Customer Relationship Management: Difference between revisions
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m Categorized under Production guidelines and starting a new section describing how to create and send newsletters |
Initiated the description of how to send newsletters |
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*Build sample based on contact person groups | *Build sample based on contact person groups | ||
== Sending newsletters from Catinét == | == Sending newsletters from Catinét == | ||
For now the description of how to send newsletters from Catinét is added to the CRM wiki-page, but eventually this description, should probably get its own web-page, or sending newsletters will be so integrated in the CRM system, that this section is no longer required. | |||
[[Category: | === Creating the newsletter mail template === | ||
=== Preparing the bulk mail === | |||
[[Category:Production_guidelines]] | |||
Revision as of 04:04, 4 May 2010
TODO List
Rules of thumb
Customer (company)
- Company resource template: Customer
Contact persons
- User resource template: Contact Person
- Assign the company to Company Resource property
Sales project
Resource template: CRM - Project
Campaign questionnaire
- Questionnaire resource template: CRM - Campaign
- Parent resource: sales project
- CATI Outcome Set: CRM - CATI Outcome Set
- Properties: assign the status report to Report property, sales project to Project
- Add involved salespersons to the questionnaire's interviewer list and set its status to Active
- Build sample based on contact person groups
Sending newsletters from Catinét
For now the description of how to send newsletters from Catinét is added to the CRM wiki-page, but eventually this description, should probably get its own web-page, or sending newsletters will be so integrated in the CRM system, that this section is no longer required.