L
Lon Orenstein
Attention Fellow BCM'ers!
We've just released a new version of our pinpoint Marketing tool with some capabilities that you've wanted BCM to do for quite awhile. Actually, "Marketing tool" is somewhat of a misnomer. In addition to Marketing Plans (Six Emails to Send to a New Prospect After You Meet Them), it also can do Action Plans (The 11 Tasks You Have to Do After Closing a New Customer). Take a look at the new functions we've added:
a.. Add the Contact name, Phone, or any other BCM field to the Subject line of a task, appointment, email, or project task. If you want to look at your Task List and see not only the task but the contact and their phone, this will do it. You can use these "merge codes" for any BCM Contact field, including your custom fields.
b.. Create a pre-defined group of Project Tasks and create a Business Project with just a few clicks. The Project and Tasks will link to your BCM Contact or Account.
c.. Use Search Folders to define subsets of your database, then put them all on a Plan with a few clicks.
d.. Find groups of contacts or accounts to apply to a Plan quickly with wildcard searches.
e.. Send emails with attachments (as many as you want!)
f.. Send emails unattended in the middle of the night every day, using Task Scheduler.
g.. We've dramatically speeded up the reading of the BCM Contacts to handle large databases and multiple Search Folders.
Check out the pinpoint Marketing tool here, feel free to download a 10 day trial, and AskUsAQuestion on the form in the left navigation bar.
Thanks for your support!
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
We've just released a new version of our pinpoint Marketing tool with some capabilities that you've wanted BCM to do for quite awhile. Actually, "Marketing tool" is somewhat of a misnomer. In addition to Marketing Plans (Six Emails to Send to a New Prospect After You Meet Them), it also can do Action Plans (The 11 Tasks You Have to Do After Closing a New Customer). Take a look at the new functions we've added:
a.. Add the Contact name, Phone, or any other BCM field to the Subject line of a task, appointment, email, or project task. If you want to look at your Task List and see not only the task but the contact and their phone, this will do it. You can use these "merge codes" for any BCM Contact field, including your custom fields.
b.. Create a pre-defined group of Project Tasks and create a Business Project with just a few clicks. The Project and Tasks will link to your BCM Contact or Account.
c.. Use Search Folders to define subsets of your database, then put them all on a Plan with a few clicks.
d.. Find groups of contacts or accounts to apply to a Plan quickly with wildcard searches.
e.. Send emails with attachments (as many as you want!)
f.. Send emails unattended in the middle of the night every day, using Task Scheduler.
g.. We've dramatically speeded up the reading of the BCM Contacts to handle large databases and multiple Search Folders.
Check out the pinpoint Marketing tool here, feel free to download a 10 day trial, and AskUsAQuestion on the form in the left navigation bar.
Thanks for your support!
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