The CRM 2011 Marketing Module in 8 Bullet Points

Similar to my previous post here is the marketing module described in 8 bullet points.

  1. The marketing module is used to create leads for the sales module
  2. It is possible to market to contacts, accounts and leads
  3. Marketing List; populated dynamically (via an Advanced Find) or statically with records from CRM. Marketing lists can be used to create large numbers of correspondence activities such as phone calls.
  4. Campaign
    1. Planning activities – steps to manage the actual running of the campaign
    2. Campaign activities – steps to communicate with customers, it has marketing lists which are the customers to be contacted.
    3. Campaign responses – customer responses from a campaign activity
  5. Quick Campaign, uses a marketing list to create a light-weight campaign

A very sales orientated video from MS: http://www.youtube.com/watch?v=qMEJiajYkKg (8.40)

A better but longer video: http://www.youtube.com/watch?v=tK5DFaqKj_Q&feature=related (24.33)

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