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Prospect Profile & HistoryHosted Marketing Automation & Lead Generation

Email Campaigns-An email marketing tool to nurture prospects Organizations can build meaningful prospect profiles that contain all relevant prospect information in an actionable format. Because Sun Bear's marketing platform is composed of a single database and application all communications, interactions, etc. relating to an account are updated automatically and in real time.

All prospect and related contact, lead, campaign queue and interaction data are maintained hierarchically and are accessible through the contact profile.

Specific marketing data housed within the platform includes:

  • Organizations - Prospect companies and related information.
  • Contacts - Specific relevant personnel at the organization.
  • Leads - Sales lead related to a specific sales opportunity.
  • Interactions - Record of all interactions with contacts within the organization.
  • Campaigns - Marketing campaigns and events.
  • Campaign Activities - Activities related to the campaign.
  • Campaign Queues - Lists of contacts queued for a campaign activity (call, email, etc)
  • Surveys - Web, phone and data entry surveys to gather information.
  • Question/Answer Library - Validated questions and answer values.
  • Documents - Html and text document files. For email and letter documents.

> Prospect Profile Info - Customize the prospect profile fields to suit the organizations unique needs.

> Interaction History - Track all touch-points including direct mail, email, phone and web activities.

> Website History - Track all web activity including visits, page views, landing pages and contact forms.

> Survey History - Track completed surveys including detailed prospect responses.

> Lead History - Track leads including lead owner, current status, feedback and follow-up.

 


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