Automated trade matching (Searching)

customertrax 1. Handle CRM 1.0, x. Uncategorized

Opportunities are designed to track any potential sale. Many times, you may not have exactly what the customer is looking for. The Searching form is the way to keep track of detailed specifications and be automatically notified of potential matches. To access this form click on the [+] icon next to the search bar and select “Searching” Create search criteria …

customertraxAutomated trade matching (Searching)

Send to MailChimp

customertrax 1. Handle CRM 1.0

Any search you perform in Handle can be used to send email addresses to a new or existing MailChimp campaign This will send the email address in the linked Account to the MailChimp list.(Sending Handle Contacts not available at this time)Enabling this feature requires that you have an existing/active MailChimp account.Each Handle user can be tied to a specific MailChimp …

customertraxSend to MailChimp

Export to Target

customertrax 1. Handle CRM 1.0, Target Marketing

You can perform a search on any information you are collecting or entering, any of those searches can be added to Target. For example, you may want to generate a list of customers and prospects that have expressed interest in a certain product and reach out to them. Searching opportunities or a keyword search against sales calls would allow you …

customertraxExport to Target