Monthly Archives: March 2016

Mailing List Manager Saves Significant Time…

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Mailing List Puzzle Showing Email Marketing Lists OnlineWith ContactEase’s Mailing List Manager, professionals or their secretaries can easily update and select contacts to be on a mailing or event list in a browser window, saving great amounts of time and avoiding paperwork. They just click on those that should get the holiday card, update their industry, select a holiday gift, or see what their status is for the golf outing. An unlimited number of different events and/or mailings can be tracked with this system, allowing for each user to review their own mailing list in significantly less time.

“Coming from a small firm, I am thrilled to have a resource like Contact Ease.   It was simple for me to sync my Outlook.  Then with Mailing List Manager in an hour and a half, I had gone through and marked my 800+ contacts with what announcements and newsletters they should receive.  The feedback I have had from clients in just a month has been amazing.  Also new to the firm, I like the fact that I can search to see who at the firm might have contacts at a company.  It helps optimize business development opportunities and allows me a way to check to make sure I don’t step on any toes.”

Scott Dienes  –  Shareholder, Foster Swift Collins & Smith PC

ContactEase CRM products are easy-to-use and simple to manage. For more information about ContactEase Add-On Modules visit our website, http://colevalley.com/Products.aspx

Data Change Tracker Add-On Module

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With Data Change Tracker, ContactEase CRM can now automatically email reports to users, displaying changes made to their contacts, and reflecting information before and after any change, including who made the edits. The report contains summary information about which contacts are shared with other users, as well as those that are unique.

ContactEase CRM products are easy-to-use and simple to manage. For more information about ContactEase Add-On Modules visit our website, http://colevalley.com/Products.aspx

 

 

 

Business Development Expense Management Add-On Module

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CRM - Customer Relationship Management

ContactEase has over a dozen of add-on modules that are available to enhance the capabilities of the CRM platform and are designed to improve business efficiencies across your organization.

Tracking business development expenses can be overwhelming and difficult to manage. Many marketing departments track this information manually and it’s often out of date.
With our Business Development Expense Management Tool partners, lawyers and their assistants can easily enter expenditures for approval, identifying the client/prospect and even the business discussed. Users enter the expense details including the person being entertained in a simple, easy to learn interface. This tool allows partners and lawyers to manage and submit their expenses in a timely fashion allowing you to track the total spend for the year. Expenses are submitted directly to Accounting and added to ContactEase with the click of a button – providing you with a spending recap against budget in a timely fashion.

ContactEase CRM products are easy-to-use and simple to manage. For more information about ContactEase Add-On Modules visit our website, http://colevalley.com/Products.aspx