Would you like to know the sales generated by your marketing campaigns?
With the"Campaign Management" app, create your campaigns and measure the sales generated by each of your sales actions.
Plan your campaigns and link them to your quotes, invoices and business to find out where your revenue comes from. Mailings, trade fairs, end-of-year special offers, events, product launches, etc. Find out which action brings in the most revenue!
Activating the :
- Adds a settings page for creating and managing sales campaigns.
- Adds a new "campaign" field to quote, invoice, business or web form objects
- Provides a billing analysis by campaign to visualize the sales generated by each marketing operation
The "Campaign Management" app lets you :
- create prospecting campaigns
- link a list of contacts to work on, with contact details and telephone number for telephone prospecting
- assign a contact status management process = the sales pipeline
- manage notes (call reports) and schedule tasks
1. Create a campaign
Via the app's home page or from the CRM menu, then Campaigns and All campaigns, you can set up and list your campaigns.
Define :
- the name of your campaign, i.e. your commercial action (e.g. event invitation, prospectus campaign, mailing or phoning in a given sector, etc.)
- start and end dates
- the manager
Also link this campaign to a sales pipeline.
2. Create a sales pipeline
The sales pipeline is a set of stages linked to your sales operation, into which you will bring the customer to manage and follow his maturation in your prospecting procession.
For example, on a telemarketing campaign, your sales pipeline will be made up of telephone prospecting management stages that will enable you to manage your relations and exchanges with your contacts. (Eu and not interested, Eu and want RV, NRP, Send a brochure, Send a quote, etc.).
These are the commercial steps that will enable you to work with and follow up your contacts in the campaign.
To create a sales pipeline, click on the "Sales stage" menu in the "Campaigns" shortcut block.
- Give your pipeline a name and add
- Then click on "0 items in this list".
- Then create your sales stages
Once you've created your pipe, you can link it to your campaign and work on your contacts.
3. Working with contacts
On your campaign you can link an existing "Contact List" to work on, or add contacts automatically from a web form or manually by linking your contacts to a campaign.
Once your list is associated, you can manage the campaign contacts by clicking on the "Work" link.
This page displays the list of your campaign contacts and contains :
- Contact details: last name, first name, company, email, telephone
- Management of the commercial stage of the contact, to move it forward in the process and enable the sales rep to pursue or close a prospect
- A business creation link
- An action zone for adding notes, tasks and retrieving the history of exchanges with the prospect.
4. Campaign analysis
Each campaign includes management statistics and sales analysis.
Compare campaign performance in terms of forecasts and actuals.
Find the :
- Quotations in writing
- Amount of quotations sent to customers
- Amount of business
- Invoiced sales
Invoices issued for customers attached to the campaign are summarized for the campaign.
You can thus see at a glance the sales generated by the campaign.
5. App settings:
Several options are available for processing campaigns, such as :
- Hide campaigns
- Enter a budget for each campaign
- Dispatch campaigns from contact lists.
For working from the countryside, you can choose :
- Display detailed information on third parties
- Display events in addition to campaign tasks.
- Add a filter to search for business-related contacts
- Automatically assign the first stage of the pipeline to the new contact added
- Select several sales stages on a third party.
