No customer in history has gotten a piece of correspondence starting with "Dear Valued Customer" and ever truly felt valued, and in the business of relationship management, making the customer feel valued is paramount.
Watch this previous recorded session to learn about all the tricks of pulling important and personal Redtail data to populate your correspondence to your clients, allowing you to mass produce documents with a personal touch to each client.
Click the link below for more information on each of the features covered in the video:
00:15 - Mail Merge
04:50 - How To Address Both Spouse's
07:24 - Upload Mail Merge to Redtail
08:55 - Running a Mail Merge
10:55 - Running Labels
11:44 - Making Custom Labels
17:48 - Seminars
Does something in the video look different than your screen? Redtail's Development team is continually releasing updates to the Tailwag CRM. See this post for the most up to date descriptions of new features and recent issue fixes. For recorded videos that overview CRM system updates, click here.