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Customer Relationship Management

From Catglobe Wiki
Revision as of 04:04, 4 May 2010 by Catglobe (talk | contribs) (Initiated the description of how to send newsletters)

TODO List

View ToDo list here

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.

Creating the newsletter mail template

Preparing the bulk mail