Every CRM has this as a checkbox on their feature list. Whether it is integrated as part of the system, as is the case with Net Suite & Oasis, or achieved through a partner integration, Sales-force and Campaigner, no CRM system is complete without it. Doing it well and making it easy, however is another story. Having been a marketer for longer than I care to admit, suffice it to say I have had plenty of experience with email campaigns…(not to date myself, but can you say mail-merge & Eudora?)
Ah but I digress. After struggling in this area with our previous CRM system, I was psyched to be able to quickly and easily generate targeted, personalized email campaigns. (and better yet, teach my team to do this as well!)
Troop.Works works like other CRM systems in terms of splitting up leads, accounts, and contacts. It is very easy to create email templates in either plain text or HTML, and use these templates for emailing out to leads or contacts. The text editor is simple and straightforward, and to add your own HTML creative you simply cut and paste. Adding wild cards for personalization is surprisingly easy, and achieved by simply choosing fields (in plain english) from a drop down list and copying and pasting into your template.
By making the templates available to everyone who uses the system my team can personalize their messages and add wild cards for their signatures – leveraging content that is available for everyone to use yet giving the messages their own personal flair. Again, not a new concept but deceptively simple in Troop.Works.
Once the template is created you then go to either the Leads or Contacts database (depending on your desired targets) and select the Mass Email feature (this is easily located at the bottom of the main page of the Leads and Contacts databases. This takes you to the Mass Email page, and is the area where you will select your email template and records to send it to. To select your template just choose one from the drop down menu. Then click on the “Select Records” tab to choose your recipients.