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A raference for the rest of us - Scott J.

Scott J. A raference for the rest of us - Wiley publishing , 2003. - 387 p.
ISBN: 0-7645-1698-1
Download (direct link): microsoftcrmford2003.pdf
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In fact, a search based solely on “E-mail Contains Data” is worth its weight in gold. The resulting list tells you who you need to call to get e-mail information from so that they can be included in future e-mail merge campaigns.
Chapter 7: Using Your E-Mail
99
Advanced Find has a couple of limitations of which you should be aware. First, you can only conduct an Advanced Find on one Record type at a time. You can’t, for example, search for all the Records in the state of New Mexico that have an Invoice discount rate of 7 percent. These two pieces of information live in two separate Record types: Account (State/Province) and Invoice (Invoice Discount). I suppose that these types of searches would be few and far between, but it would be nice to be able to perform a search on data from multiple Record types.
Second, after you define the various fields and values for a search, you can’t save it. If I need to look for all the Accounts in New York and New Jersey again next week, I have to rebuild the search all over again. I can live without searching across multiple Record types, but this problem is big; it really needs to be addressed.
Rates of the road
As I mention earlier in this chapter, the world of e-mail marketing is wild and wooly; rules for responsible behavior are fuzzy at best. More than a few scoundrels are out there, and they’re giving e-mail marketing a bad name.
But they shouldn’t be allowed to ruin the landscape for legitimate e-mail marketers. You need to consider a couple of things and rules you should implement if you want to take part in the e-marketing blitz and do it sensibly.
Offer an opt-out: Whenever you send out an e-mail campaign (commonly referred to as a blast), the body of the message should include boilerplate text, usually at the bottom, telling the recipient how he or she came to be included in the mailing, and offering the recipient the option to remove him or herself from your mailing list.
Update a field: Make sure that you process all opt-out requests immediately by updating the Contact Methods information. On a Contact Record, for example, click the Administration tab at the top of the window and, under Contact Methods, check the box for E-Mail: Do Not Allow. The same process works for Accounts. See Chapter 4 for more information on adding and defining new Contacts and Accounts.
Be ready for bounces: Seeing how bad some e-mail address information appears is always a shock. Any client I’ve worked with is surprised at how many e-mail messages bounce (come back as undeliverable). So having a plan in place to clean up these addresses is a good idea. The tough part is that the plan usually requires a manual process of locating the Records associated with the bounced e-mails and contacting the Accounts to update their e-mail information.
With some planning and a little perseverance, you can take advantage of this very efficient and highly cost-effective method of e-mail marketing.
100 Part II: Managing Sales
Chapter 8
Managing Territories
In This Chapter
^ Setting up sales territories ^ Managing territorial changes ^ Using territory information
7ypically, you establish territories to manage sales in bite-sized chunks.
You probably want to develop a sales quota for your company in each territory and check forecasted sales and closed sales against the quotas you’ve set. (I talk more about assigning quotas and forecasting sales in Chapter 13.) You may also want to use territories as a way to ensure that Accounts are equitably distributed among salespeople. By using Microsoft CRM, you can measure equitable distribution by geography, the number of Accounts, Account revenue, or some combination of all three factors.
Both the Standard and Professional Versions of Microsoft CRM enable you to manage territories. The Standard Version of Microsoft CRM provides a very basic method of managing territories. Every Account Record has one field called Territory. After you define your territories, manually enter the proper territory for each Account Record. You can do this from a pick list that your database administrator sets up.
The Professional Version enables you to use workflow rules to more automatically assign an Account to a territory. Assignments can be based on state, province, ZIP or postal code, telephone area codes, or some combination of these. Implementing workflow rules is a really powerful way to have Microsoft CRM do a tremendous amount of work for you. A workflow rule can be attached to every new Record, can check the physical location of that Account or Contact, and can assign it to a territory. Setting up such rules is appropriate for this or for any kind of procedure that is well defined and often repeated. See Chapter 22 for a discussion of workflow rules.
Each User can be assigned to a single territory and is designated as either a Territory User (a member of a Team) or as the Territory Manager.
102 Part II: Managing Sales
Territories come into play when assigning Accounts and when reporting on them. In this chapter, I explain how to set up territories and how they are best used.
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