ActionWare for Marketing

and Lead Management

While there are many elements to a successful marketing program, few are as important as having a steady stream of new leads entering the sales cycle for qualification.

Marketing and Lead Management typically focuses on the information going to the marketplace about your products, services and company, the results produced by specific marketing activities, and the identification of leads that can be qualified and sold to by the sales force.

The business activities here include tracking lead sources (advertising, product literature, direct mail, purchased lists of leads, trade shows, etc.). Performing marketing surveys (telephone or mail-in), telemarketing for lead identification and qualification (pre-sales tasks), and measuring the success rate versus costs of each form of marketing for your company in your industry.

Marketing applications need

• A database to access detailed information about leads and customers so that marketing materials information can be targeted to specific industries, product interests, or key positions within a company.

• A quick way to select records from the database so that call or letter campaigns can be focused on the right companies and people.

• An efficient way to track where each lead came from so that successful lead sources can be fully exploited and unsuccessful sources can be eliminated or de-emphasized.

• An easy way to lead marketing or telemarketing staff through consistent

• A simple method to create a direct mail piece and automatically send it to a targeted group of accounts and to automatically schedule a follow-up sales call, if desired.

• An automatic way to track each action that occurs during the lead qualification process so that sales process and lead qualification costs can be more accurately estimated.

• A way to track leads from inbound calls generated by advertising and to distribute these leads to the appropriate sales team or distributor organization.

• An integrated, multiple-step campaign scheduler/manager so that each step of a campaign can be executed by assigned staff, monitored for percent completion, and evaluated as part of an overall marketing campaign.

ActionWare Marketing and Lead Management Functions

The ActionWare Contact Manager is the key source of information about leads and customers. The user-definable screens ensure that ActionWare accurately reflects your customer profile. If you purchase names from list vendors in your industry, you can load them into ActionWare and then begin the qualification process.

Filters and Campaign Management provide an easy way to segment your total lead database, focusing on those that meet certain criteria and then scheduling one or more actions for that defined group of leads.

The ActionWare Activity Manager handles both the scheduled and completed actions from marketing campaigns and lead qualification tasks. The who, what and when is tracked automatically for each action as it occurs. This detailed action history makes it easier to determine what worked and what did not in the marketing phase.

ActionWare for Marketing & Lead Management is just the solution for your marketing needs.

ActionWare Data Layout 1:

ActionWare Activity Panel: