Import spreadsheets, create website sign-up forms, or enter information manually. Then record details of conversations, meetings, responses to mailshots, purchases. And finally add 'tasks' to be carried out, identify leads, allocate managers, send emails and record VOIP. calls. You won't miss a trick.
Use ready-made templates for instant mailshots; easy drag-and-drop tools make it very easy to release your creative side. If, however, you're in need of something bespoke, you can use our in-built HTML editor.
Group your contacts in multiple ways, even create dynamic groups (which are added to automatically whenever a trigger is activated - such as a website sign-up form is completed). There's no end to the possibilities for highly targeted marketing.
Save oodles of time, and ensure that no opportunity is missed, by organising multi-action automated campaigns - which are activated by the type of response you elicit from your first mailshot. Send a specifically targeted follow-up email, or a printed brochure, or an SMS message. You can also schedule a phone call (made through the system), and add a 'task'.
Identify sales leads
Keep your eye on the ball
Assess and rate your contacts in terms of sales potential. Allocate star ratings which will be highlighted so you won't be able to miss any call to action, and you'll be able to create your sales 'pipeline'.
You can use web forms in all manner of ways, especially as they are so quick to create and to place on your website. Gather email addresses, find out your readers' opinions or preferences, or conduct a full-blown survey.
Integrate with social media
Keep a constant eye on your contacts' media activities
There's no better way to learn about what is engag ing your contacts than their social media feeds. If you identify their 'handles' in their contact files, you'll be able to see real-time activity on their sites directly on the system's contact pages, so you'll be able to keep totally up-to-date and super responsive.
Use sophisticated analysis tools to pin-point responses
The more you know about the patterns of your customers' interactions with your marketing, the more responsive and targeted you can be. When are the best days and times to send mailshots; which mailshot worked best; where are your respondents; what links did they click? Whose address bounced, who unsubscribed.
Cast your analysis net wide
Track activity on web links
Don't just monitor what links are clicked by your mailshot readers... you can also evaluate interest shown in the website to which they have linked (provided that the original approach to the site was made by one of your contacts). So, for example, you could assess how long your contact spent on the website, which pages they visited, and then whether they clicked on any other link within the website. You'll be surprised at how easy it is.