Solutions

Ex3 Solutions has vast experience developing and implementing solutions within each phase of the Marketing process. Mouse over a phase in the flowchart below for a description. Our related services are highlighted. Click to select.

Campaign Planning & Development

  • Operations and production management
  • Financial management
  • Digital and physical asset management
  • Reward/loyalty program setup and management
  • Event management
  • Exploratory reporting (for campaign sizing)

Campaign Setup & Execution

  • Campaign segmentation
  • Campaign tracking
  • Campaign optimization
  • Campaign execution (on-line and off-line)

Response Management & Fulfillment

  • Response capture, processing and tracking
  • Custom lead fulfillment
  • Bulk fulfillment (for Sales, Marketing and Channel Partners)
  • Offer/reward fulfillment
  • Document management and version control
  • Collateral inventory management

Lead Management

  • Lead capture and consolidation
  • Lead qualification, scoring and prioritization
  • Lead assignment and distribution
  • Lead tracking and follow up
  • Sales, Marketing and Service Integration

Reporting & Analysis

  • Ad-hoc campaign performance reporting
  • Custom campaign performance reporting
  • Marketing Dashboards

Services

Ex3 Solutions works directly with product, corporate and program marketing managers and directors representing a wide variety of marketing disciplines. Whether you're responsible for database marketing/campaign management, marketing programs, literature fulfillment, marketing asset management, marketing operations or measurement and analytics, we provide comprehensive services that enable you to maximize your effectiveness and productivity.

Needs Assessment & Project Definition

  • Defining high-level business and marketing objectives
  • Performing a "GAP" analysis
  • Prioritizing needs
  • Identifying stakeholders
  • Defining the project team and resources
  • Developing milestones and identifying "quick wins"
  • Creating a project road map

Marketing Database Analysis

  • Identifying and documenting all data points needed to support your current and future marketing programs
  • Analyzing your current internal and external marketing data sources to check for completeness, accuracy and consistency
  • Cleansing and de-duplicating your data
  • Evaluating, selecting and managing outside data providers to help fill in any potential data gaps in your marketing data
  • Working with you and your internal IT department(s) to help develop and maintain your marketing database

Process Analysis and Improvement

  • Analyze and document your existing "As-Is" business roles and processes
  • Propose new and revised "To-Be" roles and processes that better align with your companies business and marketing objectives
  • Develop an implementation plan
  • Help you with implementation and change management

Vendor Evaluation and Selection

  • Gather high level requirements
  • Identify vendor candidates
  • Prepare and manage Requests for Information (RFIs)
  • Schedule and coordinate vendor meetings and demonstrations
  • Develop Requests for Proposals (RFPs) and manage the RFP process
  • Develop a vendor comparison matrix and other associated documentation
  • Present findings and recommendations to senior management

Application Implementation and Integration

  • Gathering requirements
  • Analyzing current businesses process and data flows
  • Writing business requirements and functional specifications (or use cases)
  • Writing user acceptance testing (UAT) scripts and managing the UAT process
  • Developing service level agreements (SLAs)
  • Developing and overseeing the change management process
  • Writing training documentation and training the end users

Tracking, Reporting and Analytics

  • A methodology and common nomenclature for campaign tracking
  • Ad-hoc/self-service reporting applications
  • Custom, recurring reports
  • Propensity models

Marketing Operations

  • Segmentation and list management
  • Campaign set up and execution
  • Collateral management and fulfillment
  • Document management and version control
  • Digital asset management

5424 Sunol Blvd.
Suite 10-133
Pleasanton, CA 94566

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