Marketing

Capture and manage leads from multiple sources

• Import leads from almost anywhere; including tradeshows, seminars, purchased lists, and web capture.
• Perform advanced de-duplication with an easy to use wizard, which ensures that your data is clean and any matching records are merged with existing accounts.

Assign and track hot leads based on dynamic business rules

• Rapidly allocate hot leads to the appropriate sales person, assign and track follow up activities.
• Track leads at every stage, from prospect through closed sale, and all phases in between.

Create and execute on custom campaigns for unique groups

• Target campaigns and promotions based on customer segment, industry, or sales stage in order to maximize a positive response rate.

Ensure campaigns stay on target and achieve results

• Manage and track budget vs. actual spend by project or down to the task level, so that your campaign remains on plan and doesn’t exceed available funds.
• Track success at every stage with real-time information on customer response rate and associated revenue.

Automate tasks and respond quickly

• Automate standard tasks or schedule tasks with assigned due dates, ensuring that activities are accomplished in a timely and efficient manner.
• Respond quickly to customer requests with a full library of information you build into your CRM, including collateral, price sheets, and manuals.

Segment customers and prospects for effective targeting

• Develop richer profiles by incorporating information from web-based applications and social media services.
• View information such as campaign and survey responses, social media profiles, maps, news and stock info, in-context, within account and contact records.

Understand the effectiveness of your campaigns

• Create custom dashboards or utilize pre-built, interactive dashboards such as sales by rep or region, win/loss analysis, and campaign analysis.
• Track and share win/loss information so you can adjust messaging, positioning, and tactics.

Analyze ROI to help increase marketing campaign efficiency

• View budget information, response data, and cost metrics to help you calculate and analyze campaign ROI.
• Use flexible, easy-to-create reports to show budget variance, win rate, and sales potential.
• Add integrated add-on analytics solutions* for advanced and interactive marketing focused dashboard capabilities.

Design and deliver high-impact marketing communications and campaigns

• Create and send professional email campaigns to your prospects and customers.
• Nurture prospects automatically using drip E-marketing campaigns.

Understand the effectiveness of your campaigns

• View a ranked list of the hottest prospects based on their interactions with your campaigns.
• Run reports that graphically show your open and click rates, trends over time, and forwarded campaign.
• Record notes, define follow-up activities, and schedule your next meeting before you leave your customer’s office.

Download the Sage SalesLogix E-marketing Benefits Datasheet.