Monday, August 17, 2015
Dynamics CRM for Correspondence Management
InfoStrat has developed a correspondence management solution that complements its constituent management and executive scheduling solutions.
Elected officials need correspondence management in order to respond to letters and other communications such as phone calls, emails, and website comments.
You can use the system to respond in kind, that is to use the same communications channel that was used to initiate the contact. For instance, you would respond with a letter if you received a letter, or send an email if you receive an email.
Microsoft Dynamics CRM provides the foundation of the solution by including activity tracking, a workflow engine, integration with email and Microsoft Word for merges, and even mobile clients to view activity on your phone or tablet device.
When you implement the solution, you choose how to handle frequent inquiry topics, and can build a library of templates and standard responses which may be combined as needed.
If you used Dynamics CRM to track everyone with whom you interact, you end up with a full picture of these relationships and better visibility on the work of staff members.