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Solutions for Direct Mail Service Providers

 

 

Solid Business Management Tools

 

Providing direct mail services presents many challenges. Whether the mail job involves 1,000 or 1,000,000 pieces, you must manage inventory, track postage, monitor costs, meet production deadlines and provide superior customer service.  To effectively manage these challenges, you need a solid software system.

 

The PRO-MAIL® Business Management Solution is just that system. This comprehensive direct mail software system includes a dynamic project management system, an accurate production management system, and a powerful warehouse management system. With the PRO-MAIL® Business Management Solution, direct mail providers can manage mail jobs accurately, track client and prospect activity, generate detailed invoices, produce postal forms and handle postage accounting.

 

Communication

 

To run a successful direct mail operation, you need to easily communicate with your clients and your internal staff.  With the PRO-MAIL® Business Management Solution, you can get information to the people who need it, when they need it.

 

  • Generate automatic email notifications for job requests, inventory under stock, accepted quotes, and upcoming scheduled actions.

  • Keep internal staff informed on client and prospect activity with the client relationship management system.

  • Run online inquiries and reports on jobs, inventory, quotes, and projects.

  • Schedule activities for co-workers to make phone calls, send emails, set up meetings, and visit clients.

  • Prevent job delays by automatically notifying Account Reps when expected inventory and address lists have not arrived.

 

Accuracy

 

Your clients depend on you to accurately manage their inventory and direct mail projects. The PRO-MAIL® Business Management Solution can help you assure your clients that their projects will be handled correctly.

 

  • Run detailed reports on user action history, product history, postage tracking and job status.

  • Provide production staff with complete information about materials, postage, and work specifications for each task on printed Work Tickets.

  • Create prepared sets of questions or ‘Scripts’, allowing even inexperienced data entry personnel to produce accurate and detailed job specifications.

  • Reduce manual keying mistakes by converting quotes to jobs.

  • Maintain complete accountability with solid inventory controls.

 

Control

 

In order to provide the superior service clients demand, you want to maintain complete accountability. The PRO-MAIL® Business Management Solution gives you the tools to control and track all aspects of your direct mail projects.

  • Enable client service representatives, sales people, and account managers to record and track actions (correspondence) with prospects, clients, and contacts.

  • Create audit trails to track inventory activity.

  • Require authorization and tracking for changes to jobs.

  • Ensure postage is available by tracking postage balances for each client.

  • Customize System Access based on User and User Type.

 

Organization

 

Keeping your operation well organized helps reduce mistakes and increase efficiency. The PRO-MAIL® Business Management Solution enables to you run your operation smoothly.

  • Organize warehouse into zones based on your criteria (i.e. client, inventory types, frequently used items)

  • Know where your inventory is in your warehouse with exact product locations.

  • Keep your sales people and CSRs organized with scheduled actions. 

  • Group multiple jobs into one project for easier billing.

  • Assign products to categories for easy sorting on reports and online inquires.

  • Group all components of a Project – from Job Requests and Quotes to several Jobs at once – into one comprehensive, easy-to-read screen.  (View Project Overview screen)

 

A Complete Direct Mail Software Solution

 

The PRO-MAIL® Business Management Solution is designed to interface with other systems your company may use in its direct mail operation. Currently the Business Management Solution interfaces with other systems for postage handling, accounting, and barcode technology.

 

  • Postage Handling

The Business Management Solution offers complete drop entry and postal statement generation capabilities for your Standard and First Class Mailings. The system also interfaces with Post Master™ 2000 and Dat-Mail™ from WindowBook to provide additional postage handling. The PRO-MAIL® Business Management Solution manages the postage accounting, postage production and postage billing on invoices.  Click here for more information.

  • Accounting

The PRO-MAIL® Business Management Solution is equipped with Invoicing, Postage Accounting, Purchasing, and Accounts Payable capabilities. The system enables you to interface with an accounting package of your choice for banking, general ledger, and financials. Great Plains and Small Business Financials by Microsoft, and Intuit's Quickbooks are among the accounting systems integrated with the Business Management Solution.  Additional accounting systems will also be integrated with the Business Management Solution upon request.

  • Barcode Technology

The PRO-MAIL® Business Management Solution can interface with hand held, wireless Radio Frequency (RF) devices for shop floor data capture and inventory control. These RF devices run an internet browser to access and input data into the PRO-MAIL® Business Management Solution when barcodes are scanned. The Business Management Solution can also integrate with other shop floor data capture systems.

Click to Expand

 

Online Access for Your Client

Online Access for your Client

 

Overview of a Project

Overview of a Project

 

Details for a Job

Details for a Job

 

Production Time Entry

Production Time Entry

 

Postal Processing Specifications

Postal Processing Specifications


Software Marketing Associates, Inc.    2080 Silas Deane Highway    Rocky Hill, CT 06067

(860)721-8929    sma@sma-promail.com