Ready Contacts© V: 1  

Get Ready
Navigating
Newsletters
Replication
 

Ready News

Get Ready                                                                                                                           March 2008

Ready Contacts© - Marketing Campaigns that Win Clients  

Single-User, Multi-User and Replicated versions are available. If you have (or need) clients, Ready Contacts© will help you be recognized.

·         Simple Pricing – No hidden costs. You pay one price and that’s it! (From $295)

·         Simple to Use – All the features you want in an easy to use format.

·         Simple to Share – Sharing information is effortless with our Replicated version.

·         Simple Tracking – Log your calls, emails campaigns.

Below are some TIPS for putting Ready Contacts© to work for you.
 

Want an on-line DEMO? We want to help you stay in front of your clients.

Get Ready,

Joseph Growney

Access Ready Solutions

757.546.5048

Joseph.Growney@AccessReadySolutions.com

Navigating Ready Contacts©

Keep it SIMPLE! That’s what you asked for and that’s what we did. Here is a quick description of the Ready Contacts© screen.

1.    Header Section (Dark Blue) - Find your contact. Search by Company or Contact (Last Name, First Name, Company). Users can also change their password, access the Report Selector or create a new Campaign.

2.    Queue tab – The application opens to this tab. It is where all your “Action Items” are displayed. Use the filters to limit or expand what you see. When you “Select” an action you make it available for operations like sending Email, setting Appointments, changing Follow-up date or removing Follow-up. After processing a step in your campaign change the Follow-up date to prepare for the next step.

3.    Company Contacts tab -

This is where Companies and associated Contacts are maintained. Edit buttons are there to protect users from accidentally changing information. Company information is automatically transferred when new Contacts are added, but it can be easily changed. All information is editable, including the Company that a Contact is assigned to. If your contact moves to a new company, simply change the company.

4.    Action tab –

This tab is for maintaining all actions related to the current Contact. Click “Edit Action” to change dates, follow-up status, Contact Method, Campaign or notes. New Actions can also be added. These Actions will be displayed on the Queue tab when appropriate.

5.    We will cover the Email, Appointments, Data and Documents tabs later. Can’t wait? Let us know. We’re here to help you.

Newsletters

It’s easy to publish a newsletter using Ready Contacts©.

1.    Simply create a new Campaign and add as many of your contacts as you please (Add them all). Call the campaign “Newsletter”.

2.    Create a formatted document and stick with it. Include relevant information only. Try to keep the information simple and limit the subjects to 3 or 4 points.

3.    On the “Queue” tab filter by the Campaign “Newsletter” and select all contacts.

4.    On the “Email” tab choose or create a simple email with the word “Newsletter” in the Email Body and click the “Send Email” button. Your email will be created with the recipients in the BCC section. Copy and paste your document into the body and send. That’s it!

5.    In order to prepare for the next issue go to the “Queue” tab and change the Follow-Up date to your next planned issue date.

6.    This process can be used to send out product releases, coupons or informational communications of any type. It’s easy to add new contacts to the campaign or remove those who request it.

Replication

There are many people who need to take Contacts out of the office. Makes sense, right? For this reason Ready Contacts© is now available with Data Replication. Work remotely as long as you like. Ready Contacts© recognizes when you are back in the office and automatically synchronizes with the server.

Ready Contacts© is now available by calling 757-546-5048. Visit our website for a preview at Ready Software and download your free demo.