Identify inactive or drifting accounts
So you can easily see who to contact and when.
You can easily keep track of any customers that have slipped or are starting to slip, by identifying any inactive accounts or drifting accounts.
These drifting accounts could be anywhere between customers who haven’t purchased within the last 2 months, or customers whose overall spend has dropped significantly.
Run reports on customer data
And easily identify trends or patterns in your customers sales.
Go that one step further and connect Campaigns with the CRM and Dashboard functionality.
Within this functionality, you can run reports on your customer's sales data and drill down into the customer's spend, which helps you easily identify sales trends and any potential opportunities.
Gain actionable insights
To drive your salesteam forward.
Campaigns provides you with quick, actionable insights into your sales, so you can work to develop an action plan of who you need to talk to next, and to make sure you’re better prepared for that conversation.
“I can generate Campaigns easily and notify my team every morning to follow up with customers that have been highlighted. We are now much more proactive than we were which is really helping us to stay on top of business”
Managing Director at Copdock Mill