Accounting
CRM - automatic cyclical mailing
Automatic notifications for clients
Existing status
- The company sells renewable products/periodic licenses
- The company runs paper register of clients or an electronic one in Excel programme
- The employee checks the client list every day looking for products and licenses about to expire
- An indicated employee sends multiple e-mails reminding about the product/license prolongation. He or she does it using tasks and notifications set manually in the calendar
- After receiving payment from the client or prolongation pledge the employee must edit the client’s register entry and manually set the new expiry date
- Paper and Excel registers lack grouping entries by the client service process stage
- The whole process of client service including client list check, writing and sending e-mails takes about 2-3 hours per day
Implementation
Our expert will help you:
- Create new, electronic client bases
- Provide users with system logins and passwords according to their responsibilities
- Create and define price lists of services and products
- Automatize frequent actions (such as: send email, extend to a year, extend to 2 years) by adding special buttons
- Filter and group register entries in large scope
- Grant clients and services with sufficient statuses depending on their stage of selling procedure
- Define the services through granting them attributes (e.g. expiry date, realisation date, due payment, number of items sold, packages).
- Create visualisation on expiring dates (progress bar with the number of days remaining)
- Define tasks depending on the current service status (e.g. send e-mail 4,7,21 days before the date expiry)
- Create custom e-mail content sent automatically to respective clients
- Introduce automatic periodic mailing for the defined recipients
- Send automatic, group e-mails to clients with notifications
- Tackle mailing for bigger client groups with one click
full
control
safety
and reliability
time
saving
clear
profit
effeciency
boost
success
guaranteed
Benefits
- Manual client base is no longer manually filtered in order to find licenses and payments past expiry date
- Clients whose purchase expiry date is due cannot be overlooked
- Information about clients within the register must no longer be filled manually
- Repetitive emails with notifications no longer have to be drawn and sent manually
- Fast search for detailed information about clients
- Automatic price calculation of given services
- Generating wide range of comparisons and reports about clients became possible
- Simple export of comparisons to Excel spreadsheet
- Checking the client lists as well as drawing and sending e-mails reduced to 15 minutes a day
