“Being a medium sized business, we need the horsepower of a full Lotus Notes CRM solution but at the fraction of the cost. Relavis CRM has increased our lead to close ratios and improved our sales reps productivity at a cost we could afford.”
Christopher J. Chopping, CRM Manager
Power Service, Inc.
Marketing Automation for Lotus Notes
Marketing automation automates the routine and repeatable tasks associated with lead and campaign management, lead nurturing, and lead scoring. It also involves the creation and maintenance of a fluid marketing lead database. With correct implementation, marketing automation improves the overall productivity of the marketing group while greatly improving the collaboration with the sales organization.
But the key to a truly successful marketing solution is in its ability to effectively track and measure results against revenue. The solution must be able to track revenue to specific marketing initiatives.
Relavis CRM provides a closed loop solution with sales that measures what marketing works and the impact on revenue. It allows users to create, modify, and manage marketing campaigns and events regardless of size or complexity. When combined with analytics, data integration, and business intelligence, marketing is able to create and deliver the right campaign at the right time. And for current Lotus Notes users, it has an extremely intuitive user interface.
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- Acquiring new customers
- Managing Leads
- Collateral and Brand Mgt
- Measuring the success
| Acquire new customers different ways | What it means to sales and marketing reps |
|---|---|
| ► Generate new leads through target marketing | ► More leads |
| ► Execute and manage campaigns | ► Quicker qualification or disqualification of leads |
| ► Send mailings and track responses | ► Better visibility into customer interactions |
| ► Define and manage segmentation of leads and lists | ► Better focused campaigns |
Campaign Management
Relavis will help you control and manage your entire marketing process. From list and lead capture to campaign and events; from segmentation to email campaigns; from leads to opportunity creation; Relavis Complete will provide the tools your marketers need to effectively and efficiently manage your marketing initiatives.
Segmentation
Easily flag all lead and contact information with the appropriate attributes. Segmentation allows you to organize your prospects and customers into targeted and effective campaigns and correspondence.
List Management
Import or export lead lists in multiple data formats. Relavis' wizards allow users to easily work with third party list providers and/or direct mail houses. Targeted campaigns can be created using any number of lists users may have. All lists can then be segmented and reported on for maximum effectiveness.
Email Marketing Campaigns
Plan and execute high-impact, targeted email campaigns. Relavis CRM includes automated opt-in/out as well as integrated response tracking to help measure your results. Send rich-media HTML email blasts. Set up professional-looking HTML email templates for your marketing team and sales reps to personalize and use. Email templates can include company branding and graphics for maximum impact from your email marketing campaign.
| Managing Leads | What it means to sales and marketing reps |
|---|---|
| ► Capture website leads | ►Fast access to lead inquiries |
| ► Input leads with different formats | ► Easy management of larger lead pools |
| ► Route leads to reps | ► Fast turnaround of leads |
| ► Track activity history of lead | ► Allows you to hit the ground running |
| ► Automatically convert to opportunity | ► Saves time and keeps all the history |
Lead Management
Companies spend a lot of money generating leads, the life blood of their organization, but allow the lead process to break down after a campaign. Their leads fall into a 'black hole.' Relavis CRM ensures that "no lead is left behind," by optimizing the lead distribution across sales and marketing. Relavis' solution allows users to capture, track, route, and convert to an opportunity and to properly assign a status to specific leads based on their qualification process. The entire procedure is workflow and email-enabled to ensure that lead information is delivered quickly and effectively. A detailed log trail is also provided for each lead
Lead Capture
Web forms can easily be created to capture leads directly from your website or the Relavis' Import Wizard can be employed to easily import leads from third party lists or other systems. Relavis eliminates the tedious job of manually entering leads from trade shows, seminars, and direct mail campaigns.
Lead Categorization and Search
Allow marketing and sales reps to view leads based on certain segmentation criteria such as geography, industry and source. Quickly perform searches to locate specific leads based on any user defined criteria.
Auto Response and Opt In/Out
Create personalized responses that go out automatically to customer inquiries. With Relavis' auto response to all email blasts, customer requests to opt in/out of any or all correspondence are automatically handled.
Duplication of leads
Duplicate leads can be easily merged with existing ones; this includes corresponding contacts and organizations.
Automatic Lead Routing
Leads can be routed manually or automatically based on user defined criteria. The entire history of the lead - including call reports, emails, and phone call logs - will always remain with the lead. Sales reps will be notified of a lead routed to them via email with a link to the lead.
Lead Scripting
Now everyone can follow a standard qualification script that is easily developed and accessed online; this ensures a consistent process. New people or outside firms can quickly and easily get acclimated with Relavis' lead scripting.
Activity Management
Relavis enables users to make full use of contact and activity management to ensure that all correspondence with the lead is recorded and shared. Anyone picking up the lead will be able to see everything that has gone on with it so the prospect gets a consistent message and a smooth transition.
Lead Conversion
Convert qualified leads to sales opportunities with a single click; an opportunity, organization, and contact record can be automatically created on the conversion and all activities will be aligned to the opportunity. The converted lead will be automatically archived, deleted, or left alone, depending on a business' rules. The rep and their team members will be automatically notified via email.
Lead History
An audit trail of the lead is recorded so the history of the lead is always available to the user. This will be useful with legal compliances and lead policy adherences.
Rep Generated Email Prospecting
Reps are able to easily send high impact emails or letters via Mass Correspondence. Mail templates are employed to personalize the mailings; they can be done manually or on triggers set by the rep. This feature also supports mass correspondence to contacts.
Security
Relavis adheres to full Lotus Notes document security and data distribution rules. Reps will have access to their leads as defined by their business rules, but have the ability to share information with their team.
| Collateral and Brand Management | What it means to sales and marketing reps |
|---|---|
| ► One place for all your marketing collateral | ► Enables fast and easy searches |
| ► Provides tracking to monitor usefulness of documents | ► Helps marketing focus their attention on the right marketing materials |
| ► Ensures everyone is using current version | ► Ensures users will not send out or use outdated material |
| ► Automated approval process before publishing | ► Ensures only approved documents are available for use |
| ► Automated expiration and archiving | ► Provides quicker access to current documents |
Collateral and Brand Management
Having the right presentation and collateral is critical for sales people to close business. You want to share documents that the most successful sales people are using. It is also necessary to ensure that everyone is using the most up-to-date documents approved by marketing. Relavis CRM provides marketing people a central place to publish all the materials a company needs. Searching through mail folders and hard drives, and making calls to marketing will become obsolete. Even greater efficiency ensues as marketing can monitor which documents are employed most frequently so they can focus and prioritize their efforts on the most used ones.
Publishing
Approved documents can be published so everyone in the field has access to the most up-to-date materials. Multiple categorizations and searches are provided, making it easy to find what you need, when you need it.
Workflow Approval Process
Setup processes where documents will automatically be routed to the appropriate people for approval. People are notified via email when a document needs their approval.
Status Settings and Archiving
Statuses may be set manually or by the system based on the company's publishing rules. Archiving follows automatically.
Full PDA Access
All marketing documents - including those with attachments - are fully accessible directly from the user's PDA.
Collaborate
Everyone has the ability to post responses on any published document so the marketing team can deliver what is necessary to the field reps.
| Measuring Success | What it means to sales and marketing reps |
|---|---|
| ► Track every campaign to a lead and opportunity | ► Ensures repeatable success |
| ► Track which marketing channel is most effective | ► Ensures a greater selection of better leads |
| ► Track and compare costs of initiatives | ► Get best bang for your buck |
| ► Follow history of campaign and leads | ► Allows for continued improvement |
Campaign Effectiveness
Are you getting the best bank for your buck? Are the leads you are getting making it through the system? Are the leads turning into opportunities and closed deals? What are your percentages of leads that come from different marketing channels and type of campaign? These and many more questions can be answered when working with Relavis Complete to create and track all your marketing initiatives. Use Relavis' analytic tools and integration with Excel and dashboards to gain complete visibility and control over marketing programs.
Win-Loss Analysis
Use analytics to determine what percentage of deals we are winning and which marketing initiatives they are tied to. See what issues are causing lost deals in order to adjust sales and product strategies.
Custom Views and Graphs
Real-time results from campaigns and lead-generating activities can be created and viewed online. Graphs can be done on the fly with our wizard.
Reporting and Charting Tools
Relavis' easy-to-use wizard can be employed to create and customize reports quickly and efficiently.
Segmentation Analysis
Prospects and customers can be identified using key demographics so users can recognize changes in purchasing behavior. Behavior shifts may also be spotted based on location, size, industry, etc.
Create Dashboards
Marketing and sales dashboards can be set up to easily view and analyze data. Dashboards can be organized by role and accountability so that people will see only what is pertinent to them.
Customizable Homepage
Each user can customize their own homepage with only the views, graphs, dashboard and navigation they want.
