Marketing Campaigns and Events
The heart of the marketing system is a "marketing campaign." A campaign (e.g., a trade show, mass mailings, etc.) is essentially an effort to generate awareness to an audience, as well as generate new opportunities and ultimately incremental revenue. ADAPTcrm provides real-time reporting on the effectiveness of each campaign which includes: account analysis (response rates, accounts created, etc.), pipeline analysis (pending opportunities, won/lost opportunities, etc.), and profitability analysis (total revenue/expenses, gross profit, etc.). Each campaign can support an unlimited number of events or activities (e.g., email or fax broadcasts, mailings, etc.) to achieve the ROI result desired. Aside from tracking the overall results of the campaign, you can also independently track the ROI per event. This gives you the ability to re-direct or intensify your efforts toward what is working best.
Note that marketing campaigns and events are not just for generating new leads. You can also use the campaign manager of ADAPTcrm to direct marketing efforts to existing accounts in your database.
Key Features of the CRM Marketing Campaign Manager include:
- Establishing campaign records for unlimited user-defined campaign types.
- Adding unlimited user-defined fields/forms/folders to each campaign record.
- Creating and linking appointments, tasks, and activities to specific campaigns.
- Attaching unlimited documents of various document types to each campaign.
- Tracking estimated budgets and actual expenses for each campaign and event.
- Executing e-mail and fax broadcasts and direct mailings within each campaign.
- Linking account responses and opportunities resulting from specific campaigns.
- Generating revenue forecasts and real-time profitability analysis per campaign.
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