ProFundCom - driving sales efficiency

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Tracking your investors and prospects

ProfundCom can identify which funds your investors and prospects are interested in and build up a profile of this interest over time.

When somebody opens a document attached to an email you send, we log it in our system and build a history of activity amongst each of your email recipients.

This means we can report back to you in a myriad of different ways, such as:

  • Showing the history of all documents opened and/or particular fund interest for a contact
  • Comparing the effectiveness of different mailing, i.e. are we gaining or losing readers
  • Summarising the interest of an investor/ prospect for a particular salesperson.

The Dashboard

The dashboard

User Notifications
Alerts and daily / weekly reports that can be switched on or off

Unique Contacts
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Campaign Performance
compare the success rate of different mailings

Tickertape
with real-time updates

Geographical Performance
contact activity by country, city and geographical region

Document Library
easy reference for historical attachments

Recent Activity
who has looked at your emails recently

Most Active Contacts
by indivudual names, by company, etc