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Description
There are no limits on the number of accounts, contacts, locations, and notes you can manage. The upgraded unit tab now allows for the upkeep of customer installations. The cycle accounts feature facilitates the straightforward sorting of accounts based on criteria such as age, account code, territory, industry, or zip code. The system also includes table-driven categories for products, sales stages, causes of loss, and more. Opportunities can be updated either individually by account or in bulk. Campaigns are structured by both corporate guidelines and individual sales representatives. Each campaign can incorporate various activity steps that are triggered by specific dates or events, and all contacts and accounts can be part of multiple campaign lists. These lists can be utilized to refine the account view, enable mail merges, and create task checklists to streamline operations. Additionally, this comprehensive approach enhances collaboration and efficiency across the organization.
Description
Are you looking to send tailored mass emails through Outlook without the hassle of a Microsoft® Word Mail Merge or the risk of having your message marked as spam due to BCC? If so, Send Individually is the perfect solution for you. This tool allows you to compose an email and send it to each recipient individually, one by one, streamlining the mail merge process into three easy steps from your own email account. By addressing each email personally, you can enhance deliverability by bypassing more spam filters and potentially increasing your response rates. After all, don’t you find emails that are specifically addressed to you more engaging? With this method, you can effortlessly manage your communications, making it ideal for distributing newsletters, press releases, business announcements, or any other marketing correspondence. Now, you can engage your audience more effectively and ensure your important messages are seen.
API Access
Has API
API Access
Has API
Integrations
Microsoft Excel
Microsoft Outlook
Microsoft Word
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
AdvanTec Information Systems
Founded
1998
Country
United States
Website
www.advantecis.com
Vendor Details
Company Name
Sperry Software
Founded
1998
Country
United States
Website
www.sperrysoftware.com/Email-Tools/product/send-individually/
Product Features
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management