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Capture. Segment. Track.
Your Contacts is a contact management module adapted to your processes and terminology. Your Contacts provides visibility and a cohesive snapshot of your customer's status to anyone with secure access within your organization.
Features
- Captures multi-tiered contact information and detail including contact categories, industry, geography, interests, contract renewal date, next contact date, and more
- Search contacts by any combination of criteria and create segmented lists
- Integration with SmartLink allows you to send high-impact email to individuals or segmented lists
- Track activity history adapted to your processes and terminology
- Integration with Your Library allows you to create links to associated documents such as proposals, agreements, job descriptions and more
- Security rights control access to contacts and contact groups as well as to activity detail.
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Your Contacts Benefits
Your Contacts is implemented to reflect your organizations processes and terminology - and is immediately familiar, easy to use and more readily adopted.
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