Aspen Information Systems, Inc.

800.414.0343


Managing Prospects and Guests

 

Visual ClubMate’s™ comprehensive Prospect Management system gives you the ability to easily track detailed information specific to prospects and guests.

Tracking important psychographic and demographic information regarding your Guests will give you the information you need to communicate, program and manage your club. Additional tools are included to track contact history and integration with Microsoft WordŽ makes it easy to send customized form letters to a specific prospects or groups of prospects.

 

 

System Features

Manage Guest Access to the Club
The Visual ClubMate System allows you to place restrictions how often Guests can enter your club. 

Restrict Member's Guest Privileges
The membership system allows you to restrict the maximum number of guest visits allowed by the club during a defined period according to membership type.

Keep Important Demographic and Psychographic Information
In addition to the prospect's name, address and phone information you can maintain a variety of demographic information including gender, marital status, date-of-birth and employment information.  Additionally, you can maintain a record of a prospect's interests including recreation interests, goals and current club memberships.

Maintain Contact History With All Prospects
All contact with a prospect can be recorded in the database.   This includes writing a record for all mail-merged letters as well as a record of individual mailings.  This system also allows you to create to do lists for your membership reps so that you don't forget to contact prospects at the right time!

Send Messages To Prospects
External email can also be sent to a specific member or in a mass-emailing to groups of members based on any user-defined criteria. Messages can be stored in the prospect's record and are flagged when read and can be reviewed at any time.

Customize Data
The Visual ClubMate System provides a user with four user-definable tables in which to store information specific to your club operation.

Reports:
ˇ Prospect Birthdays
ˇ Prospect Contact List
ˇ Mail Merge (with Microsoft WordŽ and Microsoft ExcelŽ)
ˇ To Do List
ˇ Prospect Analysis Reports
             ˇ Residential Location
             ˇ Check In Frequency
             ˇ Goals, Clubs, Recreation Interests
             ˇ Profession
             ˇ Gender/Age Analysis
             ˇ Source Analysis
ˇ
Send and Read Email

Home ] Up ] Member Mgmt ] [ Prospects/Guests ] Check In ] ClubRewards ]