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CRM - automatic cyclical mailing
Communication

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
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time
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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

Contact

KORSOL” Sp. z o.o.

ul. Wolności 94/314,
41-800 Zabrze

Kornel Grzywocz

Call me
in business matters.

Kornel Grzywocz

+48 601 501 386
kornel.grzywocz@korsol.pl

Natalia Jakubiec

Call me if you want to implement
one of our products in your company.

Natalia Jakubiec

+48 32 494 50 50
natalia.jakubiec@korsol.pl