Marketing Campaign Management

• Campaign / Event purpose and objective
• Start / End dates of the campaign / event
• Required budget and expected ROI
• Outcome Analysis i.e. effects of the event
• Leads generated from the event
• Business generated from the event
• Add particular contacts to a marketing campaign
• View a list of all targeted campaign members including their name, company name, email address and preferred phone number
• Record a cost for each campaign
• See at a glance, the sales amounts generated for each campaign for return on investment (ROI)
• Export targeted contacts for each campaign
• Attach files to a campaign
• Mark each stage of the campaign including when contacts are exported and when marketing communications have been sent
• View the history of each campaign and which staff members were involved
• View all marketing campaigns an individual customer has been a part of
• Respective clients / customers are directed to the respective sales person during the event.
• Search for targeted marketing leads based on:
• Previous marketing campaigns
• Purchase history
• Geographic location
• Referral source
• Job role
• Company
• Job title
• Previous event attendance
• Particular types of contact from staff (eg: types of inquiry, support, sales, phone calls, emails, etc)
• Previous contact with particular staff members

Event Management

• Create events that span over multiple days
• Set closing date for event registrations
• Share event information with colleagues
• Group events into locations
• Classify events based on type (eg: seminar, breakfast, conference, training, sales, etc)
• Create your own event classifications
• Assign a facilitator for an event
• Take payments for events including:
• Immediate payment recommended
• Late registration fees
• Payment due in x days
• Discounted pricing
• Record a qualification level for an event (particularly used for training events)
• Track attendance for an event
• Set attendance targets
• Generate letters for an event registration
• Attach files to an event
• Attach notes to an event
• Confirm registrations
• Manage group registrations
• Track invoice numbers for event payments
• Print an attendance sheet to fill out on the day
• Print a report on event attendees and payments
• Easily and quickly mark attendance for individual days
• Search for previous event attendees
• View all events that a customer has attended
• Respective clients / customers are directed to the respective sales person during the event.

Marketing Analytics

• Marketing Analytics allows users to measure the effectiveness of marketing campaigns from the initial offer to a closed sales opportunity.
• Managers can assess the effectiveness of marketing campaigns relative to budget, channel, expected revenue and win rate to gain a full picture of how marketing programs impact the sales pipeline.
• Understand and relate the ROI of marketing programs
• Track which channel is most/least profitable
• Replicate successful campaigns in a few simple steps

Reporting

• Separate reporting engine for different marketing criterion
• Pre-build reports on multiple marketing performance criterion
• Campaign & Events analysis by stage with Leads/business generated from each event
• Monthly / quarterly / yearly analysis
• Sales opportunities by lead source
• And; many more.

Dashboards

A comprehensive utility provided to define dashboard as per user’s requirement.