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Complete Prospect Profiling

Get a record of every communication received by each contact. All e-mail responses, and all web visits including specific pages viewed. Let us integrate other data sources – like purchase history – to complete the picture.

Personalized, Track-able Email

Mail-merge any database field, and track opens and specific link clicks.

ActiveResponse: Rule-Based Marketing triggers

Constantly scan your contact database for any update, and respond with relevant next steps. Build if-then type rules to segment prospects, deliver appropriate messages, pass qualified leads to sales, and much more.

MarketingTracker: Online/Offline marketing ROI tracking

Know what’s working and what’s not. Optimize each step from traffic source – like e-mail or direct postal mail – down to landing pages and click paths. When you know what’s not working, you can tune your message, layout, and ad buys to maximize ROI.

Lead Scoring and Routing

Assign points to any action and give each prospect a grade. Use grades for all kinds of things from lead routing (only pass B’s or better?) to judging the value of a traffic source (why are all the prospects from that banner D minuses?). Deliver a message that’s relevant. Click segmentation allows you to automatically tag contacts when they click a specific link. There are all kinds of strategic ways to use this feature that we can suggest.

SFA: Calendaring, Permissions

Sales force automation, simplified. For some organizations, Salesforce.com is overkill. Until your needs warrant that investment of time and money, OfficeAutopilot can help you manage your sales people, automatically assign leads and tasks according to rules you design, and ensure they’re following up on time. If your people are already comfortable with Outlook, our Outlook integration allows salespeople to manage their leads, calendar, and email right from the desktop while giving marketing the flexibility to manage what goes on behind the scenes

Multi-Channel Campaign Automation Engine

Create pre-designed marketing experiences that are tailored to each prospect and are delivered automatically across channels – including e-mail, direct mail, and the telephone.

Custom SmartForms™

Add SmartForms™ to landing pages and handle the new lead any way you choose. Tag contacts with lead source or interest information, route leads to the right sales person, and launch the most relevant multi-step marketing sequence, automatically.

Outlook Integration

Sync calendars, tasks, and contacts. Often, sales users won’t even ever use the OfficeAutopilot interface, preferring to use their most familiar tool, Outlook. Send e-mails from Outlook, and they’ll show up in the Contact’s log. Appointments, too!

Phone Inquiry tracking

Tracking phone calls can be very important for businesses where prospects tend to pick up the phone. Track how many calls came from each source, and often even collect Name, Phone, and Address information via reverse phone database lookup.

Click Tagging

Segmenting your prospects is the first step, giving you the opportunity to deliver a message that’s relevant. Click segmentation allows you to automatically tag contacts when they click a specific link. There are all kinds of strategic ways to use this feature that we can suggest.

Event Management

Automate the process of registering, delivering, and following up with event attendees (or no-shows.) No more manual hassles.

Completely customizable contact database

Add to and edit the fields in your contact database to your heart’s content.

Salesforce.com Integration

Once you’ve determined that a lead is ready to speak with a salesperson, assign them in real time by territory or round-robin. If sales learns that a lead is not as hot as you thought, they can send them back for long-term nurturing with a click.

100% Love It or Leave It Guarantee

Not complicated. If you don’t love it, we don’t get paid. It’s that simple. Cancel any time within 90 days, and we’ll refund 100% of your subscription charges.