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17.4 Marketing Management with the MX-Contact Marketing Module

The Marketing Manager in a company generally needs to manage one or more of the following activities with the company’s customer/prospect database:

  • Direct Marketing

The Base System of MX-Contact includes the facilities to produce either non-personalized or personalized direct mailings/letters or e-mail shots. These facilities are mentioned here because of their applicability to the other Marketing-Module specific features.

  • Event Management

Event Management involves tracking the details of events such as functions, dinners, seminars/training courses, golf days etc, and the process of inviting, following up,  registering and (where applicable accommodating) the attendees of the event.

Here MX-Contact will enable you to send out invitations by direct e-mail, fax, mail, etc. to  subsets of your customer prospect database, co-ordinate the responses, and then record details of the travelling/payment information relation to those attending the function, training course, etc.

Tasks can be linked to an event corresponding to various activities that need to be done for the event (booking the venue, etc.) and assigned to internal staff members responsible for carrying out the task. This is handled via the standard Outlook Task functionality but with links to the Event.

All outbound and incoming e-mail to and from attendees will be linked to both the respective companies/contacts as well as the event.

Documents of any type (Word, Excel, PowerPoint, etc.) can be linked to an Event for Itineraries, Maps, etc. This will also allow for Document templates to be sent to groups of contacts at a certain status, e.g. reminder letters, etc.

  • Campaign Management

The Campaign Management Module sets out the objectives of a marketing campaign such as a series of advertisements and tracks the progress and results of the campaign in terms of responses received, sales made, etc.  In many respect the functionality of Campaign Management is similar to Events, even though the focus is different.

  • Surveys

The Surveys Feature of MX-Contact allows you to define templates of standard questions that need to be asked during a survey. So if a Customer Satisfaction Survey is conducted then the appropriate questions are mapped out in a sequence.

Surveys can also be used to gather information about a company or contact. The responses given by the client can then automatically update the relevant database fields for that company or contact.

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