Tips From Townsend: BPA Reminder Tool

There’s no way to remember to touch base with every client, every week. Right? Wrong! BPA’s CRM solution includes a custom tool that allows you to make sure you reach out to every prospect, every client, at the right interval. Introducing the BPA Reminder Tool, our secret weapon to build better relationships. This intuitive, wizard-like tool configures everything about your reminders:

  • Scheduling periodic emails,
  • Specifying lists/views to watch,
  • Setting specific conditions to trigger emails,
  • Changing the sender address to customize your communication strategy,
  • Setting prescribed recipients, and
  • Customizing the content contained in the subject and body of your email to include variables from your list data.

Every customer receives royal treatment with the push of a few buttons!

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