Experience, Technology and Focus in Mid Market CRM Soffront Marketing Automation– An Overview.

Experience, Technology and Focus in Mid Market CRM

Soffront Marketing Automation– An Overview

“We tried several different products and finally settled on Soffront for various reasons: price, web access, ease of customization, and local hosting, among other things. Our marketing team just sent out targeted emails to nearly 20,000 leads and customers with the click of a few buttons.”

Dave Ritchie, Javelina Software.

Testimonial

http://www.soffront.com

“Soffront is helping us track trends and perform data analysis, which we expect will improve our marketing ROI. We have imported all of our client information into Soffront, and we are now using the product to create and distribute customized surveys.

Megan Graham, PrincetonOne

Testimonial

Key Features


• Plan and execute multi-stage and single-stage campaigns

• Execute Multi-channel campaigns

• Design campaign as per target audience

• Tracking Hyperlinks, Leads, and emails

• Auto-update subscription

• Configurable Workflow

• Capture and assign leads automatically

• Execute targeted and personalized campaigns

• Identify cross-sell and up-sell opportunities

• Improve response rates and enhance customer retention

• Measure campaign response

• Measure your marketing ROI

• Robust campaign management


Key Benefits

Overview

Dashboard


Marketing team dashboard

Marketing Manager Dashboard

Marketing with Soffront CRM

Green software is launching a new construction management software product.

Marketing team is creating a targeted email campaign.

Campaign Workflow


Targeted e-mail Campaign

Lead Gathering

Demographic Filtering

Target List Create Campaign

Stage IInitial Email

Create Email messages

Send InitialEmail

Did the Email Bounce?

Did they open it?

Did they click thru?

UpdatedCustomer Record

Yes

TriggerStage II

Yes

No

Yes

Send FollowUp Email

AnalyzeResults

ImproveCampaign

Campaign Flowchart

Customer Leads


Contact list in CRM database

Opt-in / Opt-out marketing

Contacts from Trade Shows,

Expos, Seminars

Information Request from

Web site

Submitted request reflects in the CRM database as a lead

Gather Leads from Online Marketing

Web based generation of Leads

Contacts gathered from Tradeshows &

Events stored in Excel

Importing Records to CRM database

Leads - Generated from an Event

Lead - Generated

The lead generated can be assigned to the sales representative automatically using assignment rules.

Contact Segmentation

Create a filter to segment leads in the target market.


Campaign Creation

Create a new campaign specifying details


Target AudienceCampaign name/ type

Multi stage campaign

Associate and create a new campaign stage specifying details

Campaign Stage – I


Target Audience

Campaign stage name

The email message sends a link about product features and a brief survey questionnaire. The link and customer response will be tracked.

Insert URL and Lead tracking

Specify target audience Provide personal touch using

fields from contact list

Campaign Message – I


360 ° View of Stage 1



Campaign Execution

• Sends initial email.• E-mail bounces back customer record updated.• Customer opens the mail and clicks, stage-II is triggered• Schedule the campaign to be executed later.

Execute the campaign

Campaign Stage – II

Create a follow up campaign stage associated to the earlier campaign.


• Create and associate a personalized campaign message

Follow Up Message


Scheduled campaign automatically or manually.

Campaign Scheduling


Schedule campaign execution at a later date

360° View of Campaign


Campaign Analysis

• Measure campaign performance• Refine the next campaign performance based on

figures from the earlier campaigns


• Measuring campaign response in real –time • Improve campaigns even during their execution

Campaign Response Tracking


Percentage of sent mail

Track of email responseThe tracked URL

Number of clicks

Percentage of clicks

Cost per click

Measure your Marketing ROI

• Measure the results of your multi-channel campaigns.• Analyze Key Performance Identifiers (KPIs) such as

– The number of leads generated– The number of actual closures– Percentage increase or decrease in customer retention– Click-thru ratios and response rates


Subscription

• Subscribe for the different marketing activities

• Keep track of the subscriptions

Summary

• Soffront Marketing Automation can increase customer base while lowering costs

• Your ROI will increase through fast real-time analysis of your marketing efforts


For more information, please contact Soffront at:

USA: 1-510-413-9000

Email: [email protected]

Web: www.soffront.com

Contact Information


Experience, Technology and Focus in Mid Market CRM Soffront Marketing Automation– An Overview.

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