CRM Marketing Management

The CRM marketing management features provides a single location to create and track the details—and results—of your company's targeted marketing campaigns. You can create targeted mailing lists of potential and/or current customers with the Search Manager and select the search to be associated with the marketing campaign. Deploy a campaign by automatically creating a mass-email or mass mail-merge document to all campaign participants. You can easily keep track of participants pre- and post-launch.

After launching a campaign, CRM allows you to manage responses and associate opportunities to campaigns. A Marketing Response wizard is incorporated directly into the pane system, allowing users to quickly enter response information. You can compare actual responses with forecasted response rates to determine campaign ROI.

CRM also complies with ‘Do Not Solicit” regulations, ensuring that companies / individuals who request to be removed from future campaigns are automatically excluded from future campaigns.


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