Email Quick Campaigns For Microsoft Dynamic Crm

Email Quick Campaigns For Microsoft Dynamic Crm



In the​ new Microsoft Dynamic CRM 3.0 software, there is​ a​ feature that Microsoft developed called Quick Campaigns which utilizes the​ power of​ email to​ take care of​ some marketing initiatives quickly, efficiently, and​ automatically, thereby freeing up the​ agent who uses it​ to​ quickly get back to​ his main business activities while the​ marketing takes care of​ itself.

With Microsoft Dynamic CRM’s Quick Campaigns, you as​ a​ sales representative can contact all of​ your clients and​ all of​ your active prospects without the​ need of​ going to​ the​ marketing department. With a​ wizard-based interface, the​ feature simplifies the​ making of​ a​ marketing campaign for​ users who might not have the​ experience or​ expertise to​ create an​ effective marketing campaign without assistance. There are only a​ few clicks to​ be made and​ the​ entire process can be completed.

First, you select the​ specific records that you wish to​ include in​ the​ marketing campaign. You can make this selection either across the​ board or​ from a​ selected or​ filtered group of​ targets. Next, you give a​ name to​ the​ quick marketing campaign. Thirdly, you select what kind of​ marketing activity you will be using—typically email, but it​ can also be making phone calls, sending out letters, faxing, and​ so on—and who will “own” the​ activity (this is​ usually yourself if​ you are the​ sales rep). and​ finally, you specify the​ specific details of​ this activity—so for​ your email campaign you would write up the​ header, body, and​ closing of​ the​ email. Once the​ wizard completes its calculations, the​ process gets underway in​ the​ background while you get back to​ doing the​ things that make you and​ your company money, like calling that lead list of​ yours or​ handling a​ client’s call.

A lot of​ times, companies will use the​ Quick Campaign to​ make initial contact with people on a​ new list. They also often use this campaign to​ make follow up with clients or​ prospects farther along in​ a​ sales cycle. Using the​ importation capabilities of​ Microsoft Dynamic CRM, a​ salesman might import names picked up at​ a​ trade show and​ then send out an​ introductory email to​ be followed up by a​ telephone call so that he can determine the​ prospect’s interests, or​ ascertain if​ there truly are any. Other common uses of​ the​ Quick Campaign emailing feature include making clients and​ prospects aware of​ a​ special offer or​ a​ temporary price cut. This same feature can also schedule the​ follow up calls typically go along with this activity. Microsoft Dynamic CRM also gives automatic views of​ “neglected” leads or​ clients, saving the​ marketing managers tons of​ time and​ making sure that there are no forgotten sales possibilities.




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