Marketing

Marketing
	Chapter 2. Data Entries for the CRM System

The CRM supports your marketing efforts with a Campaign module. Click the [Marketing] menu to open the list view of your marketing campaigns as shown in figure: Campaigns - List View.

Figure 2.36. Campaigns - List View

You may add a new campaign by clicking the [plus icon] on top of the list. The edit view is shown in figure: Campaign - Edit View.

Figure 2.37. Campaign - Edit View

You are offered to include the following basic information:

Table 2.11. List of default master data entry fields for campaigns

Campaign Name:	You have to give your campaign a short and unique name.
Campaign Type:	You may select a campaign type. The CRM comes with a set of pre-defined types that may be changed by your CRM system administrator.
Product:	You may select a product from your existing product catalogue.
Campaign Status:	You should select a status of your campaign. The list that comes with the CRM can be changed by the CRM system administrator.
Expected Close Date:	You may include the finishing date of the campaign.
Expected Revenue:	You may enter an amount of revenue that you expect from the campaign.
Budget and Actual Cost:	You may include the costs for your campaign.
Expected Response:	You may include the level of responses you expect from your campaign.
Assigned To:	You have to assign the campaign to a user or a group.
Num Sent:	If you are carrying out a mailing campaign, you may include the number of mailings you are going to send.
Sponsor:	If you have a sponsor for your campaign, you may note it here.
Target Audience and Target Size:	You may define your target audience.
Expected and Actual Sales Count:	If you can measure the success of your campaign by a number of sales, you may note this here.
Expected and Actual Response Count:	If you expect customer responses, you may note it here.
Expected and Actual ROI:	If you expect a return of investment, you may note it here.
Description:	You may add further information to the campaign.

Click [Save] to transfer your campaign data to the CRM.

To work with a campaign, open it by clicking the name at the list view. The master data you just entered, are displayed immediately. Click the [More Information] tab to add contacts and leads to your campaign as shown in figure: Campaign - Detail View.

Figure 2.38. Campaign - Detail View More Information

You may add individual contacts, leads, potentials or activities to your campaign. Or, you may load existing contact lists or lead lists to your campaign by making the proper selection. These lists must already exists as customized list view in your lead or contact modules. For a detailed example please have a look at the Chapter: Administration FAQ. You may send a mass mailing to selected contacts by pushing the [Send Email] Button.

	Note
	The marketing module will be developed further with the next CRM releases.


The Sales Process		Product Related Entries