B2B Marketing

Key Features

• 🎯 Design ABM Campaigns: Plan targeted marketing efforts using campaign filters.

• 📤 Bulk Upload Lead Data: Efficiently upload multiple contacts at once.

• 📞 Automated Calling: Manage call campaigns with automated call scheduling.

• 📋 DNC Management: Easily handle Do Not Call lists to stay compliant.

• 🎧 Voice Call Recording: Record and review calls for quality control.

• 🧑‍💼 FTE and Agent Quality Reports: Track the performance of your team in real time.

• 📊 Equal Load Distribution: Calls are assigned to agents to balance workloads.

• 🛡️ 100% Open-Source: Available within ERPNext.

Detailed Functionality:

●Campaign Creation & Management: Campaigns are created using the Campaign Designer, where contacts are filtered from the database according to predefined parameters. Users can easily build focused and tailored marketing campaigns based on target demographics or business needs.

●Automated Call Campaigns: Once the campaign is designed, the app handles call automation by scheduling calls based on campaign sequences. Calls are then distributed to agents automatically, streamlining the process of customer outreach.

●Call Quality Review: All calls can be recorded and reviewed. Managers can assess the quality of interactions based on policies defined in the Campaign Designer. This feature ensures that all calls meet the company’s quality standards and provides a basis for continuous improvement.

●Invoicing: Billing for campaign services is easily handled within the app using the ERPNext invoicing module. This allows users to create and manage invoices for customers directly from the app, simplifying the financial aspects of running marketing campaigns.

Note: The app is designed to store large amounts of contact data and supports campaign creation based on filters defined by the campaign manager.

"B2B Marketing" is an ERPNext app to design ABM Campaigns, upload bulk data, maintain data integrity and security. Also, create leads and bill your customers using standard ERPNext invoicing module.

Screenshot

• Design Campaigns using Campaign Designer.

• Campaigns are created with contacts added from the database using the filters set in the designer.

• Calls are scheduled based on the sequence defined on the campaign and assigned to the pool of agents for equal load balancing in the team.

• Calls can be automated using the Call Campaign screen and recording and Quality can be reviewed based on the policied defined on the camoaign designer.

Calling will be charged extra as per your provider. Recording is also available as a feature.