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Chapter 7. Sales Force Automation (SFA) > Use Case Corner—Tracking Marketing Ca...

Use Case Corner—Tracking Marketing Campaigns

From what we've learned of future versions of Microsoft CRM, extended marketing functionality is a feature set that will be added (albeit probably not until late 2004). This is great news because the actual tracking of marketing-campaign information is not provided in Version 1.0 of Microsoft CRM. There are, however, 3rd party add-on products that provide marketing campaign tracking functionality.

There is a way to track campaign information that classifies as a workaround, but actually works very well. This workaround involves keeping a Microsoft Excel list of marketing campaign event codes and associating these codes with Lead and Contact records through the addition of a new tab and a couple of custom fields. The components necessary to implement this customization are


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