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5.3 Marketing |
  
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5.3 Marketing |
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What are requirements of your customers? Who will be your buyers?
To run a successful business, you need to identify and target your customers and buyers as well as keeping track of your marketing programs and enhancing their effectiveness.
Marketing is a vital component in business. No business can be sustained or grow without effective marketing. The effects of marketing are two-dimensional: increased brand popularity and new customers.
To make your marketing successful, carefully observe each campaign step by step. Make sure that you are aware how each activity is generated, and monitor every activity in your campaign.
Consider marketing in conjunction with:
| • | campaigns |
| • | leads |
| • | events |
| • | webforms. |
Campaigns
A successful marketing campaign drives new sales and enhances your ability to reach new customers. As campaigns are made up of various information and multiple processes, both of which can be difficult to track manually, Total Enterprise CRM offers you a single place to record all your information and processes. This makes it is easy to start a campaign and add information immediately.
Leads
A lead is a potential customer. Total Enterprise CRM enables you to create and manage leads. As you utilise leads, you can convert them to other types of records like opportunity, contact or company.
You can create a lead in two ways:
| • | manually. |
| • | importing it from an external file. |
After you create the lead, you can use it later for these three record types:
| • | company |
| • | contact |
| • | opportunity. |
Events
Events are used for activities like briefings, seminars, fundraising activities and trade shows, and help to capture new leads.
There are various tasks that can be performed:
| • | Create targets: Who is invited to the event? |
| • | Add participants (for internal use): Which of your employees is involved? |
| • | Add respondents: Here is where the results of the event are recorded. Who attended the event? Did they make purchases? |
| • | Create opportunity: This is for tracking sales opportunities that result from the event. |
Webforms
A webform is a form on a website, such as a 'Contact us' form or a 'Details capture form' (common on sales and marketing focused sites), requesting that users provide certain details.
Webforms can become a vital part in your online marketing. Total Enterprise CRM manages webforms as an integral part of the system, allowing you to make use of this powerful tool easily and flexibly.
You can use the Marketing tab to:
| • | create a new campaign or edit an existing campaign |
| • | view a list of all campaigns added into the system |
| • | create a new event or edit an existing event |
| • | view a list of all events added into the system |
| • | create a new lead or edit an existing lead |
| • | view a list of all leads added into the system |
| • | view a list of leads assigned to you (ie leads associated with your account) |
| • | create a new webform or edit an existing webform |
| • | view a list of all webforms added into the system |
| • | view a list of all submitted webforms |
| • | tag a contact or company with one or more tags |
| • | create a project or projects that will be linked to a campaign |
| • | add a note or notes to a contact or company |
| • | schedule a call to a company or contact |
| • | schedule a meeting to a company or contact |
| • | add a task to a project for a company or contact. |