Dear all, I am trying to use Microsoft Outlook with BCM 2.007 together with Publisher 2007 to make a marketing campaign. I have created a *.pub file that I want to send to some customers. I make the next steps: 1.- On BCM New Marketing campaign. 2.- I select the receptors (customers) where I want to send the mailing. 3- I select combine with Publisher and select the desired file. 4.- When I click on start campaign the *.pub opens and I have to select again the receptors to write the wellcome line ?. Is it not possible to use what I already selected on BCM. This is not very confortable... And second problem, the mails are sent correctly but on the BCM the Marketing campaign appears like "don't executed". The problem is that like this I can't follow the marketing campaign... I don't understand it, I think that I have to be making something wrong but I don't know where I fail. Any ideas will be wellcome. Thanks, Julen
Marketing campaign with Publisher + BCM
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- 1. Creation of forms in Business Contact Manager
I am trying to build a CRM system to manage my contacts and sales cycle in a small business. I have reviewed the functionality offered by BCM and find that it meets 99% of my workflow needs. Where it falls short is that it doesn't enable me to capture all the static data I want on my contact or on my opportunities. I have had a look at how you can create user defined fields and associated forms within Outlook and have found that it meets my data capture needs. Is there any way in which I can combine the ability I would like to know if it is possible to blend the flexibility of Outlook with the workflow capabilities of BCM. Any help would be greatly appreciated. Regards, Alan Alo - 2. Manual?
I am trying to manage 500 contacts. Clearly 220 are active. I need to make calls at specific times. I need to send emails at specific times. I have appointments at specific times. I am having difficulties managing any of these let alone all of them. Is there a manual out there, or another posting site, that can provide me some relief from this madness and absolute waste of time? - 3. How do I display home phone numbers in Business Contacts?
When I imported my contacts into my business contacts, there was no field for home numbers to be displayed. Is this not possible with Business Contacts? - 4. BCM - each contact showing all emails
I have Microsoft Outlook 2003 - the business contacts are showing all my emails instead of just the history that should be there for that contact. Have clear the cache any other ideas. Thanks Rhonda. - 5. sales tracking
I would like to be able to track my sales activity through BCM. Here's what I am trying to watch... 1. Product to be sold 2. Client product is to be sold to 3. Expected decision date 4. Probability to close 5. Close date I would like to be able to get all of this information (and probably more as time goes by) into a report in either Excel or Word to email to my manager. Thanks. T
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Marketing campaign with Publisher + BCM
by SnVsZW4 » Wed, 28 Apr 2010 05:17:01 GMT
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