Marketing
From TrueERP wiki
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.
