Sage CRM Marketing Feature List

Campaign Management

  • Assign, schedule and track marketing activities within a campaign and view every detail of each campaign at a glance.
  • Drill down to specific activities within a campaign including communications, opportunities, responses, budget, actual cost and lists of prospects.
  • Segment your audience (based on product interest, demographics etc).
  • Retain successdul data for future campaigns.

Segmentation & Groups

  • Segment customer and prospect lists using user-friendly tools.
  • Deliver targeted messages to select groups or target audience.
  • Export marketing lists to Microsoft Excel for external agencies.

Outbound Call Management

  • Easily integrate telemarketing into any marketing campaign.
  • Allocate and schedule target lists and calls.
  • Schedule follow-up calls at times convenient for prospects and customers.
  • Save details of calls and share this throughout the company.

E-mail Management

  • Make it easy to distribute mass e-mail by providing the ability to send HTML e-mail, create e-mail tempolates and sent attachements.
  • Store all communications about a particular campaign, so that employees can easily look up the exact e-mail message received by a specific customer or prospect.

Campaign Reporting

  • Get real time information about the success of individual and ongoing campaigns by tracking them from initial lead generation right throught to close.
  • Match sales revenues to specific campaigns, providing immediate cost vs. sales analysis data.
  • Analyse marketing campaigns by lead source using user-friendly tools and reports.

Lead Management

  • Qualify leads into your chosen criteria for follow-up.
  • Prioritise leads ensuring no lead gets lost or goes cold.
  • View the lead at every stage using powerful lead-tracking functionality.

List Management

  • Create target lists from selected criteria, re-use successful campaign lists or import mail house lists.
  • Merge documents with target lists for mass mail-outs.
  • Create interactions and record marketing pieces sent for future reference.
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