Kezelje értékesítési és marketing kampányait is folyamat alapon!

Process based sales campaigns

xFLOWer campaign management enables the performance of unique, multi-channel, process oriented sales campaigns with settings as claimed. Real time follow up of campaigns becomes possible, while task delegation is resolved and campaign side pre-sales processes become transparent.

Why choose this campaign management tool?

Based on the approved operative marketing plan, customers can be reached directly through various channels such as email, phone or postal mail just to name a few. Feedback processing and campaign follow – up can be performed within the module too.
The module does not only replace, but supplement an existing CRM system. In case you need and operative CRM system, xFLOWer CRM is available to best fit your campaign management module. By using xFLOWer Cloud, CRM processes can be defined and automated by managing all customer and prospect data in one unified database.
xFLOWer campaign management reaches far beyond the abilities of systems managing sales channels.

In the module, you are free to define:

Campaign types

Any campaign type can managed on any channel, even parallel campaign can run this way! xFLOWer campaign management supports telesales, database driven, cold call based, email or postal DM campaigns alike. Campaign results are stored in a traceable structure in one place. Also, it is visible which task was assigned to who and who was responsible for which task.


campaign participants

Employee skills can be set up in the system, providing significant help in delegation. Similarly – by using further modules – holiday and substitution management can be resolved and automated.



The system is able to delegate tasks to colleagues during campaigns, based on the preset skills. The aforementioned skill settings for example determine that English speaking clients – and related tasks – are delegated to English speaking colleagues. In case of substitution, the system automatically delegates tasks to the colleagues with appropriate skill sets in case a coworker is on holiday or sick leave.


Advanced integration abilities

Shall your operations require any integration, xFLOWer conforms to your needs. No need to change your existing systems to use xFLOWer together with these. Suring the implementation period, we attain all integration that may be needed for performing sales campaigns.


customer data sets

xFLOWer campaign management module includes customer data sets by default, however, you are free to decide what further types of data you want to store and manage. The possibilities are endless: store customers' company size, location, buying potential, premises, contact persons or unique data types such as foot size, language knowledge, turnover, political relationships or the GM's kids’ names - really whatever you may imagine!
Following the same logic, relevant, customer related metadata can be stored in the database. Therefore, it becomes transparent which customer – or prospect – is interested in which product or service, what is not interesting for them or anything similar. Of course, attaching such data to customers makes segmentation much more sophisticated, enabling more effective targeting and more efficient usage of the sales budget. 
In case you have existing data sets in different systems, it is possible to establish interface connections to these systems. Hence, there's no need to re-enter existing data into xFLOWer during implementation. 
In case you need different data sets, not only a customer database, it is also possible with xFLOWer. Create data sets for HR, real estate, receivables, accessories, partners or anything else. Sales campaign processes will always be attached to the appropriate data set.
Of course, to complete some processes connections between or usage of multiple data sets might be needed. Resellers’ sales activities might be a good example for that. In that case, the campaign processes are run from the customer database, but in case of an order, the supplier might also be involved in the process. The system is able to manage the order management process too, even to the management of logistics to the point of takeover confirmation by the client.


Comprehensive sales cycle management

Additional modules are easy to add to xFLOWer Cloud campaign management. Therefore, management of further process types becomes possible. Managing business processes comprehensively enables the completion of all sales and related operative tasks; parameterization of xFLOWer makes this possible. Accordingly, many further processes might start – even automatically – related to campaigns, such as:


WORKFLOW framework

The xFLOWer campaign management module is part of the xFLOWer process management framework, including the most required business processes and data sets predefined. Although, all these predefined values can be tailored and expanded as needed during the implementation period or anytime later!

xFLOWer campaign management is a cloud based solution, however it "only" ensures a framework to create a business environment for your company - one in which you don't have to change your systems and operations frequently. Check out the xFLOWer Cloud product range - you can access all these features anytime: if you need any of it now, it is available, if it will be needed later, implementation into your existing xFLOWer instance will be flawless. 


Campaign management processes

In the xFLOWer campaign management module, everything is controlled by business processes, to which documents are attached. The processes are guiding all colleagues step by step through the operative sales tasks, so it is not possible to omit any required step of the sales cycle. 
Campaign management processes do not end at signing the contracts. xFLOWer campaign management can control the whole customer lifecycle, by implementing business processes such as:

  • Invoice management processes
  • Complaint management
  • Customer care processes
  • Scheduling
  • E-mail filing
  • Offer management
  • CRM processes
  • Contract management
  • Orders management and approval
  • Receivables management
  • Worksheet management
  • Quality assurance
  • Service modification processes
  • Cross-sales, up-sales!

Of course, you are free to decide what campaign management processes you use, however, we suggest the following processes to start with:
•    Lead generation (calls and scheduling)
•    Pre – sales processes
•    Follow up processes

Parameterized to fit your exact needs. 


Practical example

The following telesales campaign example shows the basic functionality of the module

  1. Loading a collated customer or prospect list – As a first step, an Excel list of customers, coming from a different system is loaded. The list contains different segments which require different communication.
  2. After loading, the system checks segmentation. In practice, it is a fixed column in the customer data table. Based on that, the system starts customized communication processes for each segment respectively. In these processes, different product offers, channels and other unique variables can be set. 
  3. Task delegation – the system check the availabilities of telesales colleagues – and in certain cases their preset skills too – and starts delegating telesales tasks. 
  4. Calls – Telesales colleagues start calling the prospects based on segmentation, meaning that colleagues receive different call scripts, sales offers for different prospect and customer types. After the call, the results are recorded in the system. (eg. further call needed, asked for callback, did not pick up, declined the offer, etc.)
  5. Based on the results, the system might start further processes (eg. in case a callback was requested, or a personal meeting is needed, etc.) or close the process in case the customer was not interested or asked the colleague not to call again.
  6. After all customers in the list has been called, the system closes the process and prepares an Excel table with the results. Later, it can be loaded into the CRM system (in case you are not using xFLOWer CRM – if you do, this step is automatic!) where further processes may start as needed, based on the preset sales process parameters.

ready to use solution

Even the best system can’t provide a complete solution if operational processes are designated erroneously. For this reason, ready – made processes based on international best practices are integrated into all xFLOWer modules, which ensure professional organization of work from the first moment of usage. This unique feature enables business leaders to redefine operational processes solely by appointing coworkers for certain tasks – the rest is done by xFLOWer.
xFLOWer Cloud campaign  management module contains all the above features and enables the definition, management and automation of all operational processes regardless the number of processes, users of documents involved. By automating certain tasks, resources are freed within the organization, hence saving costs, time and energy for your enterprise. Therefore the company is enabled to focus on sales, clients and the constant development of its core competence to retain its competitive edge.