Lesson #46
Inquiry – Marketing Inquiry function
Know where your business is coming from. Discover problems — such as inactive clients — to deal with proactively — such as sending them reminder cards.
Client-focused inquiries
Evaluate clients on a firm or contact level in terms of orders placed and revenue generated. Review new client entries and check for duplicate entries. View individual clients’ details. Then use this information for more targeted marketing efforts.
When you start using MR9 review firm and contact entries for errors or actions to take. Then periodically review new clients within a range of dates to acquaint yourself with them. You can also use these reviews as a form of quality control.
As clients order services and you invoice them, you can use other filters in Marketing Inquiry to find out more about your clients and tailor your marketing efforts.
Find your best clients by firm or contact in terms of most orders or most revenue generated within a date range. You can include or exclude copy sales in revenue generated. Including copy sales gives you an overall view of your real top revenue-generating firms and contacts because it’s not only including their invoices, but any other invoices posted for the orders they place with you.
Find inactive clients by searching for which firms or contacts have not placed any orders during a range of dates as compared to the year prior. Seeing who went quiet gives you a list of clients to contact and see if there are any services you can provide for them.
You can also search to see which clients generated no revenue with you within the date range searched as compared to the exact same time period in the prior year. If a client appears in the results, it means they had at least one invoice posted between the dates searched for the previous year.
When searching for clients to market to you can exclude any firms or contacts that have requested that you do not market to them.
If you searched for firms the listings in the results includes firm name and address. If you searched for contacts the listings in the results includes contact name, firm they work at, address, phone numbers, email, and the email’s category in the contact’s listing. You can sort your results in the grid by one or more columns in ascending or descending order (but when you exit the function, MR9 will revert back to the default order).
Use the email notification categories for further targeting your marketing. For example if you want to offer a limited time discount for paying invoices early, you can generate your list for Accounting email notifications only then select the contacts in the list with an accounting email address.
Export the results as an Excel spreadsheet or a CSV (comma-separated values) file to save, print, share, or use to create reports in other applications. If you see any incorrect or missing information in the listings, you can update entities directly from their listings.
Print envelopes and labels from Marketing Inquiry results for your targeted marketing efforts. For example generate labels for holiday gifts to your best clients.
TL;DR: Lists contacts and firms in a range of categories, so you can see who your best clients are, review new client entries, and see which clients are inactive and need marketing to. Print envelopes and labels from inquiry results.
MR9 concepts in this lesson
Contact: Person who works for a firm you do business with.
Firm: Business you provide services to, usually law firms.
MR Connect: Online repository, orders, and access to your office for clients. More >
