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Marketing, is the process by which companies determine which goods or services will appeal to their customers and determine strategies for improving sales, communications, and business management. One of the most important units of businesses is the "Marketing" department.

With the Workcube Marketing module, you can design, prepare and manage special campaigns for the customer or customer group in all channels in which you have a relationship with the customer, such as telephone, SMS, web, wireless devices, e-mail, direct sales and partner network. Easy-to-use tools enable the marketing department to segment and create target audience lists without the need for an IT department. The marketing department has the opportunity to carry out one-on-one marketing activities by using customer information in a versatile way. Thanks to the powerful potential customer management offered by Workcube CRM, your website visitors easily turn into your loyal customers.

Target audiences are created by defining different criteria such as gender, age, marital status, sector, number of company employees, member category, education, profession among the registered corporate and individual accounts. This target audience list is then printed as a label to be used in shipments. Target audiences are associated with the created campaigns. After the campaigns are sent, sent/unsent messages are detected through the list manager and the undelivered posts are redirected. Surveys are conducted together with or after the created campaign. Surveys can be published specifically to members of different categories (customers, suppliers, business partners, etc.) or to employees in different departments. Under the marketing module, event management and dealer meetings, seminars, etc. is recorded. In project-based progress, the campaign and the project are associated. After all these processes, the responses to online campaigns, clicks and order information are tracked through the campaign results.

Marketing Functions

Creating time-limited campaigns in an unlimited number and categories
Campaign target budget management
Campaign broadcasting in different media and methods (Face-to-Face, e-mailing, SMS, Direct Mailing, Web)
Associating projects and products with the campaign
Creating campaign content specific to each broadcast media and method
Planning and defining promotion and action within the scope of the campaign
Creating a campaign team
Defining the campaign target audience
Survey to e-mail content adding
Defining direct mailing templates and printing direct mailing content in accordance with the template
Publishing web content periodically on the internet, intranet or B2B portals
Displaying the target audience list and contact information according to member categories, management of communication permissions
Filtering recurring target audience records (showing as a single record)
Outgoing/outgoing e-mail/SMS tracking (SMS) on a per-person basis
Automatic label printing from the campaign target audience list
Defining different label printing templates
Creating an unlimited number of target audiences
Defining the target audience according to different criteria such as member category / gender / marital status / age range / education level / profession / department / location / sector / title / number of company employees
Emailing surveys to target audience members sending
Adding a single answer, multiple answer definitions and unlimited answer options to the survey question
Survey result graphics
Tracking survey answers on a participant basis
Defining and managing unlimited events
Associating projects and campaigns with the event
Event announcement
With the corporate agenda module integration
Publishing the event on the internet and B2B portals

To be able to take action in the marketing module, you must have authority in the module and processes.

Authority Groups

Control Panel > System > Security > Authorization Groups

To be able to take action in the marketing module, you must first have authorization in the module and processes. Must have authorization for the Marketing Module under Sales and Marketing in the Authorization Group. If the user needs to see the Budget-related reports in the Standard Reports outside the module, the Report User box should also be ticked.

Hint: For detailed information about Authorizations, see the Authorization Groups document. You can review it.

Process-Stages

Path: Control Panel > BPM > Processes

In order to manage marketing transactions, firstly a process definition is made. The stages are then defined. Stages; It is the operation of an authorization-approval mechanism where certain users are given certain powers. You can define more than one process group in the process stages and assign predetermined positions to these authority groups. Thus, a position may be authorized at one or more stages of one or more processes.

Processes used in Marketing Management;

Campaign
Target Audience
Event
Member Analysis Forms
Survey

Tip: For detailed information about processes "Process Management and Workflows" document.

Before Use

General settings are checked.
- Company flow parameters
- Company definitions
Parameters are entered.
Workflow, processes are designed.
Authorities are given.
- Module Authorizations
- WO - Page Authorizations
- Registration Restrictions
- Company Authorizations
- Branch Authorizations
- Process Phase-Workflow Authorizations
XML settings are made.
Page designer is organized.
Label templates are designed.

Marketing Job Functions and Implementation Steps

Modülü %100 kullanmak için aşağıdaki implementasyon adımlarının tanımlanması ve set edilmesi gereklidir.

Add Event Category / settings.form_add_organization_cat Param Wiki

Yapılacak olan etkinliklerin sınıflandırılması için kullanılır.

Campaign Categories / settings.form_add_camp_types Param Wiki

Yapılacak olan kampanyalar ile ilgili sınıflandırma yapmak için kullanılır.

Campaign Sub Categories / settings.form_add_camp_cat Param Wiki

Kampanya kategorisi ile ilişkili alt kırılımlar yapılarak kampanyaların detaylı sınıflandırılmasını sağlar.

Campaign Targets / campaign.targets Param Wiki

Kampanya Yönetiminde; kampanyalar oluşturup yönetilebilir, hedef kitleler belirlenip segmente edilebilir, potansiyel ve mevcut müşteriler takip edilebilir. Kampanyalar oluşturulmadan önce kampanya performans ölçümü için kampanya hedefleri kaydedilir.

Campaign Team Roles / settings.form_add_camp_rol Param Wiki

Kampanyada görev alacak çalışanların rol planlamaları yapılır.

SMS Templates / settings.form_add_sms_template Param Wiki

SMS Entegrasyonu birlikte, borç alacak dökümü ya da süreç içerisinde sms kutucuğu işaretli olması durumunda SMS olarak gönderilecek içeriğin önceden hazırlanmasını sağlar.

Social Media Categories / settings.form_add_social_media_cat Param

Özgeçmiş, Kurumsal ve Bireysel Hesaplarda kullanılmak üzere Sosyal Medya platfomlarının tanımlanması için kullanılır.

Page Designer,Add Campaign / campaign.list_campaign Page Designer Wiki

Ürün veya hizmetin satışını artırmak, marka bilinirliğini yükseltmek veya belirli bir hedef kitleye ulaşmak amacıyla düzenlenen planlı ve koordineli pazarlama faaliyetleridir. Kampanya içerisinde hedef kitle segmentasyonu yapılarak pazarlama bütçeleri oluşturulur. Oluşturulan kampanyalar promosyonlar ve aksiyonlar ile ilişkilendirilerek Ürün, Satış ve Bütçe Modülleri ile entegre çalışır.

Add Campaign,Page Settings / campaign.list_campaign Xml Setup Wiki

Add Event,Page Settings / campaign.list_organization Xml Setup Wiki

Pazarlama kampanyaları kapsamında gerçekleştirilecek seminer, fuar, lansman gibi etkinlikleri planlanmasına ve yönetilmesini sağlar. Etkinlikler sisteme tanımlanır, takvim üzerinde takip edilir, ilgili pazarlama kampanyaları ve ürünlerle ilişkilendirilebilir.

Add Target Group,Page Settings / campaign.list_target_markets Xml Setup Wiki

Hedef Kitle Yönetimi, belirli kriterlere göre kullanıcıları gruplandırmanıza ve bu gruplara özel içerik, kampanya veya bildirimler göndermenize olanak tanıyan bir özelliktir. Bu özellik sayesinde, farklı hedef kitlelere farklı mesajlar iletebilir, kişiselleştirilmiş deneyimler sunabilir ve pazarlama faaliyetlerinizin verimliliğini artırabilirsiniz.

Add Campaign,Process Design / process.list_process Process Stage Wiki