SalesLogix v7.5 Marketing Features
Marketing solutions & fully comprehensive CRM software program for marketing
Campaign Management
- Design, execute, and track all campaign activities in one location
- Re-use past successful campaign profiles
- Launch custom contact processes to automate workflow for sales reps
- Deactivate expired campaigns and retain key data for future reference
Lead Management
- Import leads from Web forms, tradeshows, seminars, or purchased lists
- Manually create leads from cold calls or referrals
- Track leads at every stage, from prospect through closed sale
- Perform lead de-duplication to ensure clean data so that customers are not getting hit with the same campaign twice
- Automatically assign “hot” leads based on your business rules so sales teams act on them fast
- Perform mass actions upon import and assign activities for leads increasing marketing efficiencies
Web Lead Capture
- Capture prospect information via a company Web site and import lead data
- Launch marketing processes to schedule letters, calls, or literature requests
- Gather valuable demographic data for use in segmentation and offer development
Campaign Response Tracking
- View response data in real-time to analyse the impact of campaigns in progress
- Assess campaign metrics such as response ratio and associated sales revenue
- View or add campaign information or responses from within account or contact records
- Capture information at the individual opportunity level and have it roll into management view
Campaign Task Management
- Coordinate and track the stages and tasks critical to executing effective campaigns
- View all tasks or drill down on specific stages and tasks for more detailed information
- Schedule task owners and assign dates, due dates, and budget for each task
- Manage budget and workflow for employees and external vendors
Lead Qualification
- Qualify leads using criteria you define
- Create unique qualification checklists for different products or services
- Click to convert qualified leads to new sales opportunities
- Merge duplicate leads with existing contacts and accounts
Workflow Automation
- Streamline marketing and sales campaigns by automating standard tasks
- Assign custom processes, such as “Trade Show Lead,” to campaign target groups
- Automatically archive letters, e-mails, faxes, or proposals within customer account records
Account and Contact Management
- Access and record detailed information about customer accounts and contacts
- Track all customer interactions and add files, notes, or literature requests
- Assign ownership, establish account hierarchies, and track lead sources and status
- Share information captured at all points of interaction for a complete customer view
Campaign Reporting (ROI)
- Analyse the effectiveness of marketing efforts (ROI) and increase efficiency
- Examine campaign data responses, associated revenue, and product detail
- Evaluate potential vs. actual returns for each lead source, region, or media type
- View campaign data via Crystal Reports and adjust marketing strategy
- Leverage advanced business analytics tools, such as Sage SalesLogix Visual Analyser, to understand which campaigns have the most responses, best conversion rates, win/loss data, and more.
Budget and Revenue Tracking
- Gain critical visibility into campaign budgets and direct revenue impact
- Assess potential revenue for campaigns launched against target groups
- View revenue in real-time as opportunities linked to campaigns are updated
- Track forecasted versus actual budgets, including cost metrics such as cost per lead
Segmentation and Groups
- Deliver targeted marketing messages or sales offers to select customer segments
- Enable sales reps to quickly create groups for personalised sales campaigns
- Segment customer and prospect lists using user-friendly filtering tools
- Export data to Microsoft Excel for additional analysis
Calendar and Activity Management
- Manage schedules and keep track of marketing activities and events
- Track phone calls, meetings, to-dos, events, and literature requests
- Record completed activities automatically within customer records
- Associate an attachment to meetings, phone calls, to-do items, e-mails, notes, and personal activities
Application Integration
- Manage contacts, e-mail, and calendars using Microsoft® Outlook®, Microsoft® Exchange, or the built-in Sage SalesLogix e-mail solution
Customer Communications/Mail Merge
- Communicate effectively with customers and prospects via multiple mediums
- Create custom HTML e-mail templates, then personalise and send using Mail Merge
- Archive campaign letters, e-mails, or faxes within customer account records
- Attach marketing literature, product info, and other resources from the Library
- Launch full-scale e-mail marketing campaigns by uploading lists to compatible e-mail marketing services and track response data automatically within Sage SalesLogix
Marketing Resource Library
- Maintain a central repository for marketing information, materials, and tools
- Store product information, sales collateral, manuals, pricing, and presentations
- Attach and send files from the Library in e-mails to customers and prospects
Windows, Web, and Mobile
- Synchronise rapidly and work while disconnected (using Windows, Web, or Mobile clients), or work while connected over a network or the Web
- Utilise BlackBerry® or Windows Mobile® (Pocket PC®, or Smartphone®) for quick access to customer data in the field
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