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SugarCRM Marketing Automation ©2008 SugarCRM Inc. All rights reserved.
2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 2 What is Marketing Automation? Response Message Build   Preference  Capture    Leads  Define, create, execute and measure marketing activities Target Offer Capture Create Opportunities  Identify Targets Create  Interest
Create and execute campaigns across marketing channels Captures leads directly into CRM System  Measures return on investment of campaigns 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 3 Generate Higher ROI on Marketing Activities
2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 4 SugarCRM Marketing Automation  Issues Impact Solution ,[object Object]
Create target lists based on reports or from 3rd part data sourcesDifficulty launching and managing campaigns  across channels Create email, telesales, ad campaigns in a few simple steps Spend less time on manual processes and more time on effective marketing ,[object Object]
Web-to-lead forms capture leads on web site and auto-import into SugarImporting leads into CRM requires intensive  manual efforts ,[object Object]
Pre-built dashboards show leads by source and sales stagesInability to measure  marketing programs Obtain all the tools to ensure  marketing is accountable
Supports all disciplines: Broadcast Marketing Direct Marketing Lead Nurturing Manage campaigns across all channels Email marketing Online advertising Newsletters  Event planning  Search engine marketing List rentals Telesales programs Ad Programs 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 5 Multichannel Marketing
Simplifies campaign design, execution and tracking Ensures proper testing, suppression, and list management Offers real-time activity and ROI reports 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 6 Campaign Wizard
Ensure campaigns are brand consistent and coordinated across customer channels  Monitor campaign execution to ensure offers reach the targeted audience  Track and assign opportunities to campaign leads  Control opt-in and opt-out lists  2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 7 Email Marketing
Automate lead import from Web into SugarCRM No programming needed  Presents all fields and values from the Leads module Offers design flexibility and lowers IT time in marketing support 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 8 Web-to-Lead Forms
Segment leads based on your sales objectives Import and export lists from third-parties  Automatically capture leads across multiple channels  Convert leads to opportunities and ensure appropriate follow-up  2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 9 Lead Management

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Sugar Crm Marketing Industries Presentation 1 Marketing Automation

  • 1. SugarCRM Marketing Automation ©2008 SugarCRM Inc. All rights reserved.
  • 2. 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 2 What is Marketing Automation? Response Message Build Preference Capture Leads Define, create, execute and measure marketing activities Target Offer Capture Create Opportunities Identify Targets Create Interest
  • 3. Create and execute campaigns across marketing channels Captures leads directly into CRM System Measures return on investment of campaigns 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 3 Generate Higher ROI on Marketing Activities
  • 4.
  • 5.
  • 6.
  • 7. Pre-built dashboards show leads by source and sales stagesInability to measure marketing programs Obtain all the tools to ensure marketing is accountable
  • 8. Supports all disciplines: Broadcast Marketing Direct Marketing Lead Nurturing Manage campaigns across all channels Email marketing Online advertising Newsletters Event planning Search engine marketing List rentals Telesales programs Ad Programs 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 5 Multichannel Marketing
  • 9. Simplifies campaign design, execution and tracking Ensures proper testing, suppression, and list management Offers real-time activity and ROI reports 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 6 Campaign Wizard
  • 10. Ensure campaigns are brand consistent and coordinated across customer channels Monitor campaign execution to ensure offers reach the targeted audience Track and assign opportunities to campaign leads Control opt-in and opt-out lists 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 7 Email Marketing
  • 11. Automate lead import from Web into SugarCRM No programming needed Presents all fields and values from the Leads module Offers design flexibility and lowers IT time in marketing support 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 8 Web-to-Lead Forms
  • 12. Segment leads based on your sales objectives Import and export lists from third-parties Automatically capture leads across multiple channels Convert leads to opportunities and ensure appropriate follow-up 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 9 Lead Management
  • 13. Understand the ROI of marketing programs Track which channel is most/least profitable Replicate successful campaigns in a few simple steps 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 10 Marketing Analytics
  • 14. Start with SugarCRM within days Professional CRM system Easy to use Collaborate with other applications and databases Cost effective, no need to invest in: Servers Server software Databases Application managers Database managers Back-up 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 11 Your advantage
  • 15. 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 12 More information? Presentation - 0 Overview Presentation - 1 Marketing Automation Presentation - 2 Sales Force Automation Presentation - 3 Customer Support Presentation - 4 Reporting Presentation - 5 Platform Presentation - 6 Collaboration Marketing Industries BV Televisieweg 56 1322 AM Almere The Netherlands Tel +31 36 536 72 33 www.marketingindustries.nl info@marketingindustries.nl