Clicking Marketing takes ASPEC users to the Market module. The marketing module contains Campaigns, Events, Collections, Leads, Scope (if enabled), and Interactions. Users can create Campaigns and Events. Events can be viewed in a separate list view by clicking the Event link in the navigation menu—the Events listview functions the same way other listviews do.
The marketing module in ASPEC offers a Tradeshow feature in Scope. To configure a Tradeshow, first users have to be given permission to see Scope on the user profile level. The administrator may also give themselves and other users the ability to view all scope-related records in the user profile. (Note: If this option is […]
In the Scope setup section when Accept Leads on other Owner’s behalf is selected (figure 1), any user that has the ability to edit the Lead is able to accepts it. If the option is clear, only the Owner can accept the Lead. Owner and Admin can change the Lead Owner. The other users will […]
Customize/Campaings page of the ASPEC Setup is designed for importing Marketing Campaigns and Events. Fig: Campaigns and Events Setup
If your organization is using a Marketing module of ASPEC then you can take advantage of tracking Interactions that are related to a Marketing Event. Fig 1: Marketing Interaction Creating Marketing Interactions You can create Event focused Interactions from a Marketing Event. They will be automatically linked to Contacts that participate in the Event. You […]
When a marketing Event is created, you want to ensure that the applicable Contacts are targeted in a timely manner. For example, if your attended a tradeshow, you want to call Contacts that visited your booth. To automate this process, tag these Contacts for an action relevant to the Event. To have the list […]
In ASPEC, a Lead is an expression of interest in your product or service. Leads may or may not translate into future business for you. Lead management is tightly integrated into the customer management and the CRM workflow of ASPEC and data entered at any stage carries through to all associated lists, forms, and reports. […]
Marketing is the patron of selling, the source of its livelihood. The smooth functioning of marketing campaigns and the effortless transition of marketing leads to sales opportunities promotes success. Click on the Marketing tab to view Campaigns, Collections, Leads, and Interactions. Fig :Marketing tab Each Marketing Campaign consists of one or more Marketing Events. Each […]
Marketing Campaigns are developed, created, and implemented in the Marketing module of ASPEC CRM. Each Campaign is geared towards to a particular aspect of your business, including Products, Product Groups, Divisions, Departments or your company as a whole. Campaigns can be any set of customer-directed Events leading to an identified goal. Events are where Marketing Plans […]
Marketing Events target specific groups of Contacts or have an undefined audience. Collections of Contacts are comprised of static or dynamic segments of the Contact database that meet specified criteria. For example, mass Emails Event could be targeted at Contacts with a specific product interest, whereas a Tradeshow might apply to a subset based on geographical or industrial […]