In-Depth CRM Review

     ContactEase

Cole Valley Software
2900 North Government Way, Suite 273
Coeur d’Alene, ID 83815

 

About the Company:

Since 1991, Cole Valley Software has served the legal profession by delivering fully integrated firmwide marketing automation. Today, Cole Valley offers an RDBMS based contact management and marketing solution designed to integrate seamlessly with most accounting, human resource, database and office applications. Our turnkey solutions enable firms to manage contact data, events, activities, and projects/matters while providing the functionality to use this "business intelligence" to conduct strategic marketing activities. In addition, with the much sought after Outlook/GroupWise and Word/WordPerfect integration, Cole Valley offers the complete solution - fully integrated software that leverages the functionality and usability of your existing applications. In so doing, Cole Valley Software delivers a tool for profitable client base management and a means to achieve the competitive edge.

About the Product:

Quickly & easily manage client contacts and automated marketing campaigns

Cole Valley Software ContactEase saves firms valuable time by making it easy to gain and maintain a complete understanding of the firm’s relationship with clients and prospects. Multiple touch points are tracked and synchronized including phone, fax, and email communication, event participation, accounting, and documents associated with client matters.
 
The same universal view empowers marketers to make informed decisions and quickly develop and implement automated marketing campaigns – all from the same central database.

Confidentiality Protected

Sharing information across the firm provides enormous benefits. However, there are circumstances under which it is necessary for a professional to keep certain information private. ContactEase provides different permission levels so that only authorized individuals may view or edit data.

Easy to Administer

ContactEase features a separate ContactEase Administrator Module that enables network administrators to easily manage security for databases, users, and work groups.

Features

ContactEase features are flexible, intuitive and designed to ensure accurate, consistent data entry. Maintenance tools make it easy to identify data entry errors and fix them. 

Integration

ContactEase is integrated with a wide variety of popular word processors, email and fax programs and devices such as PDA’s and business card scanners.

Benefits

• Identify opportunities to increase share of client expenditures… Spot cross-selling opportunities by noticing who knows whom and, what can be even more beneficial, which professionals or practice groups are not in touch with your client but should be.
• Enhance client service… by demonstrating an understanding of all touch points between the client and the firm.
• Use the familiar tools you’re used to… You can use ContactEase from the popular applications you’re used to such as Microsoft Word and Outlook, Novell GroupWise and WordPerfect.
• Keep up-to-date when on the road… Look up client information or add data when away from the office using your PalmPilot or HandSpring Visor.
• Target the right audience with the right message… Easily send letters, emails, initiations and other communications to the exact category of clients and prospects you specify.

Price:

 For pricing details, please contact the company directly.

Rich's View:

 Sorry, we have yet to review this CRM solution.

Short List:

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http://www.nurturemarketing.com/

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