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

SalesLogix Marketing
SalesLogix Marketing provides powerful capabilities for managing, tracking and measuring targeted marketing campaigns. The SalesLogix CRM suite also includes Sales, Support and Customer Service solutions.

Features
• Segmentation and Groups
• Campaign Management
• Workflow Automation
• Marketing Communications
• Campaign Response Tracking
• Web Lead Capture
• Campaign Task Management
• Budget and Revenue Tracking
• Campaign Reporting (ROI)
• Marketing Resource Library
• Windows and Web Access

Building lasting and profitable customer relationships means executing effective, timely marketing initiatives across all of your sales channels. It is critical that your company’s marketing resources are put to their best use.
SalesLogix Marketing provides full-scale marketing campaign management and sophisticated analytical tools designed to identify your most profitable customers and shorten your sales cycle. Capturing rich, timely data from customer interactions across your organisation allows you to develop and execute meaningful marketing programs that drive results.
Most importantly, SalesLogix delivers critical marketing intelligence, like Return On Investment (ROI), for your marketing campaigns, so you can focus your strategy and resources on programs that deliver results for your business.

Identify Profitable Customer Segments
SalesLogix Marketing allows you to select the criteria of your ideal target prospect, then segment your customer and prospect lists into unique groups. With SalesLogix Marketing, you can find the most responsive audience for your campaigns and increase your revenues.

Map Your Path to Selling More
Graphically configure custom campaign processes, assign them to unique groups of prospects, and then launch the campaign. The follow-up tasks you identify are scheduled and assigned to your sales team automatically based on rules you define.

Manage Campaigns End to End
Manage and track every component of your campaigns from within the SalesLogix Marketing campaign dashboard. View campaign tasks, objectives, calls-to-action and budgets. You can also view response rates and forecasted vs. actual sales results in real time for each campaign.

Measure ROI and Report Campaign Metrics
SalesLogix not only tracks response rates and ties sales revenue to specific campaigns, but also enables you to analyse marketing campaigns by lead source, region, media type and products sold, using flexible, built-in reports. In addition, a record of every campaign communication is linked to the account history, so employees from across your organisation share a complete view of your customers. With SalesLogix Marketing, you’ll have every detail of your campaigns at your fingertips and the insight you need to increase the effectiveness of your marketing efforts and deliver sales results.

SalesLogix Marketing Feature List
Segmentation and Groups
Segment customer and prospect lists using advanced query tools
Perform temporary lookups or create groups for repeat access to sets of records
Deliver targeted marketing messages or sales offers to select customer segments
Export group data to Microsoft Excel for additional analysis

Campaign Management
Manage and track all aspects of marketing campaigns in one location
Record campaign name, description, tasks, status, budget and calls-to-action
Launch custom contact processes to automate workflow for Account Managers
Deactivate expired campaigns and retain key data for future reference

Workflow Automation
Streamline marketing and sales campaigns by automating standard tasks
Graphically configure campaign workflows such as calls, mail or meetings
Assign custom processes such as ‘Trade Show Lead’ to campaign target groups
Add decision points and conditional requirements before events are triggered

Marketing Communications
Communicate with customers and prospects via multiple mediums
Create HTML e-mail templates, then personalise and send them using Mail Merge
Archive letters, e-mails, faxes and proposals within customer account records
Attach marketing literature, product information and pricing from the Marketing Library

Campaign Response Tracking
View response data in real time to analyse the impact of campaigns in progress
Assess campaign metrics such as response ratio and associated sales revenue
View or add campaign information or responses from within account or contact records
Information captured at the individual opportunity level rolls into management view

Web Lead Capture
Capture prospect information via a company website and import data into SalesLogix
Assign leads to Account Managers automatically based on dynamic business rules
Launch marketing processes to schedule letters, calls or literature requests
Gather valuable demographic data for use in segmentation and offer development

Campaign Task Management
Coordinate and track the tasks critical to executing effective campaigns
View all tasks or drill down on specific tasks for more detailed information
Schedule task owners, assign dates, due dates and budget for each task
Manage budget and workflow for employees and external vendors Budget and Revenue Tracking
Gain critical visibility into campaign budgets and direct revenue impact
Assess potential revenue for campaigns launched against target groups
View revenue in real time as opportunities linked to a campaign are updated
Track forecasted vs. actual budget per task within the campaign management view

Campaign Reporting (ROI)
Analyse the effectiveness of marketing efforts (ROI) and increase efficiency
Examine campaign responses, associated revenue and product detail
Evaluate forecasted vs. actual return for each lead source, region or media type
View campaign data via Crystal Reports and adjust marketing strategy Marketing Resource Library
Maintain a central repository for marketing information, materials and tools
Create folders to organise items into categories and insert files
Store product information, sales collateral, manuals, pricing and presentations
Attach and send files from the Library in e-mails to customers and prospects

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