1 Introduction

1.1 Purpose

The purpose of this part of the demo is to show just how simple it is for any person to perform / work through a database for CRM purposes.

This example of the First Come First Served approach is just one approach for the distribution of records.

1.2 Background

The true power of this process is what is not seen. At the end of each record are outcomes. Outcomes are incredibly powerful weapons to optimise processes, save time and make delivery of a process so much more efficient. We discuss outcomes in more detail here. Form_-_What_is_an_Outcome

Apart from the outcomes, it is also possible to integrate training and support material into every question in the script. Form_-_Integrating_Documentation

This entire system moves operations away from the traditional Excel spreadsheet management of lists and into proper operational tools which through the reporting comes next, provides far more effective ways of working.

2 Common Applications and Scenarios

Outbound campaigns can be used for a variety of reasons:

Appointment Setting
Direct Marketing Drives
Corporate data list and email addresses follow ups
Outsourced Lead generation campaigns
Brand awareness
Surveys
Market Research
Profiling
Data Mining/Cleaning
Event Management
Post event follow-up
Business 2 Business development (B2B)
Business 2 Consumer sales (B2C)

3 Frequently Asked Questions

Q = Question
A = Answer
L = Relevant link (if applicable)

4 Modules Demonstrated

Icon	Module Name	Brief Description	Module Detail	Related Articles
	Outbound Contact	For processing through pre-loaded records in a pure outbound or blended contact way	Module_-_Outbound_Contact

5 Further reading

All CRM Training Customer_Relationship_Management_Training
CRM articles [1]
Marketing articles [2]

Demonstration - CRM - Interact

Contents