Product Demos


SugarCRM Customization

Features

1. The Campaign- Define the actual campaign.  Will it run monthly, daily, or some other time in the future?
2. The Campaign Query- This query engine determines what you will query in your system:  Leads, Contacts, Accounts, Cases, or Opportunities.  This creates the prospect list.
3. The Campaign Action- The Action will send the e-mail, schedule the call, schedule a task or call custom PHP code.

Marketing Manager

A powerful query engine allows you to query your leads, contacts, accounts, opportunities or cases. Prospect lists are generated and actions are performed on these prospect lists Actions can be one of the following:

• Send the Lead, Contact or Account an Email
• Schedule a Call - Build Call Lists and assign to the owner of the Lead, Contact or Account.
• Or assign the call to user of your Sugar instance
• Create a Sugar tasks for the Lead, Contact or Account and assign to the owner or assign to any user.

Marketing Manager will work as a stand alone module or compliment our Process Manager Module. Other expamples include sending all your contacts a monthly newsletter.

Marketing Manager has been designed to work with Sugar Professional and the Community Edition for MY SQL.  We do not have support for ON-Demand at this