Do you know what each campaign has cost and what the results are? Using Campaigns in CRM, you have direct insight into name recognition promotions, events and lead generating actions.
In a campaign you perform marketing actions directed at a certain target group and you record the result in a simple way. Of course, in Profit you can also perform marketing actions on an ad hoc basis, for example by generating a mailing. Using the campaign module, you keep an eye on the target group, easily perform follow-up actions and monitor the progress and results.
As far as the target group is concerned, the disadvantage of an ad hoc filter on a view is that a month later it will be hard to determine if you have the exact same organisations in your filter. Certain organisations may no longer meet the filter criteria, while other organisations are visible the next time around.
The campaign module therefore provides you with more certainty about what the target group is (and was).
In the context of a campaign you perform campaign actions. These campaign actions are always aimed at a specific target group. An example of a campaign action is a mailing, for which Profit records a dossier item per addressee. These dossier items are the basis for a To Do list that you use to call back the respective contact persons.
You monitor the progress of the campaign using the central dossier view and the campaign properties. In addition, you have a number of default analyses and reports at your disposal.
Before you start sending out bulk e-mail messages to your customers, they have to give you permission to do so. You arrange this by asking your customers for permission to send e-mail.
This is only an example. One dossier item per contact person is not mandatory, because that is not always useful. After all, there can be campaign actions for which this makes no sense in view of the size or the nature of the target group.
A campaign provides an overview of costs and revenues, giving you insight into the return on your investment in the campaign:
- The campaign costs consist of variable costs, fixed costs and linked purchase invoices. You record the fixed costs yourself in the campaign's properties. Fixed costs can for example be personnel costs. Profit automatically calculates the variable costs based on the campaign actions performed (generated).
- You manually analyse the revenues, depending on what you want to achieve with the campaign.
- If you want to know what the revenue of the campaign is in a monetary sense, you determine this based on linked forecasts. A forecast is a sales process for which you expect a certain revenue (prognosis). If you link a forecast to a campaign, Profit also includes the forecast revenue in the campaign revenue.
- Configure a campaign
Configuring a campaign consists of adding the campaign and the campaign actions.
- Complete dossier items
Complete the dossier items generated for the campaign (if applicable).
- Monitor the campaign progress
You track the progress as far as costs, actions and results are concerned using tools like the Totalizer, reports en analyses.
- Add fixed costs
Add fixed costs.
- Register the actual costs
Charge purchase invoices directly to a campaign. This will give you a direct insight into the costs actually incurred.
- View the campaign results
View the costs and revenues in the final campaign results.
- Delete a campaign
Under certain conditions a campaign can be deleted.