I am new to CRM so I apologise up front for such a basic question. I have not found any best practise guides or other material to help me set up the system (from a user perspective) for its first campaign. I have set it up and configured the CRM system without issue. What I want to know is the basic steps to get information into CRM and run a campaign. I dont need troo much detail, I need higher level direction on how best to RUN/SETUP a campaign in the CRM system. My company is a professional services firm.
This is what I have to set up...
- import 2 different lists of approx. 200 cpy/names/email addresses (not exisitng customers)
- categorize the 2 lists in CRM so I can differentiate them so I can run different campigns against the lists.
- set up 2 sets of marketing literature in CRM to send out with each campaign.
What I am trying to avoid is importing these lists incorrectly, to find out in 6 months that I have a big mess to clean up.
Thanks for any insight.