Call Note history is the perfect place to store notes for any customer contact you have made along with the added benefit of making customer follow-up a snap!
By selecting the check box at the bottom of a new Call Note, your Boulevard software will change the customer’s next contact date and update the Tickler to reflect the date you would like to contact them next. Using the Call Note feature also allows you to use the Daily Call History Sheet. This report prints call memo information from customer call history sorted by date with the most recent first. You can filter this report to include only those call memos within a specific date range, or for a group of customers. With just a glance, you’ll know who you’ve called, and haven’t wasted any time searching through profiles or other notes. Further, the call history report is also a helpful tool when away from your office or out of town. Use it to find out who to make those all-important business calls to during down time.
In Boulevard 2010, we added the ability to enter the same Call Note for multiple people. Here’s a perfect example of how to use this feature. When leaving reminder messages for guests about your upcoming Open House, simply check the box to the left of each customer’s name, click on the Customer menu, and click New Call. Type the call note and click OK. Each customer’s profile whose name you checked, will now have the same call note. See how easy it is to keep track of all customer, recruit, and address list calls, emails, PC Program mailing, and more?
For more information and resources relating to customer follow-up, check out Boulevard Extras Volume 2: Customer Follow-up. This DVD goes in depth into creating loyal customers from your first contact with them, and how to use the many contact- and customer-focused Boulevard features to capture and track the kind of valuable information that builds strong customer loyalty.
{ 0 comments }
In talking with ProPay®, we have learned they have a service available called ProtectPay™. ProtectPay allows users to store credit cards within ProPay’s system, for a fee, and then submit charges when applicable. Because the information is not being stored on the merchant’s computer, the merchant does not have to be PCI or PA-DSS compliant. Instead, ProPay is and their systems ensure the security required by the credit card industry. However, ProtectPay as it is available now is not what ProPay recommends for the Mary Kay community.
To view your sales, from under the Utility menu select Weekly Accomplishment (or by selecting the dollar sign symbol from the main toolbar). Then File and Print Preview.
Using Boulevard Help, search ‘Mailing Labels‘ to learn more about how to make use of mailing labels in your program.
