Segmentation & Groups

  • Segment customer and prospect lists using advanced query tools
  • Perform temporary lookups or create groups for repeat access to sets of records
  • Deliver targeted marketing messages and sales offers to select customer segments
  • Export group data to Microsoft Excel for additional analysis
Segmentation & Groups

Campaign Management

  • Design, execute, and track all campaign activities in one location
  • Deliver targeted messages and promotions to select customer segments
  • Create custom HTML email templates, then personalize and send
  • Track actual expenses vs. budget and perform cost analysis
Campaign Management

Campaign Response Tracking

  • Track response data in real time to analyze the impact of a campaign in progress
  • Assess campaign metrics such as response ratio and associated sales revenue
  • View or add campaign info and responses from within account and contact records
  • Information captured at the individual opportunity level rolls into management view
Campaign Response Training

Lead Management

  • Import leads from web forms, tradeshows, seminars, or purchased lists
  • Track leads at every stage from prospect through closed sale
  • Perform de-duplication on imported leads to ensure the data is clean
  • Merge duplicate leads with existing contacts and accounts
  • Assign hot leads to sales teams or individuals quickly based on your business criteria
Lead Management

Reporting & Analysis

  • Track and analyze win/loss information so you can adjust messaging, positioning, and tactics
  • Examine campaign data responses, associated revenue, and product detail
  • Track budgets vs. expenses per task in the campaign management view
  • Create custom or use pre-built dashboards to see win/loss information, opportunity trends, and campaign metrics
Reporting & Analysis

Marketing Resource Library

  • Provide a fast response to customer requests with a full library of information you build into your CRM
  • Store and organize collateral, price sheets, manuals, and whitepapers
  • Attach literature to email campaigns and customer communication right from Sage SalesLogix
  • Create folders to organize items into categories and manage files
Marketing Resource Library

Application Integration

  • Import relevant customer profile information from web-based applications and social media services
  • Export reports and lists into Microsoft Office applications
  • Integrate with E-marketing, e-commerce, document sharing, social networking, and other web-based services
  • Include maps, news, stock information, campaign information, survey responses, social media profiles and customer feedback, in-context, within account and contact records
Application Integration

Sage SalesLogix E-marketing

  • Create and send professional email campaigns to your prospects and customers
  • Nurture prospects automatically using drip E-marketing campaigns
  • Qualify your leads and route to sales fast using marketing CRM software
  • View a ranked list of the hottest prospects based on their interactions with your campaigns
  • Send surveys to prospects and customers to mine valuable data for marketing and product development teams
Sage SalesLogix E-Marketing