Stream News

08 Aug 2019
Association membership platform costs, what to look out for?
Looking for a membership management platform can be a daunting task, with a broad variety of providers offering different options in terms of...
06 Aug 2019
Simple and affordable fantasy rugby games for your business
Play a simple 'Pick the Score' fantasy rugby game that your customers, staff and suppliers will love. Make it your own by re-skinning it with your...
01 Aug 2019
Unsolicited Electronic Messages Act 2007
The Unsolicited Electronic Messages Act 2007 prohibits the sending of spam with a New Zealand link (i.e. messages sent to, from, or within New...
15 May 2019
Do your SERPs make sense?
Probably the single most important thing that your website must achieve is being found by a search engine, without that your site and content are...
27 Mar 2019
streamSWEET multi site capability a bonus for associations
How good would it be if you could manage your own conference website using the same CMS tools as your main site, and connect seamlessly to your...
20 Nov 2018
Going for Gold at the Masters Games
Recently Jim Griffiths (co-director and co-owner of Stream Interactive) competed in the 2018 Pan Pacific Masters Games, playing his favourite sport of...
14 Nov 2018
What is an SPF record, and why should we care?
In an ever increasing technical world "spammers" and "phishers" are looking to pretend to be someone the aren't, for all sorts of reasons. As domain...
29 Aug 2018
Membership application is a breeze
We've created a quick 4 step wizard that makes member applications online a whole lot simpler
27 Aug 2018
Trade show POS app saves time & improves customer experience
A customer had a requirement to sell product at a trade show. We created a point of sale system that allowed them to scan a product supermarket style
25 Aug 2018
Dental EXPO 2018
Dental EXPO is an industry expo showcasing current and emerging industry products, services, technologies and trends.
23 Aug 2018
We've partnered with The Performance Team to improve our performance
Our business is ever evolving and a recent chance meeting with a team performance coach gave rise to a new opportunity to refocus on the way we do...
16 Apr 2018
Your online profile - tips to improve safety
Over time people slowly filter out into the internet a vast amount of information about themselves. The recent Cambridge Analytic/Facebook Scandal...
04 Apr 2018
Free website SEO health check
How healthy is your website? Whats the point of having a website if no one can find it? Contact us and we will generate a report for you giving a free...
16 Mar 2018
Google's Mobile-First Index, what is it and why is it so important to your online presence in 2018
Google now turns it's focus to mobile.
26 Oct 2017
Association action stations
We've built a cool new online tool, and we want to share it.
20 Oct 2017
Stream support DPS and Apple Pay for web
Let your customers phone become a wallet with DPS and Apple Pay allows customers to make secure purchases in stores, in apps, and on the web.
26 Sep 2017
Xero integration with streamSWEET
Our fantastic programming team have spent a considerable amount of effort getting streamSWEET to connect with XERO, the world-class accounting...
20 Jul 2017
Key things to look for when choosing Association Management Software
There is a huge amount of choice when looking for Association Management Software. Finding the right one usually requires defining the critical...
28 Apr 2017
The benefits of an ongoing partnership
Its a well known fact that its easier to keep an existing client than gain a new one. More than that, its beneficial for both parties to deal with...
28 Apr 2017
What is responsive design?
"Responsive Design" is a current buzz word that is talked about in the website development world. What is it and why is it important?

Association action stations

26 Oct 2017

A large part of our platform is the architecture that allows us to create groups that match your internal requirements, your membership types, or regional requirements (or any other groupings).

These groups are then fed into our marketing lists tool that means you can can get lists of people or organisations for marketing purposes, based on any of the incorporated

We have recently extended the marketing lists or datasets that can be output to include the ability to export people or organisations into a new action list tool.

Firstly create an action list - give it a name and define its purpose. A great example might be an exhibitor list for sales calls.

Then you can use existing marketing list groups to determine organisations or people to add to the action list as a bulk action. You can repeat the process with multiple groupings if required, or alternatively you can add a person or organisation individually at a later date, provided they exist in the CRM system.

For each entry on the list set a status as to do, active, or closed, and record a likely outcome for work in progress, and an actual outcome for closed entries.

The list dovetails into our standard CRM contact planning and call cycle tools so you can make records of specific conversations, emails or file notes throughout the process.

Contact us if you want to know more - we might be able to incorporate this tool into your solution!.


Downloads


(Adobe PDF) 139KB

Login





Forgot password?
Create an Account