MarketingPilot Marketing Database. Powerful tools for digital and database marketers

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1 Powerful tools for digital and database marketers

2 MarketingPilot provides a powerful, intuitive, easy-to-use out-of-the-box marketing database solution for B-B and B-C marketers. MarketingPilot has flexible contact management, list management, querying, contact import and export, marketing resource management, campaign management, result tracking, and marketing resource management features. With MarketingPilot, it s easy to have a marketing database where prospect, lead and customer information is stored in a single centralized, easily accessible system. Get the many benefits of having a marketing database - without spending a lot of time and money. Compelling Benefits Learn more about customers and prospects, make better marketing decisions and close the marketing loop using MarketingPilot. Improved efficiency enables more marketing activities with the same staffing level and ensures that campaigns are effective: technology have made it possible to incorporate a powerful yet flexible marketing database in MarketingPilot. MarketingPilot s pre-configured marketing database enables users to have a marketing database in less time and at lower cost than building one from scratch. Designed for Business and Consumer Marketers MarketingPilot s marketing database can be support business-to-business and consumer marketing. So, whether information needs to be aggregated by company or enterprise or by household, MarketingPilot can help improve targeting and campaign results. s Start with Existing Customer Information The basic information needed to create a marketing database probably already exists, often in multiple places within an organization. MarketingPilot can integrate this data into one marketing database and enable the use of the information to generate better results. Consolidate customer and prospect lists and information into one centralized repository containing: o Contact details. o Transactions: Track all customer responses, interactions, orders, contracts, etc. o Third party data: demographics, psychographics, lifestyle, etc. o Modeling data: scores, deciles, RFM, purchasing propensities, etc. Obtain clean, updated and accurate information about customers and prospects. Query, analyze and define targeted customer segments. Run counts and generate contact lists for direct mail, telemarketing and campaign execution. Create and store all campaign information in one place including cost, budget, creative, offer, etc. Analyze results: revenue, sales, orders, products purchased, open rates, click-throughs, cost per lead, cost per order, Media Efficiency Rate, ROI and more. Build and nurture qualified prospect lists that you can use again and again. Buy Versus Build Most organizations already have customer management systems designed to support sales or custom service. Designed for sales, contact management and order processing, these databases rarely provide the functions needed by marketers. Until recently, the only way to get a marketing database was to build one from scratch. Building a marketing database from scratch is complex, time consuming and expensive. Recent advances in software Page 2 of 8 MarketingPilot s marketing database is designed to store information about every customer and prospect and every transaction and interaction with them: Integrate multiple sources of data such as operations, billing, point of sale, web transactions, registrations, prospect lists and attendees into a single, actionable marketing database. Import and store lists from any source. Add transactional information according to as needed and available. Enhance existing information with census, demographic, lifestyle and segmentation data attributes from sources such as Claritas, Acxiom, Experian, InfoUSA, The Polk Company, etc. Modeling and Scoring Enhance existing information with model data and scores. MarketingPilot s marketing database was designed to support modeling efforts. The database is designed to handle propensity models and the information they generate. MarketingPilot excels at making model results actionable and useful. Data Cleansing MarketingPilot facilitates keeping information accurate and up-to-date: Edit all information. Bulk-load and refresh. Standardize addresses using 3rd party services. Apply US Postal Service National Change of Address (NCOA) updates.

3 Campaign Management Plan and manage marketing campaigns using MarketingPilot. MarketingPilot tracks all the details - from the marketing database to expense management to response analysis including the performance and ROI of the campaign. Use MarketingPilot to: Track lists and segments. Forecast and track ROI. Manage, track and report on multi-stage, multi-channel campaigns. Manage integrated campaigns including online, radio, direct mail, , etc. Track all campaign expenses. Set campaign budgets. Manage campaign execution. Track the effectiveness of promotional alternatives. Maintain full campaign history. List Management MarketingPilot has the features needed to make it easy to work with lists. Quickly pull counts. Generate direct mail, and telemarketing lists. Segment and profile customers and prospects. Test and define segments. Users can quickly and easily build segments using a variety of selection criteria. Apply and track source codes and offer codes. Apply sophisticated list selection criteria across multiple segments. Establish and monitor control groups. Include or suppress previous list pulls in campaigns. Generate Do-Not-Call and Do-Not-Mail data suppression lists and use them as selection criteria. Analyze responses to each direct marketing campaign. Manage list fatigue to avoid over-marketing to certain individuals. Contact Management MarketingPilot makes it easy to quickly search for and find specific information about customers and prospects. MarketingPilot can store a wide range of customer and prospect attributes: Contact name Enterprise Company Multiple addresses Multiple addresses Multiple phone numbers Phone or 800# called DNIS Original source Source code for each transaction and interaction Loyalty score Class code Language Sales Representative Do Not Mail Do Not Do Not Promote Processor account Update date Stage A variety of category and type values Account number Salutation Territory information Tax ID Tax exempt status Terms Last review date Contact preferences Last activity date URL Quantity Unit amount Credits Discounts Taxes Credit score Powerful Campaign Automation and Customer Interaction Management for B-B and B-C Marketers MarketingPilot provides powerful campaign automation features, designed for business-to-business and business-toconsumer marketers. MarketingPilot makes it easy to automate both digital and traditional marketing campaigns and programs. With MarketingPilot all information about every interaction is tracked in a marketing database and is used to augment the marketing and sales process. Create automated rule-based campaigns using intuitive flowcharting tools. Page 3 of 8

4 Automatically send messages, queue outbound calls, assign tasks, create leads, send collateral, etc. Assign triggers to specific events such as registrations, visits to web sites and web pages, clicks on specific links, the passage of time, calls, orders, returns, billing, etc. Track all client and prospect activity in MarketingPilot's integrated marketing database. Push actionable data to your CRM system. Create different rules for different markets, campaigns, products, etc. Track anonymous online visitor behavior for future use. Behavioral Tracking and Targeting Features Take All the Work Away Improve the relevance of communications with prospects and clients, increase customer satisfaction with marketing and generate more revenue while spending less and with fewer marketing touch points. Behavioral tracking (BT) refers to the tracking of the online activity of a consumer, client or prospect over time - including the searches a person has conducted, the web pages they have visited and the content viewed - in order to deliver promotional messages that are targeted to the person's interests and actions. MarketingPilot tracks online behavior in an unobtrusive manner and provides a number of features to protect the confidentiality of the information that is gather from misuse. Turn on behavioral tracking and MarketingPilot takes care of the rest automatically. When a visitor performs a traceable activity such as visiting a web page, clicking on a link in an message, downloading a file, etc. MarketingPilot collects the information about the visitor's activity. Tracking is performed for both anonymous and 'known' visitors; if an anonymous visitor is subsequently identified, the visitor's history is linked to the known visitor. A single visitor can be tracked regardless of the different devices they use including computers, tablets and smart phones. Integrated media buying and marketing functions mean that MarketingPilot tracks all online activity in an integrated and holistic manner. Of course, MarketingPilot tracks 'offline' activity too such as phone calls, attendance at events, demonstrations, etc. Behavioral data can be used in a variety of ways: To determine which marketing activities are most effective. To send targeted offers via and regular mail based upon a person's interest as shown by their behavior. Page 4 of 8 To anticipate potential customer service inquiries and/or incorporate customer service behavior into customer profiles. To provide actionable information to sales reps who can use the behavioral information to improve their sales activities. Integrated Marketing marketing isn't just about sending messages to your customers, leads and prospects - it's about deliverability, creative, performance, timing, lists, marketing plans, products, campaigns, events, approvals, budgeting, sales, leads and staffing. Make a bridge to the marketing island in your organization with MarketingPilot's integrated marketing functions: Plus, Get high volumes of personalized messages delivered to your recipient s in-boxes. Manage subscribers and lists. Track performance, cost and results. Manage production workflows. Help teams collaborate more efficiently. Incorporate into your marketing plans and multichannel campaigns. Route messages for approval prior to sending. Create landing pages that capture, assign and score sales leads generated by . Promote events and track registration. Create Effective Messages Create totally customized, hardworking messages with our powerful user-friendly designer tools, or import your own html messages. Use our user-friendly what-you-see-is-what-you-get editor without having to deal with HTML tags; Users can edit complex HTML without having to know HTML. It's easy to use, our formatting toolbar works just like a word processing program. You can style your text, align copy, check spelling, insert Adobe Flash, bullets and hyperlinks, and upload graphics and more. Or create compelling messages using our powerful integrated HTML editor. It's not just a text note pad. Advanced users can switch to HTML view to insert tables, image maps, and more: o Full HTML Editor that works on PCs and Macs. o Integrated Microsoft Word-like spell-checking. o Code indentation o Multilevel undo/redo with action trails o Integrated toolbar o And much, much more.

5 Templates: There's no need to design your templates from scratch. You can upload or copy-andpaste your existing templates into MarketingPilot in just a few seconds. Or, setup new templates in MarketingPilot to save time, help ensure brand consistency and reduce errors. Upload or Import Content: As well as using the WYSIWYG editor, you can use your existing message template from your computer or import it from a web page. Test and Preview: MarketingPilot makes it easy to send test s so that you can validate links and URLs and see what messages look like when they hit the inbox. Send now or later: Schedule s for future delivery. Your home page widget displays your scheduled s every time you log in. Plug-Ins: Plug-Ins. MarketingPilot provides One-click Plug-Ins for Sender Address, Subscription Center, Forward to a Friend and View as Web Page that save time and make it easy to comply with CAN SPAM requirements and provide advanced functions recipients expect. Personalization and Dynamic Content: Dynamically customize message content for each recipient based on their interests, demographic information or other data. It's easy to insert personalization tags into your message to personalize the content of your campaigns for each and every recipient. Merge information into each message for a personal touch, and dynamically swap out content and special offers based on each recipient s preferences. Shared Image Library: Upload as many images as you like for your campaigns. Unlimited free image hosting is included. Share images with other users. True Marketing Campaign Management MarketingPilot provides a robust, comprehensive and flexible system for managing campaigns, and the data they generate - no matter how simple or complex. With MarketingPilot all the information about every campaign is in one place. MarketingPilot s integrated performance measurement features make it easy to determine which campaigns are effective and which aren t. Create campaigns consisting of multiple messages; group several campaigns into a single program. Automatically track and roll-up performance data for a complete campaign for a fuller picture. Track all the leads generated by a campaign consisting of multiple messages. Analyze performance across different creative packages, offers, lists. Create detailed campaign strategy and tactical briefs using convenient fill-in-the-blanks templates. A/B split testing. Automatically send alerts to the marketing staff when critical campaign events occur. Automatically create workflow tasks for the production team to assign work and ensure timely campaign execution. Create best practices templates - preset campaign templates with all the necessary tasks and information. Estimate and track all costs associated with an campaign. Track how much each response costs. Prepare cost budgets for all marketing activities. Track how much time was spent producing the campaign. Can your marketing software do all this? Segmentation, List Building and Query Tools MarketingPilot includes powerful yet easy to use segmentation features designed for marketers not programmers that enables you to create and maintain of client, prospect, lead and other types of lists for use in marketing campaigns. MarketingPilot includes features to help you segment your marketing database to create and maintain mailing lists of clients, vendors, prospects, leads, etc. for use in 'traditional' and automated marketing campaigns: Querying has never been user-friendlier. With MarketingPilot, you point-and-click to select your criteria and you are good to go. The intuitive visual user interface is especially designed to make it easy for users and at the same time is powerful enough to create complex queries with a few clicks. Queries can be previewed right on screen, saved for future use or exported. Intuitive visual point-and-click query builder - no need to learn SQL or a programming language Save dynamic queries or create lists Create an unlimited number of lists Add an unlimited number of contacts to a list Add a contact to an unlimited number of lists Query addresses, leads, attendance, behavioral data, marketing data, and opportunities Use queries to build lists Import and export contacts Associate lists with clients, markets, locations, brands, products, jobs and campaigns Organize lists and queries in user defined folders Track list and query usage and costs Invoice clients for lists and queries Use queries in automated campaigns and marketing messages Page 5 of 8

6 3rd Party Digital Ad Tracking It's relatively easy to track traffic to your web site, or clickthroughs from links on your messages, but how do you track references to 3rd party web sites that you may make from sites such as Twitter, LinkedIn, Facebook and other Blogs, Bulletin Boards and Social Media Sites? 3 rd Party Tracking URLs (also known as short URLs) enable you to create a (typically short) URL that on click redirects visitors to the 3rd party site. The unique tracking URL logs each 'redirect' to enable you to determine the effectiveness, impact and relevance of the information. With MarketingPilot enables you to increase the productivity of your digital marketing team and incorporate 3rd party tracking into automated campaigns to further engagement. As a digital marketer you have many choices when it comes to 3rd Party Tracking including services. However, the benefits of using MarketingPilot's integrated 3rd Party Tracking tools are compelling: Improve Productivity: With MarketingPilot you can make tracking URLs right from media orders, media plans and campaigns. Powerful Dashboards: MarketingPilot provides a powerful and flexible dashboard that enables multiple users to share and access tracking URLs. Integrated Performance Measurement: MarketingPilot integrates 3rd party tracking into all of its Campaign Performance Measurement Tools and dashboards; say goodbye to updating spreadsheets and rekeying data. MarketingPilot provides powerful tracking URL functionality: Generate short tracking URLs Generate custom tracking URLs Create tracking URLs from Media Plans, Media Orders and Campaigns Powerful tracking URL management dashboard Activity/Performance dashboard Multi-user Centralized control Integration with Behavioral Tracking Integration with Behavioral Targeting and Campaign Automation Integrated Behavioral Tracking: MarketingPilot's 3rd party tracking functions are tightly integrated with its behavioral tracking functions. From the first click the visitor is tagged and tracked forward. Integrated Behavioral Targeting: MarketingPilot's Campaign Automation function can use the behavioral tracking data generated by its 3rd party tracking URLs to engage clients and prospects Lead Management Does your organization spend a lot of time and money generating leads and then have little visibility into lead value and ROI? MarketingPilot can help manage leads better by bridging the gap between sales and marketing, providing the ability to better manage the qualification, enrichment, distribution, maturation and feedback loop on leads - all resulting in increased closure rates and improved marketing ROI. MarketingPilot can help deliver better quality leads to the right people at the right time - and have clear visibility into what happens next. Consolidate all leads from across your organization into one repository. Implement standard lead scoring definitions. Automate the scoring, maturation and routing processes. Increase lead acceptance rates. Reduce manual intervention and personnel time handling leads. Generate more revenue. Leads often come from a number of sources including direct marketing, web sites, call centers, advertising, events and partners. Use MarketingPilot to consolidate leads from multiple sources, cleanse and enrich the leads with internal and 3rd party information and score them. The result will be actionable, prioritized leads that have a much higher followup and closure rate. Lead Distribution Leads lose their value fast - MarketingPilot can help ensure that leads get distributed fast. MarketingPilot can be customized to automate lead routing based on your existing approach, incorporating analytics, geographic overlays, product categories, territories, channel partners, etc. Use MarketingPilot to route leads automatically to existing contact management or sales force automation systems, via or using the MarketingPilot web portal. Marketing Automation and Lead Management MarketingPilot provides powerful, flexible and easy to use tools to track and manage sales leads generated by each Campaign through their full life cycle. Campaign Management and Lead Management functions are tightly integrated, providing a powerful fully integrated system to manage all your sales, marketing and business development activities. MarketingPilot enables you to track and compare the Lead Gen results of all Campaigns, and provides you with the information you need to make informed decisions. MarketingPilot provides best in class functions: Page 6 of 8

7 A marketing database of record designed for Leads regardless of their source. Lead capture functions include Lead Import, Landing Page integration and Web Services to provide integration with other systems. Track every Lead to the Campaign that generated it. Create Campaign-specific Lead Assignment and Distribution rules that makes it easy to route Leads to Sales Reps. Create Campaign-specific Lead Assignment and Distribution rules that makes it easy to route Leads to Sales Reps. Lead Scoring models that enable a score to be assigned to each Lead. Integrate multiple Lead nurturing activities into a single Campaign. List Management functions that enable users to create lists of Leads, Prospects and Contacts and to use them in Campaigns. Sales Ratings to enable Reps to give qualitative and quantitative feedback about their perception of the quality of the Leads they are receiving from each Campaign Analytics MarketingPilot empowers users with valuable insights into what works and what doesn't. MarketingPilot provides indepth analytics that tie actions to results; knowing which creative, offers and channels are most effective improves results. Analyze results any time using the most up to date information. Run queries again and again while adjusting criteria until the information needed is obtained. Of course, all information can be exported to Excel. MarketingPilot provides powerful and flexible crosstabulation functions that enable the analysis of information in your marketing database. Filter information to display the information for a specific subset of customers, such as only those customers who are in a certain geographic region. Customer Profiling Profile specific customers or distinct groups of customers across many different attributes. For example, profile customers by type, services/products purchased, geographic region, income or marital status. Or, compare single-buy customers to multiple-buy customers for items such as purchases, income, gender or lifestyle attributes. MarketingPilot makes it easy to generate a list of, say, singlebuy customers who most closely resemble multi-buyers. Media Effectiveness MarketingPilot makes it easy to compare response rates for different marketing approaches such as radio, TV, direct mail, search engine marketing, telemarketing and . Marketing Resource Management MarketingPilot puts project management front and center. Project management functions are available throughout the system. MarketingPilot: Saves time. Shortens time to market. Makes team members more productive by reducing time spent managing, coordinating, reporting and tracking projects. Links all relevant information to each project. Enables interactive communication between team members. Instills accountability. MarketingPilot integrates marketing information with project management to deliver an integrated system for managing your workflows. MarketingPilot provides practical, easy-touse workflow management tools that are optimized for the marketing and creative processes (i.e. easy to use and fast). Manage Simple Tasks to the Most Complex Projects Who, what, where, when, how why - with nothing more than a few clicks. MarketingPilot provides tools to help manage marketing processes with 100% accountability, transparency and accuracy. MarketingPilot provides: Task management Campaign management Event management Expense management Budget management Approvals Opportunity Management Reporting MarketingPilot enables users to transform valuable marketing data into shared information for insightful, timely decisions. MarketingPilot provides a comprehensive reporting solution that enables the creation, management, and delivery of both traditional, paper-oriented reports and interactive, webbased reports. Users can create custom reports and explore MarketingPilot data using a report designer with a familiar Microsoft Office user interface. Users can: Create standard reports or cross-tabs, and charts. Add text and formatting to reports. Create new fields and calculations. Preview, print and publish reports. Export report data to formats such as Microsoft Excel, Adobe PDF, HTML, etc. Powerful report management features enable a high degree of control. Custom reports can be added to the Page 7 of 8

8 MarketingPilot shortcut bar; and/or deployed to a report web site for access by non-marketingpilot users. Organizations can deploy interactive Web-based reports to deliver information to clients or partners over extranets or the Internet. Administrators can schedule report execution and delivery, and track reporting history. Both on-demand and eventbased delivery of reports is available. Find out More See for yourself. Call , or contact us via at sales@marketingpilot.com and request a demonstration. Visit our web site at for more information MarketingPilot Software LLC, all rights reserved. MarketingPilot, MarketingPilot Software and The Marketing Information System are trademarks of MarketingPilot Software LLC. Page 8 of 8