|
Feature
|
CRM
|
MPULL Marketing Software
|
|
Account Management
List of all accounts, their status, categorization and who is responsible for them.
|
Yes
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No
|
|
Contacts Management
Management of contact people within accounts and their contact details.
|
Yes
|
Yes
|
|
Opportunity Management
Function to manage potential sales opportunities including product interest and potential revenue, and proposed sales closure date.
|
Yes
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No
|
|
Sales Forecasting
Integrated into Opportunity Management, whereby based on previous time periods, sales patterns for the future are forecasted and targets are assigned and managed to individuals and teams.
|
Yes
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No
|
|
Sales Process
Managing the steps to be taken when selling in order to give a standard and high quality experience to every potential customer.
|
Yes
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No
|
|
Call Logging
A function to record the details, minutes and outcomes of any incoming or outgoing calls between account contacts and the employees of the company.
|
Yes
|
No
|
|
Quotes
From an opportunity, several formal quotes can be created which involves adding specific product combinations, terms and pricing.
|
Yes
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No
|
|
Contracts
Once a quote is accepted, resulting in an opportunity being won, the quote is progressed into a Contract.
|
Yes
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No
|
|
Collateral and Digital Asset Management
All brand collateral is stored and categorized for easy reference; items such as brochures, logos, template, case studies and image libraries are included. Within the CRM environment, where billing is based on number of users, the sales team can access this, however in Marketing Automation the entire organization has access to this.
|
Sometimes
|
Yes
|
|
Channel Management
Ability to manage the opportunities, quotes and contracts for different teams, regions and resellers with their respective targets and margins tracked.
|
Yes
|
No
|
|
Ticketing and Customer Services Management
A function to manage any problems experienced by the customer.
|
Sometimes
|
No
|
|
Collaboration
Within the CRM environment this feature would allow sales teams and their supporting structure to share and give feedback on opportunities, quotes and contracts. With the Marketing Software environment, this function allows for users to collaborate on campaigns, giving status updates, feedback and suggestions.
|
Sometimes
|
Yes
|
|
Marketing Process and Workflow Management
Map processes and workflows to be followed when activating campaigns for each marketing discipline and allow for tasks to be assigned, and escalated.
|
No
|
Yes
|
|
Marketing Calendar
View all marketing campaigns and activations, across disciplines, regions and business units in a calendar format, and easily identify opportunities for collaboration or areas of duplication or conflict.
|
No
|
Yes
|
|
Performance Appraisals
Manage team performance, providing on the job feedback at campaign level that can be consolidated into an objective end of period appraisal.
|
No
|
Yes
|
|
Custom Lead Scoring
Provide a score indicating how qualified the lead is to make a purchase based on their actions.
|
Sometimes
|
Yes
|
|
Path to Purchase Wizard
Tool to assist in mapping your consumers purchase journey to a triggered strategic communications program based on their actions.
|
No
|
Yes
|
|
Lead Nurturing and Triggered Email and Text Messaging
Sending personalized and relevant e-mail and text messages to a consumer based on the path to purchase created for a particular segment or product.
|
No
|
Yes
|
|
Web Visitor Tracking
Tracking the pages visited and actions taken by a consumer on your website, integrated with the lead scoring and lead nurturing functions to evaluate qualified leads.
|
No
|
Yes
|
|
Social Contacts Engagement
Nurture leads using their social accounts instead of e-mail and text messaging.
|
No
|
Yes
|
|
Landing Pages
Using a simple page builder, create landing pages that can be used as destinations and calls to action in your campaigns, whether they are traditional or online. And create engagement pages such as post event photo galleries.
|
No
|
Yes
|
|
Dynamic Forms and Surveys
Create forms and surveys using a drag and drop interface and build up data rich consumer profiles, and valuable research insights.
|
No
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Yes
|
|
Dynamic Content Newsletters
Using a WYSIWYG editor, create personalized and segmented e-mail updates and newsletters with the ability to track readership and engagement.
|
Sometimes
|
Yes
|
|
Text Messaging Composer
Send personalized text messages updates to your contacts based on their preferences and segmentation.
|
No
|
Yes
|
|
Competitive Intelligence
Crowd source competitive intelligence on markets, products and regions using this function. Everyone within your organization can contribute and access this knowledge to assist in making informed decisions.
|
No
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Yes
|
|
Branded Merchandise and Swag Store
An online store that allows users to order branded merchandise, and specify exactly who is receiving it, in order to track return on investment and better control stock.
|
No
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Yes
|
|
Personalized URLs
Engage on a 1-to-1 level with your markets with a URL that is created specifically for them, and a landing page or form that displays dynamic content based on their preferences.
|
Sometimes
|
Yes
|
|
RSVP Management
Allow users to register to attend open events, or manage acceptance of invitations to closed group events using a professional online interface. And keep the delegates updated with integrated bulk e-mail and text message updates.
|
No
|
Yes
|
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