Pivotal CRM Data Sheet-CRM for Marketing by PivotalCRM


More Info
									                                                    Pivotal® eMarketing
                                                    Use electronic marketing to cost-effectively deliver personalized
                                                    e-mail to customers and prospects in your Pivotal CRM database

Pivotal eMarketing allows you to target             Pivotal eMarketing is a simple e-mail marketing solution that lets you
customers and prospects with personalized
                                                    segment your audience, send electronic communications, and analyze
                                                    the success of your campaigns.
•	 Integrate seamlessly with prospects and
   contacts in your Pivotal CRM system              E-mail marketing is the most cost-effective method for mass communications, and it is most
•	 Design campaigns easily, using a flexible        successful when recipients are targeted with timely and relevant communications. The detailed
   campaign creator with templates and a            customer and prospect data in Pivotal CRM gives companies the information they need to
   WYSIWYG designer for HTML and text               effectively segment audiences by their common interests and attributes. Now, with Pivotal
   e-mails                                          eMarketing, companies are further empowered to maximize the marketing value of this data by
                                                    automating communications.
•	 Create and combine distribution lists
   using Pivotal CRM’s static-list and              Built as an add-on to Pivotal CRM 6.0, Pivotal eMarketing lets marketers create segmented lists
   search features                                  from their Pivotal CRM contact database and target customers and prospects with HTML and
                                                    plain-text e-mail messages. Pivotal eMarketing automates time-consuming list management,
•	 Personalize e-mail content, including            e-mail delivery, and tracking tasks using self-service profile management, easy opt-ins and opt-
   subject line, e-mail body, and “from”            outs, and delivery-monitoring features.
•	 Automate, schedule, and repeat e-mail            Enhance Your E-mail Marketing Capabilities
   campaigns to support business processes          Marketers can save time and resources by using Pivotal eMarketing to automate e-mail
   and customer-retention needs                     scheduling. Pivotal eMarketing also provides marketers with a complete record of every e-mail
•	 Track read e-mails, click-throughs, and          campaign within their Pivotal CRM system, including which e-mails were read, where recipients
   bounce-backs for each campaign                   clicked through, and which e-mails bounced back.

•	 Measure campaign effectiveness through           Enable Your Users
   detailed reporting and analysis                  A marketer’s focus should be on their campaigns, not on the technology that executes them. Pivotal
•	 Allow recipients to subscribe and                eMarketing walks the marketer through the easy process of building a campaign and creating text
   manage their preferences using a self-           or HTML e-mails in a WYSIWYG designer. Templates allow marketers to set up e-mail formats and
   service module                                   designs for consistent branding, which salespeople and remote offices can use to generate their
                                                    own campaigns. E-mails can be previewed throughout the design process to ensure recipients are
•	 Avoid blacklisting by throttling e-mails         getting the personalized message they expect.
To learn more about Pivotal eMarketing and
how it can address your firm’s unique needs,        Personalize Messages
call us at +1 877-PIVOTAL (+1 877-748-6825).        Pivotal eMarketing offers sophisticated e-mail marketing capabilities at a low cost. Marketers can
                                                    use the Pivotal CRM Static List feature or search capabilities to create precisely segmented lists
                                                    for e-mail delivery based on customer demographics and opt-out information, then use Pivotal
                                                    eMarketing to execute campaigns featuring personalized, relevant content for each recipient.
                                                    These campaigns can be used for a wide range of marketing activities, from event promotions to
                                                    product and service announcements to customer nurturing.

                                                    Automate Campaigns
                                                    Campaigns can be launched immediately or scheduled to launch at a specific date and time.
                                                    They can even be set to recur at scheduled intervals, sending e-mails to new recipients without
                                                    any added work. For example, a welcome message can be created for new contacts based on a
                                                    search that looks for contacts created within the past 24 hours; this can be set to recur daily.

                                                    Empower Your Contacts
The Pivotal eMarketing portal lets you review the   In an age where most people are bombarded by unsolicited e-mail, it is important to protect brand
success of campaigns and monitor upcoming ones      reputation by giving users control over their e-mail subscriptions. Pivotal eMarketing enables
                                                    customers and prospects to indicate their preferences for receiving e-mails from your company, as
                                                    well as to update their contact information themselves, helping to keep your Pivotal CRM database
                                                    current and comprehensive. Pivotal eMarketing makes it easy to send communications that
                                                    comply with privacy and spam regulations, and a single-click opt-out option can be included in
                                                    every communication, ensuring contacts do not continue to receive unwanted communications.

                                                                                                                                   Pivotal CRM | Datasheet
Measure Campaign Results                                                              looking to deepen their customer relationships and profitability. Using
Unlike direct-mail campaigns, electronic marketing through Pivotal                    Pivotal eMarketing enables companies to easily pull lists of customers
eMarketing lets you electronically organize and track all of your                     with specific product profiles or purchasing histories to use in targeted
marketing campaigns.                                                                  up-selling and cross-selling campaigns.

Pivotal eMarketing allows you to see the full cycle of an e-mail campaign.            Benefits Across the Company
Users can see individual contact details, such as how many campaigns                  Pivotal eMarketing’s e-mail marketing functionality is accessible directly
a contact has received, their e-marketing preferences, and their opt-out              through Pivotal CRM, allowing users across marketing and sales to take
status. They can also see aggregate results for a full campaign, including            advantage of the system’s easy-to-use marketing features. This means
read e-mails, click-through tracking results, and bounce-back errors,                 that in addition to dispersed global and regional marketing teams using
including those from automated “no e-mail” settings.                                  Pivotal eMarketing for their campaigns, internal and field sales users can
                                                                                      leverage the tools to send personalized e-blasts to their prospect bases.
Furthermore, using Pivotal eMarketing, marketers can track their
                                                                                      As with marketing uses, lists can be easily segmented using the Pivotal
campaigns’ revenue contributions within their Pivotal CRM system,
                                                                                      CRM Static List or search features, and results can be tracked to monitor
measuring pipeline and sales impact from e-mail marketing projects.
                                                                                      effectiveness. By developing pre-defined templates and content that
Increase Cross-Selling and Up-Selling Opportunities                                   comply with branding and messaging standards, marketers can more
Access to rich customer data and the ability to easily apply this                     easily support individual sales needs, while maintaining high standards
information in segmenting marketing lists is invaluable to companies                  and consistency.

 Features                                      Description
 Integration with Pivotal CRM                  Access all e-mail lists, delivery logs, and response information directly within the Pivotal CRM database.
 Distribution Lists                            Create distribution lists using Pivotal CRM’s Static List feature or search builder, and use them alone or in
                                               combination on campaigns.
 Flexible Campaign Designer                    Pre-define e-mail layouts with templates, then simply build, review, and launch a campaign following a
                                               simple process.
 Scheduled Campaigns                           Send e-mail at optimal delivery times, or schedule to send during off-peak hours.
 Recurring Campaigns                           Automate campaigns to recur automatically, sending e-mails to new recipients found through searches or static
                                               list addendums.
 Web Registration and Batch Import             Register new subscribers through the web or import lists through an easy-to-use import tool.

 Personalization                               Send personalized e-mail, including tailored subject lines, e-mail content, and sender information, based on any
                                               field in your Pivotal CRM contact data.
 Reporting                                     Get detailed analysis and reporting on customer response and interactions. Track read, click-through, and bounce-
                                               back rates for every campaign.
 Bounce-Back Tracking and Management           Track invalid e-mail addresses using Pivotal eMarketing’s bounce-back engine, which also tracks the number
                                               of bounce-back occurrences on each e-mail address. Set a threshold for number of acceptable bounces to
                                               automatically discontinue e-mails to an address once the threshold is reached.
 Preference Management                         Empower customers and web visitors to manage their opt-out settings, profiles, and preferences, including
                                               subscribing only to certain types of communications.
 Content Flexibility                           Send communications in either HTML or plain-text e-mail format.
 Attachments                                   Include attachments in your e-mail marketing campaigns.
 Templates                                     Ensure brand consistency through e-mail templates designed by the marketing team. Choose templates from a
                                               library of thumbnail images for easy selection.
 E-mail Batching                               Send e-mails in batches to avoid being blacklisted by receiving domains
 Dynamic Sender Address                        Tailor the sender address to increase open rates. Recipients are more likely to open an e-mail from a person rather
                                               than from a generic e-mail address such as “sales@company.com.”

Learn More About Pivotal® eMarketing
To learn more about how Pivotal eMarketing can help your organization take advantage of the full potential and costs savings of electronic channels,
call us today at +1 877-PIVOTAL (+1 877-748-6825) or visit us at www.PivotalCRM.com.

Copyright © CDC Software 2009. All rights reserved. The CDC Software logo and Pivotal CRM logo are registered trademarks and/or trademarks of CDC Software.

To top