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A successful marketing campaign drives sales and expands your reach to new customers.
Campaigns, however, are made up of lots of information and activities that can be difficult to track. Microsoft Dynamics CRM has a single place for you to record all of your information and gauge the success of your efforts.
When your organization has decided on a new campaign, simply create the campaign in CRM and start adding your information.
Reaching the right audience is critical to the success of your campaign. Add one or more marketing lists for the specific customers you want to target.
As your campaign develops, add all the planning tasks, activities, and responses from customers for easy tracking.
Use CRM to help keep your messaging consistent. For example, use e-mail templates to make sure your e-mail messages have the same look and feel throughout the campaign.
As customers begin to react to the campaign, track their responses in CRM to help determine the campaign’s success.
You don’t have to work alone: share the campaign with other people on your team, so they can add information or simply view the campaign's progress.
If you have a successful campaign you’d like to use again, create a campaign template based on it. A campaign template is a reusable campaign that has groups of planning tasks and activities already defined.
All you have to do is update the template with details about the new campaign and you’re ready to go.
To see how your campaign is progressing, how it performed, and how it compares to other campaigns, run a report. The Campaign Performance report provides a detailed view, including the responses and financial returns of the campaign.
You use marketing campaigns in your business to help drive awareness and sales. These campaigns have many different activities and data you need to track.
With Microsoft Dynamics CRM, you can see all the information, activities, and responses to your campaign in one convenient place.