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Campaign Workflow

The fastest way to turn leads into revenue

Relationals makes campaigning almost instantaneous. Using either leads or contacts, teams can quickly create target lists for an email blast or phone campaign using easy-to-use filters and walk-thru logic. Relationals also automates follow-up call list generation so that each individual rep can make the most of any campaign.

360 degree detail

Immediate Benefits

  • Sales Reps - Automatically get new leads from executed campaigns and call lists are automatically scheduled for follow-ups directly into daily calendar. Reps can even run individual mini-campaigns to identify specific targets, verticals, location, etc.
  • Sales Managers - Gain insight into the effectiveness of email and telesales campaigns through reports and analytics, streamline lead assignment using rules, and work collaboratively with reps to improve targeting. Managers can also track reps' follow-up assignments.
  • Marketing Teams - Provide reusable, customizable text and HTML email templates to personalize individual campaigns. Marketing can also view campaign results to fine-tune messaging or targeting, and to eliminate bounced email addresses.

Additional Campaign Strategies

Campaigning effectively revolves around understanding that a single customer touch is never enough. Relationals reduces the effort required to effectively reach your customer base using multiple methods or through remarketing. You can quickly identify neglected leads, eliminate bounced addresses as well as maintaining opt-out data.

For telesales campaigns and follow-ups, reps have all the account data with them using the 360° Account Details to continue the best one-to-one relationship with their customers.