With a search by company name, all contacts of the company can be displayed along with who in the firm knows each contact, as shown below.
The browser view (ContactLink) provides a view of Past Marketing Events with a filter such as 'attended', as shown below. ContactLink is available from Outlook.
In our view, absolutely yes. And, that is true for both eCard and traditional Holiday Card productions.
A major consideration for Holiday Cards is attorney signatures, whether on physical cards or by names shown on eCards. IntelliPad lets attorneys indicate their desire to sign, both in Outlook and in the browser view (ContactLink) of their shared contacts. To make it even easier, all attorneys linked to a contact can be included unless they indicate otherwise.
Holiday eCards can be produced by IntelliPad directly, or the information can be provided to third-party companies like Vivid Greetings, which offer music and animated artwork designed for each firm.
If using traditional Holiday Cards, IntelliPad provides a variety of solutions, including:
To answer this question let's consider what happens if your firm uses an outdated address to send something to a client. And for the moment let's assume that your firm was advised by the client about the address change and that the new address was not updated everywhere it should have been.
The cost of postage and/or shipping is not the problem. It is the embarrassment of already having been told about the address change and then using the old address. This could result in a delay of some needed action or information. Equally important is the message to the client is that your firm is not sufficiently organized or efficient. Instead of increasing their trust in you, they begin to question and worry.
Will IntelliPad keep this type of problem from ever happening? We would like to make that claim, but cannot. However, you will dramatically reduce the possibility of such problems with IntelliPad since there is a single record for each client contact in a central database that is kept up to date with the latest changes as they occur in Outlook contact folders.