Email Marketing using your CRM

Email in your CRM offers a simple way to stay in touch

Streamline your Customer Relationship Management

Our open source crm offerings have email marketing function. Email marketing is a good way to keep customers and prospects informed about new product offerings and advances your business is making.This is mae easier in your CRM by making a template which can be used by your staff. This promotes consistency, and promotes learning; learning to know which templates are effective and which are not. Many templates can be created, complete with images, html and links for your target to respond back to you. Best of all, entire groups of contacts, defined by you, can be emailed with a mouse click or two. This makes tools like Constant Contact superfluous. All email activity is strored right in your CRM as are your conversions to lead or to business opportunity.

Organize and define your Key Accounts

The first step is to organize your accounts and contacts. Consider each account as a record which needs to be stored in a file. Name the file, here are two suggestions; Customer, an current business relationship; an in-active customer, being an account which purchased in the past, and is now quiet. Now each account is tagged with a status, customer, or in-active. Now when marketing campaigns are planned, your approach can target the correct audience. Your marketing results can be tagged by recording your campaign results. This is another step in the CRM organization.

Don't Forget to Measure your Results

Each marketing campaign is named like this: cust_email_04.13.08. This is a campaign or if you wish to keep it simple, a lead source. When a prospect is created from your email source, tag it. Then measure your results. Afterall, any type of marketing effort should contain a call to action which can be measured. A call to action like a request for a new product sample, a request for a new informational paper. I think you get the idea. Please read this paper: How to Build a Lead Generation System