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Enterprise Software Selection
Monday, November 23, 2009
Home > Site Map > Software Evaluation Criteria > Financial And Insurance CRM > Marketing Automation > 



Marketing Strategy Page: 1

Page: 1
  1. Automatically generates a proactive customer-contact-request based on the customer loyalty indicator (3 product(s) support this feature)
  2. Automatically notifies the sales force of various promotions (2 product(s) support this feature)
  3. Capable of analyzing customer data in order to target customers for a particular campaign (4 product(s) support this feature)
  4. Capable of creating and maintaining marketing campaign promotions (4 product(s) support this feature)
  5. Capable of creating and maintaining offer pricing information (3 product(s) support this feature)
  6. Classify customers by segments such as high value tax-exempt or affinity groups (4 product(s) support this feature)
  7. Create account strategies and business plans for a customer methodology-based account planning (3 product(s) support this feature)
  8. Develop and print detailed account plans for customer accounts (3 product(s) support this feature)
  9. Evaluate and represent the value of a customer based on a predefined set of criteria (4 product(s) support this feature)
  10. Flags long-standing customers for preferential treatment by a type of tenure indicator (1 product(s) support this feature)
  11. Generate contact lists (4 product(s) support this feature)
  12. Global view of comparisons between competitors products and companies products (2 product(s) support this feature)
  13. Global view of competitor product information (3 product(s) support this feature)
  14. Global view of marketing campaign promotions (3 product(s) support this feature)
  15. Perform opportunity analysis (4 product(s) support this feature)
  16. Reviews the customer loyalty indicator and takes appropriate action as defined by the program (2 product(s) support this feature)
  17. Support reporting of competitor solutions per account opportunity (3 product(s) support this feature)
  18. Tools to create a target customer list to support campaigns (4 product(s) support this feature)
  19. Tracks effectiveness of marketing campaigns and promotions (4 product(s) support this feature)
  20. Tracks marketing costs versus generated revenue (2 product(s) support this feature)
  21. Tracks responses from customers based on channel (3 product(s) support this feature)
  22. Tracks responses from customers based on customer segment (4 product(s) support this feature)
  23. Tracks responses from customers based on specific campaign (4 product(s) support this feature)
  24. Tracks the status of awards and gifts (4 product(s) support this feature)
  25. View online any marketing materials which have been sent to the customer (2 product(s) support this feature)
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