SalesFision Platform application
Your own funnel, your own goals, and a month that explains itself.
Marketing is where the figures of your own organisation come together: a year goal broken into smaller goals and judged against where you should be today, one funnel of six steps from a first visit to a customer who stays, and a monthly report that ends in findings with a name next to them. Campaigns, analytics and what your customers answered sit in the same place, in the same period.
Configure Marketing Do the Business Scan
- A year goal, broken down, measured against the pro-rata target on a set date
- One funnel of six steps, from visit to a customer who comes back
- Every finding carries a recommendation, an expected effect and an owner
Plenty of figures. No single story.
Visits live in one tool, campaign results in another, orders in a third. Once a month someone copies all three into a deck, and the meeting is spent agreeing which number is right instead of deciding what to do next.
- Three tools give three different numbers for the same month.
- The year goal is only checked when the year is nearly over.
- The report explains what happened and then stops.
- What you believe about your customers is a hunch nobody wrote down.
What changes when the figures and the story live together.
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A year goal you can act on this month
One main goal, split into smaller ones, each with a target, a unit and the reason you chose it. The pro-rata calculation says where you should be on a given date, so “behind” is a number with time left on it.
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One funnel everyone reads the same way
Six steps, from visit to a customer who comes back. Each step shows its value, the previous period, the target and where the number came from — so a drop is a question with a place to look.
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Findings that end in work
Every finding is written down the same way: what we see, what we advise, what it is worth and who picks it up. The report becomes a short list of jobs instead of a slide about the past.
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A picture of your customers built on answers
Your own customer list, a survey that goes out to it, and the persona mix of the month on top. The people you aim at are the people who answered you.
What your team can do with Marketing.
Goals and pace
- Split a year goal into sub-goals, each with a target, a unit and the reason behind it
- Record the actual figure per month, per goal, with a note on where it came from
- Read the status against the pro-rata target on a chosen date, not against December
- Let the main goal work out the targets for paying and returning customers itself
The funnel and the numbers
- Follow six steps, from visit to a customer who comes back
- Open a step and see the channels, the pages and the conversions behind the number
- Switch the period once and every screen compares itself with the same span before it
- Link a Google property once and keep the analytics of that property together, with the moment of the last update in view
Knowing your customers
- Keep your own customer list with source, consent and status, or bring it in from a spreadsheet
- Have a survey drafted for a subject and an audience, then cut it down yourself
- Invite active customers by e-mail, or share the same survey as one link
- Show the persona mix of the month, and the persona the month was really about
The monthly report
- Write the story of the month with the figures sitting under it
- Derive the KPI tiles from your goals in one click, in three layers
- Record each finding as insight, recommendation, business impact and owner
- Send the report as a readable e-mail, with the moment and the recipient kept
From year goal to a month that explains itself.
The same rhythm every month, so the report is written instead of assembled.
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The goals are set
One year goal, split into macro and meso goals, each with a target value, a unit and the reason you chose it.
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The period fills up
Analytics, campaign results and the figures you keep yourself land in the same period, next to the one before it.
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You ask your customers
A survey goes to your own customer list, or out as a link. Signals from outside are scored and suggest questions worth adding.
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The month gets its meaning
The KPI tiles come out of the goals, the persona mix shows who the month was about, and you write the story over it.
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Findings get an owner
Each finding gets a recommendation, an expected effect and a name. Then the report goes out, and the send is recorded on it.
What your team looks at.
One organisation in one period: August 2026, measured on 28 August. The funnel and the goals, the campaigns that fed them, and the findings that came out.
Funnel and goals
Monthly story · August 2026 · measured on 28 August
- +6% vs July
- +4% vs July
- −9% vs July
- +2% vs July
- +5% vs July
- Recorded per period
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Year goal · paying customers 2026 2,180 of 3,200
Pro rata on 28 August: 2,133 — two per cent ahead -
Month goal · requests through the website 386 of 460 in August
Pro rata on 28 August: 415 — seven per cent behind -
Year goal · customers who stay 64% of the 70% you set
Measured on 28 August over the last twelve months — six points to go
Campaigns
| Campaign | Goal | Channel | Budget | Period | Status | Result |
|---|---|---|---|---|---|---|
| Autumn collection | More orders from returning buyers | Paid search | Monthly | 1 Aug – 30 Sep 2026 | Active | 412 clicks · 38 orders · +12% vs July |
| Studio newsletter | Bring last year’s buyers back | None — own list | Every second Thursday | Active | 2,140 delivered · 31% opened · +4% | |
| Workshop weekend | Fill the September workshops | Paid social | One-off | 17 – 31 Aug 2026 | Ended | 58 sign-ups · 50 was the target |
| Interior guide | Collect addresses from new visitors | Display | Monthly | Starts 1 Oct 2026 | Scheduled | Not started |
Findings
| What we found | What we advise | What it is worth | Owner | Status |
|---|---|---|---|---|
| Decide is nine per cent down | Put the price page one click from the product page again | Around 120 more requests a month | Joris · Marketing | Needs action |
| Partner traffic fell after the site move | Ask both partners to restore the link and offer a shared page | Roughly 600 sessions and 20 requests a month back | Ilse · Partnerships | This week |
| The newsletter carried the month | Move part of the search budget to a second mailing | The same orders at a lower cost per order | Joris · Marketing | Agreed |
| Workshop visitors keep asking the same thing | Answer it on the site and add the question to the next survey | Fewer questions by e-mail, sharper answers next month | Nadia · Service | Agreed |
Example data. Your own goals, figures and customers appear here once the application is set up.
The campaign work, and the picture behind it.
Service work
Reach Your Audience
Search, advertising, e-mail and landing pages: we plan, build and run campaigns for you. That is project work, with its own proposal.
- Search and paid advertising
- E-mail and automation
- Landing pages and campaign flow
- Audience research
Platform application
The Marketing application
The workspace where your goals, your figures and your monthly story come together — whoever runs the campaigns.
Buying the application does not include running your campaigns. Strategy, campaign work, implementation and building a data feed are quoted separately.
A number means little on its own.
Marketing is where the picture is kept. It takes the organisation and the agreement from the rest of the Platform, and what it learns points the work in a direction.
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CRM to Marketing
The organisation you report on is the one your team already knows. The agreement, the documents and the invoices behind it stay attached to the same file.
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Leads to Marketing
A campaign brings in names. The volume you aim for lives here as a goal, and the campaign a name came from travels with it, so Marketing and Leads look at the same result.
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Marketing and Social Media
Social Media is where the posts are planned, made and approved. Marketing is where you see whether the audience moved — and what you learn here decides what is worth making next.
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Marketing and E-commerce
The funnel ends where the shop does: an order, a payment, a customer who comes back. What sells decides what is worth promoting after that.
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Marketing and Knowledge
What you believe about your customers, and the words you use for them, written down once instead of retold in every meeting. Included for every Platform user.
Help with the research, not decisions in your place.
In Marketing, AI does one job: helping you find out what your customers actually want. It drafts the questionnaire and it weighs the signals you feed it. It does not write your report, and it does not invent a persona.
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A survey drafted for your subject
Give a subject and an audience, and a full questionnaire comes back: demographics, questions about what people would miss, choices, scales and one open question at the end.
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Scoring rules written with the questions
Each question carries rules that say which answer tells you something about which part of your audience, so the survey is built to be read afterwards.
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Your own context goes into the draft
What you already recorded, the analytics of the period and your own intake are handed to the draft, so the questions are about your business.
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Outside signals, scored for usefulness
Trending topics, industry news, events and search trends each get a relevance score, the stage they are useful in, and two lines explaining why.
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A ready-made question from a strong signal
A signal that scores high enough arrives with a question you can drop straight into the survey, or dismiss.
Suggestions are proposals. A person edits, decides and sends. Personas are chosen from a fixed set and filled in by your own team. These AI features are part of SalesFision Platform + AI: one subscription for your whole business.
Price and licence
- Marketing €19 per month 3 users
- Extra user €9 per month per user; for individual apps, per app
Also in a bundle:
- Marketing & Social bundle €39 per month Marketing and Social Media · 3 users
- SalesFision Platform Business €149 per month Everything in Operations plus Marketing, Social Media and HR · 3 users and 5 HR employees
All prices excluding VAT. You pay for applications and bundles monthly, or yearly in advance with a 10% discount. No platform surcharge; standard onboarding and regular support are included.
What the licence covers, and what we agree with you separately:
Included
- The application, with the included users or capacity
- SalesFision Knowledge is included free with selected paid apps and bundles.
- Standard onboarding
- Regular support, maintenance and bug fixes
Separate proposal
- Additional consulting and training
- Complex integrations and custom work
- Migration of existing data
- Customer Portal (a product of its own)
Calculate your package See all pricing
Additional consulting, training, complex integrations and custom work are agreed with you up front, so you always know what you are buying.
What people ask before they start.
Is this for our own brand, or for our clients?
For your own organisation or brand first: one file, one funnel, one set of goals. Agencies are a second scenario — goals, figures, research and the monthly report are kept per customer, so you can work for several customers from one workspace.
How is Marketing different from Social Media?
Social Media is where posts are planned, made and approved. Marketing is where the result is measured and explained: the goals, the funnel, the customers and the monthly story.
And how is it different from the Reach Your Audience service?
The service is people doing the campaign work for you: strategy, advertising, e-mail, landing pages. The application is the place where the goals, the figures and the story live, whoever does that work.
Where do the figures come from?
Connect your Google properties and bring your marketing figures together by period, campaign and channel. You can see which property the figures belong to, when they were last updated and how results relate to your goals, leads and campaigns. Account connections and custom integrations are configured separately when needed.
Where do the personas come from?
From a fixed set of six, filled in per month from what your customers answered — not from a workshop. The report shows the mix and the persona the month was really about.
Can someone read the figures without being able to change them?
Yes. A viewer sees exactly the same screens as a marketer, without the buttons to save, generate or send. The manager role keeps the goals and the report.
What does Marketing cost?
A fixed amount per month, with the number of users listed with it. If you need more users, you pay per extra user. You will find all amounts above under Price and licence and on the pricing page. Knowledge is included.
Can I pay per month?
Yes. Regular software licences are paid monthly, or yearly in advance with a 10% discount.
Start with Marketing
Choose Marketing for your team and see what it costs. Not sure where to start? The Business Scan gives you a recommendation.
Configure Marketing Do the Business Scan
Questions about implementation, a data feed or an integration? Plan a meeting and we will scope it.
