Aquis

eServer - Marketing

Operation
The eServer Marketing System is designed to help you manage your prospect database, to help bridge the gap between prospect and customer during the free trial providing a seamless link between the two. It will capture all free trial information and communicate to your sales people what the trial status is of any prospect, i.e. whether the cooler has been delivered yet to a particular free trial and whether they can start making courtesy calls. These prospects can then be drawn across with no re-entry of data into the water system when they become a customer.

Flexibility is the key and the marketing system is designed to be set up in a way that suits your operation. The contents and description of fields are completely user-definable. You can set validation for the fields to ensure for instance that a date is always a valid date or that only entries from a pre-defined look-up table are entered.

Records can be accessed using company names, telephone numbers and contacts. Once the system is set up you can produce letters, memos and diary notes for prospects.

One of the main functions from the Marketing System would be to produce mailshots and update the information on the marketing record to indicate that the mailshot has been performed and also a date entered into the record indicating when the prospect is to be called back. These letters can be printed or faxed straight from the system. You can also record the number of mailshots by code so that you can keep track of the costs of mailings and qualify their use.

House Keeping
The system will allow duplicate copies of the same company name for multiple contacts in the same company with their own records or the same company name more than once. Records or the information on those records can be merged if required.

Free Trials, Lost Sales and Lost Customers
There is a status field in the marketing record that is linked to the water system which is updated with the status of the free trial (Booked, In Progress, Convert to Contract, Lost Sale etc) and a code representing the reason for a lost sale. So for instance you could do a mailshot to all free trials that converted to lost sale over a certain period. Sales staff can see at a glance the marketing records that are existing customers or current free trials.

Importing and Exporting
There are a number of predefined import criteria for standard imports from popular sources. Otherwise you can define your own addressing between the imported fields and the fields in your database.

You can define the fields for export and the preferred format as well as the medium you are exporting to whether it be hard disk file, printer or floppy disk. You can address the destination of the export file to be your own workstation.

Result Codes
You can configure the system to ask the operator for a results code when ever they edit a marketing record. This can be made to be mandatory. These results codes would be such things as 'validity of contact details', so you can measure the accuracy of the database, or 'prospect called' so you can see the number of calls the salesman is making in a day. This is recorded in the form of an audit trail so the sales manager has an accurate record of sales staff performance.

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