Campaigns, Champagne, and More

I’m responsible for producing a live prospect event for RBS. I’m hoping to attract prospects with whom we’ve already talked, and have them attend an event to get hands-on experience with Dynamics GP.

I decided to use the Campaign function in CRM to plan and execute my event. Never used it before, but this is what I found:

1.) It allowed me to plan the tasks I needed to do, to draw the attendance I was looking for; primarily sending two e-mail notices to a Marketing List, and setting up follow-up phone calls with each of the prospects.

2.) By designing my campaign with specific tasks and dates, I was easily able to visualize the plan as a whole; detect omissions and errors, and correct. It’s a simple exercise, but it’s easy to do in CRM.

3.) By using a Marketing list I was able to dynamically change its composition as the concept of the event matured; just add or remove the marketing list from specific contacts. Much easier than maintaining an Excel spreadsheet. Plus, in the end, every task is recorded in CRM by contact.

As for the champagne; I’m waiting to pop the cork on that bottle for when the opportunities come rolling in.

Try out the Campaign function in CRM. It will be worth your time.