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This article will tell you how to create a campaign.Your marketing department works hand in hand with your  a sales department is to come up with a marketing campaigns.The purpose of a marketing campaign is to develop leads for the sales department. Leads that are generated are associated with a certain campaign and they can be tracked in the future to see how successful the marketing effort was.

Creating Campaigns
 >>Details
        There are a number of steps to creating a campaign effectively.
Creating a Campaign

Select your Campaign Reference,Status and Type of Campaign and the Frequency of the campaign.This can always be changed at a later date by editing it to change the frequency by extending the campaign period.

Targets and Goals of Your Campaign
Fill in your description and the objective of your campaign.What are the goals and targets of your campaign? What do you intend to achieve in the period in which your campaign will run?
Budgeting
Input your targeted impressions,your budget,the actual cost,your expected cost and expected revenue in the period.Assign the campaign to a campaign manager / team leader.

Promotions
 Promotions help you to increase and loyalize your customer base.Your clients and customers become more willing to purchase from you during this periods,increasing revenue and sales.It also builds brand loyalty.

 >>Details 
  • Creating  a promotion entails you filling in  out the basic information in relation to your promotion in the different tabs.
General Tab
  • Enter the frequency, the type of promotion method,the period which the promotion will run as well as the start date and end date of the promotion.
Description Tab
  • Projecting your costs and budget is key to having a successful promotion.
Other Tab




The CRM module allows for more than one layout to be printed. Its supports multiple different layouts and copies of that layout when an incident is posted.

For instance, your company may want a limited internal version printed so tools, stock etc can be dispatched. The technician or sales person could have another layout with more information.
  • These layouts will appear the instance the call is logged
  • Additional related options are also listed on the right pane.
    • For instance, you may want to invoice out the customer after logging the call.
    • The invoice will then relate the incident automatically for reporting purposes
    •  Additionally, you may want to simply log another incident


  • You can just as easily email a layout to clients
  • Various formats including pdf are available
    • Image formats allow the client to view the incident without any special software installed


  • This is a sample layout which can be printed or exported to PDFs, Microsoft Excel etc.
    • These layouts are changeable by the "Stationery Layouts" Feature




CRM modules enable organizations to track calls and incidents to clients. Customers receive better support and more controlled service. This ensures satisfied clients who will want to keep doing business with the you.

Agents log customer interaction and other information into the system, giving organizations a valuable data resource to use for marketing programs, advertising campaigns, sales efforts and other customer facing business processes.
















Outline
Companies need to manage integral parts of its business relationships i.e. customers, suppliers, distributors, dealers, partners, employees, helping them build health and sustainable business relationships that are profitable in the short and long term. Allowing them to give excellent business value

Market, track and measure campaigns over multiple channels, such as email, search, social media, telephone and direct mail. Create, assign and manage requests made by customers and direct customers to agents. Identify and reward loyal customers over a period of time.

Integrate social media sites like Twitter, LinkedIn, Facebook and Google Plus to track and communicate with customers sharing opinions and experiences with a company, products and services. Trends identified through social media allow businesses to make more accurate decisions on which products to supply.

Detail



Create incidents,track projects at every stage from conception to conclusion.