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Marketing Automation ( Campaign Management )

ADAPTcrm™ directs tasks, manages customized marketing campaigns, ensures budgets are adhered to and maps campaign expenses to new sales opportunities. The Marketing Campaign manager provides all the functionality required for establishing and executing campaigns to highly targeted lists, while the mail fulfillment system manages delivery of requested or promised collateral.

ADAPTcrm™ provides real-time reporting on marketing information that is critical to you for quick and accurate decision making such as:

  • Total leads generated

  • Average response rate

  • Lead qualification rate

  • Lead close rate

  • Average return on marketing

  • Marketing cost as a percent of revenue

  • Profitability and margins across each product and service

  • Change in market penetration

  • Improve time to market

  • Feedback

  • Marketing execution time

  • Real-time revenue tracking and forecast

Thus you can measure the effectiveness of each Campaign and the desired ROI result. In addition to tracking the overall results of a Campaign, you can independently track the ROI per event. This gives the ability to redirect or intensify your efforts towards what is working best.

Marketing Campaigns and Events

The heart of the marketing system is a "marketing campaign." A campaign (e.g., a trade show, mass mailings, etc.) is essentially an effort to generate awareness to an audience, as well as generate new opportunities and ultimately incremental revenue. ADAPTcrm™ provides real-time reporting on the effectiveness of each campaign which includes: account analysis (response rates, accounts created, etc.), pipeline analysis (pending opportunities, won/lost opportunities, etc.), and profitability analysis (total revenue/expenses, gross profit, etc.). Each campaign can support an unlimited number of events or activities (e.g., email or fax broadcasts, mailings, etc.) to achieve the ROI result desired.

Note that marketing campaigns and events are not just for generating new leads. You can also use the campaign manager of ADAPTcrm™ to direct marketing efforts to existing accounts in your database.

Key Features of the Marketing Campaign Manager include:


  • Establishing campaign records for unlimited user-defined campaign types
  • Adding unlimited user-defined fields/forms/folders to each campaign record
  • Creating and linking appointments, tasks, and activities to specific campaigns
  • Attaching unlimited documents of various document types to each campaign
  • Tracking estimated budgets and actual expenses for each campaign and event
  • Executing e-mail and fax broadcasts and direct mailings within each campaign
  • Linking account responses and opportunities resulting from specific campaigns
  • Generating revenue forecasts and real-time profitability analysis per campaign

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