How to use campaigns?
How to use campaigns?
I'm struggling with how to use the campaign feature of CRM.
We have a client and we want to help him with marketing his product to a select group of our contacts. We want to send an introductory email about his product to key senior management people at a group of about 100 to 200 companies, these are already in Zoho as accounts and contacts.
Our goal is to send out personalized emails to each of these key people and easily keep track of who responds, what their response is, and what next steps are required.
It seems like this is the kind of situation that CRM was designed for...but I'm having trouble figuring out what is the best way to do this in Zoho and so have a few questions.
1) Is this the type of thing that I should use a campaign for?
2) If I am to use a campaign is the best way to create the campaign and then manually go and add the contacts to the campaign?
3) Once they are added to the campaign what do we do with them there? Can we create a mass mail/mail merge to all the people in the campaign?
4) The companies that we do business with often fall into distinct groups and we will generally want to target people for various campaigns based on the type of company they work for (which we have created as custom fields in the account module). How can we create contact lists based on company type to associate to a campaign?
5) Is there an easy way to track responses and automatically update the campaign record?
If this is not the appropriate use of campaigns is there some other tool I should be using instead?
Thank you kindly for your time.