iextensions CRM v6.3 Marketing Datasheet

Transcription

1 iextensions CRM v6.3 Marketing Datasheet

2 What Does iextensions CRM Do for Marketing? Helps Me Effectively Manage and Measure the Success of My Marketing Campaigns Overall Benefits: Lets me plan, develop and execute all my marketing activities. Gives me visibility and control of all my marketing processes. Helps me analyze the strengths, weaknesses and performance of my marketing campaigns. As a Marketer, I can Time and execute campaign tactics such as mailers and blasts. Analyze past campaigns to determine the best marketing mix/strategy. Successfully connect with my target audience through personalized messaging. Control and manage my marketing budget and spend. Gain visibility across all aspects of my campaign in one click.

3 Create scheduled and automatic analytic reports at intervals I determine. Assign follow up tasks based on responses and results from marketing campaigns. Create marketing literature based on company standard or customizable templates. Notify management and sales representatives when opportunities or leads have not been followed up on. Segment my database and add contacts en masse to mailing lists and/or campaigns. Send marketing materials on a scheduled basis to qualified leads. Automatically process campaign and event responses to monitor messaging effectiveness. iextensions CRM Dashboard

4 Marketing Campaign Management Cycle 1. Campaign Development - Message Creation - Personalization - Target and segmentation - Testing - Data management Campaign Development 2. Campaign Execution - Scheduled and triggered execution - Physical delivery of fax and Campaign Evaluation Campaign Execution 4. Campaign Evaluation - Reporting - Analysis by overview or individual tactic Response Management 3. Response Management - Response tracking - Data capture - Automated follow up - Lead management

5 Campaign Management iextensions Value-add Modules That Help You Do Your Job Automatically time and execute campaign tactics such as mass mailers and blasts. Execute marketing activities through multiple inbound and outbound channels: direct mail, , phone, web, and fax. Set up and track multiple multi-channel marketing campaigns. Track blasts according to messages sent and responses received. Target specific leads or opportunities by using advanced searches. Analyze and capture campaign statistics, as well as ROI, from the start of the campaign promotion to the final order transaction. Monitor key parameters, such as the level of response, or market share from a promotion or campaign Opportunity Management Encourage collaborative selling by instantly tracking each opportunity. Gain insight and in-depth analysis to identify missed steps that may have caused downgraded campaign results. Generate marketing specific performance reports and other metrics. Lead Management Track and log leads generated from a campaign, sales calls, s, meetings and other calendar entries. Categorize leads as qualified or unqualified and monitor lead activities based on contact, company, lead, opportunity, project, campaign or event. Drive campaign recipients to an online form to allow self-registration as a lead.

6 Document Management Generate MS Word documents and other marketing materials using custom templates complete with logos, boilerplate text, and merge fields as individual documents or mass mailings. Create templates. Track and store electronic documents with easy-to manage version control and access restrictions. Quickly index and archive documents. Convert documents to a PDF file and send as an in a few clicks. Products and Services Tailor your database by product or service requirements needed to be captured. Associate products and services to a sales lead, contact, company, opportunity, campaign, project and activity. Document and track services rendered to companies. Handle multi-currency transactions. Dashboard iextensions CRM Core Functionalities Perform fast, ad hoc customer segmentation and analysis to identify opportunities. Gain full visibility of all relevant marketing activities in one central location. Analyze campaign performance by overview or individual tactic. Configure your individual dashboard to suit the way you work. Address Book Create and capture customer profile data for more targeted and personalized messaging. Easily store and track relevant contacts.

7 Select and unselect fields to display on screen; label fields with business terminology; create new fields without IT. Gain a 360 view of the prospect. Add users to a mailing list. Track customer processes based on business practices and policies. Activities Database Track and log all points of lead and customer interaction such as calls, s, meetings and other calendar entries. Interact with all other databases, providing a central repository of activities. View details and monitor activities for a specific contact, company, lead, opportunity, project, campaign or event. How iextensions CRM Have Helped Our Customers Marketing Efforts - The company experienced a 400% increase of contact information shared and now tracks thousands of opportunities, Keith Snively, FujiFilm. - We now have a single, consolidated contact management database which guarantees all reps with the most updated data. iextensions design is flexible and allows us to easily customize data and views to meet our reps functional requirements, said Doug Dorfman, Reader s Digest Association.