2009-04-06T10:19:00.004+01:00

Integrated Campaign Management and CRM (hy5bxetri2)

1. Importing data
Let's start at the beginning. You have a load of company and contact information. Some maybe customers others not, some with details of what's been bought, others with buying preferences or various other pieces of information. Diamonds Sales Performance handles it all and when importing data will check for duplication, make sure upper and lower casing is correct and apply several other data cleansing techniques. Information is king, so this will make your marketing and sales efforts as focused and effective as they can be.

2. Segmenting data for campaigns
Diamonds Sales Performance provides rich data profiling tools letting you select upon any field, data ranges, logs of previous actions, data and time, previous responses, previous campaigns, and more. Target to:

create a target list that need data cleansing
create a target list that requires market research
create a target list for appointment setting
create a target list for sales qualification
create a list of contacts whose contracts expire in the next “n” weeks

3 Creating email and preparing print mailshot templates
Diamonds Sales Performance guides you through the creation of templates so that you can create personalised messages to your targets. It also requests correspondence codes to allow you to track individual responses. If you plan to send second, third and more email responses based upon outcomes of previous you can create as many as needed at this stage. Not although Diamonds Sales Performance helps you create emails, this is no substitute for quality sales copy.

4. Testing campaigns
Testing campaigns is crucial, not only to prevent errors being sent out, but also to split test campaigns to ensure you achieve the ultimate outcome. Diamonds Sales Performance gives you all that statistics for you to make te right decision – opened, forwarded, clicked through, web page visits, web page paths and more.

5. Managing Campaign Outcomes
Diamonds Sales Performance lets you build rules to manage campaign outcomes. It uses emails opens and forwarded, click throughs to web pages, web page paths taken, page visits, contact requests and more. These rules can group the results into data cleansing; marketing research; appointments setting; and sales leads. Rules can also automatically assigned groups to appropriate tele-marketing and sales teams, splitting work across a teams, or assigning by territories. Having external resources such as tele-marketing directly working on your database improves the quality of your information and improved sales and marketing operations.

6. Scheduling campaigns
Diamonds Sales Performance allows you to schedule campaigns in batches spreading the workload to meet the demands of your resources.

7. Monitoring Campaigns
Diamonds Sales Performancevia dashboards offer a variety of ways to monitor the progress of your campaigns. You can view campaigns sent, failed, opened and forwarded, click through to your campaign landing page, web page paths taken, page visits, contact requests, and unsubscribed. Have extensive information enables you to learn and improve upon future campaigns.

8. Processing Campaign Outcomes
The rules previously mentioned will assign work to tele-cleansing, tele-research, tele-appoint and sales teams and notifications the individuals concerned. Not mentioned earlier, rules also set best practice workflows at the sames time so that tele-marketing and or sales teams follow best practice from the onset.
Note: Being web based it doesn't matter if these assignees are internal or external resources.

8a. Tele-Cleansing
Diamonds Sales Performance provide tailored forms for tele-cleansing use. These forms can be easily tailored in just a few minutes, if needed to change.

8b. Tele-Research
Diamonds Sales Performance provide tailored forms for tele-research use. These forms can be easily tailored to add new marketing scripts and data collection fields in just a few minutes, if needed to change.

8c. Tele-Appointments
Diamonds Sales Performance provide tailored forms tele-appointment to use to book appointments for sales people. Again Diamonds Sales Performance allow customisation of these forms in minutes.

9. Lead Management
Diamonds Sales Performance lead management follows your best practice process and like most will no doubt concentrating on the qualification of the lead. By applying your own best practice sales process you can ensure that all necessary qualification steps are followed prior to making this lead into an opportunity. The steps, usually questions you ask to potential buyers provide insight, if recorded, when reviewing win/loss reports you can assess to prove the validity of the questions being asked, thus providing a mechanism for continuously improving.

10. Opportunity Management
Much like lead management, embedded workflow and best practice guidelines can help you manage your sales opportunities more effectively. Depending on what you sell and who you sell to your sales process may vary. Diamonds Sales Performance allows any best practice sales process for opportunity. Through enforcement of best practice and monitoring of, you are able to ensure the required steps are taken to assess all aspects of the opportunity and progress the sales through your sales cycle(s) through to closure.

11. Contact Management
Comprehensive contact management, allows you to maintain all information pertaining to your contacts that can aid you in your sales cycle. Contact relationships can be maintained, tasks can be assigned against specific companies, contacts, leads, opportunities and completed actions can be logged. Through a comprehensive activity log, you are able to have a clear overview of your interactions with the each contact. A contact search wizard along with a quick view recent contacts list, allow you to quickly access contact information when required.

12. Company/Account Management
Company and Account management allows you to maintain extensive information from multiple addresses and contact information through to financial and trading information. Contacts can be added or associated to accounts/companies and leads or opportunities can be started quickly from the company properties screen. As with contacts, tasks can be assigned and actions can be logged. All of this can be viewed via an extensive activity log, giving a clear overview of previous interactions with the company. Previous and active projects (leads & opportunities) can also be quickly viewed via the properties screen.

13. Order Management
Users are able to maintain an overview of opportunities that have been converted to orders, and workflow and best practice can also be adopted around the management of these orders. Order management is also a strong point for integration with other applications via web services, allowing you to achieve complete visibility of all of your orders and their status.

14. Role-based Dashboards
Fully customisable dashboards are available for different roles whether they are sales team members, managers, external users or executives. The flexibility of the solution together with its graphs and report capabilities mean that many views can be generated, allowing for data to be rolled up, rolled down and separated by team member, time period or product type.

15. Key Performance Indicators
Key Performance Indicators dials can be incorporated into dashboards or properties screens, giving users a quick overview of their performance against set benchmarks across the system. Best Practice compliance can be monitored in this way along with general sales activity performance.

16. Graphs & Charts
Diamonds Sales Performance solution contains a number of graphically rich graphs and charts that are adopted to give quick visual reference of the state of information in the system along with your business activities.

17. Drill-down Reports
Various reports can be generated that display information in list format and have the added features of hierarchical information structuring along with drill to detail functionality.

18. Best Practice Measurements
Reports are available displaying best practice compliance and performance information against opportunities, allowing you to gain a detailed overview of your best practice performance in relation to sales performance.

19. Best Practice & Workflow
Through wizard functionality, you are able to create your own workflow templates and associated best practice topics relating to each stage in the workflow. Tasks can also be created against each stage of the workflow and can be specifically assigned to the various team roles that are included against the specific workflow template. Depending on how your sales team is assigned - the user given the specific role will then receive the task assigned to that role within the context of that workflow.

20. User Administration
Configuration of Users, Business Roles, Departments, Organisational Divisions and Territories are all possible within the solution allowing you to comprehensively set up your solution to best reflect your own organisation

21. Lookup Data Management
The way in which you classify your Contacts, Companies and Products etc, are vital in ensuring that an application feels like your own and matches your specific business needs, which is very true for campaign profiling to target the best possible contacts. With Diamonds Sales Performance you are able to add and modify your specific lookup data, covering all facets of the application.

22. Sales Support Documentation
Support documentation is available against your leads and opportunities as dictated by the workflow template being followed. Documents are accessible via a tab page made available as part of the properties screen of the relevant activity, meaning that all necessary workflow documentation is only a matter of a few clicks away.

23. Attachments
Any additional information in electronic format that may have been required or utilised as part of the workflow, can be attached to the relevant lead or opportunity. These documents are then easily accessible from the properties screen. The ability to attach any additional collateral used, is not only vital to the sales cycle itself but also to the process of continual review and improvement in your own best practice guidelines.

24. On-Demand or On-Premise
Diamonds Sales Performance is offered as an on-demand solution in both single and multi-tenancy. The default is multi-tenancy as single tenancy costs more and are usually large sites and or more ASP like, i.e. heavily customised. However, if you prefer to host it on your own premised that is fine by us. The benefits of one versus the other are nothing to do with customisation of Diamonds Sales Performance but more to do with the integration needs of your existing applications.

25. Services
You can customise Diamonds Sales Performance yourself, it's easy enough and quick to do so. It has been designed so that anyone can customise it to their needs, and only when integration to other applications will you need IT skills. Diamonds Software are pretty sure you have enough on your plate already, making or managing sales. So we suggest you contact Diamonds Software or one of our partners to discuss your specific requirements and pricing options. Because it is so easy and fast to change our services the costs are typically 75% less thatn with other solutions.

26. Demonstrations and Trials
We have set up a demonstration system loaded with sample data so that you can explore our capabilities. If you would like access please contact us. If you like what you see you can request a trial, so we suggest you send your data which we will load into a trial system just for you. It makes it easy for you.

Diamonds Sales Performance - Integrated Marketing and Sales Solution