Lead Generaton

1. Budgeting functionality - Can I create, modify or view marketing budgets and actuals
2. Project/task management - Can I manage my schedule and to-do's for different projects and in aggregate?
3. Workflow management - Includes workflow processes for budgets, approvals, and collaboration
4. Collateral Version control - Is there a way to ensure that all instances of a marketing document get updated no matter where they're located?
5. Marketing Asset management - Centralized control of branding, logos, value propositions, etc.
6. Campaign management - Can I merge lists with campaigns (fax, direct-mail, e-mail)
7. Off-line and on-line campaign integration - Ability to track recipients/responders & results electronically, even for off-line campaigns
8. E-mail marketing - Opt-in, Opt-out list management
9. Rich media marketing - Voice/video
10. Partner campaign integration management - Provisions for customization of marketing material for channel partners (Campaign Syndication)
11. PPC (Pay per Click) management - Implementation and analysis
12. Event Management tools - Off-line and/or on-line events
13. Event planning & follow-up - Tools to manage the process and follow-up
14. Campaign ROI/Analytics - Metrics such as response rate, conversion rate
15. Customizable dashboards - For a quick visual update on results
16. Customizable reports - For in-depth analysis
17. Segmentation analysis - What are the characteristics of those responding to campaigns
18. E-mail marketing - Accessible by sales for personalization.  Can a rep select a campaign, personalize the e-mail and send it off? And/or, can marketing campaigns be sent "on-behalf-of" sales reps
19. Campaign synchronization with CRM - Can sales easily see who was sent each campaign, and how they responded?   If Sales sent the e-mail, will marketing know?
20. Data Analysis - Can I see who opened, can I see who "converted" i.e. clicked on a link, signed up for newsletter?  Real-time?
21. Web Content Management - Is it easy for marketing to update the web-site, and add landing pages
22. Search Engine Optimization (SEO) analysis - Will that content be optimized for key words?
23. Self-service survey creation/editing capability - needs no IT involvement
24. Self-service editing of Registration pages
25. Web Analytics - site visitors, conversions, search terms
26. Collateral management - Version control, automatic updates on all locations,fully accessible by sales for viewing, printing, linking, attaching.
27. Sales Template development and management - Can I make templates available for lead follow-up by sales reps based on lead type?
28. Can I categorize templates in different ways based on information requested?
29. Database management & maintenance - Contact and prospect lists
30. Hooks to back-end databases - used for billing and other administrative functions
31. Database rejuvenation tools - Research company URLs for real-time contacts
32. List development/lead searching - Does it help me develop lead lists
33. Trade-show/directory mining - Is there a tool for capturing names from on-line directories
34. On-line list extractions - Includes ability to find companies meeting certain criterion and to extract names, and contact details from online directories
35. Paid lead databases - Lead lists
36. Target company list generation tools - Tools to research companies/contacts in niche markets or verticals
37. Real-time web-mining - Deep web-search and extraction tools
38. Customer analysis - Tools to perform analysis on client or prospect base
39. Profitability analysis -
40. Cost of sale analysis
41. Segmentation analysis
42. Market segmentation
43. Competitive Analysis & comparisons - Are there specific tools for this

Lead Management

1. Reference management - Processes for requesting, obtaining, making available to and tracking usage by reps
2. Testimonial management - Processes for requesting testimonial's and tracking their usage
3. Rules-based automated response follow-up
4. Automated Web-to-lead distribution
5. Lead activity tracking and notification
6. Lead history tracking
7. Lead routing - Round Robin, Ratio-based, Rules-based
8. Lead scoring - Automated, rules-base
9. Partner Relationship management
10. In-bound call routing and handling
11. Out-bound call dialing & handling

Lead Conversion

1. Conversion tagging & notification
2. Quote management: product/pricing/availability
3. Proposal management
4. Document Generation
5. Cultivating campaigns
6. Competitive knowledgebase
7. Sales Knowledgebase/resources
8. Key selling points
9. References database
10. Case studies
11. KPI Analysis (key performance indicators)

Customer Care

1. Billing
2. Fulfillment
3. Customer satisfaction
4. Case Management
5. Resolution Management
6. Knowledge Management
7. Customer Portal
8. Customer Service Reporting and Analytics

Click here to register for instant access (its free)

The Smart About Sales CRM Software Selection tool searches 80 products for over 80 features.  

Free...Get Instant Access

CRM Software Comparison

  Want to know the fastest way to learn about

  CRM Software?  Use our new Selection Tool.

• We analyzed 80 CRM software packages using a pre-defined, common set of features which allow you to compare CRM software side by side. 

• Then, we put this data into an intuitive comparison tool that is 100% FREE and fast and easy  to use.

• Select the features you want and the list of matching CRM Software programs changes before your eyes.

CRM Software Comparison Tool Searches 80 CRM Packages ... Instantly  

Free Get Instant Access

CRM The Right Way