Brilliance One Marketing

Build the campaign. Connect it to the customer journey.

Manage campaigns, audiences, local visibility, referrals, short links, lead sources, engagement activity, and attribution from one connected marketing environment.

Brilliance One Marketing keeps growth activity connected to Accounts, Communications, Automations, CMS, Insights, and the broader customer lifecycle instead of treating marketing as an isolated system.

Campaigns Audiences Attribution Local Visibility Referrals
Brilliance One marketing management

Connected Growth

Marketing that connects to the records behind the result.

Organize campaigns, audience activity, referral sources, local marketing, links, and performance information around the customers, leads, and business relationships involved.

Audience

Understand Engagement

Review available campaign, message, click, conversion, and customer-context information to better understand which outreach is generating engagement.

Local Marketing

Strengthen Local Visibility

Manage supported business listings, citations, review activity, and location information used across local marketing workflows.

Growth Channels

Referrals, Links & Lead Sources

Track affiliate relationships, branded links, referral sources, campaign sources, and other supported pathways that contribute to lead generation.

Campaign Management

Organize outreach around a defined goal.

Use campaigns to group the audience, messaging, links, lead sources, engagement, and related marketing activity behind a coordinated effort.

  • Campaign records
  • Campaign audiences
  • Email activity
  • SMS activity
  • Landing-page context
  • Short links
  • Lead sources
  • Performance information

Campaign Context

Marketing activity should not stop at the click.

When campaign activity is tied back to leads, accounts, contacts, and communications, teams can better understand how outreach relates to the broader customer journey.

Audience Management

Market to the audience the message applies to.

Use available CRM and business context to organize audiences instead of treating every contact as part of the same marketing group.

Customers Build audiences around existing customer relationships and available account context.
Leads Organize prospective audiences around lead status, source, interest, or campaign context.
Segments Use supported tags, classifications, statuses, interests, and business attributes to refine audiences.
Lists Create purpose-specific marketing lists for campaigns, announcements, offers, or follow-up.
Referral Sources Group or analyze audiences based on the source or channel that introduced the relationship.
Account Context Use available customer and relationship data to provide additional marketing context.

Attribution

Understand where the relationship started.

Capture supported campaign, referral, lead-source, link, and communication context so teams can better understand which marketing activity contributed to a new relationship or conversion.

Lead Source

Record the source associated with a new lead or customer relationship where available.

Campaign

Connect supported leads and conversions with the campaign that generated or influenced the activity.

Referral

Maintain appropriate referral and affiliate context around incoming relationships.

Short Links

Use branded or tracked links to provide additional context around supported click activity.

Communications

Review available email and SMS engagement alongside campaign and customer context.

Customer Journey

Connect marketing activity with CRM records instead of leaving attribution in a separate analytics silo.

Local Visibility

Keep business information consistent where customers search.

Local marketing workflows can help organizations manage business information, directory citations, location context, and review activity used across local discovery channels.

Listings

Business Information

Maintain appropriate business name, address, phone, website, location, and other listing information used in local marketing workflows.

Citations

Directory Presence

Manage supported directory and citation activity used to help maintain consistent business information across external platforms.

Reviews

Reputation Context

Monitor supported review information and keep reputation activity connected to broader marketing and customer workflows.

Referrals & Affiliates

Track who helped create the opportunity.

Manage supported affiliate and referral relationships so incoming leads can retain context about the person, campaign, or channel that introduced them.

  • Affiliate records
  • Referral sources
  • Referral links
  • Lead associations
  • Campaign context
  • Click activity
  • Conversion context
  • Relationship history

Referral Context

Know where the opportunity came from.

Connecting referrals and affiliates with Accounts and campaign activity can make it easier to understand which relationships and channels are generating new opportunities.

Marketing + Communications

Campaigns and messaging should understand each other.

Marketing activity can connect with Brilliance One Communications so audiences, messages, campaign context, delivery information, and customer records remain closer together.

Email

Campaign Email

Use supported email outreach within campaigns while retaining appropriate recipient and engagement context.

SMS

Text Campaigns

Use supported SMS outreach for campaign, promotional, reminder, or follow-up workflows where appropriate.

Engagement

Connected Activity

Review available delivery, click, reply, and other supported engagement information within the broader campaign and CRM context.

Marketing + Automation

Turn campaign activity into the next workflow.

Where configured, marketing events can participate in Brilliance One Automations so follow-up does not depend entirely on manual action.

  • Lead follow-up
  • Campaign enrollment
  • Form submissions
  • Referral activity
  • Customer segmentation
  • Engagement-based follow-up
  • Internal notifications
  • Status-based workflows

Connected Follow-Up

Marketing should lead somewhere.

Supported campaign and lead activity can trigger communication or operational workflows that continue the relationship after the initial marketing touchpoint.

Lead Sources

Bring new opportunities into the CRM with context.

Capture supported marketing and referral information when new prospects enter the system so the sales team has more context around the origin of the relationship.

1

Generate Interest

A campaign, referral, listing, link, form, or other supported channel produces a prospective customer interaction.

2

Capture the Source

Preserve available campaign, referral, channel, or lead-source information with the resulting record.

3

Continue in CRM

Move the relationship into Accounts, Communications, Automations, and the broader sales workflow.

Performance Visibility

Measure what the system can actually observe.

Use available campaign, communication, click, source, referral, lead, and conversion information to review how marketing activity is performing.

Campaign Activity

Review available engagement and outcome information associated with individual campaigns.

Clicks

Use supported tracked-link activity to understand interaction with campaign and referral links.

Lead Sources

Understand which supported channels are associated with incoming opportunities.

Referrals

Review available affiliate and referral activity connected to leads or customer relationships.

Conversions

Associate supported marketing context with leads that progress into customers or other defined outcomes.

CRM Context

Evaluate marketing information alongside account and relationship data rather than as isolated analytics.

Marketing Standards

Keep growth activity connected, attributable, and maintainable.

Marketing becomes easier to understand when campaigns, audiences, links, local visibility, lead sources, communications, and CRM records participate in the same system.

Integration

CRM-Connected Campaigns

Connect supported campaigns with Accounts and Communications so marketing activity remains tied to the relationships behind it.

Local Search

Structured Local Marketing

Manage appropriate listings, citations, business information, and review activity used in local visibility workflows.

Links

Branded Tracking

Use supported branded links and click information while keeping the resulting activity associated with campaign context.

Lead Generation

Opportunity Discovery

Use supported search, lead-generation, and data-enrichment workflows to identify prospects and bring appropriate opportunities into the CRM.

Connected Platform

Growth becomes more useful when the rest of the business can see it.

Marketing activity can participate in broader Brilliance One CRM, communication, automation, CMS, reporting, project, scheduling, and customer workflows where appropriate.

Accounts

Connect leads, customers, contacts, referral sources, and campaign activity with the underlying relationship record.

Communications

Coordinate supported email, SMS, recipient lists, and campaign communication from the connected communications layer.

Automations

Use supported campaign, lead, form, or engagement activity to begin follow-up and operational workflows.

CMS

Connect landing pages, forms, website content, and other public experiences with downstream marketing activity.

Insights

Use available customer feedback and recurring interests as additional context for campaign and content planning.

Projects

Coordinate campaign work, deliverables, responsibilities, and operational activity where project workflows are enabled.

Integrated Suite

When marketing connects to the whole business.

Extend Brilliance One beyond marketing with connected CRM, HR, Projects, Accounting, Communications, Automations, CMS, Documents, reporting, scheduling, and other operational modules.

Enterprise Extensions

Specialized modules. Deeper operational capability.

Expand Brilliance One with specialized modules for financial management, content, compliance, training, industry workflows, workforce operations, reporting, marketing, commerce, projects, scheduling, and technology management.

Accounting

Accounting

Connect financial operations with the rest of your business. Manage quotes, invoices, payments, expenses, banking activity, ledger records, and reporting alongside the customers, projects, vendors, products, and workflows behind them.

Learn about Accounting

CMS

CMS

Create and manage websites, pages, forms, blogs, and digital content while connecting your public presence directly to customer records, marketing, automation, and the broader Brilliance One platform.

Learn about CMS

Courses

Courses

Create and manage training, curriculum, lessons, assessments, and educational content while keeping learning activity connected to users, customers, employees, or other records in the Brilliance One ecosystem.

Learn about Courses

Drug Testing

Drug Testing

Manage drug-testing workflows, screenings, documentation, results, employer records, and compliance-related activity while keeping sensitive information connected to the appropriate people, organizations, and operational history.

Learn about Drug Testing

Human Resources

Human Resources

Manage employee records, onboarding, responsibilities, workforce information, and HR workflows while connecting your team to scheduling, projects, documents, training, security, and broader business operations.

Learn about Human Resources

Insights

Insights

Turn operational data into useful business context with dashboards, reporting, analytics, and performance visibility across customers, communications, financial activity, projects, marketing, and other connected workflows.

Learn about Insights

Marketing

Amplify your brand’s reach. Create campaigns, track engagement, manage growth channels, and turn prospects into loyal customers with precision marketing tools.

Grow Your Brand

Projects

Projects

Plan and manage projects, tasks, responsibilities, timelines, milestones, and related activity while connecting delivery work to customers, employees, documents, expenses, communications, and broader business operations.

Learn about Projects

Technology

Technology

Manage system assets, integrations, webhooks, infrastructure relationships, connected services, and other technology resources that support your Brilliance One environment and business workflows.

Learn about Technology

Brilliance One Marketing

Run the campaign. Keep the result connected.

Manage campaigns, audiences, referrals, short links, local visibility, lead sources, communications, automation, attribution, and performance information from the same platform that manages the customer relationship behind them.

Brilliance One • Marketing • Campaigns • Attribution • Connected CRM

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