We understand data management is becoming increasingly important, especially with GDPR now in full force, dictating how we manage EU citizens data. At Campaignmaster, we also understand the importance of a CRM system that is reliable and GDPR compliant as well as effective at managing your data. Therefore, we are proud to introduce CM Data Manager – Campaignmaster’s bespoke CRM system.
Where It Started
CM Data Manager was born following clients’ feedback on their existing CRM suppliers not meeting their actual requirements.
Quite a few of our clients cited their existing CRMs as being too difficult to use, too expensive or too complex with features that would never be utilised. On the other hand, some clients were finding using Excel spreadsheets increasingly fiddly and wanted a more structured approach to managing their data.
We found many companies wanted a data management tool that was UK based, reasonably priced, easy to use with customisable ability to meet their prospect and client data management requirements. Initially, we built CM Data Manager for internal use having used Salesforce CRM for many years. It worked so well that we showed some of our existing clients and now they love it too and use it across all their business teams.
CM Data Manager comes with all the essentials, so all you need to do is expand on these and tailor your pages to make data entry and management effortless.
Why CM Data Manager?
Fully Integrated with CM Email Marketing
If you already use our email marketing platform CM Email Marketing, then integrating with CM Data Manager is a no-brainer! No need to create and save Excel spreadsheets and manually upload for your email marketing campaigns. Additionally, you will see all email marketing activity inside both CM Data Manager and CM Email Marketing, giving your account users visibility on your email marketing activity. Futhermore, our comprehensive single views details what email campaigns have been sent to which contacts and all their engagement.
Opt Outs Synced to CRM in Real Time
Unsubscribes are synced between CM Email Marketing and CM Data Manager so no need for any manual uploading of suppression lists from one system to another.
Document Manager
Upload resources so that your users have the relevant documents to hand whenever required. Additionally, create documents such as quotes, contracts etc. to save to an account, lead or contact and maintain records of dispatch.
User Friendly
CM Data Manager has a very clean, intuitive and easy to use interface. You can navigate easily through CM Data Manager using it’s clear and effective tabular structure. Furthermore, the fast working search functions allow you to get where you need to be in minimal time.
Replaces Spreadsheets
CM Data Manager is a great alternative to managing data in Microsoft Excel spreadsheets. Using spreadsheets means your data can sometimes become overwhelming to work with. Furthermore, you run the risk of accidental deletions and mis-alignment of client and prospect data. CM Data Manager allows you to upload all your data into one central hub, allowing you to access individual records with all respective information.
London Based Servers
As our servers are based in London, rest assured that your data will never leave the EU or the EEA. This is extremely important and ensures you are compliant with the GDPR.
Low Cost
CM Data Manager comes at an extremely cost effective price. You pay a one off fee for set up and training, a nominal annual maintenance fee and then a monthly fee based on the number of users you have. Get in touch with your requirements for a quote.
Customisable
We provide all the essential database fields you expect to find in a CRM and from this starting point, you have the flexibility to customise all your Leads, Accounts and Contacts pages. This means you can tailor your CM Data Manager account to your business processes and all this inclusive of your package. You can even create entirely new sections for each page and label accordingly, to further ensure CM Data Manager meets all your data collection requirements.
Define User Roles
Create unlimited Administrators and bespoke roles for all your users with read only access, access all areas or restricted access. Set up users, reset passwords as you manage your teams.
Unlimited Contacts
Create unlimited contacts for your Leads and Accounts.
Create Views
Create unlimited views to quickly navigate to targeted data you need to see and manage.
Forecasts
Easily generate forecast reports based on any business specific goal. This could include your sales team activities ranging from demos to closing orders, to number of training sessions delivered.
Tasks
Productivity is better managed when you have checklists. In CM Data Manager these are your tasks. Create tasks for yourself or delegate to a colleague and keeps tabs on where you are and where you should be.
Automatic Date and Time Stamps
To save you further time, CM Data Manager will automatically date and time stamp any description entries along with the users details. This is great for when you want to reference a past conversation or email sent.
These are just some of the many benefits of our CRM. To find out more, book a personalised demo now:
Free Demo
