mentioned in the previous blog, at this point in this series we are going to do
a quick "refresher" on some of key messages around integrated email marketing, take a quick look at some key in-product screens before
analysing the demo data.
integrated email marketing?
strongest feature of Sage E-marketing for Sage CRM is the tight integration
between the email marketing solution and the core CRM system. As mentioned in
previous blogs, one of the major challenges facing businesses in the execution
of a successful email marketing strategy is the ability to gather and
centralise customer data. This is where the integrated proposition can allow
you to add value to your campaigns.
itself acts as a central repository for customer information and communication
history, covering multiple departmental areas (sales, marketing and customer
service). This data can, within the system, be segmented, analysed and reported
on to guide business decision.
of the integration with email marketing lies in the ability to form groups using this
centralised data and on the basis of your own segmentation techniques. These groups can then be
deployed within your own email marketing programmes and campaigns - in essence, your groups become your lists. As a result you
will be in a position to get greater insight into your target segment, execute an effective campaign, and then channel the results back into CRM to enable follow-up actions by other teams. All of
this is without ever having to leave the system!
brief description of the Sage E-marketing for Sage CRM User Interface (UI)
you who are already familiar with Sage E-marketing for Sage CRM may wish to
skip this section. For those who are new to the solution, this is a simple
overview of the key screens within the UI (the others are in the blog to follow).
E-marketing Entry Screen
process of signing up for Sage E-marketing for Sage CRM is documented fully in
the version 7.1 release notes. Once you have signed up, clicking the
“Marketing” (i) button on the left hand side will
bring you to the marketing page, which includes the E-marketing tab button (ii). Here you will find your list of campaigns, and
information on the current status, start/end dates along with actual cost. A
sample campaign including demo data is included with the release for you to experiment
particular interest to first time users would be the set of action buttons on
the right hand side, which offer you an immediate opportunity to start a new
campaign, a new automated “Drip Marketing” campaign or edit a new template. The
filtering buttons above also allow you negotiate your list of campaigns with
next blog we will look at the E-marketing
Campaign Summary Screen, E-marketing Campaign Analysis Screen and Report Screen.
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