SOURCE: Optify


May 28, 2013 09:00 ET

Optify Extends Award-Winning Optify Connect® Capabilities to Offer Light CRM for SMBs

Contact Manager Now Includes Dynamic Timeline to Allow Small Marketing and Sales Teams to Manage Contacts and Leads in One Place

SEATTLE, WA--(Marketwired - May 28, 2013) - Optify, the leading provider of digital marketing software for agency marketers, today announced new capabilities of its award-winning Optify Connect® to offer a light CRM for small- and mid-sized businesses. The new dynamic timeline in Optify's Contact Manager integrates entire lead and contact history, including data collected from when contacts were anonymous visitors, into one mobile-friendly dashboard so that both Sales and Marketing can utilize the same CRM.

"In a world where the number of devices per person is constantly increasing, Optify Connect® becomes even more powerful and valuable," said Chris Hundley, Optify CTO. "The new Contact Details takes that power to the next level by providing a rich, integrated timeline of a lead's or contact's entire interaction history with your marketing and sales teams, enabling a light yet dynamic CRM for SMBs."

Optify first introduced Optify Connect® in October 2012. The technology begins tracking visitor information from the first time he or she lands on a site, even if the contact doesn't fill out a form to provide identification. Once a contact does complete a form, Optify Connect® ties together all of the multi-device and multi-browser visits into one contact, providing a full history of the contact over time. Unlike other visitor-tracking solutions like Google Analytics, Optify Connect® extends beyond site visits and accurately pinpoints the number of unique sales leads, allowing sales and marketing to better measure program performance.

The new Contact Details pulls together all of this information into one, centralized timeline where contacts can be viewed, managed and followed up with manually or automatically using Optify's Marketing Automation solution. With full contact history, enhanced by Dun & Bradstreet and LinkedIn data, sales teams can prioritize, follow up with and manage all of their prospects and customers in Optify, eliminating the need for a complicated and disconnected CRM system. It's designed for small- and mid-sized businesses or independent business units that need a simple, light CRM with all the functionality of a marketing automation solution.

The new Contact Details page is included in all paid editions of Optify.

About Optify
Optify delivers a digital marketing software suite that is the industry standard for agency marketers. Our complete cloud-based digital marketing platform empowers agencies to easily create and manage multiple lead generation programs, nurture the hottest prospects, prioritize the highest performing programs and streamline reporting of client results -- all from one login. Optify is headquartered near Pioneer Square in the heart of Seattle, Washington. To learn more about Optify, please visit the Optify website or the digital marketing blog.

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