Running Marketing Campaigns in SugarCRM – An Overview

Introduction SugarCRM provides a range of useful features to assist with marketing efforts, right out-of-the-box, all as part of your standard SugarCRM subscription. So, while it is certainly possible to link SugarCRM to a range of other third party mailing solutions (such as Pardot, Marketo, Pure360, MailChimp etc) it’s probably worth taking the time to have a detailed look at what you can achieve, free of any third party charges, with the application itself. I’m going to divide the features up into the following key areas: Email blasts Newsletters Web-to-Lead capture Marketing Automation Email Blasts SugarCRM will enable you to send rich, HTML based, email content to a large collection of people. It will let you define that target audience based on any segmentation criteria that you wish to use. The email content itself can contain: Fully styled HTML based content Personalised content Images Attachments Tracked links The system will not only dispatch the emails for you, but will also track how recipients engage – recording who views the email (and how many times), which links they click, whether they opt-out of further communication and so on. SugarCRM will automatically manage “opt-outs” for you, marking the email address as “opted out” and automatically supressing that email address in any further mailings, even if accidentally included in the target list. Finally, SugarCRM will monitor the return your campaign provides – not only in terms of “clicks and views” but in a far more tangible way – did it earn any money? Build rich HTML emails and track the outcome of your campaigns Because, as standard, every Lead, every Contact and...[Read in Full]