CUSTOMER RELATIONSHIP MANAGEMENT MAILING APPARATUS AND METHOD

摘要

An apparatus and method for sending mailings by using a widget that is integrated with a customer relationship management website, which uses customer data from within the CRM.

主权项

1. A widget (640) integrated with a customer relationship management website or mobile app(20) for mailing items to customers from within the customer relationship management website or mobile app(20), comprising the steps of:
indicating that a postcard should be sent (210); choosing a template (220) to be used that has been authorized and customized as a usable template; verifying that all of the necessary contact information needed to send a postcard is present in the customer's record(230); asking for permission to use the amount of credits necessary to send the postcard and gain authorization (240); sending the postcard data to printer (250); and sending the postcard from the printer to the customer (260).