Analytical CRM |
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Analytical CRM analyzes customer data for a variety of purposes: •Designing and executing targeted marketing campaigns. Deskflow users can: ➢Create target Company lists using the Company Search and Company Power Search features ➢Create target People lists using the People Search and People Power Search features ➢Create target Opportunity lists using the Opportunity Search features ➢Use target lists for executing marketing campaigns ➢Use target lists for communicating with Sources ➢Use target lists for executing mass communication via email, mail, fax, phone and events •Analyzing customer behavior in order to make decisions related to products and services. Deskflow Users can run pre-designed or custom reports that analyse activity. Examples are: ➢UU05 User Activity & Project Analysis ➢UU09 User Activity History ➢UU11 Marketing Call Summary ➢UU12 Marketing Call Reports by User between dates ➢UU12B Marketing Call Reports by Specific User between dates ➢UU21 Activity History Counts by Week ➢SD05 Activity History for Contact Register ➢SD05b Activity History for File Search ➢SD05f Latest Activity for Contact Register for Project ➢CO04 Client Activity History ➢SL01 Project Billing Summary ➢SL02 Project Billing Details |