campaign-management-screenshot

Campaign Management

The campaign management functionality is a great extension to the existing CRM functionality of SAP Business One. This functionality allows you to have a more powerful CRM process which incorporates marketing activities. Through the easy to use Campaign Generation Wizard, you can:

  • Create campaigns
  • Create target groups
  • Maintain target groups using external lists
  • Execute campaigns through fax, email, lists, and URL's
  • Create summary reports
  • Assign Business Partners to campaigns via the Business Partner Master Data record

Furthermore, you can link campaigns to a sales opportunity in order to track opportunities by campaign. This will give you the ability to capture certain campaign measurements. You also have the ability to "Drag and Drop" emails onto a Campaign Widget to record follow-ups to the campaign.