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Sales Team Automation's Marketing Automation
Suite is fully integrated with its sales,
customer service, and order management solutions,
providing a complete view into every aspect
of the customer. By harnessing the power
of shared information and advanced analytics,
marketing professionals can ensure that
every marketing dollar is spent wisely.
Sales Team Automation's Marketing Automation
features the following tools to make your
marketing team more effective and and more
able to deliver a solid return on investment:
Features:
| Online Lead Capture |
| Use any HTML form on
your, or a partner's Web site to automatically
capture inbound requests and automatically
route them to the right person. All
Web forms can be tied to Sales Team
Automation's centrally capturing information
into the single, centralized database.
Although used primary for lead capture,
Sales Team Automation's external data
capture capabilities can be used for
any CRM activity, such as public relations
or a customer service or support request.
Hidden form fields can also be captured
to enable campaign performance reporting,
for example, marketing campaign IDs |
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| Lead Management
and Tracking |
Success in sales depends
on effective lead management. Leads
fuel revenue and Sales Team Automation
helps you to start selling as soon
as a lead comes in, and helps you
manage the process of converting that
lead to a customer.
Leads can be imported from spreadsheets,
comma separated files, Web capture
forms or via the bulk data import
wizard.
Leads never wait in an in box for
distribution as flexible lead routing
rules, based off the actual lead information,
automatically route the lead to the
right individual or group. |
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| Because Sales
Team Automation is a complete system,
leads do not get lost. Lead activity
is viewable directly in the contact,
account and deal screens. All leads
and lead source performance can be reported
on and analyzed and lead trends displayed
in any user's dynamic reports. |
| Email, Fax, Voice
and Direct Marketing |
With Sales Team Automation
email mail and direct marketing communications
tools, you can automate and track
your outbound communications. You
can automatically insert any Sales
Team Automation maintained database
information into the communication,
and you can also add attachments to
email.
Templates
Create professional-looking, high-impact,
HTML-rich templates for sales reps
to use for customer and prospect communications
(both email and direct mail).
Personalization
Sales reps can personalize email templates
with relevant notes and information
before sending to prospects and customers.
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Tracking
Track the success of prospecting emails
by monitoring key metrics such whether
the recipients opened the messages,
when they opened them, and more. |
| Power, Predicative
and Phone Dialer Integration |
Sales Team Automation
offers a full outbound call center
module (CMM). You can increase the
productivity of your sales organization
by adding functionality for an inside
sales team. Fully integration with
all sales team products, you will
have the following features:
Phone Links
Through-out the site, you can click
a link and have phone calls patched
strait to your phone.
Power/Predicative
Sales reps can dramatically increase
the number of leads contacted for
time spent. The power dialer automatically
call the next lead on your marketing
list elliminating dialing time and
clicks. |
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| Import/Export |
Data import and export
is easy in Sales Team Automation.
The Import Wizard allows you to import
account and contact data as needed,
including lists you've purchased or
files downloaded from other databases.
You can also use it for bulk import
for the first time you migrate data
from another CRM system.
Exporting data is also simple. You
can save data from Sales Team Automation
in an industry standard comma-separated
value (CSV) file. |
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| Workflow Management |
Sales Team Automation's
customizable workflow automation engine
helps organizations standardize their
workflow to automate sales, marketing,
and service processes for greater
operational efficiency, consistency,
and control.
Sales Team Automation comes pre configured
with default workflows, but usually
companies implement their own industry
practices or adopt a third-party methodologies.
Sales Team Automation is completely
configurable, from the activities,
to the results and outcomes, to the
actual user interface -- so you can
make it your own.
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| High Custom Configurability |
Though you can use
Sales Team Automation right "off
the Web", companies generally
want to customize it to fit their
exact business needs. Team Automation
is designed to be highly configurable,
from adding custom database fields,
to custom user screens, to defining
an unlimited number of your own workflows
and much more.
It's designed to be customized by
mouse clicks, not code, which means
even end users can make it their own,
from creating custom dashboards to
building their own reports. |
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| Business Reporting |
Knowing the exact
status of your business at any given
point in time is critical for informed
decision making. Sales Team Automation's
business report center comes equipped
with many robust pre built reports,
but that's just the beginning.
With Sales Team Automation's easy
to use report wizard, you can generate
additional reports on almost any combination
of criteria you can think of to precisely
match your needs. Custom defined database
fields, flexible report logic and
an unlimited number of filters enable
you to get to just the information
your need.
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| Analytics |
Sales Team Automation's
analytics helps you mine your data,
interpret information and show underlying
trends. You can quickly and easily
create reports and segments, save
historical snapshots, compare data
over different time frames and create
chart animations that show business
trends.
Sales Team Automation's analytics
can be also be displayed via dynamic
dashboards, which allow real-time
visibility to important information
as a user logs in, via charts, cross-tabs,
tables and reports.
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