Difference between revisions of "Marketing"
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| − | [[ | + | [[Contact Selection Range]] |
| − | </menu> | + | [[Follow-Up Types]] |
| + | [[Marketing Contact]] | ||
| + | [[Lead]] | ||
| + | [[Lead List]] | ||
| + | [[Lead/Quote Status Type]] | ||
| + | [[Marketing Action List]] | ||
| + | [[Marketing Contact List]] | ||
| + | [[Marketing Ratios Report]] | ||
| + | [[Marketing Reports]] | ||
| + | [[Prospect (Marketing)]] | ||
| + | [[Prospect List (Marketing)]] | ||
| + | [[Print Reminders]] | ||
| + | [[Sales Pipeline]] | ||
| + | [[Sales Ratio Report]] | ||
| + | [[Telemarketing]] | ||
| + | [[Telemarketing List]] | ||
| + | </menu> | ||
| + | |||
| + | == Overview == | ||
| + | |||
| + | ERP's '''Marketing''' module is designed around the need to manage the marketing and sales process from cold call to order taking. Track the full history of a Contact from the first contact by a telemarketer through to becoming a qualified Prospect or Customer. | ||
| + | |||
| + | '''Definitions''' | ||
| + | |||
| + | [[Marketing Contact]] - This is a person or company that has not yet been contacted by you. Marketing Contacts are used to build filtered lists for the purpose of telemarketing or can be accessed as a new Lead. eg. Marketing Contacts may be names and phone numbers collected at a trade show, a purchased marketing list or simply names collected from the White Pages. | ||
| + | |||
| + | [[Contact Selection Range]] - A filter that is applied to the Marketing Contact List in order to create a filtered or targeted list for the purpose of telemarketing. EG. If targeting a geographical area, you would create a Contact Selection Range that filters the Marketing Contact List by Postcode. | ||
| + | |||
| + | [[Lead]] - A Marketing Contact becomes a Lead when accessed from the Lead screen and an action has been recorded. An action may be to schedule a follow-up, email a brochure or any other action resulting from contacting the Lead. The recorded actions/follow-ups are fed into the Sales Pipeline report to allow you to analyse the activity necessary to convert a Marketing Contact to a Customer. The moment you record that you have contacted, attempted to contact or scheduled a date to contact a Marketing Contact, they become a Lead | ||
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| + | [[Prospect]] - A lead becomes a prospect when an appointment has been set. | ||
| + | |||
| + | Leads and Prospects become customers when a quote or sale is generated. Customers and their history remain in the Leads list for future contact. | ||
Latest revision as of 00:10, 6 January 2014
Overview
ERP's Marketing module is designed around the need to manage the marketing and sales process from cold call to order taking. Track the full history of a Contact from the first contact by a telemarketer through to becoming a qualified Prospect or Customer.
Definitions
Marketing Contact - This is a person or company that has not yet been contacted by you. Marketing Contacts are used to build filtered lists for the purpose of telemarketing or can be accessed as a new Lead. eg. Marketing Contacts may be names and phone numbers collected at a trade show, a purchased marketing list or simply names collected from the White Pages.
Contact Selection Range - A filter that is applied to the Marketing Contact List in order to create a filtered or targeted list for the purpose of telemarketing. EG. If targeting a geographical area, you would create a Contact Selection Range that filters the Marketing Contact List by Postcode.
Lead - A Marketing Contact becomes a Lead when accessed from the Lead screen and an action has been recorded. An action may be to schedule a follow-up, email a brochure or any other action resulting from contacting the Lead. The recorded actions/follow-ups are fed into the Sales Pipeline report to allow you to analyse the activity necessary to convert a Marketing Contact to a Customer. The moment you record that you have contacted, attempted to contact or scheduled a date to contact a Marketing Contact, they become a Lead
Prospect - A lead becomes a prospect when an appointment has been set.
Leads and Prospects become customers when a quote or sale is generated. Customers and their history remain in the Leads list for future contact.
