Marketing Lists: What are they, and how can I use them?
December 30, 2008 by JFerguson · Leave a Comment
Once a CRM implementation has been delivered successfully, many people forget that once the information is in the system, it can easily be stratified and utilised for up/cross sell and marketing campaigns, across all aspects of the business.
Microsoft Dynamics CRM includes search features you can use to manage and filter accounts, contacts, and leads. Use these features to set up and share custom searches and lists that your whole team can use. Target your marketing efforts by setting up a list based on criteria you define and printing mailing labels to use for a targeted mailing. While you’re at it, print a call-down sheet for your telesales group to use for follow-ups.
Read more on the Microsoft Dynamics CRM Site
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