Mass Email from CRM On Demand at no Cost

This particular article is useful for people who are sending mass emails as newsletters or equivalent, and have been using their outlook to send them. You might have all the Contacts in your CRM, present in your outlook also, but the challenge would be creating a segmented email list. You dont want to send a newsletter on Golf accessories to a contact who would be primarily be interested in fishing accessories :). You will be using your outlook itself to send the emails but what you are doing is leveraging tools that CRM On Demand provides you along with leveraging the CRM data.

You would using Mail Merge document, which is available to download for no cost at all. Below are the steps that will help you attain your mass emails.

Step 1:Design your email template in the Mail Merge Document. The ones highlighted in grey are the wildcards that would be replaced by the actual data from your CRM, depending on the specific Contact record's details.

Step 2: Choose your segmentation criteria

Step 3: Have a quick preview and choose Send Email option in step5 of the mail merge

Click "OK" and thats it, your emails will be sent :)

Note: You will have to use your own discretion on the number of emails that you would send out at one shot as you will be using your outlook to send emails :) you dont wanna jam that up... :)

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Contact Details with Picture

I was just thinking that wouldn't it be good if we can actually see the contact with whom we are doing business?
Having all his info alongside his pic. Giving more of a social website feel to your CRM Application. Moreover its always great to know what the person, that we are talking to, looks like :)

Imagine we have Contacts page which looks like the below Screen shot

Sleek and gives some interesting feel to the entire CRM Application.

Now the question comes is how to attain that? Very simple. You would use Reports to do that. Yes it can be done using the Narrative in the reports. All you would need is some simple HTML code to be inserted in the Narrative section, and you can design it to your liking and your requirements.

There are a lot of possibilities that you can do, maybe you can turn the entire CRM Application which would look exactly like Facebook !

So leave your comments/ feedback/questions.



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