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Save all your prospects in a database. Access a contact's follow-up file to manage everything: actions required, documents, business offers, associated contact lists, etc.
Configure different contact lists for different sending situations. Gather contacts with common criteria: private or professional prospects, English-speaking prospects, etc.
Ask for a follow-up after sending the campaigns and make sure to follow up. Follow up on email campaigns as well as phoning or postal campaigns. Choose: what type of follow-ups to do, on what date and how many per day.
Save time. Create a new run for each new mailing, instead of creating new campaigns. Determine for each run freely: contact lists, attachments etc.
Creating templates for your business offers templates allows for replicating the same document as many times as you need - all you have to do is adapt them to the recipient when necessary.
Add email addresses to blacklists and block campaigns from being sent to certain recipients. Act on customer or prospect requests to unsubscribe. Block mailings for a given context or even all campaigns of a specific context type.
Analyse campaign delivery and action processing statistics. Control the number of actions processed or added per user. Choose over which period. Export these statistics by contact list or by campaign if you wish.
Assign evaluation scores for each prospect individually. Base these evaluations on the criteria of your choice. Rank them according to importance, interest etc. and know in which order to call your prospects back. Sort contacts according to these evaluations using the search filters.
Use tags to easily group leads and save time on your research. Create as many tags as you need and modify them at any time. Match the tags of your choice to a prospect from his contact follow-up form.
Add a product category and classify the items you sell. Link the corresponding product category to each prospect. Easily find out which products a customer is interested in and thus increase your efficiency.
Send emailing campaigns on Bloobiz. Customise all its settings: contact list, sending email address, subject, attachment etc. Configure the campaign in several languages if you wish and do a test send to make sure everything is in order.
Create properly designed commercial offers on Bloobiz and send them to prospects. Assign them to a specific contact and export them in PDF format.
Never forget to engage with a prospect. Schedule future interactions with your prospects through actions. Use it for spontaneous contact, as well as for conversion follow-up.
Set up the dashboard and access all the CRM actions that involve you directly on the home page. Be aware on a daily basis of the next actions that require your attention.
Keep track of all marketing campaigns, sent or not. Access them whenever you want.
Use action types and action states to structure contacts with prospects. Action types determine the reason for the call and action states indicate the outcome of the call. Customise them if desired to fit your business.
Observe the campaigns sent out on a calendar. Get an overview of the current campaigns in series of three months. Consult the necessary data on this page.
Search using filters and save time. Sort your prospect database by any criteria you choose, including email, postal code, prospect type, language, creation date and more.
Keep campaign-related documents on Bloobiz. Use them in your mailings. Add them directly to a contact's follow-up form if the document concerns him/her (e.g.: contract, offer, etc.).
Access the marketing statistics of a campaign directly after it has been sent. Be aware of its evolution over time: number of sends, number of clicks, number of openings, etc. This way, you never lose sight of your objectives.
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