When I was a salesman, I used to have running battles with marketing. Then I became a sales manager and gosh, the battles only increased. Basically, I never had any faith in the so called “sales-leads” the marketing department sent down to us.
And, when I moved to marketing, I saw the other side. I saw the enormous amount of work we were doing to communicate to prospects and funneling the responses to sales only to have sales throw them into the trash.
So, when we set out to design Salesgenie CRM++, we resolved to have an “integrated” sales and marketing platform – the goals were:
a) Stop having to perform an action elsewhere and log the results somewhere else: so, when you want to run a marketing campaign in Salesgenie CRM++, you are able to:
- plan the campaign (date, budget, venue etc)
- target users (based on previous activity history as well as static profiles of contacts)
- Design the emailer
- Send the emailer (newsletter, event invite etc) to the targeted users
- Log responses
- Filter and score responses and pass the most important ones to sales and “leads”- automatically, to the right sales person!
b) Sales should be able to directly use marketing leads
c) Marketing should be able to use sales data- for planning and campaign targeting
d) Sales should be able to send quotes, invoices directly from the platform and store the documents and log the actions automatically in the system
The result is Salesgenie CRM++, the most highly integrated CRM system for SMEs that improves sales productivity dramatically.
What are the benefits? To me the most significant one is that it sends the most productive sales leads to the right sales person. This improves marketing’s credibility with sales and since it is the same shared platform and data, both marketing and sales are partners rather than adevrsaries.
Tags: Automated lead scoring, Campaign Management, Campaign Manager, Integrated CRM, Invoice, Lead filtering, Lead qualification diagram, Lead scoring, Log response, Marketing and sales teamwork, Quotes, Scoring response