[:en] Access Control Complex organizational structures span across multiple sites and departments. In ASPEC an Account can encompass the whole organization or just its part. Moreover, Accounts can be segmented into many branches and levels of Sub-Accounts. You may decide that only selected people in your sales force have access to parts of the whole organizational structure, based […]
The listview displaying Leads may be included in the Sales or Marketing module, depending on ASPEC Setup configured by the Administrator. Fig 1: Lead in the Sales module The lead listview can also be viewed in the marketing module as it is related to Scope. Columns in this Listview are configurable by each user. This […]
After logging in to ASPEC you will see your Home screen. On the top right hand side of the screen you will see gears with a drop down arrow. Click on the drop down menu and select Setup. Clicking Setup opens the ASPEC Setup section. The full Setup is available only to Administrators. Other users […]
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 […]
Getting Started: To begin using ASPEC, do the following: Open your web browser. Enter the web site address (URL) of ASPEC provided by your ASPEC administrator and press Enter. Wait for a login screen to appear asking for your user name and password. Enter your login name and password and press Enter or the Log […]