A true scaleable CRM Solution

You want to reach out and automate how you connect to a client, member, employee or customer…

 

Use a contact form….the next step is follow up.  What will you do with the information and what additional actions will you need to take? 

 

Contact Forms…make first contact with your target group of individuals

 

Follow up…launches you into Campaign. (Your decision rules  for running your business or organization.) 

 

Action forms inside campaign allow you to launch additional registrations, programs and actions.

 

Simple reports give descriptive summary data.

 

With Contact eConnect, we strive to provide features and functionality that allow you to build the types of forms and servicing campaigns that meet your organization's specific needs. Whether it is a contact form, follow-up forms, surveys, or online registration forms, we will work with you to create the forms you need.

Data Collection

Data is at the heart of any online form. Contact eConnect excels in helping you collect, manage, route, and leverage your form's data. You can store data in our online database, share that data with others via a simple link, export your data in Excel or Word, and use our API with other databases or applications. Each Contact Form you create allows you to capture Essential Data such as name/address, etc., and Robust Data which is the detailed information you need from your different audiences. This helps you to qualify and quantify key information for reporting purposes. Every simple question you ask builds an element of robust data for tracking and reporting.

Prospect - Contains only the essential data from the contact form.

Registration - Contains all the prospect information plus your customized essential and robust demographic.

Campaigns

Each question asked on the Contact Form can place the respondent into a Servicing or Follow-Up Campaign. Servicing Campaigns help you connect and provide services to the respondent, whether it is sending information, initiating a phone call, or adding them to a database list. A Servicing-Followup Campaign is an optional action you can put in place to check that your servicing is happening on schedule - It provides the checks and balances on your systems and helps you manage your accountability. You decide what actions should happen based on the responses on your Contact Form.

Action Forms

Once you've made initial contact with your clients, you can also create Action Forms. Action Forms are designed to help you provide additional servicing and/or Follow-Up in a campagin. Create internal forms and scripts that help your staff manage contact servicing.

Simple Reporting

With Contact eConnect (SM) you can capture the information from your contact forms, and get intel on the campaigns you are running. See the success of individual media targets so you can make better decisions. This is a tremendously powerful but simple management and reporting tool.

Security

Users want to be assured that the personal information they share with you is safe and secure. With our multiple levels of security within our software, you can trust that your data is being transferred and managed via the most trusted and secure methods. Over the past 12 years, our technology partner has successfully developed and deployed internet banking systems, bill pay, ATM applications, and commercial banking software. Using these same proprietary solutions, we provide your team access to the web from anywhere you can secure an Internet connection.