- segment contacts in groups
- assign contacts to organizations
- add notes to contacts, categorize and assign actions to them
- assign contacts to memberships based on user defined action
- create campaign and keep track of the success rate
- setup a schedule for these campaigns
- quantifying the opportunities
- through scoring identify customers that are most likely to convert
- self-defined scores for various portal events
- i. e. keep track of viewing a story, product or downloading a document
- keep track of the marketing/sales performance in your portal using self-defined dashboards