January 2008 News » CRM

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Latest News

  • Salesforce Integration

    Versonix-Seaware now is integrated with Salesforce CRM. Here are few details:

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  • Seaware Analytics is available now

    *Seaware Analytics is available now* Versonix latest development is Seaware Analytics with Tableau as data visualization tool is ready to be delivered to the customers. 

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The CRM functionality provides the ability to create a marketing campaign, track its status, and has the ability to target specific Clients or Agencies based on a defined set of records in Seaware.

For Example: a marketing campaign could be created for all Clients in California.

Once the campaign has been created users can then use a document template and the mail merge function to generate documents that can be sent later by e-mail, fax, or mail (depending on the type of campaign).

Contact Information tables record when client or agency has been targeted by a campaign – listing the campaign code and the date of the campaign. Additional fields on this table can be used to record responses back from the client or agency, or can be used independent of a marketing campaign to record additional contact information from that client or agency.

 


  • CRM
  • Ability to create a marketing campaign.
  • Track the campaign’s status.
  • Generate documents using a document template and the mail merge function.
  • Record information about the marketing campaign at the client / agency level.
  • Ability to record additional contact information for the client / agency outside of the marketing campaigns.
  • Ability to create a marketing campaign.