“The Business System Integration module in Tour de Force provides us insights to data in our Epicor Prelude ERP system that we didn’t have insights to before. It allows us to analyze that data to see where we need to improve. Tour de Force also provides our Outside Sales team with access to sales data about their Accounts, such as open orders and open quotes. They don’t use the Prelude system, so they completely rely on Tour de Force for access to this key information about their customers.”
Tyra Bean Marketing Manager Pumps, Parts & Service, Inc
The Mailer Module in Tour de Force is a marketing feature that gives users the ability to easily and efficiently create direct mail or email campaigns. An Email Campaign can be created for marketing, relationship building, product updates, or any other reason that an organization may have to communicate with their customers, prospects, vendors, or suppliers.
Using the Mailer Module, a user can create a filtered list of recipients based on any field found within the Account or the Contact. When used in conjunction with the Gap Analysis feature of Tour de Force, an organization can create highly targeted email marketing campaigns based on a customer’s sales history.
The Draft Editor feature of Tour de Force gives an organization added capabilities when it comes to managing their email marketing. Using the Draft Editor, an organization can load both .html and plain text emails, and can store frequently used templates that can be conveniently accessed and used by any Tour de Force user. Emails can be created to contain bookmarks, which will insert the values from any user-defined field found on the Account or Contact record.
Tour de Force gives companies the ability to create and manage document templates, making it easy for users to quickly generate commonly used documents and automatically populate those documents with data directly from the CRM database.
Templates in Tour de Force is a CRM marketing feature that provides an organization with control over the documents that their employees commonly use, while also providing a simple and easy way for those employees to quickly generate those documents. Templates can be maintained across the enterprise for consistency, and can be saved to specific territories, regions, or branches, allowing the organization to utilize different mailing addresses or logos for the various branches of their organization.
Gap Analysis in Tour de Force is a CRM marketing feature that allows an organization to review their customer’s purchase history and easily identify where there are gaps or opportunities for additional sales.
Tour de Force integrates to an organization’s ERP system, automatically importing the sales data used in a Gap Analysis report. Using this capability, it’s easy to run reports such as:
“all customers who have purchased product A & B in the last 18 months, but not product C”
“all customers in the Northeast Territory who have spent $10,000 on product A in the last 2 years, but $0 on product A in the last 6 months”.
The Event Manager module in Tour de Force is a CRM marketing feature that gives an organization the ability to create and manage the Events they host or participate in, and allows them to analyze the Return on Investment of that event.
An Event can be a trade show, training event, open house, counter day, golf outing, new product release, advertising campaign, email or direct mail campaign or any other type of Event that an organization wishes to track.
The Event Manager module allows an organization to invite and enroll attendees, plan and record all details of the Event, track Expenses associated with the Event, and track the outcome and sales resulting from the Event.