Segment · Active CRM leads, last 14 daysIllustration
Maxwell T.Hot
Alexander Q.Warm
Sarah Q.Warm
Donna M.New
Dynamic Audience Segmentation
Build segments from CRM fields, lifecycle stages, and how contacts have engaged with you before.
TrueValue Marketing
Coordinate your audiences and campaign work.
Marketing
Manage campaign audiences, communication workflows and campaign operations.
Smart Assistant
How did the October campaign do?
AIOpened by 41%. 212 new leads saved to CRM.
Automations
Send on schedule
Sync replies to CRM
Campaign · Reach & Delivery
October Product Release24.8k Sent (99%)
VIP Customer Nurture41% Opened
Leads Auto-Synced to CRM212 Captured
Active Team
KNLS+3
3 on campaigns
Works with
Start with your requirements
Bring the work.
Bring the questions.
Review what your team needs from TrueValue Marketing.
Ask how AI helps with campaign ideas, audience picks, and message drafts, and where your team stays in control.
Helpful to bring along: a sample contact list, the channels you use today and your consent or opt-in policy. Nothing else is required.
In this Product
What the work covers.
Manage campaign audiences, communication workflows and campaign operations.
See what Marketing includesEmailSMSWhatsApp
Logged in CRM
Broadcasts
Email, SMS, and WhatsApp broadcasts, with consent, tied back to CRM.
With consent
4,820matching contacts
LeadOpened 30dSydney
Audiences
Segments built from live CRM data, so the right people get the right message.
Live from CRM
Form submittedWait 1 daySend WhatsAppTask for sales
Workflows
Automated steps that follow each contact and hand them to sales at the right moment.
Triggers and follow-ups
Delivered 97%Replied 22%
Operations
Approvals, schedules and delivery reports in one place.
Approvals and reports
Features & Capabilities
Reach the right audience and run campaigns from one place.
Build campaigns on your sales data, so each message arrives at the right time and feels relevant.
Campaign AnalyticsIllustration
Reach14,820
Delivered98.4%
Click rate24.8%
Multi-Channel Broadcasts
Send campaigns across email, SMS, and WhatsApp to contacts whose opt-in consent has been verified.
1Segment CRM Leads
2Filter Consent
3Draft Template
4Broadcast Channels
From segment to send
Choose who, check consent, pick a template and broadcast from one flow.
Channel distributionIllustration
See which channel works
Compare channels side by side and put effort where replies come from.
1Reply received
2Saved to contact
3Follow-up task created
Replies come back to the record
Every reply is saved to the contact, and a follow-up is created.
From campaign to customer
How Marketing Works
From audience segmentation to automated delivery, engagement tracking, and CRM handoff.
01
Segment Audience
Filter contacts by behavior, past purchases, tags, and verified opt-in consent.
CRM contactsLead formsPast buyersOpt-in list
OC
October Launch Audience24.8k verified contacts
READYSegment · 24.8kAudiences · Tags
02
Build Message
Craft multi-channel email, SMS, and WhatsApp broadcasts with dynamic merge tags.
EM
Product Release BlastMulti-channel broadcast
ChannelEmail + WhatsApp
PersonalizationFirst name, Deal type
Sender Score99.4% Verified
Broadcast readyTemplates · Channels
03
Automate Delivery
Trigger broadcasts on optimal delivery windows and auto-resend to unopens.
Sent to 24,800 contacts99% Delivered
Follow-up sequence queuedAutomation
DispatchedSequences · Rules
04
Sync Conversions
Track opens and click rates, pushing high-intent respondents directly to sales reps.
DraftQueuedDispatched41% Opened
October Launch212 Leads
Synced to CRMCampaign · SuccessAnalytics · CRM Sync
Every click, reply, and conversion feeds straight back to your CRM pipeline in real time.
Targeted Audiences
Who It's For
The teams that can use Marketing in their day-to-day work.
Targeted Users
Demand Gen & Growth Marketers
Create dynamic audience segments based on CRM lifecycle stages and broadcast targeted email, SMS, and WhatsApp campaigns.
Content & Campaign Designers
Draft compelling newsletters, announcements, and promotional assets that look beautiful on mobile and desktop devices.
Compliance & Privacy Officers
Enforce opt-in consent tracking, manage frequency caps, and handle automated unsubscribe requests with total regulatory confidence.
Marketing Leadership
Measure open rates, click delivery, customer engagement, and direct revenue attribution connected back to the sales pipeline.
PROBLEM & SOLUTION
Turn Scattered Audiences,Into High-Converting Campaigns
Marketing teams struggle with fragmented subscriber lists, disconnected email and SMS tools, and zero visibility into real revenue attribution. TrueValue Marketing brings multi-channel broadcasts, audience segmentation, and CRM-linked attribution together.
The Challenge
Audience lists are duplicated across standalone tools, leading to mismatched customer data
The Solution
Dynamic audience segments pull live contact data directly from your CRM with verified consent flags
The Challenge
Running email, SMS, and WhatsApp campaigns across three different vendors is slow and costly
The Solution
A single multi-channel broadcast engine designs, schedules, and sends across all channels from one view
The Challenge
Marketing cannot prove which campaigns actually generated closed sales or paid revenue
The Solution
Full-funnel attribution tracks the journey from campaign click to deal closure inside the platform
The Challenge
Generic blast messages lead to low open rates, spam complaints, and customer fatigue
The Solution
Targeted behavioral triggers and granular filters deliver relevant messages based on past buyer interactions
The Challenge
Drafting emails and testing subject lines consumes hours of creative time every week
The Solution
Modern visual templates, AI copy refinement, and real-time preview ensure flawless delivery on all devices
The Challenge
Unsubscribes in one channel fail to update elsewhere, risking compliance penalties
The Solution
Centralized consent management enforces opt-outs universally across email, SMS, and messaging channels
Explore
See how Marketing fits your work.
- 01
Explore TrueValue Marketing
See how Marketing helps manage campaign audiences and communication workflows.
- 02
Choose what you’d like to discuss
Select the topics you want to review on this Product.
TRUEVALUE
Connect your Marketing operations
Manage campaign audiences, communication workflows and campaign operations.
Key capabilities included:
- Multi-channel broadcasts across Email, SMS & WhatsApp
- Dynamic CRM-driven audience segmentation
- End-to-end campaign analytics & conversion attribution
- Automatic follow-up tasks linked to the customer record
New to TrueValue?
Run connected business operations on one Platform, with Products designed to work together.
Before you begin
Your questions,
answered.
Which channels can we broadcast marketing campaigns across?
TrueValue Marketing supports multi-channel broadcasts across Email, SMS, and WhatsApp with opt-in consent verification and deliverability tracking.
How does audience segmentation sync with TrueValue CRM records?
Dynamic audience segments are built directly from CRM fields, deal stages, and customer purchase activity, updating automatically in real time.
Can we build and schedule automated email nurture sequences?
Yes, create multi-step campaign workflows with custom triggers, delays, and automated follow-ups based on recipient open and click behavior.
How are opt-in consent and unsubscribe requests handled?
The system enforces consent permissions, applies frequency caps, and automatically handles unsubscribe requests across all communication channels.
How is revenue attributed from marketing campaigns to closed deals?
Every campaign link click and form conversion links directly to deal records, showing exactly which marketing campaigns drove closed revenue.
Take the next step
Continue with Marketing.
Compare this Product with the rest of the catalogue, or open pricing when you are ready.