Business area
Vision 365 for Marketing
Work with the same customer and commercial context as the sales team — from campaign material and lead activity to the documents behind every commercial action.
What your team can manage with Vision 365
A connected set of capabilities for marketing work that stays close to the commercial process.
Work with shared customer data
Use the same customer records the commercial team works with.
Follow lead activity
See how leads progress through the commercial process.
Organise marketing documents
Register and share campaign material and supporting documents.
Support commercial follow-up
Hand over qualified interest to sales without losing context.
Keep one version of the truth
Avoid parallel lists and spreadsheets for the same customers.
Measure with the rest of the business
Use platform dashboards instead of separate reporting.
Solutions used by Marketing
Marketing works with capabilities from several Vision 365 solutions rather than a separate application.
CRM — Customer Relationship Management
Customer records, lead and opportunity activity and the commercial context behind every interaction.
Intranet & Team Collaboration
Registration and sharing of campaign material, documents and internal information.
Budgeting & Performance
Dashboards that show commercial results on the same data the teams work with.
Modules used by Marketing
The concrete Vision 365 modules behind the activities above, grouped by the solution they belong to.
CRM
CampaignsAudience segmentation, campaign rollout, and the leads and clients each campaign produces.
Sales Force AutomationLeads, opportunities and commercial activity shared with the sales team.
Clients ManagementCustomer records, contacts and relationship context.
Intranet & Team Collaboration
Documents Managements and RegistrationRegistration, storage and sharing of campaign material and internal documents.
How Marketing connects with the rest of the business
One platform. Every step. No handoffs.
Common workflows
Typical connected processes supported by the Marketing business area.
Material to campaign
Register campaign material and make it available to the teams that use it.
Campaign to lead
Turn interest generated by campaign activity into a lead in the commercial process.
Lead to sales
Hand a qualified lead over to the sales team with its full context.
Activity to reporting
Bring commercial results into dashboards shared with the rest of the business.
See Vision 365 applied to your marketing work
Explore how campaign material, customer information and commercial activity can work together in one platform.