Slide 3

Marketing Management

Lead Management

Sales leads are a vital resource for sales, and SYS IT OMS offers sales teams a full range of lead management functions.

  • Manage leads end-to-end (from creating leads to converting them into opportunities)
  • Capture leads directly from your Web site and transfer to SYS IT OMS
  • Customize online lead form as per your organization requirements
  • Import leads from external sources, such as Web downloads, trade shows, seminars, direct mail, and other types of campaigns
  • Add multiple products to the leads
  • Qualify leads to next stage based on information captured in lead details
  • Convert leads into sales opportunities, accounts, and contacts with a single-click
  • Lead conversion mapping for all the custom fields
  • Create fully customizable lead reports
  • Export leads to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis

Compaign Management

Expand your reach beyond individual in-the-moment emails with email campaigns in SYS IT OMS. Email campaigns let you share new information and insights with your prospects and customers through engaging newsletters and update emails. They also let you put new contacts into drip email campaigns that prime them for future conversations. And if a contact engages with an email, automate the follow-up with autoresponder emails. The new reach will keep your prospects and customers closer to you, better educated, and more engaged.

Potential/Opportunity Management

Opportunity Management is another important sales function covered by SYS IT OMS. Opportunities are labeled Potentials in SYS IT OMS. SYS IT OMS includes the following features for Opportunity Management:

  • Track all sales opportunities end-to-end in a sales cycle
  • Associate opportunities with accounts, contacts, activities, and other modules to have a better visibility on the opportunities
  • Generate quotes, sales orders, and invoices from the potentials
  • Create fully customizable opportunity reports
  • Export opportunities to spreadsheet software, such as Microsoft® Excel®, OpenOffice® and others to analyze the sales pipeline and quickly identify the bottlenecks if any

Email Templates

Easily build and deliver a beautiful campaign experience by customizing the structure, text, fonts, and graphics of one of our pre-built email templates, or build your own from scratch via HTML or rich-text.

Mass Mailing

Send your prebuilt email templates to all of your selected Leads or Conatcts at once.