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Pivotal CRM Data Sheet-Marketing Automation and Lead Management

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Pivotal CRM Data Sheet-Marketing Automation and Lead Management Powered By Docstoc
					                                                    Pivotal® CRM for Home Building and Real Estate:
                                                    Marketing Automation and Lead Management
                                                    Execute more targeted marketing campaigns, generate higher-quality
                                                    leads, and cultivate more home sales at a lower cost

Pivotal CRM for Home Building and Real              Pivotal CRM for Home Building and Real Estate is a complete home
Estate offers a marketing automation and lead
management suite that enables home builders
                                                    builder–focused customer relationship management (CRM) solution,
to improve the quality of leads and measure         with a marketing automation and lead management suite that enables
marketing ROI effectively for every campaign.       home builders to plan, create, test, execute, and measure the
• Increase marketing effectiveness while            effectiveness of personalized, multi-wave marketing campaigns—and
  decreasing campaign costs                         to get the most out of the leads they generate.
• Take full advantage of the web as your
                                                    The award-winning Pivotal CRM for Home Building and Real Estate is built on the highly flexible
  biggest lead capture channel
                                                    Pivotal CRM enterprise platform, which can be easily tailored to meet individual home builders’
• Measure marketing ROI for every                   business requirements today and quickly adapted to evolving future needs.
  campaign
                                                    The Pivotal CRM for Home Building and Real Estate marketing automation and lead management
• Follow up on all leads, including online          suite widens the funnel of leads coming in by better leveraging your website and electronic direct-
  leads currently falling through the cracks        marketing efforts. By automating lead capture, qualification, and distribution in accordance with
• Focus sales efforts only on qualified             a home builder’s business rules and processes, Pivotal CRM for Home Building and Real Estate
  homebuyers, while automating the nurturing        ensures home sales professionals always have the right leads and the right information to make a
  of longer-term leads                              sale, enabling them to focus their efforts on the leads with the greatest sales potential. Meanwhile,
                                                    automated lead nurturing cost-effectively builds relationships with colder leads through ongoing
To learn how Pivotal CRM for Home Building          personalized communications, developing them from “just browsing” to “ready to buy.” Home
and Real Estate can address your firm’s             builders benefit from higher-quality leads and a measurably lower cost of sales and marketing for
unique needs, call +1 877-PIVOTAL                   each home sold. Each customer communication is timely, relevant, and personalized.
(+1 877-748-6825).
                                                    Capitalize on Web Leads Currently Falling through the Cracks
                                                    Many homebuyers look around long before they are ready to purchase a home. Increasingly,
                                                    a home builder’s website is becoming its biggest lead-capture channel. Pivotal CRM for Home
                                                    Building and Real Estate’s marketing automation and lead management features enable home
                                                    builders to automate and streamline the way they capture and distribute detailed information about
                                                    visitors to their website and follow up on leads, ensuring that no potential homebuyer—hot or
                                                    cold—falls through the cracks.

                                                    Ensure that Costlier Sales Efforts Are Concentrated Only on Qualified
                                                    Homebuyers
                                                    Not all prospects are equal. Home builders must quickly and efficiently differentiate browsers from
                                                    buyers, maximizing the time and attention sales agents give to prospects with immediate sales
                                                    potential. Pivotal CRM for Home Building and Real Estate generates more qualified leads and
                                                    quickly brings serious buyers to the attention of sales agents, nurturing browsers electronically as
                                                    future prospects. Home builders increase revenue by focusing on the buyers and save time and
                                                    money by automating the lead qualification and nurturing process.


 Keep track of ROI performance with    Plan and manage marketing campaigns from the campaign console
 illuminating reports




                                                                                             Map out precise steps for highly coordinated campaigns




                                                                                                                                           Pivotal CRM | Datasheet
 Feature                                  Description
 Customer Profiling and                   Store buyer demographic data, such as buyer preferences and buyer income, and use powerful query tools for precise
 Segmentation                             segmentation and personalized communications.
 Campaign Design                          Build sophisticated campaigns quickly and effectively by leveraging out-of-the-box templates; create a library of
                                          reusable campaigns.
 Campaign Management                      Manage campaigns from planning through results-analysis; create customized status reports for campaigns, programs,
                                          and actions.
 Distributed Campaign Portal              Provide regional and divisional marketing departments with branded campaign templates.
 Multi-Channel Marketing                  Capture multiple homebuyer traffic sources and import prospect information purchased from outside sources; manage
                                          multi-channel campaigns; analyze responses and ROI.
 Lead Capture                             Differentiate between Internet and non-Internet leads to support online sales consultants; capture lead source
                                          information.
 Lead Qualification                       Use a range of tools to move registrants through a customized lead-qualification process according to pre-set criteria.
 Lead Distribution                        Automate lead assignment; associate action plans by division, sales representative, or priority.
 Lead Nurturing                           Deliver personalized communications and event invitations; nurture non-attendees with other marketing campaigns,
                                          such as collateral downloads and subscription services.
 Automated Event/Launch                   Send out homebuyer surveys automatically based on home builder–defined event triggers, such as move-in or
 Management                               warranty dates.
 E-mail Marketing                         Easily create personalized “Can Spam”–compliant HTML e-mail campaigns.
 Collateral Fulfillment                   Deliver newsletters with personalized content based on profile information and subscriber preferences; override and
                                          manually enter fulfillment plan, priority, and follow-up data.
 Event Management                         Send event-triggered surveys automatically; track responses and invitee lists; automate registration, confirmations, and
                                          reminder notices; view the real-time status of events.
 Traffic Capture and Reporting            Export traffic statistics to an external third-party system; record daily traffic and lead/contact visit logs; capture lead and
                                          traffic information to analyze marketing trends.
 Direct Marketing Manager                 Create marketing campaigns dynamically for a group of leads by selecting from database criteria; segment and target
                                          audiences for a particular event or campaign; segment customers and prospects by value, preferences, region, history,
                                          and more.
 Prospecting Assistant                    Provide consistently branded prospect-communication pieces for use by the sales team and encourage timely follow-up
                                          through a self-service, web-based 24x7 portal with a range of prospecting tools. Enable managers to control, track, and
                                          measure sales interactions using the prospect repository.
 Buyer Preference and Behavior            Capture buyer traffic statistics; generate reports based on survey responses; capture greater depth of client and
 Analysis                                 prospect insight at each touch-point. Analyze marketing program responses by audience, lead category, and
                                          other criteria.
 Marketing-Effectiveness Analysis         Track the source of leads throughout the lifecycle to determine where marketing expenditures are generating the most
                                          revenue; automate post-event follow-up surveys; calculate ROI.
 Multi-Lingual Features                   Ensure you reach your Spanish-speaking prospects by leveraging multi-lingual communications.
 Metadata Repository                      Customize customer data fields and screens; merge logo graphics, product graphics, configuration data, and customer
                                          data into product quotes.




Take the Pivotal Step with Pivotal® CRM for Home Building and Real Estate: Marketing Automation and Lead
Management
Contact us today to learn more about how Pivotal CRM for Home Building and Real Estate can address your firm’s unique marketing automation and
lead management needs. Call +1 877-PIVOTAL (+1 877-748-6825) or visit us at www.pivotal.com/homebuilders.

Copyright © CDC Software 2007. All rights reserved. The CDC Software logo and Pivotal CRM logo are registered trademarks and/or trademarks of CDC Software.

				
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Description: Pivotal CRM for Home Building and Real Estate is a complete home builder–focused customer relationship management (CRM) solution, with a marketing automation and lead management suite that enables home builders to plan, create, test, execute, and measure the effectiveness of personalized, multi-wave marketing campaigns—and to get the most out of the leads they generate.