Holmes CRM supports managing simple marketing campaigns.
A marketing campaign is just a collection of accounts (and/or leads), which is given a name and a description, status, creation time, etc. More fields can be added if necessary depending on the business needs.
The account's "marketable phone" field allows to track which accounts have been contacted, and the outcome.
We can associate both accounts and leads to a campaign, as well as survey definitions, to guide the agent, in case of telemarketing campaigns.
Campaigns are used also to launch mass mailing, of course, we must abide by local laws about unsolicited e-mail, which normally requires the authorization of the recipients to receive e-mail from our company. To do that, we define a document template which will be customized using the account data.
In this short video, we create a new campaign, associate accounts and update the marketable phone status to track progress.
