|
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.
| |