The term campaign management refers to tracking, monitoring and managing the different types of marketing efforts related to a specific marketing campaign. Using campaign management enables companies to track the results of a campaign and spot new opportunities. In this blog post we will explain how to work with marketing campaigns in Exact Synergy Enterprise.
Posts Tagged ‘CRM @en’
In the blog post ‘How satisfied is your customer?’ you could read about how satisfied your customer is with your product and service, which can be registered at the account card. This blog post will explain how specific customer survey questions can be defined, by using the CRM-module. Also, the registration of these results via an activity will be explained.
After a successful Controlled Release period the CRM App for Android is generally available. The App contains several features such as:
More and more people but also companies use Social Media. In Exact Synergy Enterprise you can add links to external references, such as Facebook, Twitter, Skype, and LinkedIn to the account cards.
When you have a large number of accounts in your database, it may happen that some accounts are present twice. Via [CRM, Processes, Doubles] you can find a function to detect these double accounts and delete or merge them. In the selection screen you can define the criteria to check for double accounts.
In the blog post ‘Registering questions‘ you could read about how to register your customer survey’s questions and answers in Exact Globe Next. In this blog post you can read how to obtain the survey results in order to analyze them.
If you have the module E-CRM, you can register customer satisfaction. This is shown at the ‘Basics’ tab, as soon as the account card is opened.
Soon we will start with the Controlled Release phase for the new CRM App for Android and we are looking for participant for this Controlled Release.
On the opportunity card the follow-up date is available. This field can be used to enter a date you have to perform the next action for the opportunity. In the CRM app you can simple indicate whether you want to sort the opportunities on the end date (closing date) or on the follow-up date.
Within Exact Globe Next, you have the option to send payment reminders. Below, you will find the two most frequently asked questions regarding this subject: