Sample page Axia - for successful software system selection
    Accounting Checklist
    CRM Checklist
    HR/Payroll Checklist
    Selection Guide
    FAQ
    Order Form

Sample pages

CRM - Marketing Information Systems Requirement Specification Checklist sample

CRM System Checklist - click here to return to details

        Key - for tick boxes

  • C   Currently in Use
  • E   Essential (Expected future requirement)
  • D   Desirable (Expected future requirement)
  • N   Nice...to have (Expected future requirement)

Ref

Marketing continued (page 56)

C

E

D

N

 marketing information
    sales software
    customer support

5.14

Event marketing continued

5.14.3

Invitation campaign integrated with Marketing system eg to:

5.14.3.1

- design, create and undertake targeted invitation campaigns

5.14.3.2

- provide one-click access to online registration from email invitations

5.14.3.3

automatically schedule and send reminder emails

FAST ACCURATE

SOFTWARE RFI/RFP REQUIREMENT SPECIFICATION

Save weeks of time and effort

Reduce the risk of missing out vital requirements

Accounting Software Checklist

CRM Software Checklist

Payroll Software Checklist

HR Software Checklist

Click the links above for details

5.15

Trade promotion marketing

5.15.1

Facilitate customer trade promotion

5.15.2

Support strategic and tactical marketing

5.15.3

Sales volume planning

5.15.4

Manage sales promotion tactics eg features, displays, temporary price reductions

5.15.5

Support merchandising activities between consumers, resellers / retailers and manufacturers eg planning, maintenance, tracking, settlement and evaluation

5.16

Budget and revenue tracking

5.16.1

View and update campaign financials eg budget cost, revenue, profit / loss and phase over a user defined time period

5.16.2

Manage total campaign budget

5.16.3

Allocate budget to tasks and / or external suppliers

5.16.4

Track all components of marketing budget

5.16.5

Compare actuals with budgeted campaign costs, revenues, profits / losses

5.16.6

Track forecasts versus actuals, budgets, by task or component within a campaign

5.16.7

Evaluate potential revenue by campaign or by target group

5.16.8

View revenue real-time as sales linked to a campaign are updated

5.17

Campaign response tracking

5.17.1

Automatic update of data / campaign metrics real-time eg responses, sales volumes, revenues, profit / loss

5.17.2

View campaign data real-time

5.17.3

Analyse the impact of campaigns while they are in progress

5.17.4

Automatic calculation of response ratio and sales revenue generated by campaign

5.17.5

Add or edit campaign information or responses

Return to CRM System Checklist details

Next sample page

Order form

[   Home] [Products] [Services] [Resources] [Site Map] [Contact Us]

© 2008 Axia Consulting Ltd. All rights reserved.