Presentation on theme: "Experience, Technology and Focus in Mid Market CRM Soffront Marketing Automation– An Overview."— Presentation transcript:
Experience, Technology and Focus in Mid Market CRM Soffront Marketing Automation– An Overview
“We tried several different products and finally settled on Soffront for various reasons: price, web access, ease of customization, and local hosting, among other things. Our marketing team just sent out targeted s to nearly 20,000 leads and customers with the click of a few buttons.” Dave Ritchie, Javelina Software. Testimonial
“Soffront is helping us track trends and perform data analysis, which we expect will improve our marketing ROI. We have imported all of our client information into Soffront, and we are now using the product to create and distribute customized surveys. Megan Graham, PrincetonOne Testimonial
Key Features Plan and execute multi-stage and single-stage campaigns Execute Multi-channel campaigns Design campaign as per target audience Tracking Hyperlinks, Leads, and s Auto-update subscription Configurable Workflow
Capture and assign leads automatically Execute targeted and personalized campaigns Identify cross-sell and up-sell opportunities Improve response rates and enhance customer retention Measure campaign response Measure your marketing ROI Robust campaign management Key Benefits
Dashboard Marketing team dashboard Marketing Manager Dashboard
Marketing with Soffront CRM Green software is launching a new construction management software product. Marketing team is creating a targeted campaign.
Targeted Campaign Lead Gathering Demographic Filtering Target List Create Campaign Stage I Initial Create messages Send Initial Did the Bounce? Did they open it? Did they click thru? Updated Customer Record Yes Trigger Stage II Yes No Yes Send Follow Up Analyze Results Improve Campaign Campaign Flowchart
Customer Leads Contact list in CRM database Opt-in / Opt-out marketing Contacts from Trade Shows, Expos, Seminars
Information Request from Web site Submitted request reflects in the CRM database as a lead Gather Leads from Online Marketing Web based generation of Leads
Contacts gathered from Tradeshows & Events stored in Excel Importing Records to CRM database Leads - Generated from an Event
Lead - Generated The lead generated can be assigned to the sales representative automatically using assignment rules.
Contact Segmentation Create a filter to segment leads in the target market.
Campaign Creation Create a new campaign specifying details Target Audience Campaign name/ type Multi stage campaign
Associate and create a new campaign stage specifying details Campaign Stage – I Target Audience Campaign stage name
The message sends a link about product features and a brief survey questionnaire. The link and customer response will be tracked. Insert URL and Lead tracking Specify target audience Provide personal touch using fields from contact list Campaign Message – I
360 ° View of Stage 1
Campaign Execution Sends initial . bounces back customer record updated. Customer opens the mail and clicks, stage-II is triggered Schedule the campaign to be executed later. Execute the campaign
Campaign Stage – II Create a follow up campaign stage associated to the earlier campaign.
Create and associate a personalized campaign message Follow Up Message
Scheduled campaign automatically or manually. Campaign Scheduling Schedule campaign execution at a later date
360° View of Campaign
Campaign Analysis Measure campaign performance Refine the next campaign performance based on figures from the earlier campaigns
Measuring campaign response in real –time Improve campaigns even during their execution Campaign Response Tracking Percentage of sent mail Track of response The tracked URL Number of clicks Percentage of clicks Cost per click
Measure your Marketing ROI Measure the results of your multi-channel campaigns. Analyze Key Performance Identifiers (KPIs) such as –The number of leads generated –The number of actual closures –Percentage increase or decrease in customer retention –Click-thru ratios and response rates
Subscription Subscribe for the different marketing activities Keep track of the subscriptions
Summary Soffront Marketing Automation can increase customer base while lowering costs Your ROI will increase through fast real-time analysis of your marketing efforts
For more information, please contact Soffront at: USA: Web: Contact Information