PocketProfile | BenefitS of contActS

Recently, we have seen a lot of people switching from using the US Post Office to mail statements to emailing statements. Our Contacts supplement gives the opportunity to collect this info (i.e., first and last name, mobile phone number, and email address) and from time to time verify that it is still the active person that handles the statements.

This strong benefit comes into play not only for getting replacement reps up to speed quickly and seamlessly after an employee leaves your company, but also for keeping reps and managers completely informed when they cover territories for those that are on vacation. PA will be able to show sales reps or managers who to contact, and who to meet at the given account.

When orders arrive from any source (i.e., PA, EDI, Provi, eCommerce website), you can work with us to turn on order confirmations to be sent to customers very much like Amazon. The one or more people you want to notify can be informed of an order that was just placed. Each night or early in the morning when invoices are processed for PA, we can also email to customers the contents of the day’s delivery invoice so they know what to expect on the truck. The pricing and total for COD accounts can automatically go out.

If a rep or manager wants to share info from PA as a PDF or list of items they are discussing, they can share via email to certain people who are preselected to receive that useful information.

When you need to get in touch with a customer, you can very easily send an email, text, or facetime from your device with just a couple of taps on the screen.

In addition, Contacts allows you to target the person involved in orders, statements, and deliveries separately with to be used with your email marketing campaigns.