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Monthly Web Chat with
Calvin O’Driscoll
July 11, 2013
Agenda
• GoToMeeting housekeeping
• Overview of Sage CRM Marketing Campaign Management
• Demonstration of Working with Sag...
Housekeeping
• During the Webinar, all attendees will be muted and placed in listen

only mode. I will open the lines at t...
Marketing Campaigns
Marketing Campaign Notes:
• Marketing campaign management allows you to define activities required
to ...
Marketing Campaigns
Creating a Marketing Campaign:
• Open Marketing from the main menu in Sage CRM, and click New
Campaign...
Marketing Campaigns
Link an Opportunity to a Marketing Campaign Wave Activity:
• Create a Sage CRM Opportunity, and select...
Marketing Campaigns
Link a Communication to a Marketing Campaign Wave Activity:
• Create a communication for an existing S...
Marketing Campaigns
Reports for Marketing Campaigns:
• Report/statistics within each marketing campaign.
• There are a var...
Q&A
Contact Details:
Calvin O’Driscoll, ERP Manager
(709) 726 – 8347 ext. 419
calvin.odriscoll@atlanticdatasystems.com
For sup...
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Atlantic DataSystems: Overview and Demo of Sage CRM Marketing Campaign Management

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Overview and Demo of Sage CRM Marketing Campaign Management

Marketing Campaign Notes:
• Marketing campaign management allows you to define activities required to deliver a successful marketing campaign.
• Campaigns consist of waves, which consist of wave activities.
• Waves are a way of grouping activities within a campaign.
• Wave Activities allow you to define specific actions done within a wave of the campaign.

Creating a Marketing Campaign:
• Open Marketing from the main menu in Sage CRM, and click New Campaign. Enter name, start & end dates, status, budget (optional), and click save.
• Click New Wave. Enter name, start & end dates, status, budget (optional), and click save.
• Click New Wave Activity. Enter name, type, details, start & end dates, group, budget (optional), cost (optional) and click save.
• Activate Marketing Campaign.

Link an Opportunity to a Marketing Campaign Wave Activity:
• Create a Sage CRM Opportunity, and select the appropriate wave activity that generated the opportunity.
• This statistic is now captured and viewable from with the Marketing Campaign Report.
• Go to the Marketing Campaign Report and view the results.

Link a Communication to a Marketing Campaign Wave Activity:
• Create a communication for an existing Sage CRM Opportunity, and select the appropriate wave activity & response (if required) that generated the communication.
• This statistic is now captured and viewable from with the Marketing Campaign Report.
• Go to the Marketing Campaign Report and view the results.

Reports for Marketing Campaigns:
• Report/statistics within each marketing campaign.
• There are a variety of reports within the Reports suite of Sage CRM.

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Atlantic DataSystems: Overview and Demo of Sage CRM Marketing Campaign Management

  1. 1. Monthly Web Chat with Calvin O’Driscoll July 11, 2013
  2. 2. Agenda • GoToMeeting housekeeping • Overview of Sage CRM Marketing Campaign Management • Demonstration of Working with Sage CRM Marketing Campaigns • Q&A
  3. 3. Housekeeping • During the Webinar, all attendees will be muted and placed in listen only mode. I will open the lines at the end of each section and address questions. I will open the lines again during the Q&A session. • If you have a question, you may also enter it in the chat window and I will answer promptly during the Q&A session.
  4. 4. Marketing Campaigns Marketing Campaign Notes: • Marketing campaign management allows you to define activities required to deliver a successful marketing campaign. • Campaigns consist of waves, which consist of wave activities. • Waves are a way of grouping activities within a campaign. • Wave Activities allow you to define specific actions done within a wave of the campaign.
  5. 5. Marketing Campaigns Creating a Marketing Campaign: • Open Marketing from the main menu in Sage CRM, and click New Campaign. Enter name, start & end dates, status, budget (optional), and click save. • Click New Wave. Enter name, start & end dates, status, budget (optional), and click save. • Click New Wave Activity. Enter name, type, details, start & end dates, group, budget (optional), cost (optional) and click save. • Activate Marketing Campaign.
  6. 6. Marketing Campaigns Link an Opportunity to a Marketing Campaign Wave Activity: • Create a Sage CRM Opportunity, and select the appropriate wave activity that generated the opportunity. • This statistic is now captured and viewable from with the Marketing Campaign Report. • Go to the Marketing Campaign Report and view the results.
  7. 7. Marketing Campaigns Link a Communication to a Marketing Campaign Wave Activity: • Create a communication for an existing Sage CRM Opportunity, and select the appropriate wave activity & response (if required) that generated the communication. • This statistic is now captured and viewable from with the Marketing Campaign Report. • Go to the Marketing Campaign Report and view the results.
  8. 8. Marketing Campaigns Reports for Marketing Campaigns: • Report/statistics within each marketing campaign. • There are a variety of reports within the Reports suite of Sage CRM.
  9. 9. Q&A
  10. 10. Contact Details: Calvin O’Driscoll, ERP Manager (709) 726 – 8347 ext. 419 calvin.odriscoll@atlanticdatasystems.com For support: support@atlanticdatasystems.com

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