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Email Quick Campaigns For Microsoft Dynamic CRM

In the new Microsoft Dynamic CRM 3.0 software, there is a feature that Microsoft developed called Quick Campaigns which utilizes the power of email to take care of some marketing initiatives quickly, efficiently, and automatically, thereby freeing up the agent who uses it to quickly get back to his main business activities while the marketing takes care of itself. With Microsoft Dynamic CRM’s Quick Campaigns, you as a sales representative can contact all of your clients and all of your active prospects without the need of going to the marketing department. With a wizard-based interface, the feature simplifies the making of a marketing campaign for users who might not have the experience or expertise to create an effective marketing campaign without assistance. There are only a few clicks to be made and the entire process can be completed. First, you select the specific records that you wish to include in the marketing campaign.

You can make this selection either across the board or from a selected or filtered group of targets. Next, you give a name to the quick marketing campaign. Thirdly, you select what kind of marketing activity you will be using—typically email, but it can also be making phone calls, sending out letters, faxing, and so on—and who will “own” the activity (this is usually yourself if you are the sales rep). And finally, you specify the specific details of this activity—so for your email campaign you would write up the header, body, and closing of the email. Once the wizard completes its calculations, the process gets underway in the background while you get back to doing the things that make you and your company money, like calling that lead list of yours or handling a client’s call.

A lot of times, companies will use the Quick Campaign to make initial contact with people on a new list. They also often use this campaign to make follow up with clients or prospects farther along in a sales cycle. Using the importation capabilities of Microsoft Dynamic CRM, a salesman might import names picked up at a trade show and then send out an introductory email to be followed up by a telephone call so that he can determine the prospect’s interests, or ascertain if there truly are any. Other common uses of the Quick Campaign emailing feature include making clients and prospects aware of a special offer or a temporary price cut. This same feature can also schedule the follow up calls typically go along with this activity. Microsoft Dynamic CRM also gives automatic views of “neglected” leads or clients, saving the marketing managers tons of time and making sure that there are no forgotten sales possibilities.


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