One aspect of CRM is to register your customer data in a way. Registering for different purposes. To make sure you can give them a call for instance. When executing marketing campaigns it is important to target the right customers/ people, so the registered data (and level of detail and accuracy) is also crucial here. Exact Synergy offers a set of capabilities to select your customers based on various fields via the advanced search.
For mail merges and e-mail marketing campaigns the current options might not be thorough enough. Off late we are exploring the possibilities to filter data more granular. One thing we for instance are thinking of is to make it possible to tag your accounts and contact persons. Basically this would offer you full flexibility to not only make extensive selections but also gives you the option to let many people in the organization ‘structure’ the data. The tagging could in this case be based on a defined taxonmy (corporate tags).
You could for instance request your account managers to glag the contacts which would be interested (or should be invited 😉) for an upcoming seminar. The solution of tagging is inspired on various talks with customers and business partners. We also would be interested in hearing from you how you solve this. I have for instance heard:
- – linking accounts to a specific project
– creating ‘marketing’ requests (basically a ‘Yes, invite for this event’ request)
– searching via Synergy and refinement in Excel
It would be great if you could spent some words in a reply how you do it at your company.