Campaigns Sugar U

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The document discusses marketing campaign management in SugarCRM. It describes the key steps in a marketing campaign as designing campaigns, acquiring leads, processing leads, and closing the loop by tracking results. It provides demonstrations of how to create campaigns, lead forms, convert leads, and access marketing reports in SugarCRM to manage an end-to-end campaign.

©2010 SugarCRM Inc. All rights reserved. Closing the Loop: Simple Campaign Management Reem Bazzari 4/19/2010 1

4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 2 Leads! Creating and pursuing

4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 3 Leads! Creating and pursuing Nurturing and closing

4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 4 Marketing Campaigns Design campaigns Acquire leads Process leads Closing the loop

4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 5 Marketing Campaigns Design campaigns

Demo: Creating a Campaign in Sugar 4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 6

4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 7 Marketing Campaigns Design campaigns

4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 8 Marketing Campaigns Acquire leads

4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 9 Marketing Campaigns Acquire leads

4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 10 Marketing Campaigns Acquire leads

4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 11 Demo: Creating a lead form in Sugar

4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 12 Marketing Campaigns Acquire leads

4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 13 Marketing Campaigns Process leads

4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 14 Marketing Campaigns Process leads

4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 15 Marketing Campaigns Process leads

4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 16 Demo: Converting leads in Sugar

4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 17 Marketing Campaigns Process leads

4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 18 Marketing Campaigns Closing the loop

Demo: Marketing Reports in Sugar 4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 19

4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 20 Marketing Campaigns Design campaigns Acquire leads Process leads Closing the loop

4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 21 Marketing Campaigns Design campaigns Acquire leads Process leads Closing the loop

4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 22 Marketing Campaigns Design campaigns Acquire leads Process leads Closing the loop

©2010 SugarCRM Inc. All rights reserved. Closing the Loop: Simple Campaign Management Reem Bazzari 4/19/2010 23

In this deck we’ll explore the following: - 3 critical components of a multichannel marketing campaign - The barriers in real multichannel marketing - 7 tips for practicing multichannel marketing in the real world With the clamor in the marketing world about multichannel marketing, it recently dawned on me that most so-called multichannel marketing is more like “dual-channel” marketing. The campaigns that I’ve seen usually combine two symbiotic channels such as website and email, website and bricks and mortar, email and phone, direct mail and phone, print and PURL, etc. It’s probable that over half of all multichannel campaigns actually involve only two channels.

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