Marketing Planning Management Module For Perfex CRM

Marketing Planning Management module for Perfex CRM

Note: This is a module for
Perfex CRM. Not a standalone script.

Brief description

Marketing Planning Management Module is a complete suite designed to streamline and improve the effectiveness of promoting campaigns by means of meticulous planning, monitoring, and administration throughout a number of channels and segments. This sturdy module is a vital device for organizations aiming to optimize their advertising and marketing methods, enhance buyer engagement, and drive enterprise progress by means of data-driven insights.

Module Features

Planning Management:
- General Information Management
- Activities Management
- Kanban Board Management
- Budget Management
- Goal Management: Lead Source, Lead Location, Website Visits Location, Website Visits Referral URL Count, Organic Website Visits Count, Social Website Visits Count, Website Visits Source, Website Engagement Page View, Average Lead Source, Count of Raw Leads Generated, MQL to SQL Conversion Rate, Count of Leads That Moved Up A Stage, SQL To Closed Won Conversion Rate, Visit Type New Returning, Website Engagement Goals, Emaill Engagement, Leads Count By Stage, Leads Engaged, Via Planner Count, Count of SQL, Count of MQL, Count of Leads Closed Lost, Count of Leads Closed Won.
- Reports
- Lead Management
- Customer Management
Segment Management:
- General Information Management
- List View, Chart View, Kanban View
- Statistics: Total Number of Lead, Total Number of Client, Number of Active Campaigns, Number of Campaigns Participated, Contacts In Time, Segment Stats By Campaign
- Lead Management
- Customer Management
- Filter Management
Component Management:
- Asset Management: General Information Management, Chart Statistics
- Form Management: General Information Management, Form Builder, Form Information & Setup, Integration
Channel Management:
- Email Channel: General Information Management, Email Builder, Preview, Statistics, Lead Management
- SMS Channel: General Information Management, Preview, Statistics, Lead Management
Dashboard & Reports: Total Budget, Total Expense, Acquired Contacts, CPA, Budget Split, Expense Split, Budger vs Expense
Settings:
- Category Management
- Email Template Management
- SMS Template Management
- Form Custom CSS

Demo

Marketing Planning Management Demo

Set-up

Included documentation will enable you add and activate the module inside Perfex CRM, if you’re not conscious on tips on how to do it.

Support

Our assist workforce is all the time round to assist. Feel free to boost a assist ticket.
Guys from assist division will get again to you as quickly as attainable with a reply, guiding you thru any points.