CRM Software for Print and Web Marketing

B2B Web portal solution that provides marketing departments with a platform for creating, managing, delivering and measuring the return on cross media : marketing campaigns and business communications.
It is the foundation for increasing campaign effectiveness, reducing marketing expense, and differentiating from the competition.
It is a powerful Marketing Portal Solution providing 360 degree closed loop marketing.
Julie Ann provides integrated; Web to Print for marketing collateral, direct mail and email, Integrated CRM, Personalized Landing Pages (PLP), Real Time Analytics and list selection.
With a secured sign-in or store front, users at various security levels can manage clients in their personal CRM, and track results in marketing dashboard.
It includes an enhanced web to print interface with multi-channel and multi-touch marketing.
The system is integrated with list selection and analytics online.
The system gives detailed analytics on campaign results and profiles customers based on ZIP or Postal Codes.

This CRM software is a simple online system offering marketing teams, agents, staff, dealers, etc. the ability to access collateral, stationary, business cards, direct marketing and ad creation online. Users can then personalize information for fulfillment

Key Features

Customer relationship management system (CRM)
Online access to select consumer or business data in US & Canada.
Produce and proof a final high resolution personalized PDF file (Marketing Piece)
Ability to edit, approve or archive final files
DirectWeb (Personalized URL) pages to track marketing effectiveness
Content Management system to update marketing pages
Full security features for management of multiple users
Online accounting system to manage both invoices and e-commerce transactions
Direct Mail module for management of labels and sorting
One to one marketing capability items in the system
Complete reports and dashboard on marketing campaign effectiveness

Typical Users Include:

Client (Public or Extranet)
Sign-in and build, preview, approve and ship collateral, direct marketing piece
Review invoices, transactions and past projects
Storefront functionality to build, ship and proof direct mail and collateral
Client levels include:
1. Agent
2. Office Manager
3. Client Manager

Key Modules

Customer Relationship Management is an easy-to-use dynamic repository of system user profiles from portal administrators through to end users & contacts.

CRM application for managing client contacts on the fly
User rights assigned by administrator restricts access to user level
Integrated HTML email, newsletter functions
Online reports, Dashboard
Import / Export ability to dynamically interact with other databases.

Reports instantaneous, real-time feedback to evaluate the success of marketing campaigns or customer satisfaction surveys.

Access lead and report information
Report on leads from PURL's, survey or form based information
Report on leads from Mail program
Summary of leads from Telesales (Optional)
Complete summary available in online dashboard
Mail simple, user-driven workflow utilizing master templates.
Create a New Job
Create and update pages from a selection of preloaded templates
Layout Approval (instant or through Marketing Dept.)
Can Ship or Mail (Bulk or First Class)
Select Online database
Automatic Post Office Sort (US and Canada) â€“ additional cost
eCommerce Payment available
Invoicing able to work with other programs such as FileMaker Pro.
Online Calculator to understand costs in real-time.

What are PURL's Personalized url that allows reporting, tracking and ROI for individual direct mail, email, customer satisfaction and internet campaigns.

Client has URL printed on Direct Mail pointing to personalized webpage.
Leads from WebPages are instantly loaded into CRM.
Personalized websites are created dynamically for each person in CRM.
Links directly with your present website
Pop-up window with real-time information

Content master templates showing desired brand labeling at a consistent level can be loaded into the system and drawn upon by end-users.

Develop and maintain marketing web information online
Set various levels of security management on content
Can be used as internet, intranet or extranet
Includes various modules including; polls, forms, news etc.
Complete online HTML editor

Product Templates a variety of outputs from the software can be selected directly by the end-user offering control over final products.

Business Cards/Stationary
Notices/Reminders
Postcards/Flyers
Catalogues
Ads
Brochures