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Newsletter, January 08

In This Issue

Did you Know...?

You can merge Trackvia's automated fields into your mail merge documents? For example, you can merge "me," which will input the name of the person doing the merge. Or, you can merge "today," which will automatically input the date that you complete the merge. Other automated fields that you can merge include: "created by," "last updated," and "record locator."

Dear Customer,

As much as we love the holidays, we're glad to be back at work full-time to make Trackvia a better solution for you! Over the upcoming months you'll see several new important features become available for you to use. In addition, we'll be going back to some of our existing features and making them easier to use, and more powerful. When you see the changes appear in your Trackvia account, please be sure to let us know your thoughts - we do listen!

As always, please let us know if you have any questions or comments!

Sincerely,



Matt Strenz
Trackvia Support Engineer
Newsletter Editor

Highlights

Mail Merge

Anyone who's ever gone through the mail merge process using two or more applications (think Excel and Word) knows just what a painful process it can be. Trackvia makes it easy and lets you do it all through one easy-to-use application. Just upload your form letter templates into Trackvia, then select the database view that you want to mail merge into the document, and you're done! Similarly, you can easily create print labels using our slick drag & drop interface. Integrating mail merge inside of Trackvia is just another way that we try to give you all of the features you need to not only manage your information, but to do all of the important things you need with it - like sending mail merged form letters to your contacts!

Edit Multiple Records

When you look at your database overview page, you've probably noticed that there are checkboxes next to all the records that appear. But have you also noticed that the checkboxes appear in the results of any search you do, and even in the results of any "Find Duplicates" results? These checkboxes enable to you select multiple records and change all of them at once, and by including the checkboxes in all of the features you use to search or categorize your records, Trackvia offers a powerful and quick way to manage lots of information at once.

Weekly Webinars

What is a webinar? It's a live demo that you can participate in via your computer screen and a conference call - in other words, it's the closest we can get to meeting with you in person to show you how to do a couple of important tasks in Trackvia. Whether you're a power-user or completely new to Trackvia, we're confident that you can learn something new by joining one of our live webinars. We plan to keep the webinars brief and useful, and the format is a 5-10 minute live demo followed by any Q&A, on any topic. So, please join us as often as you'd like - details are on our website.


Deep Thoughts

Trackvia for Managing Sales Leads

Trackvia can transform the way you serve your customers and interact with your sales leads. It's an all-in-one application that allows you to receive customer feedback, to track your company's internal handling of the feedback, and to communicate, collaborate and correspond with your customers to ensure that they know you value their feedback and their business.

And it allows you to more efficiently and effectively care for your sales leads as they go through their evaluation process, helping you to convert more of them into paying customers.

  • Website integration so you can receive and display information to customers and prospects
  • Email integration so that you can receive customer emails or sales leads straight into your database
  • Email campaigns (personalized newsletters, new feature updates) straight out of your database
  • Drip marketing campaigns through customized views that show prospects by age, by quality, and by status
  • Track response time to customer requests, complaints, etc.
  • Track which employees provide the quickest and most complete responses
  • Monitor which employees convert the highest percentage of leads into paying customers

Emails into a Database

Did you know that you can set your Trackvia database to gather emails sent to an email address and turn each email into a database record? This is a great way to get information into your database with no manual data entry required.

  • Email records are "stamped" with date, time, source, etc.
  • Email attachments become file attachments in your database
  • Receive job applications with resumes and cover letters
  • Receive customer orders
  • Receive sales leads

 
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