OnContact CRM 7 - Marketing Automation

CRM 7 Campaign Management includes built-in features for creating tasks, budgets, lead sources and other elements defining the details of marketing campaigns. Data gathered from responses to campaign activities are automatically related and used to track campaign effectiveness.

Assign companies or contacts as targets to CRM 7 campaigns. Each target can be at a different stage of a campaign, depending on their level of response or interest. Kick off the next steps of a campaign to some or all targets as needed.

Monitor up-to-date campaign statistics by viewing the built-in summary provided for each campaign. CRM Software Campaign Dashboards offer a real time visualization of campaign data for in-depth analysis. Go from summary data to detail by drilling into any dashboard graph.

Campaign targets may be assigned by selecting them from an existing list, such as leads from a trade show or repeat customers. A list of targets may also be built using ad hoc criteria. Perform multiple searches with different criteria and add to the list of targets as many times as needed.