Campaign Planning Features and Functions

• Pre-configured campaign home page and data records


• Pre-configured campaign list views


• Cloning of campaign data records for reuse in similar campaigns


• Organization, budgeting, and scheduling of detailed marketing campaigns down to the task level


• Multitiered marketing campaign event management


• Submission by user of a campaign for approval and execution


• Automatic download of lead enrichment data from a variety of web sources (e.g., DandB)


• Marketing event coordination that tracks each event's tasks and resource assignments


• Marketing event expense budgeting and actual cost versus budget tracking


• Tools to create a target customer list (from multiple queries) in order to support campaigns


• Mass export of data for use in executing campaigns outside of the CRM software


• Bulk mail merge process for producing personalized letters, labels, envelopes, etc. from within the CRM solution


• Automatic generation of required HTML code for use in web lead capture forms


• Document template management that includes the use of data record field codes for personalization


• Text e-mail template management that includes the use of data record field codes for personalization


• HTML e-mail template management that includes the use of data record field codes for personalization


• Campaign record subsets that are based on user-definable filter variables