Typical Marketing Tasks and CRM

What are typical marketing tasks that CRM should support?

Marketing reaches its objectives through a process: the process of defining, executing and evaluating the marketing campaigns. CRM system should also support the operative tasks of people working on the campaign management activities.\

Typical marketing tasks that CRM should support, at minimum, are:

  • Campaign definition as a controlled list of contacts to be addressed
  • Functions to nominate contacts into campaigns across all CRM users, typically sales reps
  • Campaign status overview and functions for tracking status of individual campaign contact’s KPIs
  • Lead qualification
  • Lead routing to sales

CRM system should serve as a tool to handle such tasks and provide necessary information.



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