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5 AX CRM telemarketing
5 AX CRM telemarketing
5 AX CRM telemarketing
5 AX CRM telemarketing
5 AX CRM telemarketing
5 AX CRM telemarketing
5 AX CRM telemarketing
5 AX CRM telemarketing
5 AX CRM telemarketing
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5 AX CRM telemarketing

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  • 1. Customer Relationship ManagementMicrosoft Dynamics AX 2009
  • 2. TelemarketingTelemarketing deals with creating, registering, andadministering the telephonic contact between acompany and its business relations.Telemarketing is another section of CRM that works around contact persons rather than business relations.
  • 3. TelemarketingSetup:Create activities automatically at various stages of thetelemarketing campaign. CRM > SETUP > PARAMETERS > ACTIVITIES TAB
  • 4. TelemarketingReason Canceled:Define the reason if call is canceled.Examples:• The target is not interested• The target is unavailable• The target is no longer with the company• The target is temporarily out of the office CRM > SETUP > TELEMARKETING > REASON CANCELED
  • 5. TelemarketingSetup:Create activities automatically at various stages of thetelemarketing campaign. CRM > SETUP > PARAMETERS > ACTIVITIES TAB
  • 6. TelemarketingHow to deal with Telemarketing?1- Call List Form CRM > PERIODIC > TELEMARKETING > CALL LIST2- Telemarketing Activities Form CRM > PERIODIC > TELEMARKETING > TELEMARKETING
  • 7. TelemarketingCreate Call List:Create call list Create call list as a result of a marketingcampaign or can be created manually from call list form.Form Contains:• Call list ID.• Call list description.• The questionnaire.• Start date of the telemarketing period.• End date of the telemarketing period. CRM > PERIODIC > TELEMARKETING > CALL LIST
  • 8. TelemarketingDistribute Call List:Employees can be assigned one or more target, distributing the responsibility formaking the calls and receiving the responses. CRM > PERIODIC > TELEMARKETING > CALL LIST > DISTRIBUTE BUTTON
  • 9. TelemarketingTelemarketing Form:- Make a telephone call.- Execute a Questionnaire.- Change call list status.The four predefined status levels are:•Open – The call is open and pending action.•Call back The employee should call back for additional communication.• Closed – The call was completed successfully and is now closed.• Canceled – The call was canceled before completion. CRM > PERIODIC > TELEMARKETING > TELEMARKETING

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