CRM systems typically ignore the importance of marketing, in particular e-mail marketing. Many CRM vendors such as SalesForce, Microsoft and Oracle rely upon the third party ecosystem such as ConstantContact and MailChimp to supply add-ons which suffer from two major drawbacks:
- Cost - users have to pay more to get e-mail marketing functionality
- Island of Information Syndrome - the marketing data has to be exported and imported shredding your data everywhere
TriSys does not expect its customers to pay more for e-mail marketing, or have to resort to the inconvenience of moving data out into these islands.
We therefore provide, at no extra cost, a fully functional industrial strength marketing engine built right into TriSys Version 10.
TriSys customers are able to do the following using our application:
- Import data from e-mail marketing agencies in spreadsheet format - for example XLS
- Assign attributes/skills to all imported data to track the success of the marketing campaign
- Create full template-driven e-mail marketing campaigns using Actions
- Generate e-mail templates in .DOCX format merging ANY field from the TriSys database
- Include in-line images, hyperlinks, tables, headers, footers, fonts - everything that Word can do
- Create highly personalised e-mails using TO or via BCC as desired
- Conduct sophisticated smart searching using the tags assigned to imported contacts
- Preview the generated e-mail merge in the TriSys action
- Specify note/history and scheduled follow-up tasks to be merged/generated and linked to contacts
- Assign attributes/skills to all generated action tasks
- Send via Outlook with or without confirmation dialogue or for large bulk, send directly via SMTP to G-Mail, Office 365 etc..
- Capture all recipient clicks and record which link was clicked, by who and at what time
- Allow recipients to opt-out of future e-mails to comply with data protection and e-mail marketing legislation
- Provide a comprehensive anayisys of e-mail marketing campaigns using our built in business intelligence engine
- Cross reference all future business transactions against the success of historic marketing campaigns
- Keep ALL customer related data in one place at all times, like any modern CRM system should
Please take a test drive of our smart client to see this in action and try it for yourself.