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
LinkedIn to MS CRM link!
December 23, 2008 by JFerguson · Leave a Comment
CRM MVP Matt Wittemann has written a fantastic way of researching leads by allowing you to research them on LinkedIn.
The result is that you can open a Lead record and the iFrame will show you how many LinkedIn users work at the Lead’s company. You can click on them to open a new window to view all the connections, and, of course, you’ll get the most out of the widget if you have a LinkedIn account so you can reach out to these people in your sales process.
Read More on the Microsoft Dynamics CRM Team Blog about how to implement this - and don’t hesitate to let us know directly at CSG if we can assist.
Have a great Christmas everyone.
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