Marketing Campaigns
Create and track marketing campaigns, see active versus total counts on the dashboard, and connect outbound effort to leads in the sales pipeline.
Overview
Marketing Campaigns is where demand-generation lives. Register campaigns, monitor how many are active, and open the full list to maintain schedules, audiences, and status.
When leads arrive with campaign or UTM fields populated, Sales Pipeline analytics show which programs drive pipeline — so marketing and sales argue over data, not opinions.
Key Capabilities
Campaign registry
Create and maintain marketing campaigns in one list.
Active tracking
Dashboard highlights campaigns currently running.
Pipeline attribution
Leads tied to campaigns visible in pipeline analytics.
Quick create
Start a new campaign from the dashboard.
Campaign list
Browse and edit all campaigns from a single register.
Marketing reports
Export and review campaign performance.
Task Assignment Catalog
The Task Assignment Catalog connects workflow events in this module — documents submitted or approved, thresholds crossed, lifecycle handoffs — to the people who should act next. When an event fires, PerfectoERP assigns follow-up tasks, sends in-app notifications, or both, according to each catalog entry. Teams collaborate through My Desk instead of polling lists or chasing status in email.
Marketing campaign ending soon
Notification
A marketing campaign is nearing its end date. Review performance and renew or close.
Default recipients
- Notification → Packages & Offers Manager
Default routing is customizable per catalog entry — add job functions or individual users, or disable tasks or notifications in Configure.
Interface Showcase
Active and total campaign counts with create and list shortcuts.
Connected Modules
Sales Pipeline
Leads and deals fed by campaigns.
Customers
Audiences you market to.
Assessment
Evaluate campaign or account fit.
Ready to attribute leads to campaigns?
Run campaigns with clear names and capture UTM data on leads so marketing ROI is visible.
Demo login