Mail Merge

Create mail merges seamlessly and with just a few clicks of the mouse.
This module is tightly integrated with Microsoft Word™ so the whole process is completely intuitive.
Target your merges to focus on a specific community of people in specific regions etc.
Have all your campaigns automatically saved to the account history module so you don't duplicate.

Account Manager comes with its own mail merge tool that is capable of sending a focused campaign to all of your customers and prospects in seconds. Tightly integrated with the contact database you can target certain regions and or job titles and even the products they have purchased in the past. This tool is also tightly integrated with Microsoft Word™ which means you will be operating in an environment you are already familiar and you will be able to keep track of all your focused direct mail campaigns because it will automatically be sent to the account history module for you.

Account Manager is fully scaleable. All the modules come together to build a complete sales methodology that is centred on identifying the compelling event within the sales cycle, and what needs to happen by when.