Platform

Marketing Automation & CRM All-In-One

Prospects + Content + Marketing & Sales Automation = Customers

Simple Sales and Marketing Software for Small Business

Provide your marketing and sales groups with a single, integrated, web based platform that allows them to easily automate and centrally manage their marketing and sales activities.
Elements of our platform include:

CRM Database

Contact Profile & History
Segment & Manage Lists
Import & Export Data
System Integration
EMail Templates
Forms & Surveys
Landing Pages & Web Forms
Digital Collateral
Marketing Automation

Target Prospect Segments
Send Personalized Emails
Queue Outbound Calls
Automate Social Media Posts
Capture & Score Responses
Multi-Touch "Drip" Campaigns
Automated Responses & Alerts
Automated Work Flow
Sales Automation

Score & Qualify Leads
Assignment & Notification
Manage Leads
Schedule Next Actions
Contact Management
Pipeline Management
Sales Nurture Campaigns
Upsell / Crosssell
Reporting & Analysis

Web Page Performance
Dashboards
Query Tool
ROI Reports
Marketing Reports
Sales Reports
Campaign Performance
EMail Performance
All the tools to turn prospects into customers...

Optimize Marketing. Generate Leads. Close Sales.

Centralized Prospect Database
Automated Multi-Step Campaigns
Email Marketing
Outbound Call Management
Landing Pages
Web Tracking
Forms/Surveys
Lead Scoring
Lead Management
Lead Nurturing
Dashboards and Reporting
Centralized CRM Database
 
Centralize all your marketing and sales data

Our platform provides access to your marketing and CRM database - all of the prospect data, collateral and automated workflow needed to create and maintain a centralized and actionable CRM database. ​ 

House all of your contacts, interactions, marketing content and analytics in a centralized web accessible platform. 

No more need to maintain multiple databases. Centralize all of your contacts and content!  ​ 
Contact Profile & History

Organizations can build meaningful prospect profiles that contain all relevant prospect information in an actionable format. All communications, interactions, etc. relating to an prospect are updated automatically and in real time.

Segment & Manage Lists

Users can build targeted lists for campaigns based on prospect demographics, interests, activity or any data stored in the database. Precise targeting allows organizations to send relevant messages to prospects at the right time.

Import & Export Data

Sun Bear's import tool allows users to clean, map, de-dupe and import prospect lists. Users can choose to append, overwrite or ignore values for merged records ensuring the quality of the prospect database. Scheduled imports can be setup to automatically import data from 3rd party systems or databases.

System Integration

Understanding that no system lives in a vacuum Sun Bear's marketing automation system may be integrated as part of a larger group of sales and marketing processes. Sun Bear has extensive experience integrating into our customers existing environments.

EMail Templates

Sun Bear's html/text editor allows marketing groups to easily create effective, personalized email/letter templates. Users can also leverage email templates they've already designed by simply uploading the HTML.

Forms & Surveys

Create forms and surveys to gather information on-line, via email or during a phone call. Pre-populate fields with any data known about the prospect.

Landing Pages & Web Forms

Create html landing pages with Sun Bear's landing page editor or add links to existing web pages to call forms/surveys and track prospect activity.

Digital Collateral

Our digital collateral manager allows you to upload, categorize, store and distribute digital marketing and sales collateral such as case studies, white papers, videos, testimonials, brochures and other marketing collateral.

Marketing Automation
 
Automate inbound and outbound marketing activities

Sun Bear's campaign automation features allow organizations to easily create and execute personalized, automated “drip” campaigns that will automatically send emails or queue outbound calls based on the scheduled activity dates.

Sun Bear’s response management functionality allows organizations to manage inquires and responses to campaigns through the use of email responses, landing pages, web tracking, scoring, alerts and automated determination of next steps.

  ​ 
Target Prospect Segments

Users can build targeted lists for campaigns based on prospect demographics, interests, activity or any data stored in the database. 

Automatically schedule emails based on scheduled or event driven dates. Automatically send a series of emails based on wait times between emails.

Send Personalized Emails

Create and execute automated personalized email activities to targeted prospects using html or text email templates. Integrated response tracking allows users to easily measure the results of email campaigns.

Queue Outbound Calls

Consistently produce more qualified leads by maximizing the effectiveness of inbound and outbound calling activities and integrating outbound calling into multi-channel campaigns.

Associate scripts and surveys at the activity level and ensure consistent messaging and gathering of relevant qualification information.

Automate Social Media Posts

Automatically schedule and post social media posts. Track all activitity and results. Unlock a whole new range of possibilities for viral marketing by tapping into the power of social media marketing.

Multi-Touch "Drip" Campaigns

Easily create and execute personalized, multi-channel, multi-stage campaigns.

For example, the system will automatically execute the following five steps until the prospect is engaged, qualified and added to the sales pipeline.

Capture & Score Responses

Capture responses to campaigns via multiple channels such as email, web landing pages and inbound calls.

Score responses based on prospect activity or information provided by the prospect. Automate responses and determination of next actions based on the score. For instance a lead with a high score may be routed directly to sales, a medium score added to a nurturing campaign and a low score closed and no further action taken.

Automated Response

Automatically respond and provide information based on information provided by the prospects . Stay engaged with prospects by providing them with information relevant to them. Send personalized email responses.

Automated Alerts

Automatically send email alerts to the relevant marketing or sales person.

Sales Force Automation
 
Nurture, manage & close leads

Automatically qualify responses and assign and distribute qualified leads to sales. Alert sales of new leads.

Sales reps can gather information such as stage, value, close date, etc. 
and manage qualified leads though to closure.

Sales reps can schedule follow-up action such as meetings, phone calls and emails by date and time and receive automated email reminders before the scheduled action.
  ​ 
Score & Qualify Leads

Sun Bear automatically ranks qualified leads by score, so organizations can deliver the most important prospects to sales quickly and improve conversion rates. 

For instance a lead with a high score may be routed directly to sales, a medium score added to a nurturing campaign and a low score closed and no further action taken.

Assignment & Notification

Automatically assign and distribute qualified leads to sales channels based on territory rules. Automatically notify lead recipients of new leads.

Manage Lead Pipelines

We provide lead owners with all the information and tools needed to manage their dialog with qualified leads and close sales. 

Sales reps get a complete prospect picture at a glance - including prospect history, leads, campaigns and interactions. 

Sales can gather sales stage information such as stage, value, close, date, competitors, etc. All information is automatically tied back to the prospect and can be used for ROI analysis, as selection criteria for subsequent campaigns.

Schedule Next Actions 

Sales can schedule next actions, action owners and next action dates ensuring that no opportunities fall out of the pipeline. Automated reminders can be sent to the prospect and sales rep before any scheduled follow-up dates.

Contact Management

Store and access all contact information and relevant contact information in an actionable format. All communications, interactions, etc. relating to a prospect are updated automatically and in real time.

Pipeline Management

Manage sales territories and your sales lead pipeline and ensure that all leads are assigned to the appropriate sales rep and are moving through the sales pipeline.

Sales Nurture Campaigns

Assign leads not ready to purchase to nurture campaigns. Create multi-step, campaigns that incorporate sales actions.

Sales can add contacts to nurture campaign from inside CRM.

Up-Sell / Cross-Sell

Use your integrated CRM platform to up-sell and cross-sell to your existing clients. Use automation to effectively target prospects based on buying history.

Reporting & Analysis
 
Analyze activities & results

Sun Bear's reporting and query tool functions allow users to analyze all activities executed by our platform and compare actual performance to goals.

Sun Bear provides all of the reporting functionality required to manage your campaign, response and lead management activities.

Get a 360 degree view of your sales and marketing performance. Make more informed decisions to help your business grow . Get daily snapshots of your sales and marketing activities. See how contacts are interacting with your marketing efforts.

  ​ 
..
Share by: