SAP Business One CRM – Campaign Management
SAP Business One lets you create, maintain, and analyse your marketing event information using the campaign management feature. Managing a promotional campaign typically involves the steps outlined below:
Creating a Campaign Using the Campaign Generation Wizard
Use the Campaign Generation Wizard to create promotional campaigns targeted at your prospects. This wizard guides you step-by-step through the definition of parameters required to generate campaigns.
From the SAP Business One Main Menu, choose Business Partners Campaign Generation Wizard and follow the steps of the wizard. In each step, choose Next to continue or Back to return to the previous step.
Step 1: Campaign Generation Options
To create a new campaign according to a new parameter set, select Create New Campaign.
To create a new campaign based on the parameter set of an existing campaign, select Create Campaign Based on Existing Campaign.
Step 2: Campaign Details
Specify detailed information for the campaign.
Step 3: Business Partners
The table displays all business partners of the Target Group you specified in step 2. You can add or delete business partners, or change business partner information, if necessary.
Step 4: Save & Execute Options
Do one of the following:
To save the campaign without executing it, select Save Campaign and Exit.
To save the campaign and execute it, select Save Campaign and Execute and then select an execution method.
Step 5: Summary Report
The report displays summarised information of the campaign you generated
For an overview of Campaign Management in SAP Business One 9.3 please take a look at this overview
Come and discuss with the Inecom team to see how we can help transform the future of your business systems with SAP Business One 9.3.
Call 1-800-155-999 for more detail and book your workshop here: https://www.inecom.com.au/contact-us/