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

Overview

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.

Campaign Workflow

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