• Customer Criteria. Up to 10 major criteria can be set to suit your needs
• Industry. Customers can be linked to a specific industry
• Customer Source information
• Location information
• Sales profile, both amount and period
• Product purchase and preference
• Existing or non customer
• Club Member or non club member

This varied information is used with extensive Customer Selection options.

Flexible Customer Selection tools. Selecting the most appropriate customers for various marketing campaigns can determine the success of the exercise. Customer Marketing has a powerful Customer Selection tool that allows nomination of many criteria to produce a group of customers most likely to match your targeted profile. Information options include :

• Any Customer Criteria
• Combinations of criteria using AND and OR
• Location data including postcode and ranges
• Past Sales information including amount, period and ranges
• Average sale amounts
• Past Products purchased including Product Group
• Results from past Sales Campaigns
• Club membership and ranges
• Email criteria

After customers have been selected, additional criteria can be applied including Top or Bottom Number or Percentage only and Select All Untagged records. Also a flexible set of Filter options can then be applied based on contact history, to further refine your selection. Criteria can also be saved as Templates for later re-use.

Marketing Tools. Once target data has been selected, it can be used by the following marketing tools :

• Mail Advertising Tools. These include mail label printing or more personalized mail merge letters using your preferred Word Processor
• Tele Marketing. Has options for developing scripts, applying of data to selected operators, formalized contact screens and extensive results reporting
• Email Advertising using existing company channels
• Loyalty Plans using personalized customer member cards

Integration with Financial System. by integrating both marketing and financial systems three major goals are achieved :

• Customer Data is captured, updated and refined as part of normal financial operations
• Sales Campaign results are updated as a direct result of sales giving actual feedback, viability of marketing tactics and shaping of further marketing campaigns
• Marketing actions become an important part of a normal financial system

Customer Club and Loyalty Plans. Customer Marketing has extensive options for setting up a Customer Club, producing personalized bar-coded cards and recording Loyalty Plan results.