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 (email 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, email 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

Email Templates

> Can quickly send simple emails via CRM> Can be set up for everyone or just for you

> Demonstration: Email 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 (email replies)- Import from a file

> Exercises:- Review existing Campaign Responses- Create a Campaign Response for your Campaign

Questions?