Automated referrals
Automated sales tracking
Customer profitability management
Incentive management
Target marketing
Call reporting
Pipeline management
Unlimited reporting
Householding
Customizable customer profiling
Automatic promotion reminders
Total view of all customer accounts
Automated direct mailings
Relationship connectivity

Automated direct mailings

Direct mail coordination and distribution is no small challenge for a bank, but the BVS TotalView™ CRM program can help you manage direct mailings efficiently and effectively.

Use the program to generate reports, based on information in your unique customer detail screens, that identify the most likely prospects for a mailing. Then, automatically merge names, addresses and other information from your TotalView™ database into customizable letters you set up in the program — and it prints envelopes at the same time.

Employees can use the same system to automatically personalize and print follow-up letters and envelopes for individual customers and prospects. You help them work efficiently and effectively when you create letters they can choose from for use in the most common marketing and service situations.