Training course overview - CRM Phase 3 Campaigns (CR38)

Course Objectives:

Attendees will gain the knowledge to produce a mailshot from their CRM Database. In addition examples of the more adanced Ad Hoc queries and reporting features used when producing a mailshot will be discussed.

Who should attend?

Personnel who are responsible for marketing duties within a dealership, and/or who use, manage and maintain the CRM database.

Prerequisites

Attendees must have keyboard/mouse sklills.

Programme

• Introduction to Campaigns
• Creation of contact type codes
• Composing the mailshot letter
• Advanced Ad-hoc record selection
• Manipulation of customer records before sending
• Different methods of printing letters
• The creation of contact history from the mailshot
• Dealing with duplicate letters
• Sending labels
• E-mail and SMS campaigns
• Exporting CRM records for use within Microsoft Products

Duration

1 Day