It is a contact database where all your contact records are stored. It keeps not just each contact’s e-mail and postal information, but a complete profile that contains everything you know about each contact including:

• what marketing communications they’ve received and responded to
• what phone conversations have occurred
• how many times they’ve visited your website
• what pages they viewed
• what e-mails they’ve opened and clicked on
• Preference and interest information
• And just about any other data you’d like to keep

The Platform is robust, on-demand contact management integrated with some slick web analytics that tracks and records your contact’s activity as they interact with your company across all touchpoints. All your client and prospect data can be integrated, including customer service interactions, sales calls, and even purchase histories.


Closely connected to your MoonRay contact database is the MoonRay Automation Engine. This is where it starts to get interesting.

With the Automation Engine, you can build sequences of time-released or scheduled marketing ‘steps’. A step might be to send a personalized e-mail or direct-mail piece or for someone to perform a ‘task’.

Tasks are how you get people (inside your company or vendors like your mail-house) involved in the otherwise automated marketing process. You can alert people that a task needs to be done by e-mail, text message, or by adding it to their to-do list in their CRM calendar or Outlook.

Some ways our clients use tasks are:

• to alert an inside or field sales person that a someone filled out a web form requesting a call
• alert customer service that someone’s requested help
• notify someone internally or your fulfillment house that literature or product needs to be mailed to a prospect
• after a sale, notify someone that a welcome call needs to be made
• automate monthly check-in calls with high-value clients
• and much more.

This may sound simple – and it is – but it’s an extremely valuable and flexible toolset. And this is just the beginning. We’ll add just one more piece, and then offer some real-life examples.

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