Marketing Automation FeaturesAs 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
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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
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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
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