Entries by Gary David Hall

Servicing your clients better

Here’s a quick idea someone shared with me long ago, which I incorporated into my Trans-Plans workflows. When you have automated your business with Transaction Management Plans/Workflows/Activity campaigns, it frees you up to be able to service your clients better and faster. One of the things you can do is create an email that gives the […]

IXACT Contact adds Keep-in-Touch Features

I can’t say it better myself so I’ll just post essentially what they sent me… IXACT Contact today announces new high-value Keep in Touch features including automated Spouse/ Partner Birthday Reminders, Move In Anniversary Reminders, and Keep in Touch Call Reminders. What’s New: Spouse/ Partner Birthday Reminders: Now you can also get birthday reminders for […]