Campaign Execution and Tracking

What will you need from your CRM?

When you have the campaign, messages and other needed assets ready, you can begin with the campaign itself.

The execution and tracking phase is time-wise critical in each campaign. Messages must be timely distributed, feedback captured and leads identified. All this will need a system: a system for keeping the status to coordinate between the operators interacting with contacts and to help them to effectively process campaign contacts.

CRM can help to do so.

At a minimum, you will need from your CRM:

  • Notes. Operator has to record every interaction with contacts to keep evidence and capture information for the company.
  • Status. Processing status in campaign flow. Each campaign should have interaction steps defined. Therefore, it can be measured how far every individual contact is processed, won or lost.
  • Result. When the processing of a contact is finished, it is important to record the results. CRM system allows people to pick these tasks and record them in your CRM.

CRM system allows people to pick these tasks and record them in your CRM.



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