Last Updated on 7 years by RichBohn
This CRM Review examines Sunbear Software.
In-Depth CRM Review
Sunbear Software, Inc.
1600 Providence Highway
Walpole, MA 02081-2553
CRM Category: Marketing Support – Cloud
Sub-Category: Marketing Automation
Seats: Small Enterprise
About the Company:
About the Product:
Provide your marketing and sales groups with a single, integrated, web based platform that allows them to easily automate and manage marketing database, campaign, response and lead management processes.
Sun Bear offers the affordable alternative to expensive, difficult to use CRM systems. Ease of customization and intelligent design combine to provide a solution structured to meet your specific needs.
- Centrally manage all prospects and prospect communications.
- Create, execute and manage marketing campaigns.
- Automate queuing and distribution of mail and email documents.
- Create call queues and employ call list management rules.
- Create on-line and phone surveys.
- Manage and automate responses via phone, email, mail and web.
- Qualify, assign and distribute sales leads by territory.
- Track leads stages, values and next actions.
- Query, report and analyze results.
Our platform provides access to your integrated marketing database – all of the data, tools and automated workflow needed to enable you to create a centralized and actionable marketing database.
Sun Bear’s marketing database is designed to effectively manage a large number of raw prospects and early stage leads.
Understanding that no system lives in a vacuum, Sun Bear also offers several options for integrating into existing sales and marketing environments.
Our campaign management and execution functionality provides the core of our marketing automation/lead generation platform.
Sun Bear’s Campaign Management features allow organizations to easily create and execute personalized, multi-channel, multi-stage campaigns. Organizations can assign prospects to campaigns based on any attribute in the database or prospects can be automatically added to a campaign based on event triggers; such as submitting a web contact form.
Automatically capture, score and qualify responses resulting from marketing campaigns and assign and distribute qualified leads to the appropriate sales channel.
With Sun Bear’s lead management functionality marketing groups can automatically qualify responses resulting from marketing campaigns and assign and distribute qualified leads to the appropriate sales channel, as well as nurture semi-qualified leads until they are ready for distribution to sales and manage qualified leads though to closure.
As part of the marketing automation process Sun Bear has created powerful marketing tools designed to help manage your campaign, response and lead management functions.
Reporting & Analysis
Marketers need to justify the return on investment of all marketing activities. Sun Bear’s reporting and query tool functions allow user 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.
For complete pricing details, please contact the company directly.
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please contact the company directly.
Rich’s View of Sunbear Software:
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