Integrated database marketing is a powerful tool within CRM Sales Manager allowing data from the PRIAM database to be quickly and easily extracted.
Database lists can be created and extracted using criteria such as profiles, source codes or via parameterized recency, frequency and value (RFV) calculations. Lists can also be created through a data extract tool and query language.
Multiple profiles and source codes can be included or excluded. Lists can be extracted to include or exclude contact names or to include just the primary contact.
After a database list has been extracted, customer accounts can be selected individually or in total. The database list can then be:
• Mail merged directly into MS Word using the letter templates
• Merged into emails again using templates
• Exported directly into a CSV or Excel format
• Assigned as a task for an agent or group of agents to follow up as a telephone call, letter, or email
Profiles can be written back to accounts to indicate that a database list has been extracted.
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