QAD Customer Relationship Management > CRM Overview Demo Guide > Demonstration – Marketing Automation > How QAD keeps marketing campaigns on track
  

How QAD keeps marketing campaigns on track
Marketing Campaigns
Here you see open Campaigns - when they start and end, the objective, status, budget, stages, participants, opportunity and statistics. You can choose appropriate campaign media and execute campaigns according to planned schedules.
Each campaign consists of one or more stages and activities. You calculate and assign costs by stage. You can also maintain target audience information – for example choosing targets from a specific Industry or Region. You could also choose targets by company size, time zone, region, or a combination of criteria; and you can import targets from an external source – perhaps from a purchased list.
Some companies will also use campaigns for customer service - setting up a telemarketing campaign to reach out to all new customers – perhaps those who have purchased in the last 6 months. You might even track hospitality or events as a campaign… your annual golf outing or user group meeting!
Using CRM, you can closely manage all campaigns, ensuring all of them stay on time and within budget.
Demo
1. In menu, expand Marketing Management
2. Select Marketing Campaigns> Campaigns
3. Highlight 01030 Launch Consumer Ultrasound
4. Click Details tab
5. Click Cost tab
6. Click Stage tab
7. Right-click Stage Create Target List
8. Select Build Target List
9. Click arrow in first box to get drop-down list
10. Page-down
Note selections for Industry, Region
11. Close window
Key Points
Campaign Start / End, Status, Objective, Budget, Participants, Statistics
Campaign Media
Planned Schedules
Multiple Stages & Activities
Targets per Stage
o Choose from list; multiple criteria
o Import list
Sales and Customer Service Campaigns