CRM: Centralized, Insightful, and Engagement-Driven
xCatalyst CRM offers wide-ranging tools for managing contact information of both members and non-members, including detailed profiles for individuals and organizations. It enables the creation and tracking of opportunities associated with company contacts, scheduling activities, and maintaining an organized history of interactions. Additionally, it facilitates efficient email marketing by allowing the creation of targeted email lists, personalized content, and detailed tracking of campaign performance.
Key Benefits & Features:
Comprehensive Profile Management
✓ Maintain detailed profiles for both individuals and organizations, capturing essential information to support personalized engagement strategies.
✓ Self-service profiles: Allows members and non-members to create and submit profiles for inclusion in the contact database.
✓ Advanced search capabilities: Easily locate and track non-member contacts.
Streamlined Activities & Opportunity Management
✓ Customizable activity tracking: Manage interactions by type and associate them with individuals or companies.
✓ Automated scheduling: Schedule, track, and complete activities, with follow-up reminders.
✓ Opportunity pipeline management: Track opportunities by stage, ensuring visibility into engagement progress.
✓ Task assignment: Associate activities with opportunities for better workflow management.
Advanced Email Marketing
✓ Powerful segmentation tools: Create and save targeted email lists using advanced search filters.
✓ Rich Text WYSIWYG editor: Enables users to create professional-quality HTML or plain text emails without coding.
✓ Dynamic personalization: Customize emails with fields such as member name, membership type, or subscription status.
✓ Comprehensive performance tracking: Gain insights into email engagement with detailed metrics.