Connected Core ERP: CRM
Marketing Campaigns and Wave Management
Create Target Lists Of Customers, Prospects, Or Leads. Schedule Waves For Email Messages With Merge Fields, Telemarketing Calls, And Direct Mail To Promote Specific Products And Services. Project Expenses and Revenue From The Scheduled Campaign Waves For The Overall Campaign.
- Marketing Campaigns & Management
- Campaigns For Email, Call List, Mail Merge Via Target Lists
- Outbound Call Management & User Interface
Email Messages and Fax Management
Send Email Messages And Fax Documents Directly To Customers, Prospects, Or Leads. View All Email Messages Sent To Specific Contacts Or Email Messages Received From Contacts.
- Integrated Email & Fax Client
- Emails/Faxes Can Be Marked As Private
- Email Dashboard / Fax Dashboard
- Email Composer & Designer
Create A Target List Of Customers, Prospects, And Leads Using Any Information Stored In The Customer, Prospect, OR Lead Record Including Sales History Or Quotes.
- Create Target Lists Based On Leads, Prospects, and Customers
- Filter Target Lists By Standard And Custom Fields
- Create Target Lists Based On Purchase History Or Quotes
- Create Email, Call List, Mail Merge Campaigns From Target List