Account Based Marketing (ABM) is all about building a complete profile for each prospect company. You need to know everything about them that is relevant. The more complete the profile, the higher the chance of success. Configure the user interface to make it as efficient as possible; include the information you need and exclude what you don’t need. Without creating unneccessary data, add in as many contact names (and details) as you can. In addition, you may want to add in what products or services they use, together with dates and values.
Account search and filtering
Filter and sort by any field, find the accounts that you need by building a search criteria that works for you. With multiple methods of filtering data, managing the dataset as a whole just became significantly easier. At a basic level just select from the predefined filter screen, extend that by selecting the fields, and then ultimately use the SQL query builder and even write SQL yourself. View the data in list form with whatever fields/columns you need; easily identify the individual accounts you want to work with.
Data filtering, segregation and management
With extensive filtering options available to both administrators and regular users, finding the data you want in FIVE CRM is easier than you might expect. Queries you use on a regular basis can be saved as “canned” filters for ease of use. More complex queries can be made using the query builder. Any field in the database can be used to build a query filter. Having filtered your data list you can use the data management functions to do bulk actions such as allocate and delete data, update specific fields and create email campaigns.
Analysis and reporting
As with search and filtering, FIVE CRM provides a range of tools to enable you to get the information you need. The built-in Report Writer enables non-technical people to create list, summary and cross-tab (pivot table) reports – all on any information in the database. Manage reports in folders and give access to specific reports on a per user basis. Use dashboards to display data and charts in an easy-to-consume way. Automate by emailing reports at preset times and schedules. In FIVE CRM you are uniquely able to create reports that run across multiple databases as consolidated reporting – all without any technical knowledge.