5 AX CRM telemarketing

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5 AX CRM telemarketing

  1. 1. Customer Relationship ManagementMicrosoft Dynamics AX 2009
  2. 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. 3. TelemarketingSetup:Create activities automatically at various stages of thetelemarketing campaign. CRM > SETUP > PARAMETERS > ACTIVITIES TAB
  4. 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. 5. TelemarketingSetup:Create activities automatically at various stages of thetelemarketing campaign. CRM > SETUP > PARAMETERS > ACTIVITIES TAB
  6. 6. TelemarketingHow to deal with Telemarketing?1- Call List Form CRM > PERIODIC > TELEMARKETING > CALL LIST2- Telemarketing Activities Form CRM > PERIODIC > TELEMARKETING > TELEMARKETING
  7. 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. 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. 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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