(1) Identify your Market. (2) Buy or generate a list of prospects. You may already have this list, usually in xls or csv format. (3) Set up a New Table ('prospects_list') in Your Account with fields for Company name, address, contact and the other data items that are on your 'desktop list'. (4) Import the data into your new Table. (5) Create a new SQL Query on line. Maybe select just those in a specific Zip or State. (6) Create a Datasource from this Query. Takes 2 clicks ~ 10 seconds (max). (7) Design a Brochure in a new Template, add images, personalize by adding data fields from your Datasource. Make one of your fields, a "Special Discount Code". (8) Create the pdf and print.
The SaaS Virtual Office
You can work from home - or while on the road. The integrated SaaS Tools allow you and your Team to collaborate day and night. All you need is a connection to the web. Below is an Example of one type of Virtual Office Project; Marketing.
Marketing and the SaaS Virtual Office
(9) Buy window envelopes, stuff it. The address shows in the window. Remember, it's personalized. (10) In the mail! (11) You also set up a focused website that explains your product. There is a form field on one of the pages for - "Enter Your Special Discount Code". (12) The inserted code is added to a Table -- 'responded'. (13) The Table 'responded' is Joined to your original Table ('prospects_list'). (14) You identify your best prospects set up a limited Role and Invite them to a "Chat session". Blow them away with your cutting edge expertise. (15) Now you can measure response rates, costs per response, which geographic area or product is best, make some reports for the boss with charts and summary data. (16) Set up a Shopping cart for your Products and put it on the Web. The Tools are built-into your SaaS.
The functionality, current mode (single record or linear), navigation bar, displayed fields, tab order and appearance of this form are controlled by the GYRE. Contact your Administrator if you do not have GYRE privileges or require assistance.
To Edit a Record:
A selected record will have a Grey background.
Place your cursor into a datafield and type.
Use Tab (keyboard) to move to the next datafield.
Press Enter (keyboard) to commit your data. Your background will flicker Green.
To Create (or Delete) a Record:
If your GYRE has been enabled for the Toolbar, you will be able to Create New - or Delete existing records. An 'empty' (no values), temporary record will be at the bottom of your page when your page loads. This 'empty record' is only in your browser - and is not in your target Table. Note - you may need to scroll down for this record to be visible in your browser.
An Empty record will show (examples) 8 of 7 ... 49 of 48, etc in the Toolbar.
Type into your datafields in the EMPTY record, using Tab to move your cursor to the next field. When you are done - hit Enter on your keyboard. This record will flicker Green - and your new record will be committed to your Table.
After you hit Enter - a new 'Empty record' will appear at the bottom of your Browser. Continue the process described above until you are finished.
Note: If you require additional assistance or navigation tools, contact your Administrator.