BCM 2003 - how to track correspondence and visits - etc

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Guest

I need to keep track of office visit dates and the subsequent follow up
letters - I have a system of 4 follow up letters - and I need to keep a
history of which letters were sent - and then I need to figure out how to
create a mass mailing list - let's say I pick a town - and blanket mail to
that town - will BCM keep a history of all those I sent letters to - I don't
know who to ask this question - please help - it would be greatly appreciated
- right now I have thousands of contacts in my outlook program - and I want
to move theminto BCM 2003 - can you help me here -t hanks so much mkal3
 
I need to keep track of office visit dates and the subsequent follow up
letters - I have a system of 4 follow up letters - and I need to keep a
history of which letters were sent - and then I need to figure out how to
create a mass mailing list - let's say I pick a town - and blanket mail to
that town - will BCM keep a history of all those I sent letters to - I don't
know who to ask this question - please help - it would be greatly appreciated
- right now I have thousands of contacts in my outlook program - and I want
to move theminto BCM 2003 - can you help me here -t hanks so much mkal3
Click to expand...

For the first part ("system of 4 follow up letters"), BCM does not
provide any configurable workflow mechanism. You'll have to look
outside BCM for that feature--e.g. Windows Workflow Foundation--
although you might be able to integrate BCM into the workflow.

As far as tracking emails, if the Contacts (email addresses) are in
BCM, and you use Outlook to send the emails, then BCM should be able
to track them. BCM 2003 also linked to a service for mass emailing,
ListBuilder, and BCM could track email responses to email campaigns.
However, I understand the ListBuilder service has been discontinued,
and replaced with a new service EMS that is integrated with BCM 2007.
 
Mkal3:


Check out our pinpoint Marketing tool. You can use that with BCM or
Outlook. It allows you to create drip marketing campaigns
and when it sends out the email, it will write a history to the BCM History
file, attached to the BCM contact, so you can see which message was sent to
which person on which date.

You could do a search for all the contacts in a City right from our Tool,
then choose which contacts to assign a campaign to, and then apply the
campaign. The campaign could contain one email or multiple ones scheduled
to go out at intervals you choose.

HTH,
Lon


--
___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com
 
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