Campaign Manager
The campaign manager handles any number of simultaneous campaigns. Within the Campaign Manager a “Master Campaign Form” is set. Most features on this form are “Point and Click”, making it user friendly. From this form, you can:
- Start new campaigns
- Pause a campaign
- Close a campaign
- Set letter frequency for that campaign
In-Touch also allows Sub Campaigns or changes in campaign midstream, allowing creative responses to competitive situations, quarter closings, new product announcements or other significant events.
Contact Manager
This database was designed to house your prospect information. It is estimated that you will store 90% of your total leads in this database with the goal to transition them to your SFA database. Your SFA database will make up the other 10% of your prospects. In-Touch allows you to consistently communicate to the "tire kickers" so you can focus your time and energy on closing sales and servicing customers.
Looking at the Contact Manager, you can see the following:
- Assigned campaigns
- Last letter sent with date
- All email responses
- All Web visits
Actions you can perform from this form:
- Change the campaign assignment
- Create a one-time letter (usually based on some reply of phone call)
- Pause or stop all campaigns
- Mark person as “do not send” (a competitor, for example)
You can also look at the letter chronology for this individual:
- All letters that have been sent
- Dates letters sent
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| Top 18 Uses of In-Touch
1. Partner Outreach - Communicating product and company news to the partner base.
2. Corporate Communications - Letting analysts and others key people know what is happening in the company.
3. Investor Communications - Updating investors on company information.
4. Organizational News - Nonprofit organizations can let their supporters know about the good work they are doing.
5. Press Releases & Media Briefings - Communicate press releases to target press and media outlets.
6. Customer Support - Communicate known product issues (bugs, defects, recalls) immediately.
7. Product Editorial Calendar - Communicate upcoming products.
8. Technical Support Newsletters - Update key technical people on technical tips and support issue.
9. Expired Maintenance Holders - Try to win back formerly loyal customers (e.g. software).
10. Customer Interest Feedback - Survey to find out what information a customer would like to receive on a regular basis.
11. Service Delivery Feedback - Survey recent service level performance from customer's viewpoint
12. Customer Alerts - Immediately notify customers of possible business risks such as severe weather (e.g. insurance).
13. New Product Features Surveys - Feedback directly from customer.
14. Company Announcements - Moves, personnel changes, management changes, opening offices or other significant events that customers would want to know about.
15. Product Upgrade Announcements - Notify customers that new product upgrades are available and explain how to obtain the upgrades.
16. Automatic Software Delivery to Maintenance Holders - Ship the software to them proactively as a benefit of maintenance (software).
17. Product Line Extensions - Survey seeking input to formulate plans for evolving and extending product lines.
18. Internal Communications - Monthly newsletters of internal people & events.
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