White Paper: Corporate Reporting for the Digital Era - Page 17

CRM software and email marketing tools: an inclusive CRM system coupled with a robust email marketing solution ensures the right content is delivered to the right people at the right time. Reports can be distributed to investors through automated email campaigns, for example.
Email editors: versatile tools that enable businesses to create, embed, and deliver brand-relevant email content.
Integration: integrate with other CRM or contact management systems. Working within an agile, integratable economy allows businesses to centralize their distribution initiatives and boost productivity.
Privacy options: reports contain sensitive information and should remain secure at all times. Which privacy setting you choose will depend on the level of confidentiality your report entails, but some common options include link sharing, password protection, and specific user access.