Overview of Sun Bear Software's Marketing Automation & CRM Platform

1. Provide your marketing and sales groups with a single, integrated, web based on-demand platform that allows them to easily automate and manage
marketing database, campaign, response and lead management processes.
Unlike stand alone software packages Sun Bear combines our technology with implementation and support services to provide you with a
customized solution structured to meet your specific needs - at a fraction of the cost of difficult to use CRM systems.
Platform Overview

2. Sun Bear's campaign automation features allow organizations to easily create and execute personalized, multi-channel, multi-stage campaigns.
Organizations can assign prospects to campaigns based on any attribute in the database or prospects can be automatically added to a campaign based on event triggers such as
submitting a web contact form.
Segment, Select & add to Campaigns Email Marketing Telemarketing Web Marketing Administration and Tracking
Campaign Automation

3. Sun Bear’s response management functionality allows organizations to manage inquires and responses to campaigns though the use of direct marketing responses, landing
pages, web tracking, scoring and automated determination of next steps.
Response Capture Response Scoring Response Automation Nurture Leads
Response Management

4. Automatically qualify responses resulting from marketing campaigns and assign and distribute qualified leads to the appropriate sales channel, as well as nurture semi-qualified
leads until they are ready for distribution to sales and manage qualified leads though to closure.
Sales reps can gather sales stage information such as stage, value, close date, etc. All information is automatically tied back to the prospect and can be used for ROI analysis, as
selection criteria for subsequent campaigns, etc.
Sales reps can schedule follow-up action such as meetings, phone calls and emails by date and time and receive automated email reminders before the scheduled action.
Score & Qualify Assignment & Notification Manage Qualified Leads Pipeline Management
Lead Management

5. An organizations ability to consistently generate highly-qualified leads is dependent on the quality, consistency and structure of their prospect database.
Sun Bear’s prospect database is designed to effectively manage a large number of raw prospects and early stage leads. Understanding that no system lives in a vacuum, Sun
Bear also offers several options for integrating into existing sales and marketing environments.
Prospect Profile & History Segment & Manage Lists Import & Export Data System Integration
Contact Management

6. As part of the marketing automation process Sun Bear has created powerful marketing tools designed to help manage your campaign, response and lead management
functions.
Create and use email templates, forms, surveys, landing pages and call forms to execute campaign, response and lead management activities.
Email Templates Forms Landing Pages & Webforms Digital Collateral
Marketing Tools

7. Track, analyze and report on all campaign, response and lead management activities. Our integrated database allows for a 360% view of all you marketing and sales activities.
Marketers need to justify the return on investment of all marketing activities. Sun Bear's reporting and query tool functions allow user to analyze all activities executed by our
platform and compare actual performance to goals. Sun Bear provides all of the reporting functionality required to manage your campaign, response and lead management
activities.
Campaign Activities Response Activities Lead Activities Marketing ROI
Reporting & Analysis

8. Provide your Marketing and Sales groups with a cloud based platform that allows
them to easily automate and manage Marketing Database, Campaign, Response,
and Lead Management processes.
Next Steps
• Campaign Automation
• Response Management
• Lead Management
• Contact Database
• Marketing Tools
• Reporting & Analysis
• Intuitive, easy to use interface
• Simple administration
• Affordable
• Rapid implementation
• Flexibility and customizability
• Domain expertise
Implementing a marketing automation platform can sometimes seem like a daunting task, but our
team really makes it quite easy.
Once you decide to implement Sun Bear our team works closely with you to manage and implement
an instance of the platform customized to meet your needs.
We set-up a working version of the platform allowing rapid startup and providing you with templates
to setup your own campaigns, email templates, landing pages, surveys, etc.
We then work with you to customize the platform to meet your specific needs in terms of data
capture, work flow, reporting, etc.
Usually our clients are up and running and generating leads in a couple of days!
One application does it all…
Why Sun Bear?