Call Cycle Add-on

Systematically pursue your sales opportunities by setting up call cycles (communication plans). "Program" the system to generate sequences of messages for the contacts, eg on day 5 send letter A, on day 15 send letter B and so on. Create as many plans as you like and assign them to your contacts, anchoring to any of the date field in the contact records or to the current date.

1. Plan your call cycle
2. Link contacts to the plan
3. Execute the communication plan
4. Monitor progress of call cycle

Simply enter what communications with the prospect you want to occur, and when. Specify any letters you may wish to send them and personalise them with prospects' details. You can exactly specify how your messages will be delivered or let the system select the communication type automatically, based on prospect's communication preferences.

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You can do it individually or in bulk, selecting records from the database by a flexible criteria. Assigning a plan to a contact will generate several "TO DO" items in contact's screen:

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Select "TO DO" items filtering them by date and send the messages out at any time. For example, if a mail-out for a particular contact falls to Sunday, you can do actually do it on Friday by simply requesting the system to execute all communications scheduled for Friday and the weekend, or for the entire week.

This simple function will automatically sort through different messages and communication types (mail, email, fax), without any further intervention from the operator

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Use a simple report showing the number of contacts linked to your various plans, the number of steps accomplished and conversion rate. Filter by flexible criteria.

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Add Call Cycle add-on to my system