It can also remove people from campaigns once they’ve completed an action you’re driving them to do, such as registering for a seminar, downloading a free report or scheduling a consultation. Other campaigns can trigger appointments to be scheduled automatically by your client or prospect and then continue to send e-mails or send your sales team alerts if the client or prospect does NOT take that action. Such campaigns can automatically send e-mails, set up tasks for your sales team to call or your marketing team to mail information, and provide reporting on the entire process. For example, we can build campaigns that trigger once a lead opts in on your website or a person registers for a webinar. Marketing automation systems are the next generation of CRM, providing more sophisticated list segmentation, tracking and reports as well as the ability to implement sophisticated “if-then” logic in campaigns. As CRM systems evolved, they became more sophisticated by allowing e-mail broadcasts and fax broadcasts, and incorporating other online tools for social media.
Early CRM systems like ACT! and Goldmine were database programs that allowed companies to store notes, files and information on customers and communications, and organize their list into intelligent groups for marketing purposes.
TECHNOLOGY MARKETING TOOLKIT SOFTWARE
CRM stands for customer relationship management and is a software that allows a business to store information on its clients and prospects for the purposes of “managing” the relationship.
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