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Budgeting Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Marketing Plans Initiatives Tactics (Program or Event Plan) Budget Requests Marketing Funds
Create Initiatives Business Unit, Purpose, Dates, Currency, Country, may be added if required. OMO Program Roll-Up Support via LOV Field (shown in descr). OMO Program Data
Campaign Execution Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Tactics Program Event Plan Fund/Budget Request Marketing Plan Events Lists/ Segments/ Trees Campaigns Offers/ Treatments Sessions
Tactic (Program) Details Added Source code generated and can combine values from the program  Name, Code, Type, Region, Status, Dates, Objectives, Organization, Summary, Periods, Product Lines, Products, and Associations to activities, campaigns, metrics, documents are available.  Currency, Priority, Language, Country, Industry, Partner, Segment, Audience, and Follow Up Channel can potentially be added.
Response/Lead Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Program Fund/Budget Request Marketing Plan Invite  Campaign Offer/ Treatment Person (Campaign Member) Response Follow-Up  Campaign Offer/ Treatment Person (Campaign Member) Response
Campaign Execution Campaigns for invitation emails and telesales follow up have members loaded and launched, then responses are tracked. Inbound campaigns (e.g. web download) are set up and wait for responses (or automatically added to a follow-up campaign as a member). Automatic loading/launching campaigns, reviewing the system task status, viewing members, auditing change, distributing lists, and tracking results are OOTB functions. Campaign attributes can determine how campaign waves are launched and what routing rules are applied such as region, department, partner, type (OTN, Call Me, Seminar, Exec Event, Scores, etc.) Campaign Members are created for any call or email list.

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Project Detail Examples

  • 1.
  • 2. Create Initiatives Business Unit, Purpose, Dates, Currency, Country, may be added if required. OMO Program Roll-Up Support via LOV Field (shown in descr). OMO Program Data
  • 3.
  • 4. Tactic (Program) Details Added Source code generated and can combine values from the program Name, Code, Type, Region, Status, Dates, Objectives, Organization, Summary, Periods, Product Lines, Products, and Associations to activities, campaigns, metrics, documents are available. Currency, Priority, Language, Country, Industry, Partner, Segment, Audience, and Follow Up Channel can potentially be added.
  • 5.
  • 6. Campaign Execution Campaigns for invitation emails and telesales follow up have members loaded and launched, then responses are tracked. Inbound campaigns (e.g. web download) are set up and wait for responses (or automatically added to a follow-up campaign as a member). Automatic loading/launching campaigns, reviewing the system task status, viewing members, auditing change, distributing lists, and tracking results are OOTB functions. Campaign attributes can determine how campaign waves are launched and what routing rules are applied such as region, department, partner, type (OTN, Call Me, Seminar, Exec Event, Scores, etc.) Campaign Members are created for any call or email list.

Editor's Notes

  1. *A follow up campaign which is distributed to sales is the same as any outbound telesales campaign. The difference is based on why, when, and how you determine to pick a group of people to call.