Wintouch eCRM facilitates and automates processes and workflow in the marketing department including contact management, opportunity identification, tracking and marketing forecasting. In addition, you can integrate with your back end system to display lead history and/or a log of past contacts or campaigns for critical ROI information.
Marketing Management
- Conduct daily, weekly and monthly calendaring including visual and/or audio alarm for one-time or regularly scheduled activities at any interval, down to the minute.
- Track time spent on each completed activity, client, sales prospect, etc. for billing or time management.
- Track leads entry into the sales cycle by marketing activity (i.e. trade shows, banner ad response, direct mail response, email blast response, ads, web search inquiry, etc.) and route to the appropriate salesperson.
- Quickly prepare individual or template letters, faxes, emails, press releases, and more.
- See at a glance the last contact with any media sales rep, sales prospect or existing customer. Schedule follow-up activities, calls, etc.
- Conduct unlimited Boolean searches to develop lists for direct marketing or email campaigns, specifying customize messages by contact, industry, status as a prospect, etc.
Advertising & Marketing Management
- Analyze cost vs. response of any marketing campaign or program to maximize effectiveness.
- Schedule activities for anyone throughout the company. (i.e. interviews for C-level employees, press checks, mailroom for direct mail campaign)
- Consolidate and track the effectiveness of individual initiatives and long-term, integrated marketing campaigns.
- Conduct unlimited Boolean searches to manage leads and vendor contacts.
- Track incoming bids or estimates for printing, etc. from any number of vendors.
- Export segmented target data to Excel for custom forecasting, analysis, charting and marketing campaigns
- Prevent same-day calls from different departments to the same contact or account and prevent marketing errors to credit hold accounts.
- Optimize marketing segmentation. Know who the 20% of existing customers are that generate 80% of your current business. Repeat successful marketing campaigns to that same group. Increase cross-sell and up-sell opportunities.
- Provide templates to sales reps that are consistent with corporate marketing strategies and sales goals.
Marketing and Media Opportunity Tracking
Wintouch eCRM enables a marketing manager to track his/her opportunities and leads throughout any customized cycle. Information such as lead source, projected close month, total potential revenue can all be entered and subsequently utilized in searches and in reports (such as a sales lead projections). In addition, leads are distributed immediately to the appropriate rep so no opportunity is missed.
Click to see larger image of Sales Profile.
Contact History
Wintouch eCRM also allows marketing reps to quickly access the sales/order history or contact history of a particular customer or publication. This information can be viewed, sorted, and organized using the criteria from any data field in Wintouch or any other AS/400 application. The resulting data can then be used in media lists, marketing campaigns, cross-selling, up-selling, call lists, and promotional offers. Even if the sales information was not originally entered into Wintouch the data can be viewed and analyzed (in Wintouch) by utilizing our back end (ERP) integration tools.
Recommended Reading
Marketing Gets With the Program
by Drew Robb, Computerworld, May 24, 2004
"Marketing relationship management software can boost productivity and campaign effectiveness, but successful deployments must overcome technical and cultural hurdles."
