Create quick marketing campaigns in
How to Use:
- Select a list of records to be included in the quick campaign from any Dynamics CRM view
- Follow the Quick Campaign wizard and select the type of activity (mail merge, phone call, or email)
When to Use:
Typically Dynamics CRM users utilize the Quick Campaign functionality to make initial contact with new leads, or for following up with existing customers or prospects later in the sales cycle. For example, you may get a list of names from a trade show or seminar, and can import the records into CRM. By using Quick Campaigns, you can send an introductory email and schedule a follow up call to determine the level of interest with the prospect. Additionally, you can use Quick Campaigns to notify prospects and customers of special offers or pricing at the end of a month or quarter, both by emailing the special offer and by scheduling phone call activities for follow up with the contact. Dynamics CRM also provides views of leads and contacts that have been neglected – e.g., not called in a specific amount of time. Based on the rating of the lead, or the status of the contact (customer vs. prospect), use Quick Campaigns to schedule reminder phone activities... This saves both the sales and service teams an incredible amount of time, as compared to their previous way of managing neglected leads – email reminders to the reps when the manager had the time to review last contacted reports.
By: SBS Group –