What is a CRM?

• A Customer Relationship Management system is web-based platform where you can view, track and follow-up with leads and contacts.
• A CRM will track all the ways you interact with each contact, including through multiple campaigns or marketing channels like email and Facebook.
• Your CRM is built into the Growth Engine platform. Options are dependent on your subscription level.

What are Performance Analytics?

• Performance Analytics detail how your Growth Engine Marketing efforts are doing. Details include your Facebook reach, Gift/Floral/Healing Registry sales, emails you have sent, and obituary views.
• Performance Analytics are part of your Growth Engine platform. Options are dependent on your subscription level.

Why do we need a CRM and Analytics? 

• Measuring your return on investment (ROI) is a critical part of an effective marketing strategy.
• Managing your customers’ interests, and following up when they ask, allows you to provide better service to your community and increase your sales conversions.
• By reviewing, and optimizing your strategy based on results, we are able to increase your community reach and effectiveness.

What other features will I find in my Dashboard?

• Dependent on your subscription level, you will find tools to view, and edit your Facebook, email and newsletter strategy including frequency and your preferred content.
• You can schedule and manage your campaigns and event promotions.
• You will be able to manage and view all of your contacts (not just your leads).
• You can manage your settings to collect reviews and promote the ones you prefer on your website and on Facebook.
• And, it’s all right there in one place! You can use the platform as much or as little as you prefer! We can handle it all. It’s just that easy.