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Start @ the Beginning…List Management in Dynamics CRM

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Every marketer knows before launching any type of campaign you need to start with a good, clean list.  In the "old days"  - before customer relationship management software was popular, marketers managed contacts in Outlook and Excel.  When postcards came back or emails bounced back, we had to manually update a spreadsheet and try to not get them all confused.

One of the greatest benefits of CRM software is also one of its most basic functions - list management.  In Microsoft Dynamics CRM 2011, you can manage customers, partners, vendors, leads, contacts, and opportunities in a simple and efficient manor. You can create marketing lists for specific campaigns targeting product lines, job titles, or geographic territories.

Maintaining your customer, lead, and contact lists in one central database allows you to make quick changes and realize the benefits in real time.  You can also integrate your customer data with your administration/accounting team using the Connector to Microsoft Dynamics ERP.  (Read previous post: Integrate Microsoft Dynamics CRM & Microsoft Dynamics ERP!)

Once you organize your lists using the different entities and field options, you can quickly launch effective marketing campaigns. Want to learn more about list management in Dynamics CRM? Contact Microsoft CRM Partner - SBS Group - here or call 732.476.5909.

By: SBS Group - Pennsylvania Microsoft Dynamics CRM, SL, GP, NAV, AX Partner & Master VAR

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