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SOFTWARE EVALUATION CRITERIA
Monday, November 23, 2009
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> Software Evaluation Criteria >
Financial And Insurance CRM
> Marketing Automation >
Marketing Strategy Page: 1
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Automatically generates a proactive customer-contact-request based on the customer loyalty indicator
(3
product(s) support this feature
)
Automatically notifies the sales force of various promotions
(2
product(s) support this feature
)
Capable of analyzing customer data in order to target customers for a particular campaign
(4
product(s) support this feature
)
Capable of creating and maintaining marketing campaign promotions
(4
product(s) support this feature
)
Capable of creating and maintaining offer pricing information
(3
product(s) support this feature
)
Classify customers by segments such as high value tax-exempt or affinity groups
(4
product(s) support this feature
)
Create account strategies and business plans for a customer methodology-based account planning
(3
product(s) support this feature
)
Develop and print detailed account plans for customer accounts
(3
product(s) support this feature
)
Evaluate and represent the value of a customer based on a predefined set of criteria
(4
product(s) support this feature
)
Flags long-standing customers for preferential treatment by a type of tenure indicator
(1
product(s) support this feature
)
Generate contact lists
(4
product(s) support this feature
)
Global view of comparisons between competitors products and companies products
(2
product(s) support this feature
)
Global view of competitor product information
(3
product(s) support this feature
)
Global view of marketing campaign promotions
(3
product(s) support this feature
)
Perform opportunity analysis
(4
product(s) support this feature
)
Reviews the customer loyalty indicator and takes appropriate action as defined by the program
(2
product(s) support this feature
)
Support reporting of competitor solutions per account opportunity
(3
product(s) support this feature
)
Tools to create a target customer list to support campaigns
(4
product(s) support this feature
)
Tracks effectiveness of marketing campaigns and promotions
(4
product(s) support this feature
)
Tracks marketing costs versus generated revenue
(2
product(s) support this feature
)
Tracks responses from customers based on channel
(3
product(s) support this feature
)
Tracks responses from customers based on customer segment
(4
product(s) support this feature
)
Tracks responses from customers based on specific campaign
(4
product(s) support this feature
)
Tracks the status of awards and gifts
(4
product(s) support this feature
)
View online any marketing materials which have been sent to the customer
(2
product(s) support this feature
)
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