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Marketing module

Track each lead from source to sale – and beyond

Your resort’s complete CRM system

Merlin Software’s robust marketing module will be your resort’s complete CRM system with sophisticated tools that allow you to mine your data and market to your prospects by direct mail, email, telephone, and text.

The module includes functionality to build outbound calling lists and for call center operators to make outbound calls to prospects in these lists. Call center managers can allocate calls to individual call center operators who are able to access their calls to be made using a customized and pared down Merlin Lite front end.

While this module has everything that you would expect from a standard timeshare marketing module, it includes functionality not found in competitor offerings particularly the data mining and cascade marketing tools.

Key features of the marketing module:

  • Build a database of prospects
  • Record and track all your marketing activities
  • Build complex cascade marketing programs
  • Set up outbound calling lists and allocate calls
  • Determine response rates and cost per response
  • Create tours and book prospects into these tours
  • Allocate tours to sales representatives
  • Track tour results, qualification status and show status
  • Report sales statistics including closing rates and efficiencies
  • Add client notes and actions
  • Develop sales pipelines
  • Set up web forms to capture data directly to the database
  • Flybuy/mini-vac & premium/gifting management
Full CRM system

Build a complete database of your leads, rentals guests, exchange guests and owners.

Record your marketing activities

Know where your leads have come from, what you have sent them, track who has called them – and what works.

Multi-site marketing

Create appointments for different sale venues, and teams – including home-sits and road shows or temporary venues.

Marketing management

Track responses, tour flow, sales and costs from all your programs, including in house and third party agents.

Website integration

Integrate Merlin functionality with your own website for lead generation, rental bookings and fly-buy promotions.

Owner referral

Manage an efficient and effective owner referral program – easily track who has referred whom and its success.

OPC management

Determine who is your most successful OPC – and the best location or program to generate new leads

Marketing communications

Build a variety of marketing communications and then process them through direct mail, email, telephone or text.

Tour allocation

Control the allocation of leads to the sales team – Track which sales representative is the most successful with a particular type of client.


An integral part of marketing is reporting on the money spent and the results achieved. You can view statistics with Merlin’s customized reports


Manage the gifting process efficiently – know who is set to receive what.

Complete audit trail

The way Merlin is built means that you can always track what has happened to an individual from the very first contact.

Video: How to choose your software provider

Key questions you need to ask when choosing your timeshare or fractional resort software provider – from marketing and sales to property management, front desk, accounting and finance.

And don’t forget to find out about their technology platform and customer service too.

If you want to find out what Merlin Software has to offer, book a demo today.

Book a demo today
Questions to ask when choosing your resort software provider
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