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?