Coordinate Marketing



Learn More about
Microsoft CRM

Coordinated marketing requires good planning
and tools that put your marketing team in control of the marketing campaigns that your company runs.  Microsoft CRM provides tools for your marketing team that enable them to target effectively, execute easily and analyse and measure the results of their efforts.

Prepare Campaign Lists
The most critical stage of any campaign is the targeting, select the wrong audience for your marketing effort and all your hard work will be for nought!  Microsoft CRM combines advanced searching with easy list maintenance. You can use marketing list–management features to:

  • Import lists by using Microsoft CRM bulk import functionality.
  • Combine multiple lists to create a single targeted marketing list.
  • Copy a marketing list and create multiple sub-lists

Automate Campaigns
Marketing Automation enables marketing managers to plan the overall strategy of a successful sales or marketing campaign. Marketing Automation includes features and information such as timing, tracking, and budgeting, and the individual activities required to coordinate all the resources needed for a campaign.  When creating a new campaign, you can enter strategic campaign information, such as:

  • Budgets and expenses. You can specify and track all the budget information for the campaign, such as the budget allocated for the campaign. As the figures start coming in, you can enter and adjust information for the total cost of the campaign, the expected revenue, miscellaneous costs, and the total actual cost.
  • Promotion codes. You can track and assess the performance of the campaign using promotion codes. You can determine the success of a campaign based on the number of campaign responses you receive with a promotion code assigned to a specific campaign.
  • Target products. You can add the specific products that you want to promote in this campaign.
  • Specific search criteria. You can use search criteria to help you qualify your campaigns by refining the list membership for a campaign and creating a unique marketing list that is targeted at a specific market. You can build detailed views with searches using Advanced Find to pinpoint specific customers that meet set demographics.
  • Marketing collateral. You can add the appropriate sales literature, including product brochures, promotional fliers, or sales coupons to a campaign.
  • Target marketing lists. You can create select groups of customers to add to campaigns.

In addition to planning current campaigns, you can also plan a campaign that you intend to run at a future date.  Using Microsoft CRM activities, you can plan a campaign that publishes activities or a series of activities that will run a campaign at a later date. For example, you could set up an automated campaign that sends out response reminders to a targeted list of customers. Any customers that have already responded would not get the reminder, but those that have not responded to your campaign promotion would get a reminder on a monthly or quarterly basis.

Measure Results
By tracking the source of leads and opportunities back to the source campaign, Marketing professionals can analyse and report on the effectiveness of the campaigns they have delivered.

Comply with Data Protection Requirements
Ensuring that you respect the marketing preference of your contacts is a vital part of the modern marketing world.

See Also CABC eMarketing Campaign Manager


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