Sun Bear Marketing Automation Software

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1 Sun Bear Marketing Automation Software Provide your marketing and sales groups with a single, integrated, web based platform that allows them to easily automate and manage marketing database, campaign, response and lead management processes. Sun Bear offers the affordable alternative to expensive, difficult to use CRM systems. Ease of customization and intelligent design combine to provide a solution structured to meet your specific needs. Sun Bear delivers an easy to use, comprehensive marketing automation platform! Organizations can: Centrally manage all prospects and prospect communications. Create, execute and manage marketing campaigns. Automate queuing and distribution of mail and documents. Create call queues and employ call list management rules. Create on-line and phone surveys. Manage and automate responses via phone, , mail and web. Qualify, assign and distribute sales leads by territory. Track leads stages, values and next actions. Query, report and analyze results. Sun Bear Marketing Automation Platform (MAP)

2 Prospect Marketing Database Marketing groups are commonly forced to rely on CRM or SFA applications that do not have the tools needed to maintain a prospect marketing database. Sun Bear s Prospect Marketing software is designed specifically for marketing groups to maintain their prospect database, without relying on over burdened IT departments. Sun Bear's platform allows marketing groups to: Associate all account information hierarchically - All account, contact, lead, campaign and interaction information is stored within each account profile. Because Sun Bear's Marketing platform is composed of a single database and application all communications, interactions, etc. relating to an account are updated automatically and real time. Standardize address and contact information - Our platform provides easy to use address standardization and data mapping tools that help organizations eliminate prospect duplicates and maintain consistency of data. Import prospects - Sun Bear's import tool allows users to clean, map, de-dupe and import prospect lists. Users can choose to append, overwrite or ignore values for merged records. Centralized management with decentralized access - Because our marketing platform is entirely web accessible, organizations can centrally manage their prospect database, while providing decentralized permission based access to anyone with a browser and login permission. Our search and categorization capabilities allow marketing and sales staff to easily and quickly access account data. Our view and update rules allow administrators to easily manage data access by user and user group. Users see only the information they are supposed to see. Campaign Management Sun Bear s Campaign Management functionality allows marketers to easily plan and execute multichannel, personalized marketing campaigns. Marketing groups can segment their prospect database, tailor messages to discrete prospect groups and execute integrated marketing campaigns using the most cost effective medium. Sun Bear s Campaign functionality provides organizations with the tools to: Create campaigns - Define target audience, select multi-channel (phone, , mail) offers from the offer library and define all relevant campaign information such as owners, goals, expected ROI, etc. Our easy to use and customize administrative tools allow you to easily setup and manage marketing campaigns. Task management Schedule and manage tasks. Manage all approvals online using automated business rules to ensure all appropriate reviewers are involved. Create and manage campaigns comprised of multiple activities. Assign activities to individuals. Schedule notification for all project team members when tasks are complete or updated, or as task due dates approach. Segment & select prospects - Our selection tools allow marketers to segment and select prospects from their database based on any attributes and add those prospects to a campaign. Our selection tool allows for multiple selection criteria to create complex selects. Our segmentation process allows marketing groups to save list criteria and re-use and/or adapt as required. Offer library - Sun Bear s offer library allows organizations to create and store marketing collateral, templates, surveys; etc. Offers may be categorized by media (phone, , mail, etc), product, etc.

3 Execute campaigns - Marketers can execute automated multi-channel ( , mail, web, & phone) campaigns. Users can send bulk mail exports, bulk s, etc as well as access outbound call queues, individual queues, etc - all of the media required to maintain a dialog with their prospects. Companies can select the media appropriate to the prospect as well as employ multiple media to improve overall campaign effectiveness. Multi-Stage campaigns Users can launch date and event driven multi-wave campaigns providing multiple timed messages and offers. Dialog with your prospects can sequenced, triggered or scheduled based on any event or combination of events including web site registrations, responses to call campaigns, etc. View performance real time and adapt where necessary - Marketers can view campaign performance real time and adjust prospect targets allowing them to maximize effectiveness at minimal cost. Our application tracks all interactions and responses real time allowing companies to assess the effectiveness of their campaigns as they are running and adapt where appropriate. Response Management Sun Bear's Response Management functionality provides marketing groups with the tools to capture general inquires and responses to marketing campaigns and automate common response management tasks. Our platform allows marketers to: Capture inquires and responses - Capture responses to marketing campaigns via multiple channels (Web forms, phone, embedded , imports, and tradeshows). Eliminate re-keying/importing - Of response data from multiple sources by centralizing all response management within a single application that supports the differing requirements of phone, , and mail and web response management. Provide information & generate interest - Provide relevant marketing, product & offer information via multiple channels (phone, , web, etc). Automate responses to inquires based on interest, source, prospect demographics, etc. Use automated processes to stay engaged with prospects by providing them with information relevant to them. Automate determination of next actions - Next action, next action owners and next action dates can be automated allowing for efficient management of follow-up and ensuring that nothing "falls through the cracks". Prospects can be automatically queued for follow-up activities based on information provided. Source responses - All responses can be sourced to various campaigns, ad promotions, etc. allowing marketers to assess campaign performance. Our search tools allow users to easily callup inquires by campaign, name, unique id, etc. allowing marketing groups to eliminate costly rekeying of information and creation of duplicates. and Web inquires can be automatically sourced to the appropriate prospect record and campaign. Track responses -Track responses to , mail and phone campaigns real-time. Calculate and summarize costs and revenues. Adjust resources and initiatives as required. Lead Management Without the proper tools lead qualification and management can be an expensive and error prone process. Marketing groups risk alienating their Sales force by either inundating them with unqualified prospects or by not providing a sufficient number of leads. With Sun Bear s lead management functionality marketing groups can automatically qualify responses resulting from marketing campaigns and assign and distribute qualified leads to the appropriate sales channel, as well as nurture semi-qualified leads until they are ready for distribution to sales. Sun Bear's platform allows marketing organizations to: Qualify leads - Identify needs and initiatives, gather relevant information and automate determination of the lead value & stage in the buying cycle. Answers to questions and/or combinations of questions can be used to automatically score and rate leads where appropriate.

4 Assignment, distribution & notification - Automatically assign leads to channels based on territory rules. Leads can be assigned by geography, product interest, campaign, etc - in fact any information stored in the database. Leads are automatically distributed and recipients notified via . Semi qualified leads - Can be queued for further lead development activities including gathering additional qualification information, providing additional information and queuing for future follow-up contact. Automated call, and mail follow-up activities can be scheduled, ensuring that no opportunities "fall through the cracks". Access leads - Lead recipients can access new or existing leads via the web by logging into the application. Access to information is restricted to the particular sales person's assigned leads. All information associated with the lead or account can be viewed and updated. Sales recipients can choose to accept, reject or reassign leads. Sales managers can receive automated notification of acceptance, rejection or reassignment Provide feedback - Recipients can gather sales stage information such as stage, value, close date, etc. All information is automatically tied back to the prospect and can be used for ROI analysis, as selection criteria for subsequent campaigns, etc. Schedule next actions - Lead Recipients can schedule next actions, action owners and next action dates ensuring that no opportunities fall out of the pipeline. Pipeline management - Marketing and Sales management can track summary and detailed pipeline information and intercede where appropriate. CRM Integration CRM (Customer Relationship Management) and SFA (Sales Force Automation) applications are notoriously lacking in required marketing functionality. Companies with existing CRM platforms can employ Sun Bear's Marketing platform to manage prospects outside of the CRM application, using the CRM platform for what it was designed for - managing qualified leads and sales. Sun Bear has automated integration routine with leading CRM applications. Reporting Our reporting & analysis tools allow companies to access, analyze and share information. Marketing & Sales groups can make informed decisions by accessing: Sales pipeline reporting & analysis. Campaign reporting & analysis. Process reporting & analysis. Demographic segmentation and analysis. Customized reporting. Intuitive query tools. Reports can by output in a variety of formats including list, cross tab, graph drill down and excel. Cross-tab reports to summarize results by row and column. Graph results for visual analysis of results. Graphs can be exported or ed. Drill Down to summarize results and drill for detailed analysis. Our standard build comes with a library of standard reports including: Marketing Reports Campaign Status Lead Status Campaign Performance & ROI Web Insight Performance Pipeline Revenue Forecast Sales Territory Performance

5 Sun Bear Services Sun Bear's Services group assists in the implementation of Sun Bear Software within our client s organization. A significant (and unique) part of Sun Bear s value to our clients is the customization of their platform as well as integration within the client s larger marketing, sales and customer support process. In Sun Bear s view, the right software is a necessity, but not in itself a solution. The implementation of the software must support the actual business processes required by sales and marketing. Sun Bear s implementation services focus not only on implementing the application in a manner that reflects the company s specific needs, but providing advice and consultation regarding best practices companies can employ to meet their functional requirements. Implementation Sun Bear consults with our clients to devise and execute a specific implementation plan using Sun Bear s Implementation Process Template. Sun Bear s methodical implementation process reconciles the need to create customized processes that reflect our client s true business needs with the need to deploy our application rapidly and at minimal cost. On average, Sun Bear implementations are completed in less than 10 days. We also provide clients specific end-user training sessions via the web and on-site. Why Sun Bear? One Application does it all: Database Management Campaign Management Lead Generation Response Management Lead Management Reporting & Analysis Intuitive, Easy to use interfaces. Sun Bear s user interfaces are designed specifically for ease of use. Processes follow a logical flow, screen to screen navigation is limited and information is categorized in ways meaningful to the user. Sun Bear Software supports the actual processes used by Sales & Marketing, not the converse. Simple Administration Sun Bear s administrative tools allow non-technical users to setup and administer all the functionality needed to maintain an effective, affordable marketing automation platform. Affordable Sun Bear Software provides the same functionality as complex, difficult to use CRM systems yet costs thousands on dollars less! Affordable pricing, ease of use and rapid implementation times allow you to immediately improve disjointed marketing processes and acquire new customers. Completely Web Enabled Sun Bear s web architecture allows users to access all Sun Bear functionality via the Web. Users have access anytime, anywhere. Quick implementation. Sun Bear Implementations average less than 10 days, and are done at a fraction of the cost of other applications.

6 Flexibility Sun Bear s platforms are designed to adapt to our customers actual marketing and selling activities, not force them to conform to processes driven by the constraints of the application. Domain Expertise Our solution is employed by leading small, medium and large organizations across multiple industries. Getting Started: Getting Started Sun Bear makes it easy to decide and get started. To see our application in action please visit our website at to schedule a web demonstration or call us at We offer Monthly and Perpetual licensing options, at a fraction of the cost of common CRM and SFA applications. Our application can be hosted internally at your site or at our preferred hosting partner. Sun Bear's implementation team works with our clients to seamlessly implement and deploy our application. Implementation times average from 1 to 2 weeks. Sun Bear provides marketing groups with the means to own and manage the prospect marketing processes, without having to rely on over burdened IT departments. To find out more please contact us at or visit our website at

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