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Sales & Marketing Control Panel
David M. O'Neill
[email protected]
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1. Principles
1.1 DB of Primary Prospects
1.2 Supporting DBs for Functionality
1.3 Modular Features
1.4 Extensive Integrations
1.5 Prospecting Agency Management
2. Features
2.1 Single Consolidated DB of Prospects
2.2 Prospecting
2.3 Activity History
2.4 Analysis
2.5 Asset Storage
2.6 Campaign Management
2.7 Integrations
3. Agency
3.1 Multi User
3.2 Task Assignment
3.3 Security
3.4 Workflow
3.5 Pipeline Tracking
3.6 Offer Management
3.7 Customer Management
2.
Features
2.1
Single Consolidated DB of Prospects
2.1.1
All "scrapes" load/update master list.
2.2
Prospecting
2.2.1
Scraping
2.2.2
Validating
2.2.3
Enhancing
2.2.4
Extending
2.3
Activity History
2.3.1
Remove Lists
2.3.2
Scanning History
2.4
Analysis
2.4.1
Selection Filters
2.4.2
Campaign Tracking
2.4.3
Market Research
2.5
Asset Storage
2.5.1
Email Templates
2.5.2
Message Templates
2.5.3
Articles & Whitepapers
2.5.4
Image & Video
2.6
Campaign Management
2.6.1
Email
2.6.2
Social Media
2.6.3
Video Distribution
2.6.4
Subtopic
2.7
Integrations
2.7.1
APIs
2.7.1.1
Sourcing Data
2.7.1.2
Data Extension & Enhancement
2.7.1.3
Data Validation
2.7.2
Data Pipes
2.7.2.1
CRM Systems
2.7.2.2
Autoresponders
2.7.2.3
Auto Dialers
2.7.2.4
Voice Drops
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Last updated:
6/3/2018