Contact Management Solution
Problem/Need: Client needed a solution for a large number of contact. The need to need to targeted direct mail, fax broadcast and broadcast Email was critical.
Solution: Implementation of an MBC Contact Manager Database solution (template, customization and training).
Key Features included:
- Easy to use interface and navigation.
- Powerful On-line Help with step-by-step instructions.
- Cross-Platform Ready - Mac OS and Windows.
- Fast Search feature to efficiently find a contact.
- Correspondence Layouts to efficiently generate letters, faxes and E-mail.
- Powerful Email System - allows you to send personalized Emails with HTML (images/styled text) and/or Text format directly from FileMaker Pro to an individual or a group of contacts. It also allows you to include attachments.
- Robust Keyword System to organize contacts into groups.
- Robust Follow-Up System.
- Robust History System.
- Robust Batch Functions for creating/assigning Follow-Ups, History and Keywords.
- Letter Template Library - Create and edit a list of predefined letters that can be easily pasted into correspondence layouts.
- Special Events Management - Track birthdays, anniversaries, etc.. of your clients, family and friends, etc.
- Validation - We have added a variety of validation routines to minimize the entry of bad data.
- US Zip Code Lookup - Will lookup city and state after you type in the zip code.
- Hawaii Demographic Lookup - When you type in a Hawaii zipcode, it will automatically lookup the island. Also shows a Oahu region (i.e. Central Honolulu, Windward, Leeward, etc.) if applicable.
If you are interested in a demonstration, contact MBC at 808-739-9797.
Questions? Ready for an appointment?
- The Mountain Apple Company
Name: Leah Bernstein
Client Since: 1997
Product/Service: MBC CMDB & Music Tracking Management System
MBC's Contact Manager has remodeled the way I manage people in the office and our thousands of contacts. It has become an invaluable tool and we now wonder how we lived without its diverse capabilities. It has also significantly reduced daily stress as we can now note our follow-up commitments by priority, date and the Contact Manager gives all other information/tools necessary to make follow-up easy... MBC's Contact Manager and Mac support services can be one of the most useful investments in your business and/or career.
- David Booth
Company: Events International, Inc. / The Waterfront
Product/Service: MBC CMDB
I have been a MBC Contact Manager Database user since June 1996 and I honestly can't remember how I was able to work efficiently prior to the use of the MBC Contact Manager Database. I've just sent out an Email merge, contracted components of several upcoming projects, made travel plans and issued a press release in one very efficient session.
The MBC Contact Manager Database is a lifeline to my business and I want to thank MacBusiness Consulting for all their guidance & support.
- Tim O'leary
Company: HomeLoans Direct
Product/Service: MBC Contact Manager
Thanks to you, the startup of my new business began with a "bang"!
In the first 3 days of using my new MBC Database solution (along with your expert data conversion), I was able to contact several past clients who were ready to begin the process of financing that I otherwise, might have missed out on.
Your high-energy leadership approach and refreshing business-like manner maximizes my resources and gives me the confidence and advantage my competitors wished they had. Investing in your system was one of the smartest investments I've made and can't recommend it enough! Thank you!
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