Sales campaigns in Microsoft Business Central
It escapes no one that one of the advantages of Business Central is interdepartmental integration and in terms of technology, the sales department is key to this integration. Campaigns are essential for the commercial department to obtain due account of its objectives. We tell you in this post some of the keys that you must take into account so that they work correctly.
The phases that we identify within the launch of a campaign for structural purposes are the following:
Data preparation
This process involves both registering the campaign within the tool itself and selecting the description of said campaign, the status and the duration dates. With all this information we would already have everything we need to be able to publish our first campaign on our platform.
Campaign Settings
Once published and put into operation, it is convenient to configure it correctly. To do this, the first thing we have to plan is the segment to which we must delimit the campaign actions within the purposes of this. This segment will generate a list of contacts that will allow us to be much more precise when launching the subsequent messages or campaign actions.
Data extraction
With the data extraction we will have the segmented contact list. Here we will have to be extremely cautious in order to focus exclusively on the actual prospects to ensure that we focus on the correct target group.
Sending information and distribution of the campaign
Here we must decide from the very communication of the campaign action as to the pieces and advertising channels to use within this structure. The purpose of having everything structured is precisely to be able to subsequently analyze the performance of each of the various actions related to the user segments to which we are going to address and understand the best possible channel with the best model or audience segment.
Registration of campaign responses
Once the entire operating model of the campaign has been reviewed, it is convenient to carry out a qualified and qualitative follow-up in those actions where there is a possible response from the segment to which the campaign has been carried out. This type of information is essential to proceed with more complete commercial actions.
For all these tasks identified within Business Central, the example execution roles should be along this line:
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