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Business Contact Manager


written by Lon Orenstein, DoctorBCM,
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Here's what you get:

  • Database customized with industry specific fields for the contact record.

  • Customized industry specific fields for the sales opportunity record.
  • Views of your data customized for your industry.

  • Drip marketing capabilities with the pinpoint Marketing tool.
  • pinpoint Messages: 2007 Contact Warmers - letters and emails already written for you. 28 fresh, original messages for you to send out over the course of a year.

  • Action plan/Business Process scheduling with the pinpoint Marketing tool.
  • Some pinpoint Solutions will have additional features. See details below.
pinpoint Solutions

Business Contact Manager 2007
Customized for YOUR Business

Mortgage • Real Estate • Financial Planning
 
Jumpstart your productivity in BCM with customized databases that have been designed to speak your (business) language.

Save valuable time with the industry specific fields that have been added to the contact and sales opportunity records for you.

You may want to do some tweaking of your own, and that works fine. But we've done the bulk of the work for you.

You also get customized views into your data, based on the typical requirements of your business, so you can get TO the data you need quickly.

Create "drip" marketing campaigns you can apply to groups of contacts with just a couple of clicks of the mouse. Makes sending multiple emails and letters over differing periods of time a breeze.

Automate other business processes and action plans just as easily - steps can include tasks, appointments, letters and emails. Rest assured that you're on top of things with nothing "falling through the cracks".
New industries are being added all the time. If you don't see yours listed below, send us an email and let us know what you need!

pinpoint Solutions: pinpoint Mortgage
Price $279.00
pinpoint Mortgage logo
pinpoint Solutions: pinpoint Real Estate
Price $179.00
pinpoint Marketing tool
pinpoint Solutions: pinpoint Financial Advisor
Price $179.00
pinpoint Financial Advisor

 
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