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Oak.SUBSCRIBE is a 32-bit Windows event
driven subscription fulfilment and controlled circulation application
intuitively designed for rapid entry and retrieval of data.
Built with a comprehensive range of verification, security and utility
facilities, Oak.SUBSCRIBE is equipped to provide complete control
of your subscription fulfilment and circulation functions. Innovative
features, such as subscription liability management with full audit
trail, easy entry wizards and drill down capabilities help put
Oak.SUBSCRIBE at the forefront of subscription management software
design. Modules include Mail Order and Marketing & Contact Management
which helps the development of leads and prospects as well as analyzing
your current subscriber database to enable effective targeting and
create more business opportunities.
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Flexibility and Simplicity:
• Options and modules can be matched to your business needs and
easily expanded in the future.
• Clear and simply designed forms with easy navigation between
them.
• Multiple forms can be opened without disruption or delay.
• Intuitive design for rapid data entry including keyboard only
data entry if desired.
• Subscription and Mail Order Wizards for easy data input
• Bundle options for combining subscription and product offers
• Range of standard reports including ABC analysis, plus option
for user defined reports in Crystal Reports.
• Reports can be viewed, printed or exported to .csv .pdf or
.rtf formats.
• Produce letters and bulk emails using Oak Letter, a powerful
html editor.
• Import data from .csv or fixed format files.
• Import subscriptions and orders directly from a website
without re-keying of data.
• Set up CSV definitions for exporting data
• Full membership capability
• Multi-currency and multi-VAT rates. |
Customer Records:
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Central customer file with ability to list possible duplicate customers
as new customer details are entered.
• Selection of check methods for scanning for duplicate customers.
• Manage customer mailing preferences.
• Customer membership facility.
• Optional fields eg. organisation, job title, department, DOB, sales
agent.
• User definable fields.
• Customer discount rate.
• Customer List - with selection of filters for easy customer grouping.
• Multiple delivery addresses.
• Full display of historical transactions.
• Vertical links with organizations and other customers.
• Comprehensive, dated notes facility.
• Record all letters and emails sent to customer.
• Multiple data list with various uses eg. recording multiple
competition entries.
Subscriptions:
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Stores source, type, offer code, etc. that automatically provides price,
number of issues, etc.
• User definable fields.
• Offer codes can be configured by region e.g. UK only or distinguish
between current and old.
• Bundle options for combining two or more subscriptions
• Many subscription and offer types can be set up such as free copies,
trial copies, offer of free product with subscription, etc.
• Quick and easy subscription renewal – without re-keying of data.
• Ability to monitor renewal stage.
• View history of issues sent.
• Outstanding liability maintained and displayed for each subscription.
• Ability to change status of subscription e.g. suspend subscription.
• Comprehensive, dated notes facility.
• Donor based subscriptions.
• Ability to extend a subscription by a number of copies.
• Full audit trail of amendments with reasons for change.
Subscriptions Wizard
The Subscriptions Wizard enables
quick, simple and easy entry of customers, subscriptions and payment
details with the minimum of effort. In one continuous process, the user
moves smoothly between screens to create all transaction records in
seconds.
To view the rolling demonstration of
the Oak.SUBSCRIBE
Subscriptions Wizard
please
click here
For more information on
Oak.SUBSCRIBE Click
Next
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