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xOnline ¦ xRelation.web - Basic Module for Data Relation & Campaign Management.

Basic Module for Data Relation & Campaign Management
February 23, 2025 by
xOnline ¦ xRelation.web - Basic Module for Data Relation & Campaign Management.
pdc Marketing + Information Technology AG, Stefan Isliker
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xOnline ¦ xRelation.web - SaaS solution for data relation and campaign management


Beschreibung
xOnline | xRelation.web ist eine webbasierte Oberfläche für das zentrale Management von Kundendaten, die Steuerung von Kampagnen und die Durchführung datenbasierter Prozesse. Die Plattform bietet eine intuitive Benutzerführung, um CRM-Daten effizient zu verwalten, Marketingkampagnen zu planen und Workflows zu optimieren."


xOnline ¦ xRelation.web - Basic module with additional features integrated:

  • xAdress - Management of contact and address data as well as relation to product/trade
    Presentation of address data (customers, leads) as well as attributes, additions, relations, etc.​
  • xSelection - Function for Data Search and Data Selection
    Targeted search and selection of relevant data with filtering and highlighting features.
  • xStatistics - Visualization, Management of Data, Key Figures, Reports + Data Information
    Visualization and Control of Key Figures, Reports, and Data Information
  • xPermission - Individual Delivery Management Permission
    Display of all Privacy Customer Channels with the Modification Function for Trade



Process Solution
xOnline offers an efficient and process-driven web interface for trade or OEM, designed for various tasks related to customer and lead management, as well as the orchestration of marketing automation and campaign planning. It includes various functions for address data overview, selection, and address mutation. It serves as an information and interaction platform for your customer management.


Functions

  • Web access per dealer/retailer
  • Web Access Importer, Zone Management
  • Group functions

Admin Module

  • Login Function
  • Template editing
  • Control Assignment
  • Control Rights
  • User Simulation Control

Lead Service Module (xLMT)

  • Lead Transfer, Assignment
  • Lead Sales Processing, Transfer, Presentation Cases Sales
  • Lead closure, processing positive, negative, shift
  • Lead Monitoring, Monitoring, Goal Definitions
  • Lead Report, Statistics, Source, Target Checks, Penalty System, Zones, Dealer Reports
  • Lead Generation APP (xLead)

Selection Service Module

  • Address Data Manager
    • Customer data
    • Lead data
  • Customer selection, data selection
  • Profile and Demographic Data Selection
  • Customer Program Campaign Lists, Data Response Form for Dealers

Data Management Module (xAdress)

  • Address representation with contact details
  • Additional information, attributes
  • Relationship Information (Assignment)
  • Permission Information (xPermission) per Channel
  • Address Capture Data Forms
  • Data collection, data entry forms
  • Data selection, selection function 
  • Data output, output function
  • SFTP Data Transfer Manager (Upload)


Dealer Management Service Module

  • Basic xOnline User Simulation
  • Basic Dealer Templates
  • Basis Dealer Signatures

Campaign Management Service Module

  • xWorkflow - Campaign Process Manager
  • xProduction.Campaign - Subprocess Campaign Manager for Print and Digital Outputs
  • xProduction.Selfservice - Subprocess for Digital Templates for Trade
  • xDialog - Offer Manager for Content, Text Matrix for Individual Addressing for Print and Digital


Service and Support Modules

  • Recall Manager (xRecall)
  • Assistance Recording
  • Voucher Manager
  • Download Manager




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