Staying in Touch with your Customers and prospects in QuickBooks

  • QuickBooks 2010 has an e-mail marketing feature that is worth looking into
    • This one is very cool, actually – it will track information from QuickBooks about your customers and then let you e-mail customers based on various criteria
    • Send a “We miss you” e-mail to customers who haven’t spent any money with you in a while.
    • Send a thank you to customers who have been spending a lot of money with you.
    • Send a welcome e-mail to new customers
  • Or your can do it manually
    • Customer Center show columns and customize
    • Reports – customer lists
    • Customize
    • Export
  • There are also programs like Constant Contact
    • Export your customers from QuickBooks
    • Import to Constant contact and create a list of “Customers”
  • Best Practices when it comes to e-mailing customers and prospects
    • The rules – opt-out, complete contact info in all correspondence
    • Unofficial rules – how not to annoy people
    • In each e-mail you send you want to offer something that will make the reader want to get your e-mails. So using the QuickBooks E-mail Marketing feature in QuickBooks 2010 you can send a welcome e-mail to new customers and offer them something for free as an incentive to come back and spend more money with you. The top spending customers identified by the QuickBooks E-mail marketing feature might be an area where you simply offer them something for free, no purchase required as a thank you. This will of course encourage them to want to continue being a top spender at your business.

Please enjoy the video web cast by clicking the image here:

About Nerd

I started Nerd Enterprises, Inc. in 2003 and continue to work with individuals and companies to cure their financial headaches. Writing, Blogging, Social Media and generally building communities around these areas as well as technology has become another passion of mine.