Marketing Automation Features
As part of the marketing automation, CRM provides 1. Campaign
management, 2. E-mail marketing, and
3. Lead generation through various sources (such as Web-to-Lead
forms, import lead data and others), specifically useful for integrating
your organization's sales and marketing activities.
With the CRM campaign management features, you can effectively plan
marketing expenditure and thereby improve the quality of lead generation
process. In addition, campaign management integrated with leads and
opportunity modules help your organization in measuring the
campaign performance and effectiveness.
CRM - Marketing Automation Modules
Campaign Management
- Plan marketing activities and develop campaign hierarchies by
outlining the marketing campaign objectives
- Define the campaign success metrics and measure the campaign
effectiveness (ROI) by linking directly to the leads and potentials
- Track all customer inquiries related directly to the campaigns
- Track sales force closures related directly to the campaigns
Top
Lead
Generation
- Capture leads directly from your website using Web-to-Lead
forms
- Setup personalized Auto-response email messages based on the
type of customer inquiry
- Approve leads captured through websites and assign them to the right
sales persons in your organization
- Customize your Web-to-Lead form as per your organization lead
generation process
- Import leads from external sources, such as Web downloads,
trade shows, seminars, direct mail, and other types of campaigns
- Qualify leads to the next stage based on the information
captured in lead details
Top
Email
Marketing
- Manage mailing lists based on existing data (related to
leads, contacts, and potentials)
- Create mass email templates with the rich-text HTML editor directly
from the CRM system for a better email marketing campaigns
- Set up email opt-out process in compliance with CAN-SPAM act
using unsubscribe forms
- Schedule mass email campaigns from the selected leads and
contacts
- Manage Drip Campaigns (Scheduled automatic mailing) using a series
of auto-responders for leads and contacts
Top
 |
