Create professional marketing campaigns and co-ordinate events for your clients and internal user group.
Know your client.
Personalise and tailor your service by recording your clients’ hobbies and interests. Search and report on these data fields when marketing new business opportunities or designing campaigns.
Manage campaigns.
Create and manage mass marketing campaigns, such as:
- paper mail-outs
- bulk email
- seminars
- conferences
- social functions.
XPLAN Campaign Management is an integrated event and response/attendee tracking system. Co-ordinate an event from start to finish, with diary integration, attendee tallying and feedback functionality.
Get the latest news.
Publish news bulletins to clients or the user group in a secure format. Retrieve and disseminate news items from:
- External sources - RSS feeds from web blogs, news and industry websites.
- Internal sources - content from shared document folders.
Force users to receive specific news feeds, such as compliance news, while allowing them to subscribe to others at their own discretion.
|
Features
- Targeted marketing based on client interests
- Extensive reporting on past campaigns
- Fully integrated invoicing
- Merge templates for mail-outs, labels and emails
- Track attendance
- Gather feedback
- Subscribe to news
Product: XPLAN Client Focus
|
"Holistic marketing based on client interests, managed centrally."
|