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 Manage Your Business
With a schedule that grown busier by the day, it can be hard to keep track of all of the things you have to do, much less keeping up with everything that your employees are doing. The comprehensive Contact Management tools will help you to effectively manage your calendar with alerts that tell you when you've got an upcoming scheduled activity and a Task List that allows you to track projects from inception to completion. You can view your calendar in daily, weekly or monthly stages and easily drill down to see the detail behind any activity or contact.
Grow Your Business
Lead generation is expensive and time-consuming, so make sure that none of your prospects fall through the cracks with the right contact management tools. VisionCore will not only allow you to track history and contacts with every prospect and customer, but also notes and user-defined tabs that will allow you to store information gathered during the qualification process. The auto-scheduling feature will allow each user to automatically schedule follow-up activities each time a prospect or customer is created. You can set an alert to have a salesperson schedule a product demo two days after the initial contact, or schedule a customer service representative to do a post-purchase survey 15 days after your prospect becomes a customer. This will ensure follow-through for your customer on every level and they won't forget it.
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Email Templates
Send out customizable, professional communications to your customers with the brand new Advanced Emailer in VisionCore.
The Advanced Emailer is the only tool you'll need to begin communicating regularly with prospects and customers.
Drive new sales by keeping prospects informed of
new products and features or specials.
Increase customer retention by informing customers of
improvements and business information in a quick and easy email.
Create a company newsletter to let people know what is happening
in your business and provide product & service information.
Inform employees of company or policy updates.
Distribute Press Releases and other news to your circle of contacts.
The Advanced Emailer uses your existing contact information from VisionCore so there's no complicated integration process or re-typing of email addresses to get started. You won't need any additional software to create professional-quality HTML emails because the HTML editor is built right in.
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Email Template Features
Built-in HTML Editor with Design View and Code view so you don't have to be a programmer to create and edit emails
Records all emails sent in both the Customer History and the Email History
Tracks time and quantity of emails sent
Allows time intervals between emails so your email server isn't flooded with outgoing messages at once and won't be flagged a spam
Provides complete criteria for sending emails to certain groups including Customer Types, Customers who have purchased a certain product or within a certain time period and many other criteria so your emails can be carefully targeted
Header and footer fields so you can personalize each email with the intended recipient's name and your individual signature
Complete flexibility to add or delete recipients even after the distribution list has been built using the Criteria form
Tracking for email addresses that have unsubscribed or been marked as "Do Not Send"
You'll save yourself the high monthly fees of email marketing/newsletter services by using the Advanced Emailer. Also, you'll have the freedom to send as many emails as you want without worrying about per-email charges when you exceed a monthly quota.
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