Prospect Tracking Features

Import prospect information from other software or purchased mailing lists. No need to hand type long lists of prospects.

Records each prospect's name, business and address. Always know how to contact your prospects via mail.

Allows you to enter custom formal and informal salutations (Dear Susan) and addressees for each prospect. Makes letters and E-mail messages to your prospects more personal. For example, you can change a prospect named Jill Anderson's salutation from “Jill” to “Jim and Jill.” Then, when you write a letter or E-mail message to the Andersons through SuccessWare, it will begin with “Dear Jim and Jill” instead of just “Dear Jill.”

Stores home, work, cell, pager and fax numbers as well as an E-mail address for each prospect. Always know how to get in touch with your prospects.

Unlimited customized identifiers to group similar prospects. Gives you the power to categorize your prospects in a way that fits your needs for marketing, etc.

Records the date of an event for which the prospect needs photography (wedding, bar mitzvah, prom, etc.) Keeps you from wasting time and money marketing to prospects who you cannot serve because you are already booked on the date of their event.

Automatically dials home, work, cell, pager and fax numbers using your Hayes compatible modem. This feature is available wherever prospect information appears—even appointments, to do tasks, etc. Please note that USB modems are not supported at this time. Contact your prospects by phone quickly and easily.

Saves contact notes for each prospect. Always know the best way to contact your prospects.

Stores unlimited general notes about each prospect. Record notes on conversations, their desires and concerns, etc. for easy reference.

Categorizes prospects. Group like prospects to aid in marketing, etc.

Find prospects by entering the first few letters of their last name or double-clicking from a list. Quick and easy reference to all of your prospects.

Conveniently lists all of the appointments for each prospect. Easily find out when you have scheduled appointments with prospects without searching through your appointment schedule.

Prints address labels for prospects. Can print using the popular DYMO® LabelWriter brand printers. Makes it easy to mail to prospects.

Prints personalized letters to prospects. Produce letters for marketing, follow-up, etc. without leaving SuccessWare.

Sends personalized E-mail to prospects. Messages can include HTML which makes them look just like web pages—complete with images, web links, information automatically inserted from SuccessWare, your choice of fonts, font sizes and styles, etc. Compose and send E-mail messages for marketing, follow-up, etc. right in SuccessWare.

Exclude individual prospects from direct mailings. Save money by limiting your direct mail marketing to prospects that are likely to respond to direct mail advertising.

Saves a history of all of your correspondence with prospects. Always know when and why you contacted them via mail, e-mail, phone, etc.

Exports prospect information for importation into other applications (Outlook, Address Book, etc.).

Unlimited number of prospects. Store all of your prospects in SuccessWare.

Easily modify and delete prospects. Gives you flexibility.

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