Campaign Management

Take Your Sales & Marketing Efforts to the Next Level

Manage Everything in One Place

With built-in features for creating campaigns, tasks, lead sources, budgets, schedules and other elements defining the details of your marketing campaigns, Aptean CRM campaign management helps you execute and manage them all concurrently in one place.

Powerful Workflow Engine

Workflows consist of a series of conditions, rules and actions that serve to automate processes. The Aptean CRM workflow engine gives you the ability to build logic into your sales and marketing drip campaigns so you can automate processes, such as scheduling and delivering marketing messages, triggering alerts, automatically generating follow-up reminders, sending confirmation emails and so forth. Workflow for campaigns is configured in steps that can be set up to start on a given number of days from the previous step, or after a specific event occurs with a target.

Best yet, our workflow engine is intended to be used by marketing professionals—so you don’t have to be a developer to use it. Our intuitive platform is straightforward and easy-to-use.

Make data-driven marketing decisions

As marketing professionals, it is essential we have tools at our disposal to help us distinguish the successful marketing campaigns from the unsuccessful ones. Aptean CRM campaign management provides comprehensive reports and dashboards that allow you to drill down into the details of your marketing initiatives and determine where you’re generating the best return on your investment.

• Track the success of your email marketing campaigns using metrics such as open rate, click through rate and bounces.
• See which opportunities originated from each campaign and learn the ROI of each opportunity.
• Establish campaign estimates and compare them to actual costs per opportunity, costs per sale, etc.