Marketing Planning Management module for Perfex CRM
Marketing Planning Management Module is a comprehensive suite designed to streamline and enhance the effectiveness of marketing campaigns through meticulous planning, tracking, and management across multiple channels and segments. This robust module is an essential tool for organizations aiming to optimize their marketing strategies, improve customer engagement, and drive business growth through data-driven insights.
Planning Management:
- General Information Management
- Activities Management
- Kanban Board Management
- Budget Management
- Goal Management: Lead Source, Lead Location, Website Visits Location, Website Visits Referral URL Count, Organic Website Visits Count, Social Website Visits Count, Website Visits Source, Website Engagement Page View, Average Lead Source, Count of Raw Leads Generated, MQL to SQL Conversion Rate, Count of Leads That Moved Up A Stage, SQL To Closed Won Conversion Rate, Visit Type New Returning, Website Engagement Goals, Emaill Engagement, Leads Count By Stage, Leads Engaged, Via Planner Count, Count of SQL, Count of MQL, Count of Leads Closed Lost, Count of Leads Closed Won.
- Reports
- Lead Management
- Customer Management
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2. If a license is required (Excludes WHMCS license , we provide only method not license), please contact us via email or ticket for assistance with activation. Our license is only valid for activation and does not include support.
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