Difference between revisions of "Marketing"

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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.