Drive growth and revenue
Manage and deliver impactful campaigns and track the impact of business development and marketing efforts with Client Engagement
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Key Features
Skip to: Lead & Enquiry Management | Engagement Management| Opportunity Management | Referral Management
Create opportunities
Effectively manage leads and turn them into successful business development opportunities with Client Engagement. Our Enquiry Management tool, captures key lead details such as contact information and the nature of their enquiry and identifies leads through bulk imports, web forms, and business card scanning.
With Enquiry Management, you can easily convert activities to business development leads and use common data from first contact through to client matter inception, making lead management seamless and efficient.
Set the standard
Engagement Management drives the application of best practices in business development by providing a visual engagement lifecycle for your team. Create proactive engagement plans for accounts or contacts and configure business processes for engagements using an out-of-the-box business flow.
Engagement Management allows you to associate stakeholders and teams to engagement plans, as well as create activity plans to track and manage engagements as they move through their lifecycle. By visualizing the engagement lifecycle, we help you prioritize value-add activities to accelerate the business development process.
Accelerate business development
Opportunity Management is a dynamic and strategic process. Client Engagement delivers a data-driven approach that aids in effective pipeline management, allowing you to visualize the opportunity lifecycle and key tasks. Creating comprehensive activity plans for each opportunity, which serve as roadmaps to guide your teams in executing tasks efficiently and effectively.
Opportunity Management enables you to prioritize value-add activities, accelerating the business development process. This strategic prioritization, combined with collaborative and data-driven decision-making, ensures our Opportunity Management approach delivers maximum value and drives sustainable growth.
Track ROI with Precision
Peppermint Client Engagement offers a streamlined solution for campaign management, capturing key data such as target services, activities, budget, and expenses, as well as schedule and manage activities, and associate marketing lists created using our powerful segmentation tools. In addition, marketers can associate leads and opportunities with campaigns, enabling them to track the effectiveness of their efforts.
Client Engagement offers connectors to top eMarketing platforms such as Microsoft Dynamics 365 Marketing, Vuture, and ClickDimensions. Our platform allows clients to utilize our powerful segmentation tools to drive email marketing campaigns and to track eMarketing activities within Peppermint. Create powerful eMarketing campaigns using best-in-breed capabilities such as email editors, email management, and click-through rate tracking to create engaging and targeted email campaigns that resonate with contacts.
