CRM Campaign Mgmt

(Please click on the hexagons for more information)

Campaign management in ]po[ refers to planning, executing and evaluating mailings and other campaigns.

Process Support by ]po[

 

  • The contacts package (]po[ V4.0 only!) includes the functionality create and execute campaigns.
  • The core package includes the structures to store companies, users and the relationship between them.

 

Process Input

 

  • Companies and users
  • A classification of companies and users. The [dynfield package] allows for defining custom classifiers.

Process Output

 

  • Status changes on Companies and users as a result of the campaign.
  • The [simple survey package] can capture responses from customer in a structured way
  • You can record user actions using packages such as notes or forum.

 

Process Indicators

 

  •  Percentages of users passing the different stages of a campaign:
    • Reading the mailing
    • Clicking on a link to logon to ]po[ or taking another measurable action
    • Contacting sales staff
    • Completing a transaction
  • Number of campaigns per year
  • Number of users reached per year
  • Time necessary to execute a campaign
  • ...

 


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