Marketing

Develop lists more efficiently

• List creation: Automatically create lists based on accounts, contacts, or leads. Generate new lists through individual lookups, or use Advanced Find to identify potential customers based on a wide range of user-specified criteria.
• List import: Easily import information on contacts and leads. Integrate leads from sources such as databases, text files, and Microsoft Excel.
• List maintenance: Quickly add or remove members from lists. Define dynamic lists where the membership changes in real time or static lists with fixed membership groups.

Better manage campaigns

• Plan campaigns: Use predefined system templates, save campaigns as templates to re-use for future campaigns, or create new campaigns from scratch. Define tasks, activities, and marketing materials for the entire campaign life cycle, create budgets, and define follow-up activities for respondents and non-respondents.
• Execute campaigns: Schedule campaign activities to be performed immediately or at specific times in the future.
• Track responses: Drive closed-loop campaign execution by tracking responses to every campaign activity.
• Monitor results: Generate detailed real-time performance reports that track key performance factors including ROI, response rates, and cost per response.

Launch quick campaigns

• Create a list: Use an existing list or identify high-potential prospects using Advanced Find against contacts, accounts, or leads.
• Define an activity: Choose a specific activity for a Quick Campaign, such as e-mail, phone calls, faxes, or meetings, and assign to appropriate people.
• Choose a timeline: Define start and completion dates for all Quick Campaign tasks.
• Track responses and monitor results: Get detailed Quick Campaign performance reports in real time.

Turn leads into opportunities

• Improve lead handling: Easily distinguish new prospects from existing customers and promote qualified leads to new opportunities with a single click.
• Automatically route leads: Deliver the right lead to the right person based on product, territory, dollar amount, or any other workflow rules that you define. Transform information into marketing intelligence
• Identify sales trends: Introduce new products and services efficiently, and improve up-sell and cross-sell opportunities.
• Forecast future sales performance: Allocate marketing resources based on a clearer understanding of trends and opportunities.
• Build customer loyalty: Take advantage of service knowledge to proactively suggest replacements or renewals, or even to reward frequent customers.

Transform information into marketing intelligence

• Identify sales trends: Introduce new products and services efficiently, and improve up-sell and cross-sell opportunities.
• Forecast future sales performance: Allocate marketing resources based on a clearer understanding of trends and opportunities.
• Build customer loyalty: Take advantage of service knowledge to proactively suggest replacements or renewals, or even to reward frequent customers.