1. Overview of Marketing (ShareMarketing)

ShareMarketing is ShareCRM’s integrated marketing solution that supports enterprise Marketing Management across the entire customer journey — from acquisition to conversion.

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Core ShareMarketing business process:

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ShareMarketing solution value:

1. Channel performance tracking The system connects to your existing marketing channels and provides a unified Leads view and Leads workspace to identify sources and evaluate channel output. This helps optimize channel allocation and improve customer acquisition efficiency.

2. Granular lead management Automatically identify lead sources, handle duplicate Leads, evaluate quality, and visualize assignment and progression. Marketing can track conversion from each channel and improve lead conversion rates.

3. Nurture and convert existing customers and prospects Find growth within existing assets by engaging customers through Live, Conference, advertising, company-wide marketing, WeChat Official Account, SMS, and email. Interact with customers to enrich customer profiles and nurture existing Accounts and Leads.

4. ROI analysis Analyze marketing performance by channel to calculate return on investment (ROI) and identify the most effective marketing approaches for your business.

2. Module Descriptions

2.1 Channel Acquisition

Historically, marketing channels operated in silos with distinct customer pools and processes, making unified tracking difficult. ShareMarketing centralizes channel management and consolidates promotion results and Lead acquisition data. Marketing can instantly see customer behaviors — for example, which website visitors became Leads, which Products they viewed, whether they follow the company’s WeChat Official Account, or attended offline events.

ShareMarketing supports integration with common Lead acquisition channels, bridging website, offline events, WeChat and others. Customer information collected through these channels (potential customer records) is automatically stored in the marketing Lead Pool and enters the Lead lifecycle progression.

picture coming soon: 全渠道获客数据归集，建立企业线索库、私域流量池

2.2 Nurture and Convert

Information collected from each Campaign form automatically creates Sales Leads. To enable seamless collaboration between Marketing Management and sales teams and improve follow-up efficiency, we recommend implementing the following Lead lifecycle management process for refined Lead handling.

picture coming soon: Lead lifecycle management process

Based on this flow, we suggest CRM administrators apply the following configurations. Contact your implementation consultant or CSM for assistance.

1. Enable Lead lifecycle stages Activate Stage Management for Leads and enforce stage progression. Raw Leads acquired from marketing channels that have not been nurtured or not reached the required score should not be handed to sales. Marketing nurtures Leads until they meet the standard and are marked as Marketing Qualified Leads (MQL) before assigning them to sales for follow-up.

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picture coming soon: Marketing marks Leads that meet sales follow-up criteria as “Marketing Qualified Lead (MQL)”

picture coming soon: Marketing marks Leads that meet sales follow-up criteria as “Marketing Qualified Lead (MQL)”

1. Enable duplicate Lead handling rules Configure duplicate handling rules so the system automatically identifies duplicate Leads, performs merging, and tags duplicates with “Duplicate”. Click the “Duplicate” tag to view duplicate records.

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In the duplicate dialog, you can review duplicate Sales Leads, Accounts, and Contacts associated with the current Lead.

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1. Enable Lead scoring rules Multi-dimensional Lead scoring helps segment and prioritize Leads, determine follow-up priority, and establish a unified quality standard for Leads between Marketing and sales.

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3. ShareMarketing Feature List