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Robert Moran

We've used this CRM for years (since 1992 or so). The email marketing is a new feature in the software and is for the most part Constant Contact or Mail Chimp built into a very capable CRM, making the email marketing aspects more organized and usable. For example, all campaigns are sent from the CRM and include campaign result stats, and the unsubscribe and bad email lists are automatically maintained. You also get alerts in the software (which you can customize) that let you know when a recipient has viewed or clicked a link in your email. The alert is tied to the contact in the CRM so it's easy to find and track (we call our clients when they click our links since that's the assumed moment they're interested and it works very well for sales). Also, there is a pipeline manager (it costs extra and should not as the feature needs work and polishing), so new sales leads from an email campaign can be added to a pipeline which helps to keep on top of the daily leads. The email template creation editor is archaic to say the least, but it gets the job done after a steep learning curve and emails render well on various devices like your iPhone etc. (the company will also make a professional template for you at a small charge). Office Accelerator (OA) also has a built-in menu in Word (I believe in WordPerfect as well) that merges all (and I mean all) of the fields including custom fields into word documents (I might add that you can make a virtually unlimited number of custom fields and organize contacts into categories, subcategories, folder and lists). Basically, you can make any kind of document in word and then add the merge fields where you want them, save the document which then becomes sharable among your Office Accelerator users (we use this for repetitive form letters etc.). Also, adding a user is easy because it’s cloud based (though it’s hard to tell because it uses standard desktop software), and hence your new employee will have immediate access to a personal and shared calendar and contact info (there is a mobile sync as well that copies your data to a local SQL database, good in pinch if your internet goes down). OA also syncs with Outlook and works well on my iPhone via their mobile version (strangely enough, it’s not an app but rather a website that acts somewhat like an app though I wish it was), you can save your login values and create a shortcut on your iPhone desktop that brings you straight into your account (the support site has videos on how to do this on iOS and probably Android). There are a handful of additional neat tricks this software can do (like a tool bar that can add highlighted text and search on a highlighted email address or name), but it’s best trick is its incredible stability and outstanding technical support (they actually answer the phone, are patient and very knowledgeable). If you’re looking for a great networkable CRM, I would definitely consider Office Accelerator.

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Office Accelerator 18.0

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