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Features: |
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Segment customer and prospect lists using advanced query tools |
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Perform temporary lookups or create groups for repeat access to sets of records |
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Deliver targeted marketing messages or sales offers to select customer segments |
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Export group data to Microsoft Excel for additional analysis |
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Streamline marketing and sales campaigns by automating standard tasks |
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Graphically configure campaign workflows such as calls, mail, or meetings |
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Assign custom processes such as ‘Trade Show Lead’ to campaign target groups |
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Add decision points and conditional requirements before events are triggered |
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Communicate with customers and prospects using multiple mediums |
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Create HTML e-mail templates, then personalize and send them using Mail Merge |
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Archive letters, e-mails, faxes, and proposals within customer account records |
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Attach marketing literature, product info, and pricing from the Marketing Library |
