Spotler for SageCRM

Nick Rainbird • March 12, 2024

Introducing Spotler

Spotler is the number one email connecter to Sage

Spotler is an AI powered marketing automation and lead generation software provider offering an all in one inbound & outbound platform, allowing marketing & sales teams get more leads, convert more traffic and run complete marketing campaigns. Spotler has one of the best integration with Sage CRM allowing sales and marketing teams to work form one platform and increase their marketing and output and lead generation activities.

Spotler is one of the only UK providers that will allow you to email non-opted-in data, even your purchased lists. Spotler mail+ is a email marketing software suitable for all organisations looking for a software to professionally communicate in a personal matter with employees, customers, shareholders, members, prospects and many other segments! This includes B2B, e-commerce, retail, government, non profit, education, health care and many more. Spotler Mail+ holds multiple features from email newsletters, audience management and segmentations, forms and surveys, SMS mailings, A/B testing, mailing reports, tagging and scoring, dynamic content, images editor to document management.

Features

Email editor:
Drag and drop to create emails from a library of pre-defined blocks or your on custom blocks that can be reused across emails and campaigns. Once the template has been created you can edit the design by adjusting the colours, paddings and alignment to your brand guidelines. The email editor also does all the HTML work for you, including optimising for all devices!

Gator leads:
Track companies and contacts who visit your website and increase and track the ROI from your paid ads. Help your sales team get new leads by integrating Sage CRM with our lead generation software enabling you to manage your website leads from within your CRM. From tracking their website behaviour to who the lead is assigned to in CRM. You can link records, see their lead score and link CRM records.

Send forensics:
Predict the deliverability of your campaigns before sending and monitor the reputation of your IP and sending domain. 

Gator AI:
Increase the click rate of your campaigns and understand which contact will unsubscribe by removing them from the campaign. Spotler offers core marketing services from template design, automation builds, content production and SEO to create engagement across channels and touchpoints.

Data secured and GDPR compliant:
With Spotler mail+ all customer data is secured and the privacy of recipients is guaranteed. Additionally, Spotler is GDPR compliant saving you the time through guaranteed GDPR compliant email marketing. Spotler also guarantees that your data will be stored securely in Europe. Spotler uses a Dutch partner for hosting and storage.

Integrate Spotler Mail+ with CRM:
You can integrate Spotler with CRM systems, webshop software and customer data platforms. Through the synchronisation of data, segmentations and personalisation become even more targeted and communication becomes more relevant.

Lead generation with SageCRM

By incorporating Sage CRM with our lead generation software, you gain the ability to oversee your website leads directly from within your CRM platform. This encompasses tracking their website interactions, assigning leads within CRM, linking records, and accessing their lead score. Consequently, you ensure seamless monitoring of your CRM accounts' activities on your website at all times.

Set website alerts for your Sage CRM

Utilising our lead scoring functionality alongside our notification system, you have the capability to receive leads directly in your email inbox upon reaching the specified score threshold. This integration enables seamless monitoring of sales-ready leads within your CRM, offering valuable insights into your pipeline. With alerts configured, accessing pertinent lead information becomes effortless, eliminating the need for manual CRM login.

Feed customer & campaign data direct to your CRM

We have the capability to synchronise your lead and contact records with data generated from your marketing endeavors, including email campaigns, surveys, and events. This ensures that all activities of your contacts and leads are meticulously documented within a dedicated history table in your Sage CRM database.


Our Sage support system

Our Sage CRM integration accommodates both the Microsoft SQL and Oracle versions, excluding SageCRM.com. Nevertheless, our team of CRM experts and marketing specialists, coupled with our open API, stands ready to collaborate with you in crafting the tailored integration solution you require. Reach out to us to commence discussions on your specific needs.

Features for Marketing and Sales


What you can achieve:
Gain insight into your campaigns performance and ROI from within SageCRM. Track the progress of your sales and marketing funnels and identify any bottle neck scenarios, report on your leads in your pipeline and their entire journey from marketing campaigns to website activity to sales opportunity. Keeping you on-top of your marketing results and budget in real-time. 

Create powerful workflows:
Utilise automated workflows to welcome new customers on board when they sign up. This tool also sends out your brand-(RSS) content in blogs or white-papers to keep people’s attention. Finally, automatically trigger campaigns to your lapsed customers. 

Track customers and prospects:
Want to know when visitors are landing on a certain page or a certain series of pages? Use Spotler's alerts functionality to tune to fit with the way you sell. The Live Feed lets you see your website visitors in real time, so if that hot prospect appears on your website, you can be on the phone to them while you know you have their attention. 

Dashboards for Sales & Marketing:
Spotler's integration with Sage enables you to create multiple dashboards for all teams to access. From marketing funnels to sales pipelines, leads from specific marketing channels, or leads based on their position in the buying journey, you can ensure your sales & marketing teams are targeting the right leads with the right information. This integration feature will allow you to create dynamic groups based on your chosen criteria and send them to their own relevant campaigns automatically. Our ‘Send to Friend’ and ‘Web Capture’ functionality is also able to add new lead records to Sage CRM via referrals of your email marketing campaigns and new signups from your website.

We can sync your lead and contact records with the data from your marketing campaigns such as email campaigns, surveys or events. You’ll have a record of all your contacts and leads key activities in a dedicated history table in your Sage CRM database.

Real-Time Data:
With Spotler you can see website, social, paid ads, email activities in real time from your Sage CRM, allowing you to view your leads first interaction with your website to their entire website journey and their total lead score. All data collected is inputted directly into your CRM, including who owns the account and all notes collected along their buyer journey.

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