Marketing Overview

The marketing section of ShareCRM supports the whole-process management of planning, execution, and analysis of marketing activities. Track the whole process of each marketing activity, record various information of the activity; query, analyze and count the effect of the activity; flexibly customize rich and real-time data analysis reports and statistical charts, and clearly view the status of various marketing activities. Diversified report statistics, effective tracking of market changes, timely adjustment of activities, understanding of lead/customer/business opportunity acquisition, cost of obtaining leads, input-output ratio and other data, providing powerful data for new market activities and company strategic planning support. Marketing personnel can share marketing materials, documents, customer information, etc. with other departments and personnel, maintain close contact with the sales department and other business departments, promote business collaboration, and improve the overall work efficiency of the enterprise.

1. Business Scene Description

The company held multiple marketing activities to collect a large number of sales leads, and through the distribution, follow-up and verification of these sales leads, they were successfully converted into customers, contacts or business opportunities.
Use the report "Statistics of lead conversion process by marketing activity" to analyze the conversion of sales leads for each marketing activity. For example, the lead conversion rate of an exhibition is 2%, and the lead conversion rate of a product promotion meeting is 5%. Therefore, one more product promotion meeting can be appropriately held to obtain sales leads. Of course, other factors such as actual input costs should also be considered when analyzing market activities.
2023-02-17
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