Contact Management

Elastic Grid contact management tools do more than just allow partners to upload and edit their contacts' information. They also let you segment groups. For example, you can set up a group based on direct and indirect traffic, or customers who have or have not purchased solutions previously, etc. This means partners can effectively reach grouped contacts with more targeted marketing messages.

Elastic Grid contact nurturing from targeting to close

Recording Lead Maturity throughout a campaign lifetime

Lead Scoring

Sales teams receive scored Lead Alerts automatically in their Inboxes, for appropriate follow-up.

Lead Scores are calculated automatically based on each contact's level of engagement with the campaign’s Grid Module landing page.

Built-In CRM

Allows sales teams to nurture their leads to close and record all activity per contact and per campaign, easily.

Qualified leads become opportunities and the system logs key sales information, including estimated revenue and close date for the deal.

Recording Won and Lost deals allows improved segmentation and targeting of contact groups. Closed/Won deals record actual revenue, while Closed/Lost deals record the reason to help future sales and marketing efforts.

Salesforce

As leads mature, partners can use the simple, built-in CRM tool to synchronize opportunities with their Salesforce accounts.

The following data is migrated when the opportunity is created:

Contact (The Contact’s Personal Details)

Account (The Contact’s Organization)

Source (The Elastic Grid Campaign)

Status (Deal In Progress, On-Hold or Closed)

The Deal Close Date

The Deal Value or Estimated Budget