SalesLogix Marketing Module

SalesLogix Marketing now includes lead management capabilities that assist any marketing professional to capture, track, and qualify Leads, and to convert them to sales Opportunities.

SalesLogix Marketing includes enhanced tools to design and perform outbound campaigns. These campaigns may include telemarketing, events (trade shows, etc.), research, promotions or advertisements and can be delivered in any one of
multiple channels such as direct mail, e-mail, phone, Web, etc.

The new SalesLogix Marketing module features are fully integrated with SalesLogix to take advantage of existing Contacts, Accounts, Opportunities, library, processes, and reporting functionality.

Feature Overview

Capture Leads and Import Lists

SalesLogix marketing users can capture prospective customer information from a Web page or an external list of Leads. They can now import a list of Leads from a tab- or comma-delimited file, matching the basic lead information (name, e-mail, phone, address, etc.) from the list to the lead record, without technical complexity.

Leads

Through SalesLogix marketing, basic information about each lead is captured in order to qualify the prospective customer. Data input is minimised so that Leads can be processed quickly and efficiently in SalesLogix. When detailed information is needed, Leads are qualified and can be converted to Contacts, Accounts and Opportunities in SalesLogix. Leads will be separate from Accounts and Contacts to help keep the SalesLogix database free of invalid Accounts, and to increase the quality of information in the database by only creating Contacts and Accounts for customers that are truly interested in the products and services being marketed.

Qualification

SalesLogix marketing users can now qualify a lead that is imported into SalesLogix and convert it to a contact and account, and optionally create an opportunity. If a lead cannot be qualified, users can delete it from the system.

Campaign Management

The new campaign functionality in SalesLogix Marketing allows users to track the target Leads and customers, and the stages in a campaign. It also helps users to capture budget and expense information related to the campaign so that it can be easily managed (even for non-Marketing professionals). The campaign and lead source can be tracked for each lead, contact, account, and opportunity within SalesLogix.

Tracking Campaign Responses

Once you launch your campaign in SalesLogix, you can begin to track the responses associated with the campaign. Campaign responses include who responded, the date, the response method, any notes, and so on. You can track responses during various stages of the campaign.

Adding this information correctly in to SalesLogix helps your company to identify successful campaigns and stages to aid in refining and running successful campaigns in the future.

E-Mail Marketing

SalesLogix Marketing now offers an integration with a powerful e-mail based marketing tool. SalesLogix users can select a list or group of Leads, Opportunities, or customers and generate richly formatted e-mail that is sent to all on the list. Users can track responses to the e-mail as well as remove targets from the list upon request.

Segmentation and Groups

Customers can now be segmented using simple filtering tools within SalesLogix to define groups or lists meeting specific criteria. Data can be exported to Excel for further analysis or to deliver mailing lists to external parties.

Campaign Reporting

SalesLogix Marketing users can easily analyse the impact and cost of a marketing campaign and the resulting cost per lead through various reports.

Other SalesLogix Modules include SalesLogix Sales and SalesLogix customer service and support

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