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Sage CRM enables detailed profiles of customers and prospects to be built up so marketing lists can be created using targeted criteria. Dedicated campaign management tools enable messages to be sent, responses handled and the campaign return to be viewed at any time.
Important: Most of the points listed below are only available with the ADVANCED edition of Sage CRM
Audience segmentation
To target the right people with the right message it's vital to profile or segment your audience.
Sage CRM helps marketing teams understand their customers and prospects by enabling unique attributes and data to be tracked for effective profiling and well defined campaigns. Order patterns, products of interest, company turnover, demographics and other data can be stored and searched on to find the right people that will be receptive to each message.
Building target lists
Run searches across multiple CRM fields and attributes to slice and dice data to build the best list for each campaign.
Sage CRM enables marketers to create target lists as groups which can be defined as static lists or dynamically updated in line with field entry changes, for example, a change of address, product purchase or policy renewals. If you purchase data simply import the list directly into CRM.
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Planning successful campaigns
Sage CRM recognises that not every marketing campaign consists of one activity in isolation.
For campaigns phased over weeks and months, Sage CRM enables marketers to assign, schedule and track all marketing activities within a campaign and view every detail of each campaign at a glance.
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Broadcast your message en-masse
As a communications centre, Sage CRM distributes HTML emails and mail-shots in just a few clicks. Create personalised templates, choose a target list, add any attachments and wait for the phone to ring! A copy of each message is automatically saved in the communications record for each recipient to make it easily accessible to other users.
By integrating Sage CRM with Sage E-Marketing users are able to assess what action individual contacts have taken in response to your email campaigns to better understand their preferences and assess how interested a contact is. This includes the number of times an email has been opened, clicks followed and the files downloaded.
Manage Telemarketing Campaigns
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Automatically schedule calls for telemarketers and set preferences so that Sage CRM can use the outcome as the basis for triggering the next stage for progressive campaign escalation.
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Call length and outcome recording capability are built in plus additional CTI phone connector enables call automation and recognition tools to be fully integrated into CRM.
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SAGE CRM
DEMONSTRATION VIDEO
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Marketing Campaign Planning & Reporting
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Analysing the results
Check campaign progress and results at anytime to monitor performance and assess the return achieved.
Sage CRM doesn't just tell you which customers ordered. Drill down to check each campaign wave, read follow–up communications and review what opportunities the campaign generated.
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As well as tracking responses, Sage CRM enables revenues to be matched specific campaign waves for accurate income vs cost analysis.
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In-built marketing reports help teams assess which campaigns worked well for successful repeats and allocate marketing resources to their best use.
With this level of marketing detail, Sage CRM provides teams with a sound basis for making decisions about future marketing activity without guesswork.
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