Ideas to put to work
Alumni and event books that lead to the next conversation.
Contributors logged in the CRM
Sofia reviews who contributed pages to your alumni book and, with your approval, logs a note on each matching HubSpot contact for partner follow-up.
Event engagement report
Sofia checks engagement on an event's book and drafts a short report in Word for the partners who hosted it.
Personal thank-yous from each page
Sofia reads what each guest wrote and drafts a personal thank-you in Outlook from the host partner, sent with your approval.
Books compared side by side
Sofia compares engagement across your memory books in an Excel workbook, so you know which events and cohorts deserve more investment.
What Sofia can do with BrightCrowd
Sofia reads and keeps current
- Memory books
- Book pages
- Book engagement analytics
Sofia does, with your approval where you want it
- Look up a memory book
- Review pages in a book
- Check engagement on a book
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- HubSpotCRM and marketing platform for growing businesses
- Microsoft WordWord processor for letters, reports and contracts
- Microsoft OutlookMicrosoft's email and calendar
- Microsoft ExcelSpreadsheets for numbers, models and trackers
MailchimpEmail marketing and newsletters- ActiveCampaignEmail marketing, automation and sales CRM
- Constant ContactEmail marketing for small businesses
LinkedInProfessional network for posts and outreach
Bring your BrightCrowd books to Sofia
Score your firm in three minutes, or talk to our team.