Marketing

Resource Optimization and Customer Approaches / Request Management and Marketing Campaigns

Context:

A food company observes variations in demand in another region, Indre-et-Loire, leading to a reallocation of its sales staff to respond more effectively to market opportunities: sales staff are redeployed to areas of high demand, while efforts are reduced in areas of decline.

With the same focus on optimization, a sales person identifies a food distribution company's need to improve its inventory management and proposes a dashboard to view its key indicators (sales, production, business) in real time, which leads to a sale after several negotiations.

In order to increase brand awareness, attract new customers, and retain existing ones, Robert VALEMENT is organizing a marketing campaign called “Cap vers le futur” (Heading for the future) to promote a new drone delivery method.

A more effective strategy has been implemented: “marketing automation” to optimize marketing activities, save time, and enable repetitive tasks to be performed while personalizing communications based on customer behavior. The company specified that this would be for new prospects, its action, and provided information about its target audience.

The supervisor organizes a meeting with a few employees to review the tasks that need to be done. During the meeting, he lists the points raised by each person and then rephrases them to get the result he really wants.

In addition, Mr. VALEMENT also organizes an outgoing call for the customer Loren to present a loyalty point offer based on her length of service as a customer.

A few days later, Ms. Loren calls him back to discuss it further.

As part of a commercial recovery strategy, we have implemented the “ Generate Reminders ” campaign to effectively target professional contacts.

Thanks to this feature, each sales person can easily access their personalized dashboard as soon as they log in, where they can view their own reminders and tasks.

EK FRANCE encounters a bug in the software it uses. It calls on an IT specialist from the company that supplied it, who creates a case for better follow-up.

Implementation in SIMAX

Create a sale sector

To create a sale sector, go to CRM > Customer> Sectors, then [[New]].

You can create sales sectors and assign them to a sales person. This saves you time when creating a contact or customer, or when changing the person responsible for a sector.

Sector reallocation

If the manager of a sale sector changes (due to the departure of an employee or a simple change in the distribution of customers), you can create an area reallocation (tell us which sector to re-allocate and to whom).

To re-allocate a sale sector to another salesperson, click on CRM > Customer > Sector Reallocation.

Dashboard

To open the sales dashboard, click on the menu CRM> CRM Dashboard.

Create a marketing campaign

To create a marketing campaign, follow CRM > Marketing > Marketing campaign then [New]].

Create marketing automation

To create a marketing automation, click CRM > Marketing > Marketing automation, then [[New]].

[Action]

You'll be able to determine different actions to be taken during your campaign.

Your action may be a mailing or a call.

[Statistics]

Here you'll find the number of targets, returns and unsubscribes for this campaign. When an important e-mail is created following marketing targeting, the number of returns will be updated, as well as the number of unsubscribes if |unsubscribe request| has been checked.

You can add your target segmentation in [Target].

The next action date is automatically generated based on the last action date.

The next action is modified according to the dates.

Add contacts

To add contacts to the automation campaign. Do so from the list of contacts using the menu Sales > Customer > Contacts and [[fixed mark. Automation]].

A pop-up window will appear for you to indicate the campaign.

Sales reminders management

To generate sales reminders, click CRM >commercial follow-up generation.

The “reminder generation” action allows you to generate reminders for business contacts with a reminder frequency and no recent history.

Each sales rep can view his or her own reminders and tasks in the dashboard (displayed as soon as you log in).

Appointment

To display appointments, go to General > Schedule > Shared schedule. You can see the appointment for each collaborator here.

All you have to do is write a detailed report of the appointment, if necessary after it has been completed.

In the meeting minutes, you will find a list of the points raised during the meeting. By clicking on [[Reformulate]], SIMAX will reformulate the list with explanatory details.

This result is obtained using OpenAI, whose API key is entered in Settings > Plug-in and option > [Installation]. You can find out more on the following website:

https://help.openai.com/en/articles/4936850-where-do-i-find-my-openai-api-key

INCOMING-OUTGOING CALLS

The contact must be created before creating the incoming or outgoing call.

You can create an incoming-outgoing call in CRM > Create incoming-outgoing call , and then retrieve it as History in the record of the customer with whom the call was set up.

Business management

To open the business list, click CRM > Business. You can create business to be attached to customers. This form will display all information relating to the project. Creating a business enables better tracking. A business is linked to a customer, and followed up by a salesperson.