Christmas is stressful enough without having to spend hours pulling together spreadsheet after spreadsheet. Plus that is time you could be spending xmas shopping!
Building your xmas card list is very simple with Sage CRM‘s customisable data structure and groups function and can cater to a multitude of scenarios:
One of our clients sends out multiple different xmas cards depending on the type of client. This is easily identified with the use of either tick boxes or a drop down selection. Separate tick boxes are great if customers can be on multiple xmas card/send out lists whereas the drop down lists are better if they can only be on one list. It prevents people not checking whether they are already on one. In this scenario we created a single xmas card drop down with 5 different xmas options. Then we created 5 different dynamic groups to identify the list of clients and addresses that could then be exported to excel with a single click.
Another client of ours wanted the cards to be signed from their account managers. This was incredibly simple. By including the account manager on the export to excel, the printers could actually print the account managers name on the cards. Of course if you were simply sending them out yourselves then you could create a different group for each account manager and they could mail merge them to a label and sign them personally!
What other issues did you have this year collating your xmas lists? Send us an email to firstname.lastname@example.org – and we will see if we can help!
Wishing you a very happy xmas and a prosperous new year!
The itas team