Docman Solutions - DMSPRO Accountants – Direct Marketing



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Accountant Product Information

The Marketing feature uses information from the Client Extra Details, Client Services and Client Management sections of DMSPRO™. Create targeted direct email or letter campaigns and file the document created into the Client Correspondence file for future reference

Follow up actions to the mailings are recorded within the Marketing Module for future reference and further mailings can be created based on the results from the original project and the follow up actions.

These features provide the capacity to become more proactive, better focused on your Client's needs and improve communication, with minimum input required.

Key Features
  • Create mass mailings with ease
  • Make full use of all information stored in DMSPRO™ about your Client
  • Record follow up actions and subsequent mailings
  • Keep a copy of mailings in the Client File for future reference
Imagine . . . how effective your marketing activities could be with DMSPRO™.
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