Sunday, April 12, 2015

Email & Text Marketer (Brett Archibald)

Executive Summary

Automated email marketing campaigns are an important part of many businesses. These systems allow marketing and sales departments to efficiently and effectively reach out to customers and prospects. Once prospective customers are contacted, businesses need to be able to track and follow-up with interested or qualified prospects. Often, however, small businesses cannot afford professional solutions and are left to manually email hundreds or thousands of leads and manually attach marketing collateral and track qualified leads.

Part I

The system I built allows marketing and sales departments to send customized emails with attached marketing collateral specific to company size (large, mid, and small). Along with the attachment, the emails will address company contacts by first name, contain an email body that can be customized and formatted via HTML code, and include a custom email signature. The user has the option to send the marketing message via Microsoft Outlook, Gmail, or text message.

Part II

The email body also has the option to contain a link to a google form that captures additional information from leads who are interested in the company’s products or services. The system will pull the data collected from the google form, sort the leads by level of interest and date submitted, and conditional format so sales reps will know which leads they should follow-up with. The user will then have the option to view the “Qualified Leads” report, save it as a new workbook, or print to PDF.

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