Dynamic Marketing Lists – A Great Feature of Microsoft Dynamics CRM 2011
As we recently blogged about the guiding principles of marketing to the right audience at the right time, we highlighted the value of utilizing marketing lists to contain your targeted segmentation. Once a marketing list is defined, its uses are numerous – running mail merges, sending direct mail, email, or phone call campaign activities, creating opportunities, or even sending a holiday Christmas Card. All of these activities become easier to do once your audience is identified and maintained through targeted segmentation.
It takes effort to create this targeted segmentation criteria. And in a normal business environment where your audience’s information changes rapidly, this marketing list may quickly become out of date. Wouldn’t it be nice if the marketing lists automatically kept pace with all the information changes going on? With
Let’s look at an example. Say your company deals in short term service contracts that only last a few months. Each month you want to assign a phone call activity related to all active accounts that have a service agreement set to expire next month. You do that to ensure that your representative for that account calls them and convinces them to renew their contract!
While there are many ways to create such a list in Dynamics CRM, using a dynamic marketing list allows you to have –
- a one-time setup
- a list that is always ready – no need to select from a view or run an advanced find
- an up-to-date list that others in the organization (if you want) can have access to
- all the built-in flexibility that comes when using marketing lists in Dynamics CRM
To create the dynamic marketing list mentioned above, these are the steps you could follow:
- create a Marketing List with a member type of “Account” and a type of “Dynamic”
- name the list and save---- then click the Manage Members button on the ribbon
- in the Look For dropdown ensure “Account” is selected and then select “Active Accounts” in the Use Saved View dropdown
- In the Select dropdown that appears, find and select “Contracts” (found in the Related section)
- filter the Contracts selection by looking for end dates equal to next month
- Save and close the marketing list
That’s it – now, whenever you use this marketing list you will have all accounts with contracts expiring next month.
From here, you can use one of the many options in CRM to create a phone call activity for the account and assign it to the appropriate representative – and hopefully never again have “lack of follow-up” as a reason for losing a contract.
by Ledgeview Partners,