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Your business deals with lots of companies and individuals, who are as important in their own way as your customers. Customers give you business, but you need suppliers and contractors to service them and you need prospects to keep your business growing. My.N Organize gives you a single point from which you can manage all of these relationships.
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Integrated across your whole business
My.N Organize provides a single database of customers, suppliers, contractors and prospects. Saved within each contact is not only the complete history of their previous transactions, but also every communication sent from, or received into the business. Every piece of marketing literature, email and letter is automatically saved within a contact profile.
Events and Tasks
My.N Organize is based on a unique workflow of Events and Tasks to ensure that business communications are kept to the highest standard. Events are simply things that happen and Tasks are things you have to do.
All communications into and out of the business are logged, providing complete visibility of activities across all departments.
For example, a customer’s email requesting a quotation starts a series of events and tasks which will be allocated to the relevant member of staff. Each task remains visible until it is actioned and a further event or task assigned.
This stringing together of Events and Tasks ensures that it is impossible for important activities to be forgotten or missed.
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Documents and data, all in one place
My.N Organize provides a single system for everybody in your business, and having all of your documents and data in one place brings advantages for every department.
Sales have a complete, rounded view of the relationship with the client. All previous communication and correspondence is available for review. This provides fantastic opportunities for up-selling and cross-selling. Staff traditionally resistant to the introduction of new systems will ‘buy-in’ quickly when they see the benefits of using Events and Tasks to effectively manage the sales process for them.
Marketing for success
Marketing can build targeted lists based on real-time information, including quotes and sales. The resulting lists can be merged with Microsoft Word, Outlook or distributed directly through My.N’s own email client.
"Since installing My.N Organize, our marketing has been much more effective. We can now quickly and easily send relevant offers to customers based on their previous purchases. Prior to this we were sending blanket mailers to everyone on our prospect and customer lists. My.N Organize has saved us a small fortune in printing and postage costs, and ensures that our marketing is properly targeted. "
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