A new chart is available in RedView CRM to allow monitoring of marketing performance and ROI. By Creating an Event & Campaign record and linking it to the enquiry, the chart will provide an overview of the marketing spend and ROI for each event or campaign.

The enquiries data download feature provides the ability to download a list of enquiries within a selected date range. The feature is available via the on-screen options on the enquiries summary screen.

RedView provides an Outlook add in that extracts data from the selected email and uses this data as the basis for creating a new enquiry record.

RedView provides a comprehensive Enquiries Dashboard of analytics to help understand how business development efforts are progressing. If enquiries are not being updated then opportunities may be missed and dashboard statistics can be skewed.

New functionality to monitor for duplicate names when adding new enquiries.

Key to having a good marketing database is information and processes to allow professional staff to easily capture data are critical.

Currently, the source of client and contact information in RedView CRM is from the practice management system that it integrates with. These records can then be tagged with further information in RedView to allow easy identification to include them in marketing lists and with events and campaigns.

Functionality has now been included in RedView CRM to check on potential duplicate names when a new enquiry is added.

RedView CRM provides the ability produce a history report for the enquiry. Select the context menu for the enquiry and select History Report.

RedView CRM provides a Location field to capture data against an enquiry. This field is a user defined lookup list and can be used to categorise the enquiry by, most usually, the physical location.

RedView CRM provides the ability to capture notes against a contact so that a complete record of activity is kept.

Often new enquiries come in from existing clients and contacts. A simple way to create an enquiry for an existing contact is to use the switch functionality when entering the enquiry, to look up that contact record:

The Enquiry Dashboard is a powerful part of RedView CRM that allows you to monitor and manage your business development investment.

RedView CRM provides charts on the Enquiries Dashboard that display information about new matters, based upon the information held in the firm's practice management system.

RedView CRM provides the ability to capture activity notes against a contact. This has now been enhanced to allow categorisation of the activity with a subject and type code, as well as a star rating on the activity. This allows structured searching and analysis.