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DragonDMS 2015 – Mailshots in CRM

24th April 2014

The CRM (Customer Relationship Management) system within DragonDMS has been vastly enhanced for 2015.

It is now a separate component and comprises of three different sections; Vehicle Sales (Enquiries and Follow-Ups), Sales Diary and Create Mailshot.

The Mailshot facility in 2015 has a nice, clean interface and provides more options in order for your marketing activity to be tailor-made to suit your business needs. You can pre-set templates for messages you use on a regular basis such as MOT reminders, aftersales and warranties.

When creating a new template, DragonDMS gives you the option to choose your mailshot criteria including four additional filter fields, your method of contact (letter, SMS and e-mail), the page layout and the ability to add notes if required. Letters and e-mails can be highly personalised to each contact by incorporating their name, address, vehicle make and model, the date and time of their MOT or service, the sales person they dealt with and various other data fields. 2015 allows basic formatting of text (bold/text colour/alignment of text) and also the ability to insert images.

You can preview your mailshot before sending or printing and all communications are automatically logged against each customer record.

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