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Building Customer Relationships

 

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A single source of customer information to help you better manage your marketing efforts and make sound decisions based on the needs of your customers and prospects

MARKETING AUTOMATION


In an era where people have virtually unlimited choices regarding how, where and when they will do business, your challenge is not just to find new customers but also to understand and retain your current customers. With ACCPAC CRM Marketing, you can target the right customer at the right time, eliminate guesswork and put your company’s marketing resources to their best use.

 

CAMPAIGN MANAGEMENT
Building lasting and profitable customer relationships means identifying, executing and replicating effective marketing initiatives across all your sales channels. With ACCPAC CRM, marketing teams can analyze unlimited demographic information with customer-specific direct marketing campaigns. Assign, schedule and track marketing activities within a campaign and view every detail of each campaign at a glance.

 

E-MAIL MANAGEMENT
ACCPAC CRM makes it easy to distribute mass e-mail, and provides the ability to send HTML e-mail, create e-mail templates and send attachments to bulk e-mail messages. The actual communication is stored in each client’s communication history, ensuring that you can easily look up the specific e-mail message when clients call or write about a particular campaign.

 

LIST MANAGEMENT
ACCPAC CRM provides the tools for marketing teams to easily create new target lists from selected criteria, re-use successful campaign lists or import mail-house lists. An integrated mail-merge function merges documents with target-customer lists. Once these lists are created, ACCPAC CRM Marketing automatically creates a record in the customer account, attaching the marketing piece to the account for later viewing by sales, marketing and customer service staff.

 

KEY ATTRIBUTE PROFILING
ACCPAC CRM Key Attribute Profiling enables you to build up a detailed profile of your customers and prospects over the course of the relationship. These key attributes are stored, reported on and used as a basis for future marketing activities. Key attributes are user-defined and easily track the date and call-to-action for a campaign, while providing real-time budget/cost analysis for every level of your marketing effort.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

OUTBOUND CALL MANAGEMENT
With ACCPAC CRM, outbound calls are easily integrated into any marketing campaign. It’s simple to set up target lists, and calls are dynamically allocated so they can be scheduled as CRM users become available. The system even allows you to schedule follow-up calls at times convenient for prospects or customers.

MARKETING EVALUATION TOOLS
View your campaign status any time and evaluate ROT. Analyze marketing campaigns by lead source or evaluate other important campaign details by using sophisticated tools and reports. ACCPAC CRM not only tracks response rates, it also lets you match sales revenues to specific campaigns, providing immediate cost vs. sales analysis data.

 

ACCPAC CRM allows you to analyze and modify campaigns, ensuring improved return results, quality responses and increased sales opportunities. Drill down to specific activities within a campaign including communications, opportunities, responses, budget, actual cost and target prospects. Determine what your customers and prospects want and retain that information to produce more effective marketing campaigns. Eliminate the guesswork in your marketing and put your company’s marketing resources to their best use!