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| Overview |  | CRM / Marketing |
If you are looking to give you existing sales and marketing a BOOST, Adaptive Accounting’s CRM and marketing module provides you with a proven set of tools ... with all the flexibility and traceability you need to get results. Your activities can be broadly based, aimed at large numbers of prospects, or highly targeted, with your list refined to highly specific types of companies. You can use email, direct mail or telemarketing. And whichever you choose, it’s easy to discover who is reading and responding ... and how effective your marketing really is. This gives you real, quantitative information on which you can tweak, tailor and fine tune your marketing so you keep on improving your returns.
Adaptive allows you to create filters so you can focus in on your target market across a broad range of criteria. This includes your standing data, trading data, including latency and receny of purchases, as well as criteria you can define to suit your own marketing aims. You simply create a filter, press a button and generate your list based on the most up to date marketing and sales data your database holds. And if you are basing your campaign on sales data, the list will be as current as your last transaction. And if email campaigns are your preference, Adaptive’s own email client and tracking software will record every email sent and tell you the read and click through rates of the emails as they are tracked. This gives you real data on which to tailor your campaigns as well as lists for your sales people to follow up on. This focuses your efforts on those , you’ll be able to log each email
Adaptive Accounting includes its own email client. This means that individual, and bulk emails can be sent, and received from within the system. In doing this, each email is recorded against a contact within the database giving you visibility of the type, and level of activity taking place within your organization at any point in time. The tracking system then looks to log reads of individual and bulk emails. This allows your sales people to see when a quote is read, and your marketing department to quantify how well your sales message is being received.
Adaptive Accounting uses a unique workflow of Events and Tasks linked to individual’s diaries to ensure that everything is recorded and everything is followed up. If it is not, the system gives you clear visibility on what people have to do, and is an ideal way of making sure that things happen when they should.
If you are looking for a wholly integrated approach to managing your relationships, Adaptive Accounting provides you with a common set of tools you can roll out right across your company.
Adaptive Accounting’s CRM and Marketing module offers you a single point from which you can initiate, develop and manage all of relationships across the whole of your business.
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