Certified Marketing Representatives (CMRs)

CMRs can use the sophisticated web interface to access their data. Although CMRs cannot make modifications to the client data, they can view several reports based on a wide range of criteria. Directories entries can be viewed by name, due date, sales/agent offices, etc. 

PublishPerfect provides an array of powerful tools to manage client data. CMRs can import client data in practically any format:  CSV, any delimited format, Word, Excel, etc.  Therefore, the data can be imported electronically and loaded onto the CMR's system without any manual effort, thereby completely eliminating any data entry requirements.

PublishPerfect can even take it to the next step by automating data transfer to CMR systems using cutting edge technology such as XML interfaces.  Industry analysts predict this is a cost cutting effort and elevates CMRs competitiveness in the marketplace. 

If you are a CMR and wish to take immediate advantage of the PublishPerfect system, please login now!

 


 

 

 

 

 

 

 

 

 

 

 

 

 

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