Hi, I am performing an IT evaluation for a Not for profit but I am unsure of exactly what I should be looking for.
The situation is; the organisation uses Microsoft word and Outlook to produce letters for Snail mail, mail outs and emails. Now they have accumulated around 6GB of word, excel, publisher, etc. documents which are backed up onto a physical external HDD.
I would like to setup a CRM solution which will store a database of the client communications and the letter which is sent out, the idea is to make it easier in the long run, to store and sort through all the communications.
The solution would not have to be able to import all the current data, I would suggest to start from scratch where they can rather use a new solution which will keep record of all the physical mail outs as well as the emails sent to clients.
It would need to be compatible with windows, and as easy to use as possible. The system will be used by old women who are still getting the hang of computers.
Please let me know if you have any ideas, come across or have used a system in a sense of what I am trying to explain.
Thanks in advance!
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CRM, Document management, letter/mail out management
The situation is; the organisation uses Microsoft word and Outlook to produce letters for Snail mail, mail outs and emails.
Now they have accumulated around 6GB of word, excel, publisher, etc. documents which are backed up onto a physical external HDD.
I would like to setup a CRM solution which will store a database of the client communications and the letter which is sent out, the idea is to make it easier in the long run, to store and sort through all the communications.
The solution would not have to be able to import all the current data, I would suggest to start from scratch where they can rather use a new solution which will keep record of all the physical mail outs as well as the emails sent to clients.
It would need to be compatible with windows, and as easy to use as possible. The system will be used by old women who are still getting the hang of computers.
Please let me know if you have any ideas, come across or have used a system in a sense of what I am trying to explain.
Thanks in advance!