Rich:
You've done a great job of describing our pinpoint Marketing tool. It will
replace the Action Plans you've been using and it will do the merge for
emails, letters, and postcards to accomplish drip marketing.
We combine that with a customized BCM database for Realtors and custom views
of the data so it looks and feels like real estate. Check it out at our
website:
http://www.pinpointtools.com/pinpoint_Mortgage_p/ppre.htm
Thanks,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon@pinpointtools.com
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com
"Rich Guagliardo rich@myhomeintampa.com" <Rich Guagliardo
rich@myhomeintampa.com@discussions.microsoft.com> wrote in message
news:13BDAF17-73AF-4F60-B33C-ACB04721F7A2@microsoft.com...
>I have some pretty basic questions about Business Contact Manager and
>haven't
> been very successful finding info online.
>
> 1. Can I put a particular client on a predefined marketing campaign that
> will:
> a. Automatically remind me of needed tasks based on a predefined timeline
> (start +1 day, +4 days, etc.)
> b. Automatically send marketing emails from predefined templates to
> clients
> on market campaigns
> c. Let me print and send marketing material from predefined templates via
> mail
>
> 2. Can I create predefined checklists of tasks required to service a
> client
> and apply them to a client?
>
> Can someone point me to some detailed info on this product?
>
> I am a Realtor currently using Top Producer. While I like the concept and
> theory behind Top Producer, I'm less than impressed with the execution.
>
> Thanks for any help you can give me!
>
> Rich Guagliardo
> rich@myhomeintampa.com
>