Fippex Manages Both Your Clients and Your Content in One Place

Contact management software is nothing new to small businesses, so when a company comes onto the scene, many SMBs are skeptical. What could this new service possibly have to offer that current companies don’t?

Fippex is a Cloud-based solution that not only organizes your contact list, but provides data on the information you share with those contacts. Imagine being able to initiate a mass mailing, then learn which people opened it, which links people clicked on, and whether they downloaded any documents.

Today, Fippex’s Lisa Russell talks to us about what sets their service apart from other CRM software.

Q: Many businesses use CRM software to organize contacts, but Fippex takes it a step further by helping you track all of your communications.
Absolutely. If you send a potential investor access to a room of information and a confidentiality agreement for example, you would know if they clicked on the link from your email, if they looked at the room with the information and if they downloaded the document you sent them.  This information is tracked and time stamped for very thorough reporting.

Q: And the benefit to the client is that it acts as a web portal. They simply login and access all docs in one place.
Yes. It’s all one big web portal.  Everyone, both internal and external can login from the same place. Typically it’s built into their current site. You simply provide login information and they can access whatever they’ve been provided access to.  Clients would login and see the projects they are working on with you or their investment reports with you or whatever the company happens to be sharing with them.

 Q: So, Fippex will replace existing CRM solutions?
Yes. Depending on the industry and which functions they are leveraging or focused on, we tend to replace one or several technologies.  In financial services, we are generally replacing a CRM and a data room solution.  Often we are often their first step into moving to electronic statements as well.  Often we will replace or continue to work in conjunction with file sharing services.

Q: Are you competing with applications like Dropbox or something more geared toward sales professionals specifically, like Salesforce?
On the CRM side, we are often taking them off a ACT database, Salesforce, Highrise, and other simple contact management systems. On the dataroom and project management side, Intralinks, Bounds, Basecamp, etc. And then we often replace or work in conjunction with the Dropbox, Box, Sharepoint and internal share drives.

Fippex allows you to organize everything in one place. Clients can login and view presentations, browse work samples, and even view the status of products once they’re underway. You’ll have the feedback you’ll need to measure the success of your efforts, which will let you adjust future campaigns for even greater success.

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About Stephanie Faris

Stephanie is a freelance writer and young adult/middle grade novelist, who worked in information systems for more than a decade. Her first book, 30 Days of No Gossip, will be released by Simon and Schuster in spring 2014. She lives in Nashville with her husband.