MS CRM: Marketing Lists—they’re not just for campaigns anymore.

March 26, 2009 at 5:02 pm | Posted in Uncategorized | Leave a comment

Marketing list functionality in Microsoft CRM takes advanced find to the next level. One really powerful feature of a CRM Marketing List is the ability to not only add members to a list based on an advanced find, but also being able to use additional advanced find queries to further refine the members of the list. You can:

– Add Members

– Remove Members

– Evaluate Members

Say that you want to see a list of Accounts that have ordered in 2007 but have NOT ordered in 2008:

Step 1: Create a new marketing list, selecting Account as the member type.

Step 2: Click the Marketing List Members navigation bar link and click the “Manage Members” button.

Step 3: On the Manage Members form, select “Use Advanced Find to Add Members.” In your advanced find, select Accounts where related Order submitted date is after 1/1/2007 and before 12/31/2007. This will return a list of all accounts that ordered in 2007.

Step 4: Click the “Manage Members” button and select “Use Advanced Find to Remove Members.” In your advanced find, select Accounts where related Order submitted date is after 1/1/2008 and before 12/31/2008.

The resulting list will include all accounts that ordered in 2007 but did NOT order in 2008. So now say that the sales manager sees the list, and he wants to further refine it to only include those companies that have purchased product X. He can now further refine the marketing list to only include accounts that meet those criteria:

Step 5: Click the “Manage Members” button and select “Use Advanced Find to Evaluate Members.” In your advanced find, select Accounts where the related Order’s related Order Product equals Product X.

Evaluate Members compares the Marketing List Members to the results of an advanced find and removes any members from the list that are not returned by the advanced find results.

Now the list will include only the accounts that ordered in 2007 but did NOT order in 2008, where the ordered product equals Product X.

Marketing lists provide very powerful, yet easy to use out of the box functionality to slice and dice your customer data.

Advertisements

Leave a Comment »

RSS feed for comments on this post. TrackBack URI

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

Blog at WordPress.com.
Entries and comments feeds.

%d bloggers like this: