Send Files Securely

• Are you worried about the risks of sending confidential attachments using insecure email? Does your business need to comply with privacy regulations? You can exchange confidential files, including large files, with clients and contacts using secure client portals. With just a browser, your clients can login to a private portal and securely exchange files with you that are protected by 128-bit SSL encryption technology - the same technology used by online banking sites. Protect sensitive information and reduce service loads with 24/7 access to up-to-date files.

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Send Personalized Email Blasts

• Do you need a quick way to send a large batch of personalized emails for a promotion? You can draft an email template that includes personalization fields in just minutes. A few more clicks and you can send to hundreds or even thousands of recipients in your contact list. ShareVantage will automatically insert the replaceable fields (e.g., first name) you specify before delivery. Each recipient receives a personalized email without the unprofessional CC list in the email header. It's a great tool for relationship building messages or email marketing.

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Automate Business Processes

• Do you need to reduce the time it takes to complete routine assignments? Workflow is at the heart of every organization, but that often means that team members have learned to accept the limitations of the tools available to them. Frequently, workers use tools and solutions that are decades old and really don't know that there are more efficient methods available to save time. ShareVantage helps you streamline recurring organizational processes using process automation. This can result in thousands of dollars in labor savings each year per worker, while at the same time improving quality and client services.

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Share Project Files

• Do you have trouble keeping your team on the same page? Are you never sure if you're working with the latest copy of a shared file? You can create a shared project workspace in seconds. You can conveniently keep everything you need regarding a project in a single location. It's easy to invite project participants, too. Simply add a task in the workspace that's assigned to a ShareVantage user and they have access to all the project details. You'll never worry again whether you have access to the latest files.

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Work and Share Remotely

• Do you have team members working from home or on the road? Using email to share files can result in dozens of copies of the same documents as well as revision control problems. You can move files from your local or network drive to your secure virtual office for document sharing. Built-in document check-out features prevent revision control problems. Plus, you can track all file accesses and attach searchable annotations that can eliminate hours of wasted search time. All your team members need is an Internet connection and ShareVantage makes telecommuting a breeze.

  • Coming Soon - Call 800-288-9169 for Details
    

Paperless Client Files

• Is your office going green by moving away from paper-based client file storage to a paperless office? Whether it's a work-in-progress Word file or a scanned invoice, you need quick access to files by client. You can organize digital client files that include files, scanned documents, contact notes, email messages and more - even their secure portal files are in one location. With just a few clicks, you can find everything you need regarding a client and eliminate dozens of hours in document storage. Plus, because it's web-based, you have convenient and secure access from home. You'll reduce wasteful paper consumption, expensive toner, and reduce physical storage requirements.

  • Coming Soon - Call 800-288-9169 for Details