SALES AND MARKETING SUPPORT Software Module
IBS Sales and Marketing Support software has all the tools you need for effective campaigning and sales, targeting both prospects and existing customers. Advanced selection features help you track customer details and help to ensure customer satisfaction and loyalty.
HIGHLIGHTS of Features & Benefits
- Puts the customer in focus
- Marketing event handling, with follow-up and feedback
- Customized plans per customer or business partner
- Prospect generation and customer inquiries via the web
- Productive sales campaign support
- Business Partner navigator provides single-point access to all customer data.
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IBS Sales and Marketing Support is designed specifically for a Lotus Notes environment and helps you focus on performance and appropriate service, allowing you and your customers a true win-win partnership. The application can be configured for integration with Microsoft Outlook. You can acquire a deeper understanding of your best customers and develop even better business relationships with them.
BUSINESS PARTNER NAVIGATOR
Collecting customer information in the 'Business Partner navigator' can make it possible to quickly find out the most essential information about a customer or supplier.
The navigator is a workbench hub from which you can reach the most relevant customer data views in the system. It also contains a contact log with all contact records, planned as well as accomplished. This is the perfect tool to have when customer call, since it gives you an up-to-date view of all the dealings you have had with them.
PERSONAL 'TO DO'
The contact search engine can be used whenever you need to find companies and/or contact persons that meet certain criteria. Use the search result to create event invitations, sales campaign activities, sales call lists, mass emails or a phone book. It's possible, for example, to search for customers whom you have not contacted for a while, or to generate contact notes for companies who require specific follow-up.
MARKETING PROCESSES
Because IBS Sales and Marketing Support has the customer in focus, it keeps you on track for a break through level of customer retention and loyalty, as well as powerful market penetration.
IBS Sales and Marketing Support helps you keep track of customers, prospects, competitors, suppliers, business partners, events and web contacts.
PERSONAL CONTACTS
Personal contacts are vital in successful business dealings. That's why IBS Sales and Marketing Support includes extensive functionality for maintaining contact persons, their company roles, personal interests and preferences, as well as campaigns, invitations and regular information they receive from you.
EVENT HANDLING
In addition to basic information such as time, place, responsible person and closing date for entries etc, you can also keep track of the number of invitations, enrollments and participants. Following up on events is crucial, since it adds to the quality of your customer-oriented efforts. IBS Sales and Marketing Support provides feedback functionality, allowing you to streamline customer requests, analyze and evaluate events, and create follow-up letters and campaigns to achieve maximum results.
WEB CONTACTS
Use the web to help you find new customers and to service existing ones. IBS Sales and Marketing Support lets you provide a web form for prospect registration and general information requests, for existing as well as unknown contact persons to express interest in specific products or services. The data entered by prospects or customers is automatically transferred into the application for further handling.
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The Business Partner navigator provides single-point access to all customer data.
EFFICIENT SALES SUPPORT
CONTACT MANAGEMENT
IBS Sales and Marketing Support helps you handle all contacts between you and your customers, such as meetings, emails or letter correspondence or other kinds of contacts. The meeting feature is integrated with the Lotus Notes or Microsoft Outlook calendar, and letters can be created using any word processor.
Simple statistical report –
It is possible to create a sales statistics report using IBS Enterprise criteria, to get a quick overview on the sales situation. You can also subscribe to a certain report, by day, week, month or quarter. An optional email notification can be configured for subscribers. Instant inquires are also available at a click of a button. These can be either preloaded or user-defined.
Partnership plans –
Long-term plans can be set up per business partner, and are used to keep track of potential projects and products of interest to customers. You can also set up plans for your suppliers and other business partners to keep track of future projects.
Productive campaigning –
The sales campaign tool allows you to select customers and follow up on your various sales campaigns. For instance, you can see whether there is a match between the customers who have bought, and the customers who have been actively influenced. When creating a campaign, customer contact notes are automatically generated for the sales staff to use when working with the different campaign elements.
The profitability of the sales campaign is calculated when the campaign is closed, using both invoice information and other costs related to the campaign. You can also set a budget for a sales campaign, and have the system calculate possible budget deviations when the campaign is closed.
Quotation handling –
With the quotation handling facilities included in IBS Sales and Marketing Support, you will have an accurate picture of your expectations and the outcome of your projects. Being able to systematically follow up on original value versus the final outcome of a deal, you will also have a firmer grip on future business propositions.
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