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Neocase CRM—Marketing Automation Solution

Neocase Marketing Automation Solution provides your sales and marketing organizations with a comprehensive set of marketing tools that helps optimize the effectiveness and cost-effectiveness of targeted communications to your prospective and existing customers. By integrating all the functionality of Microsoft Dynamics™ CRM 4.0 sales and marketing with Neocase Customer Service, the Neocase CRM software application gives your marketing organization the ability to track leads within the sales pipeline to quickly create, manage, and track campaigns associated to sales and account activity.

Neocase Marketing Automation Solution Benefits:

  • Quickly create target and personalize campaigns.
  • Plan more proactively.
  • Manage marketing campaign activity more effectively.
  • Improve lead handling through campaign management.
  • Develop lists and manage lead lists more efficiently.
  • Identify target audience and sales trends to build customer loyalty.

Neocase Sales Automation Solution Features:

  • Direct e-mail

    Increase sales productivity by selecting customers based on common characteristics. Use standardized templates to send customized e-mails with special offers.
  • Marketing campaigns

    Plan your marketing strategy based on budgets and expenses, promotion codes, target products, and collateral.
  • List management

    Publish and manage lists for specific marketing campaigns, or for future marketing campaigns.
  • List segmentation

    Query lists to locate accounts that meet specific criteria.
  • Marketing templates

    Create a marketing campaign and re-use it as a template for future marketing campaigns.
  • Campaign execution

    Track marketing campaign activities, import leads, convert leads to marketing opportunities, view cost and performance data, and more.
  • Campaign tracking

    View marketing campaign performance reports. Assess marketing success based on opportunities, cost versus payoff, and other criteria. Analyze marketing results.