Sage Saleslogix

Marketing Features

Increase the qualified leads you bring in

  • Develop targeted, multi-channel campaigns with marketing CRM software that helps you pull in qualified prospects and customers.
  • Create web forms to capture important information like company name, phone number, email, etc., as well as demographic data for use in segmented campaign development.
  • Divide your customers and prospects into unique groups using filters within the marketing CRM software.
  • Deliver targeted messaging or sales offers to select customer segments.
Product Information

Effectively oversee your lead management process

  • Efficiently perform the complex task of importing and processing your leads with lead management capabilities.
  • Use a step-by-step lead management wizard to import your leads from web forms, tradeshows, seminars, or purchased lists, and automatically check for duplicate data.
  • Perform group actions, such as assigning activities to leads, adding notes, etc., when you’re importing leads to make lead management more efficient.
  • Automatically distribute hot leads to your sales team so you don’t miss out on opportunities, and then track through the lead management process.

Create, track, and manage dynamic marketing campaigns

  • Design, execute, and track all campaign activities with marketing CRM software.
  • Create targeted campaigns and schedule task owners, assign due dates, and budget for each task.
  • Manage budget and workflow for employees and external vendors with marketing CRM software.
  • Track leads at every stage—from prospect through closed sale—to gauge your effectiveness and implement better lead management.

Successfully attract and nurture customers with e-marketing

  • Create and send professional email campaigns to your prospects and customers.
  • Nurture prospects automatically using nurture or drip e-marketing campaigns.
  • Qualify your sales leads and route to sales fast using marketing CRM software. View a ranked list of the hottest prospects based on their interactions with your campaigns.
  • Send surveys to prospects and customers to mine valuable data for marketing and product development teams.
  • Attach forms to brochures or whitepapers to capture contact information and watch your database grow—plus know which marketing collateral is bringing in the best leads.
  • Understand which campaigns and links are the most effective through reports that graphically show your open and click rates, trends over time, forwarded campaigns, etc.

Gain marketing insights needed to make informed decisions

  • Leverage business analytics tools to understand the effectiveness of your campaigns and facilitate more strategic decisions.
  • View budget information, response data, and cost metrics to help you calculate and analyze campaign ROI.
  • Use flexible, easy-to-create reports to show budget variance, win rate, and sales potential.
  • Track and share win/loss information so you can adjust messaging, positioning, and tactics.
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