As with most of BHL Insight, the Marketing system has been designed in collaboration with a sophisticated law firm that wanted to centralise and automate its marketing data and functions.

Again, the dry descriptions do not do the system justice and we invite you to see for yourself by arranging a presentation.

Marketing Management

• PhoneBook – Centralised database of all clients, staff, barristers, doctors etc. Supports linked addresses and job positions for dealing with insurance companies and the like.
• PhoneBook Groups – Slice and dice contacts to tailor invitations, mail-outs and market analysis.
• Relationships – Follow the connections between people and organisations in your database. Sometimes it can be crucial to spot who knows who.
• Word/WordPerfect Data Link – export selected data in convenient formats. Connect precedent letters to names and addresses so that data can be moved from one to another.
• Client Groups - Slice and dice clients to tailor invitations, newsletters and profitability analysis.
• Contact Management – record contacts with people and organisations for future reference.  Ideal for collections, marketing and client surveys.
• Events – manage Christmas card lists, newsletters and seminars.  Monitor invitations to seminars and presentations, note who accepts and who actually attends.