SalesManager 5.0

ServiceManager

CampaignManager

ScriptManager

CommsManager



 

Highlights CampaignManager

• Selection Criteria

• Customer Groups

• Campaigns
  
   

CampaignManager

An essential component of every CRM system is the means to be able to leverage the data in your database for marketing purposes. Many CRM databases like SalesManager contain thousands of fields, which may or may not be of interest to the marketing professional. SalesManager has always supported marketing selections for mailing and telemarketing purposes, but as the data model system has grown and our customer’s databases have expanded, a serious demand for a more structured and customisable approach to campaign management has manifested itself. Our new product CampaignManager addresses these requirements and is an essential addition to our stable of CRM products for heavy-usage customers.

Selection criteria
 

The SalesManager data model currently contains more than 3.000 fields and hundreds of tables. For an automotive customer to search for all management team members of clients with a Scania truck older than 1994, weighing more than 7 tons and having a good credit rating, would take an intrinsic knowledge of the SalesManager data model to achieve results. While it is possible, it can be quite frustrating. We therefore decided, when building CampaignManager, to allow the customer to build his own views of the database, and allow him to mix fields from every possible table into his own “Personal Views”. < Back to top >

Selections can be made on any field in the database with an unlimited number of combinations possible. Depending on the type of field chosen different selection facilities appear. If the field is for example numeric, then a range selection is suggested, if a field is a table the associated drop down content is made available for searching on. Overall, the user interface is as intuitive as possible. Selections can be tested by clicking on the Count button which will result in the selection been executed on the server and only the number of hits returned. You can thus widen or tighten up your search criteria to achieve the number of targets you require. An unlimited number of Selection Criteria may be saved and these can be reused in future marketing campaigns.

Customer Groups
 

Companies who maintain large databases with SalesManager usually do business with various groups of clients. End-users, distributors, VARS etc are examples of this. However, determining who is a VAR may depend on various criteria. With CampaignManager’s Customer Groups, users can build up communities of clients, which can be later used for campaign execution. Campaign groups can be built by including or excluding stored Selection Criteria or other customer groups. For example, a customer group of solvent indirect channel members could include both VARs and Distributor Customer Groups but exclude all bad payers. Bad Payers would be a separate Selection Criteria. < Back to top >

 
The resulting hits of the Customer Group are then displayed. Targets may be manually deleted from the list and new companies or contacts can be added.  

Campaigns

Campaigns can be built either from a single Selection Criteria or from one or more Customer Groups. Various rules can be set on defining the campaign. If, for example, you only want one person mailed per company, you can tell the package in what order of importance it should pick that person i.e. First, Managing Director, if there isn’t one in the database, then the Sales Manager and if he does not exist the Service Manager. If no contact person exists for a company in the campaign, you can tell Campaign Manager what text you want to have printed on your correspondence (Attn. the Managing Director for example). < Back to top >

The campaign can then be mailed, faxed or e-mailed. Activities can be created for users to carry out the follow-up on the campaign. Account Plans can also be used to initiate a series of activities for various staff members as a result of the mailing.