09:30 - 09:45 Introduction

• Today's agenda - aims and objectives
• Lunch arrangements
• Mobile phones off or take call outside

What is eMarketing & CRM?

• eMarketing - The use of modern technology to deliver a marketing strategy electronically. All the same rules apply to emarketing as traditional marketing it is just about using the technology that is now available to you
• CRM – The use of modern technology to deliver superior customer service by managing all aspects of your relationship with your customers

Customer & Prospect Databases

1. Why 2 databases?
2. Marketing Segmentation

• SIC / Industry Type
• Source
• Status
• Geographical
• Marketing Tags
• Customer or Prospect
• Products bought
• Others

Creating Marketing Target Lists

1. Report / Export
2. Customers &/or Prospects
3. Company or Contact Level
4. Segmentation Criteria
5. Products Bought
6. Anything else?

Using Diary / Scheduler

1. Difference between Scheduler & Diary
2. When to use Scheduler in preference to Diary
3. Dealing with entry
4. Objective, Action, Next Contact
5. Reports

Auto Alert

1. Configuration / Set-up
2. Alert on Diary / Scheduler
3. Alert on CRM Job Bag– Operation & Actions
4. Viewing & Acknowledging
5. Reschedule

Using Campaign Planner (N/A for Lite & Plus users)

1. Why bother with Campaigns?
2. Creating a Campaign
3. Recording linked transactions
4. Run from Campaign Planner
5. Update with responses/results
6. Complete Campaign

Sending E-Shots

1. Configuration
2. HTML vs. Plain Text
3. HTML has more impact but more difficult to create
4. HTML can more easily be identified as promotional e-mails
5. Both can be personalised and include URLs
6. Attachments?
7. Generating List & Sending
8. Any issues? Technical? Spam?
9. Error Reporting

Using Mail-Merge/Labels

1. Why Mail-Merge?
2. Why Labels?
3. How to run?
4. Different versions of Excel & Word
5. Creating Mail-Merge Document
6. Field Mapping