There are Contact Lists ....and There is Strategic Contact Management!

....................More than names and addresses:.strategically configured tools to drive business growth

.............................Fully integrated with your CMS-based website and interactive Communications platform!


Clients, prospects, employees, partners - the heart of your business and the key to growth!

What can a strategically configured CRM do for you?


  • Profile your clients and prospects to help you more effectively communicate with them, support them and promote your services to them, leveraging key profile (persona) data such as demographics, preferences, priorities, activity history, memberships / subscriptions etc.
  • Ensure relevancy of communications by using profile data to segment contacts into logical groups (specific requirements, geography, line of business, account status etc.) to with them
  • Ensure fast accurate customer service by recording and tracking transaction history - service queries, key communications, eCommerce transactions
  • Reduce operating and administrative costs by automating critical business processes - renewals, upcoming event / service appointment reminders, event registrations, special promotions, announcements
  • Drive highly targeted lead and revenue generation programs, with CRM-driven dynamic personalized messaging and personalized links ("pURLs" - personalized URLs) to campaign landing pages


Flexibility to configure your CRM record format and data fields to suit your specific requirements:

  • Create any profile data field that you need, specific to your business requirements marketsegmentation2jpgand how you need to communicate / transact with your contacts
  • Create any "dropdown" values that you need for each profile data field
  • Quickly update data fields (add, delete, modify) - simple CRM record maintenance
  • Easily update your CRM database - add new account records individually as needed or upload batches from Excel files
  • Assign individual User Names / Passwords to each contact to manage access to specific web pages, promotional offers, online resources, downloadable documentation etc., through secure login
  • Generate personalized highly targeted communications and marketing campaigns, dynamically pulling contact profile segmentation data form the CRM


Ask us how a strategically planned and configured CRM can drive revenue for you.