Oct 12, 2016. Getting Transaction Data in CRM. Sales are done in Point of Sales System at individual retail stores and the sales data then flows to Customer relationship management software via interface. SugarCRM then calculates the loyalty points based on the Sales data and rules set up in the system. For more information, see Sales Order Integration. Loyalty integration is only available for SAP E-Commerce with SAP CRM. In SAP E-Commerce with SAP ERP, loyalty integration is not supported. End of the note. A loyalty program is offered by a company and customers can access it through these channels.

Align your marketing resources, track marketing spend, and build accountability into all your marketing activities – with efficient marketing resource management tools. • Marketing planning and budgeting Collaborate on plans and budgets, allocate spend to relevant activities, and report actual costs against each plan. • Integrated marketing calendar Provide a centralized view of all marketing activities. Filter activities, criteria, and access control for different views. • Marketing program management Leverage task management, campaign templates, workflows, and approvals to keep marketing activities on track and on budget. • Digital asset management Store and manage rich media files across your company so you can easily include them in campaigns.

• Channel marketing funds management Organize and distribute marketing funds to your marketing partners. Identify and target distinct customer segments in huge volumes of data – using an interactive drag-and-drop interface that displays valuable insights. • High-volume segmentation Create target groups that span millions of customers, and process segmentation and list queries quickly and accurately.

• Segment builder Leverage intuitive graphical tools to drag and drop key criteria that can help you find and refine customer segments. • External list management Import large purchased or rented customer lists to use for prospecting campaigns or to enhance existing customer data.

• List quality analysis Use performance reports to analyze spend for external lists, and assess their effectiveness and revenue contributions. Plan, coordinate, and execute effective marketing campaigns that encourage customer interaction and maximized revenue. • Campaign planning Enable collaborative campaign planning to align resources with activities, and launch coordinated campaigns.

• Campaign automation Run dialog marketing programs using existing customer data to personalize follow-up interactions and build lasting relationships. • Inbound marketing Leverage inbound customer interactions to make real-time offer recommendations. • E-marketing Use low-cost online and email channels to deliver high-volume, personalized, and relevant messages. Cisco Usb Wireless Adapter Driver. Plan, develop, and manage effective loyalty programs that elevate customer allegiance. • Program management Set up and manage loyalty programs that include status levels, tier groups, point accruals, and redemption.

• Reward rules management Create and maintain loyalty rules and conditions to determine which customer actions warrant reward points and deductions. • Advanced membership handling Support card handling and organizational, temporary, and instant memberships to boost program acquisition. • Robust and flexible rule design environment Design program rules and offers using templates, decision tables, and graphical flows. • Partner management Enable end-to-end partner handling, point billing and settlement, and application integration. Generate, prioritize, and automatically send highly qualified leads to the right sales agents and third-party partners – to help boost conversion rates. • Lead generation Generate leads from multiple interaction points, including call center and sales agents and online and email channels.

• Lead qualification Create a centralized, consistent lead generation process to capture highly-qualified leads and boost closure rates. • Lead distribution Automate the process for assigning leads to the most qualified agents, including those in partner organizations. • Lead analytics Get insights into the lead management process. And monitor leads throughout their lifecycle, from generation through to conversion.

Take advantage of powerful marketing analytics – including operational reporting, dashboards, advanced analytics, and predictive modeling. • Customer analytics Leverage data mining tools and predictive behavior models to get insights into customer profiles, purchases, profitability, and segments. • Marketing optimization Identify the best channels and offers for a given target group to maximize revenue and reach profitability targets. • Measurement and reporting Measure marketing effectiveness by using a variety of templates to track and analyze results for campaigns and lead generation. • Marketing performance dashboard Provide executives with a view of all relevant marketing activities to ensure goals and targets are being met.