Evento Sugar Crm 2009 - Marketing Automation

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Apresentação de Ariane Fuechtner da SugarCRM sobre a gestão de campanha em SugarCRM no evento SugarCRM Road Show Lisbon 2009.

O evento foi organizado pela DRI(www.dri.pt) no dia 19 de Maio no Fórum Tecnológico de Lisboa, um espaço situado numa zona central de Lisboa. Este evento contou com a presença de cerca de 270 participantes e teve como principal objectivo a discussão de toda a temática envolvente do CRM (Customer Relationship Management), com especial foco na solução SugarCRM.

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  • Welcome, This an overview of the SugarCRM marketing automation.
  • Evento Sugar Crm 2009 - Marketing Automation

    1. 1. SugarCRM Marketing Automation Ariane Fuechtner, VP of Marketing Europe June 10, 2009 ©2008 SugarCRM Inc. All rights reserved.
    2. 2. Great Functionality in One Application 06/10/09 ©2008 SugarCRM Inc. All rights reserved.
    3. 3. What is Marketing Automation? 06/10/09 ©2008 SugarCRM Inc. All rights reserved. Define, create, execute and measure marketing activities Identify Targets Target Create Interest Offer Create Opportunities Capture Build Preference Message Capture Leads Response
    4. 4. Generate Higher ROI on Marketing Activities 06/10/09 ©2008 SugarCRM Inc. All rights reserved. <ul><li>Create and execute campaigns across marketing channels </li></ul><ul><li>Captures leads directly into CRM System </li></ul><ul><li>Measures return on investment of campaigns </li></ul>
    5. 5. SugarCRM Marketing Automation 06/10/09 ©2008 SugarCRM Inc. All rights reserved. Issues Solution Impact Difficulty launching and managing campaigns across channels Importing leads into CRM requires intensive manual efforts Inability to measure marketing programs <ul><li>Multichannel campaigns and campaign set-up wizard </li></ul><ul><li>Create target lists based on reports or from 3 rd part data sources </li></ul><ul><li>ROI calculator for each campaign tracks lead-to-sale process </li></ul><ul><li>Pre-built dashboards show leads by source and sales stages </li></ul>Spend less time on manual processes and more time on effective marketing Create email, telesales, ad campaigns in a few simple steps Obtain all the tools to ensure marketing is accountable <ul><li>Import/Export from multiple data sources in a few simple steps </li></ul><ul><li>Web-to-lead forms capture leads on web site and auto-import into Sugar </li></ul>
    6. 6. Multichannel Marketing 06/10/09 ©2008 SugarCRM Inc. All rights reserved. <ul><li>Supports all disciplines: </li></ul><ul><ul><li>Broadcast Marketing </li></ul></ul><ul><ul><li>Direct Marketing </li></ul></ul><ul><ul><li>Lead Nurturing </li></ul></ul><ul><li>Manage campaigns across all channels </li></ul><ul><ul><li>Email marketing </li></ul></ul><ul><ul><li>Online advertising </li></ul></ul><ul><ul><li>Newsletters </li></ul></ul><ul><ul><li>Event planning </li></ul></ul><ul><ul><li>Search engine marketing </li></ul></ul><ul><ul><li>List rentals </li></ul></ul><ul><ul><li>Telesales programs </li></ul></ul><ul><ul><li>Ad Programs </li></ul></ul>
    7. 7. Campaign Wizard 06/10/09 ©2008 SugarCRM Inc. All rights reserved. <ul><li>Simplifies campaign design, execution and tracking </li></ul><ul><li>Ensures proper testing, suppression, and list management </li></ul><ul><li>Offers real-time activity and ROI reports </li></ul>
    8. 8. Email Marketing 06/10/09 ©2008 SugarCRM Inc. All rights reserved. <ul><li>Ensure campaigns are brand consistent and coordinated across customer channels </li></ul><ul><li>Monitor campaign execution to ensure offers reach the targeted audience </li></ul><ul><li>Track and assign opportunities to campaign leads </li></ul><ul><li>Control opt-in and opt-out lists </li></ul>
    9. 9. Web-to-Lead Forms 06/10/09 ©2008 SugarCRM Inc. All rights reserved. <ul><li>Automate lead import from Web into SugarCRM </li></ul><ul><li>No programming needed </li></ul><ul><li>Presents all fields and values from the Leads module </li></ul><ul><li>Offers design flexibility and lowers IT time in marketing support </li></ul>
    10. 10. Lead Management 06/10/09 ©2008 SugarCRM Inc. All rights reserved. <ul><li>Segment leads based on your sales objectives </li></ul><ul><li>Import and export lists from third-parties </li></ul><ul><li>Automatically capture leads across multiple channels </li></ul><ul><li>Convert leads to opportunities and ensure appropriate follow-up </li></ul>
    11. 11. Marketing Analytics 06/10/09 ©2008 SugarCRM Inc. All rights reserved. <ul><li>Understand the ROI of marketing programs </li></ul><ul><li>Track which channel is most/least profitable </li></ul><ul><li>Replicate successful campaigns in a few simple steps </li></ul>
    12. 12. Thank you <ul><li>For more information, please visit </li></ul><ul><li>www.sugarcrm.com, www.sugarcrm.de; www.sugarcrm.com/crm/fr </li></ul><ul><li>www.sugarforge.org </li></ul><ul><li>www.sugarexchange.com </li></ul><ul><li>www.crmoutsiders.com </li></ul><ul><li>Ariane Fuechtner </li></ul><ul><li>VP of Marketing Europe </li></ul><ul><li>[email_address] </li></ul><ul><li>+49 30 629 89 756 </li></ul>06/10/09 ©2009 SugarCRM Inc. All rights reserved.

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