have profiled your Clients and Prospects. Ideally you know what they have and what they may be interested in.
The Notification Service
Runs at intervals you set and triggers a Query to find records that match your requirements such as
- Find any new leads that entered the database from our "Contact us" page and email a thank you
- Find anyone who updated their entry or created an attachment in the database using the self service portal and notify us
- Find my prospects I have not spoken with in over a week and make sure they are called
- Find anyone with membership renewal due in the next (you set the time period) and remind them of the benefits
- When we change the status of a record send them a link to a Survey
You can have as many of these running as you want, they can all use a unique email template you have already setup and tested.
The result of something so simple could mean you make more sales or deliver a higher service, either way it's a winner.
This is available or all Customers on annual maintenance with a build later than August 2013
If you want to book a session or to have more information please email firstname.lastname@example.org