Want to send out a large number of documents that are almost the same aside from a few specific areas? One example would be a letter to all of your existing clients about a new product or service, but you want each letter to address the recipient's name and company. This looks like a job for the mail merge!
Mail Merge is great for generating labels, envelopes, customized letters, and more. Let's say you are putting together a letter in Microsoft Word. First, you'll also need to prepare your contact list. If your CRM tool can export a CSV (comma separated values) file or some other spreadsheet-like format that can be pulled into Microsoft Excel, then you'll need to run through that process. You can also have the Mail Merge pull directly from your Outlook contacts, or as mentioned, create the list yourself manually. Let's run through that process first, but remember if you are just going to pull from Outlook contacts or export a CSV from your CRM application, do that instead.
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