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Special Edition Using® Microsoft® CRM by John Gravely, Laura Brown

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Marketing Functionality

Microsoft CRM Version 1.0 has been promoted as having sales, service, and light marketing functionality. Let's take a look at the features in Microsoft CRM that can be categorized as marketing functionality. Specifically, the marketing-related features of Microsoft CRM Version 1.0 are

  • Lead Management

  • List Management and User Data Import

  • Direct Email

  • Mail Merge (Outlook Client)

  • Marketing Encyclopedia (Sales Literature)

  • Competitors (already covered in this chapter)

Lead Management

Lead Management refers to the capability to work with Lead records in what might be referred to as a marketing sandbox. The term sandbox is used to make the point that the Lead records are contained in a separate data structure from Contacts and Accounts. ...

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