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Marketing

Marketing

BusinessMan contains a comprehensive marketing system which allows you to create marketing campaigns (Email/Letter/Phone/SMS).

  • Letter/Email/Phone/SMS Campaigns
  • Manage Response Tracking
  • Mail Chimp Integration
  • Import Customers/Prospects/Suppliers
  • Import/Export Addresses
  • Use Campaign Templates
  • Print Labels
  • Add BCC recipients
  • Add CC recipients

Summary

Track email date and time when opened usign the BusinessMan tracking link API.

Prospective customer data from mailing lists can also be imported into the marketing area. Twitter is also integrated into the marketing, so your customers can follow your postings.
When a campaign is created, the recipient can be from the prospecting data or from existing customer contacts, or from both. Mailing, email, SMS or telephone campaigns can be created, with HTML mail and letters created and sent from within the system, or the data collated and exported for external mailing or email campaigns.

Campaign data is recorded against each recipient so you can see what campaigns they have participated in. When a recipient responds positively to the campaign, this can be recorded simply by selecting a tick next to the recipient in the list.

Campaigns can be analysed for responsiveness and a graphical representation produced to find out which campaigns have been successful.

Features

  • New Campaign
  • Delete Campaign
  • Find Campaign
  • Campaign Templates
  • Print Label Set
  • Letter Campaigns
  • Telephone Campaigns
  • Email Campaigns
  • SMS Campaigns
  • Track emails when opened
  • Add Recipients (Import)
  • Export Emails/Addresses
  • Manage Recipient Response
  • Mail Chimp Integration
  • Twitter Integration
  • Add BCC recipients
  • Add CC recipients

Screen shots

Marketing

Marketing campaigns include: Letters, Email, SMS and telephone. Use templates from previous campaigns. Twitter integration - post tweets live to Twitter.

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FileMaker CRM Marketing Software Template

Marketing Overview

From the Sales dashboard we will go straight to the marketing area by selecting the campaigns and a show all button will list all the current campaigns in the system. Campaigns for e-mail shots, letters, SMS and telephone calls can be created here. Recipients can be added from existing customers or from the prospects module. Those subsequent addresses or e-mail addresses can be exported for external use if required. HTML e-mail can be created and sent from the system. The sending of e-mail can be timed so that each e-mail can be sent at intervals of your choice so your e-mail server may not be categorised as a spam source.

The marketing module also integrates directly with Twitter.



FileMaker Business Alliance
FileMaker Certified Developer

Computech IT Services Ltd are certified FileMaker Pro Software Developers and are a member of the FileMaker Business Alliance. BusinessMan is a complete Business Management solution incorporating CRM Software, FileMaker Scheduling and booking software, FileMaker timesheet and Job management software, FileMaker Templates and Order processing software for your business. BusinessMan is your only complete Business Software for Mac and Windows.