CRM Module 4: Marketing Leon Tribe

About Me >Trained as a quantum physicist >Worked with CRM systems for 12 years >On the original Microsoft CRM 1.0 beta training >Dynamics CRM certified and a Microsoft CRM MVP (one of five in Australia, 40 in the world)

Housekeeping >If you have a question, ask >If you need to go to the toilet, go >If you need a break, ask >If you have a mobile phone: -Off is great -Silent/Vibrate is fine -On is ok but please leave if it rings and you need to answer it >Enjoy yourselves!

Core Modules 1.General Use 2.Basic Record Management 3.Enquiry Management 4.Marketing 5.Reporting

Module 4: Marketing >Introduction to Campaigns >Creating a Campaign >Adding a Contact to a Marketing List >Quick Campaigns >Managing Campaign Results

CRM Module 4: Marketing

What are Campaigns? >Containers for marketing activity ( blasts, telemarketing, events etc.) >Help you plan, execute and review marketing activity

Creating a Campaign 1.Create the Campaign 2.Create Planning Activities for the Campaign 3.Create and add the Marketing List/s for the Campaign 4.Add Campaign Activities for distribution 5.Distribute Activities >Exercise/Demonstration: -Create a new Campaign record

Planning Activities >Activities for CRM Users to perform towards the Campaign >Demonstration/Exercise: Creating Planning Activities

Adding a Contact to a Marketing List >Marketing Lists: Static or dynamics lists of recipients (event invitees, blast etc.) >Exercises/Demonstrations: -Create a new Marketing List -Add a single Contact -Add all Contacts in Glenelg -Add this Marketing List to the Campaign

Campaign Activities >The direct marketing piece >Various channels available >We can link Marketing Lists to different Campaign Activities >Demonstration/Exercise: Set up and distribute a Campaign Activity

Templates >Can quickly send simple s via CRM >Can be set up for everyone or just for you >Demonstration: templates

Quick Campaigns >A mini-me of Campaigns >Can only have one Campaign Activity and one list of recipients >Can be run from any Contact list or from a Marketing List >Demonstration: Creating a Quick Campaign

Exercise (15 minutes) >Create a Quick Campaign which attaches a phone call to a list of Contacts

Campaign Responses >Campaign Responses are generated in one of three ways: -Created manually by a user -Automatically generated ( replies) -Import from a file >Exercises: -Review existing Campaign Responses -Create a Campaign Response for your Campaign

Questions?