CRM - Marketing

Overview

This Marketing module is part of Xebia's CRM on Appian suite. It provides functionality in three (3) key areas:

Campaigns

Campaign plays an essential role for marketers to create new customers, understand your customers and engage with them across every channel: email, social, web, and mobile. Automate and manage every campaign, publish content, analyse results, and optimize as you go.

Build a mailing list and create an audience for each campaign.
Segment your business contacts by geography and other factors.
Design email content using Content Studio, using pre-designed templates or quickly create from scratch.
Plan, schedule and send an email campaign.
Analyze campaign reports using data to learn about audience behavior and improve email open-rates.
Integrates with the Xebia's CRM - Sales module to automatically generate lists from your current business contacts.

Content Studio

Content Studio provides a rich content editing experience in Appian and allows for the creation of an organization’s content library. It saves the templates as HTML and also generates a lightweight preview image that can be saved in the Appian Document Center and shown as needed.

Create professional templates and categorize them like emails, quotes, proposals, invoices and receipts.
Provides all the basic rich text editor capabilities like indentation, alignments and formatting.

Social Media Management (SMM)

SMM is a time saving, secure and intelligent tool for marketing and brand management teams to monitor feeds, generate potential leads and submit content on Twitter.

Link multiple Social Media Accounts and configure pages to easily manage feeds from one single dashboard.
Create posts on Twitter using a simple interface.
Configure BOT to use Amazon's Comprehend for understanding incoming feeds and automatically take relevant actions (e.g. lead creation, negative review management, task assignment)

Xebia's CRM on Appian Suite is a 2019 AppMarket Award Winner