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MAPICS Review with KMA

This review discusses the milestones achieved in the MAPICS and KMA partnership in response management and explores opportunities for future expansion. It covers the flow of responses, KMA's involvement, campaign costs, and results to date.

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MAPICS Review with KMA

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  1. MAPICS Review with KMA March 24, 2004

  2. Objective • Review milestones of MAPICS and KMA partnership in response management this year • Discuss upcoming projects where the partnership can be expanded

  3. Agenda • Review flow of responses and KMA’s involvement in the process to date • Review results of KMA activity from start of program • Review campaign proposed costs and results of activity to date

  4. Flowchart MAPICS Marketing Initiatives • Regular Activities • Website responders • Email responders • Phone • Other • Special Initiatives • Events • Telemarketing from other vendors • Postcard mailing campaigns • Special advertisements MAPICS CRM KMA Response Management Check CRM for Account Status Is responder a registered lead or has active oppty? Yes No Phone call ask about needs • Enter into CRM • Update contact record with new information • Create a Task • Assign task to owner of account • Status = Active • Enter into CRM • Update contact record with new information • Create a Task • Create a Note with results of phone call • Assign to owner of account for customer (otherwise, to Mark Beauvais) • Status = Active or Closed Send Email Send Email (If follow up required for active task) Create Oppty Follow up call

  5. Results to date

  6. Responses by week Higher due to responses from previous week rolled in

  7. Leads by week Leads from National Manufacturing Week Event

  8. Response Detail • Initiatives vs. Regular Activity • Regular activity make up 74% of all responses • Initiatives are equally split at about 10% of responses

  9. Response - Initiatives • Over 30% of all initiative responders are registrations for events. These records are non-lead producing

  10. Review of proposed activity * Excludes initial project set up fees of $980

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