Sage CRM Marketing Features: To download a product overview of the Sage CRM Marketing module click here

A self-paced film showing the marketing functionality within Sage CRM is available here.

Sage CRM for Marketing
Sage CRM provides powerful tools for managing, tracking and analysing targeted marketing campaigns. It is an easy-to-use
application that provides hundreds of marketing users with the tools to target the right customer at the right time, eliminate guesswork
and put your company’s marketing resources to their best use. Assign, schedule and track marketing activities and view every detail
of each campaign at a glance.

Features • Campaign Management • Segmentation & Groups • Outbound call management • Email Management • Campaign Reporting • Lead Management • List Management

Build a Detailed Profile of Your Audience
Sage CRM enables you to build up a detailed profile of your customers and prospects over the course of the relationship. Lists can be assembled based on multiple criteria from your database, responses to campaigns can trigger sub-lists for the next stage of the campaign with successful responses moved to sales and non-responses kept on a reminder list or removed if so requested. This information can be stored, reported, and segmented for future campaigns.

Manage Your Marketing Mix
Sage CRM enables you to manage and track every element of your campaign. View activities, objectives, leads generated and lead follow-up. You can drill down to specific activities within a campaign including communications, opportunities, responses, budget, actual cost and lists of prospects. This in-depth view of your campaigns allows you to eliminate the guesswork and put your company’s marketing resources to their best use.

Marketing Evaluation Tools
With Sage CRM you can view your campaign status at any time and evaluate return on investment (ROI). Analyse marketing campaigns by lead source or evaluate other important campaign details by using sophisticated, user-friendly tools and reports. Sage CRM not only tracks response rates, it also lets you match sales revenues to specific campaigns, providing immediate cost vs. sales analysis data.

Control Your Telemarketing Campaigns
Sage CRM provides telemarketers with the tools they need for effective telemarketing. Calls can be automatically scheduled for the telemarketers and the outcome of the calls can trigger the development of the next stage of the campaign. Details of calls can be saved and shared throughout all departments for future reference. Call length and outcome recording capabilities are built-in, plus a connector to CTI allows all the call automation and recognition tools that your company has to be integrated into your CRM solution.

Sage CRM Marketing Feature List
Campaign Management
Assign, schedule and track marketing activities within a campaign and view every detail of each campaign at a glance.
Drill down to specific activities within a campaign including communications, opportunities, responses, budget, actual cost and lists of prospects.
Segment your audience (based on product interest, demographics etc).
Retain successful data for future campaigns.

Segmentation & Groups
Segment customer and prospect lists using user-friendly tools.
Deliver targeted messages to select target audience.
Export marketing lists to Microsoft Excel for external agencies.

Outbound Call Management
Easily integrated into any marketing campaign.
Target lists and calls can be allocated and scheduled.
Schedule follow-up calls at times convenient for prospects and customers.
Details of calls can be saved and shared throughout the company.

Email Management
Make it easy to distribute mass e-mail by providing the ability to send HTML, email, create email templates and send attachments.
Store all communications about a particular campaign, so that employees can easily look up the exact email message received by a specific customer or prospect.

Campaign Reporting
Get real time information into the success of individual and ongoing campaigns by tracking them from initial lead generation right through to close.
Match sales revenues to specific campaigns, providing immediate cost vs. sales analysis data.
Analyse marketing campaigns by lead source by using user-friendly tools and reports.

Lead Management
Qualify lead into your chosen criteria for follow-up.
Prioritise leads ensuring a lead never gets lost or goes cold.
Lead tracking enables you to view the lead at every stage.

List Management
Create target lists from selected criteria, re-use successful campaign lists or import mail house lists.
Merge documents with target lists for mass mailouts.
Create interactions, recording marketing piece sent for future reference.

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