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Explore the tools that make your channel life easier.\xa0

During the holiday season, we are focusing on gifts.\xa0 Not those deals and steals, cyber bargains or doorbusters, but the gifts that Convey\u2019s technology brings to master agents, vendors, carriers and partners to make their business lives easier.\xa0 Today is tool time. Everyone has a tool guy in their life like my husband who has a gadget for everything to build things, repair stuff that breaks or manage just about any landscaping need.\xa0 He always says that what he doesn\u2019t have one of, he has two of them.\xa0

Convey likes tools as well and we\u2019ve built quite a few of them into our portals.\xa0 Our tools let you market to partners and let them market to customers.\xa0 We built in tools to get people\u2019s feedback, analyze what people are interested in and let you know if they login, look around and click.\xa0 We have tools to manage your data, keep your contacts organized and remind you to do stuff. \xa0 If you like tools, then our portals and catalogs are like one giant toolbox with things that you can use to build, repair and renew.\xa0

Let\u2019s start with our portal marketing toolkit.\xa0 To us, marketing means getting the word out and in the hands of the right audience, making your offer clear and getting people to respond.\xa0 And we have lots of tools to do the job.\xa0 If you own one of our portals, you have a message library with automation built right in, so you don\u2019t have to grind it out creating and delivering messages.\xa0 The library has automated notifications, reminders and welcome emails that talk to your audience automatically.\xa0 Those messages remind portal members to login if they have been inactive too long, let them know that they have a file waiting, or have a new marketing campaign ready for them to look at.\xa0 Newsletters are automated.\xa0 Create one and add sections, put it on a schedule, and then it automatically goes out with links back to new content and events.

And we don\u2019t forget about portal members.\xa0 We created marketing tools that members can use to deliver content from the portal in just one touch or run a sophisticated marketing campaign created for them with no creativity or work needed.\xa0 When a piece of content is added to the portal, there is a 1-touch email share button.\xa0 When a viewer presses the button, their email client pops up with a landing page link to view the content letting them send it out with a personal message.\xa0 It\u2019s a great tool to share case studies, marketing materials or product information.

Then there\u2019s the toolkit every salesperson wants under their tree, Conduct.\xa0 This tool lets portal owners create email marketing campaigns with 4 outbound emails and a landing page and delivers it right to the members\u2019 dashboards in the portal.\xa0 Salespeople open up the campaign, set a schedule for delivery, add their list and out the door it goes.\xa0 All their emails and landing pages are branded for them and they have reports to see who is opening, clicking and signing up.

Who doesn\u2019t love organizers, right? There are quite a few of us that like to straighten our drawers, declutter our closets and watch Marie Kondo tell us how to fold clothes.\xa0 Convey has lots of tools to keep you organized, reduce the chaos and clutter, and save you time looking for things.\xa0 Let\u2019s start with our CRM tools built right inside each portal.\xa0 We \u201cdecluttered\u201d big CRMs like Salesforce, created a simple tool that anyone can use, and made it perform the most common tasks like holding data, creating notes, assigning tasks and running reports.\xa0 We have a CRM to hold member data, another one to keep track of administrators in the portal, and a prospect CRM with an automated way to get prospects into the hands of salespeople.\xa0 It\u2019s a business organizer\u2019s dream.

So back to portal members.&nb