MRSware Sales and Commissions
  • MRSware
    • About
    • FAQs
  • Sales & Commissions
    • Sales Analytics
    • Sales Data Management
    • Sales and Commission for Manufacturers Reps
  • CRM
    • Sales Force Automation (SFA)
    • Project Relationship Management (PRM)
    • CRM for Reps
  • Blog
  • Pricing
  • Support
    • Training >
      • Training Classes - MRSweb
      • Training Classes - MRSware >
        • Lesson 1 - MRSware Home Page
        • Lesson 2 - CRM - Companies/Contacts
        • Lesson 3 - CRM - Calendar
        • Lesson 4 - CRM - Journals
        • Lesson 5 - CRM - Tasks
        • Lesson 6 - CRM - Projects
        • Lesson 7 - MREPS - Customers
    • Documentation
    • Integrations
    • Admins
    • Live Service Status
  • Login
  • Free Trial

Creating an Active Customer List for E-mailing

5/11/2012

0 Comments

 
​There are other discussions in the Documentation section of Support that go over how to send out bulk e-mails and to create a customer list by manufacturer.  In this discussion, I want to talk about how to create a list of your active customers, those with current sales, and a list of your customers over a certain dollar amount for marketing purposes.

Here are a couple of scenarios with instructions on how to set up the lists. 


Scenario I. You want to notify your current, active customers about a management or sales rep change at your company and how it will affect them. 

Questions:
A. How do I put together a list of current, active customers?
​
B. How do I send a bulk e-mail to them?


Scenario II. You want to notify your current, active Heavenmade [a manufacturer you represent] customers, with sales over $25,000/year, that you have hired a new sales rep to make health care end user calls for them. 

Questions:
A. How do I put together a list of Heavenmade customers with sales over $25,000/year? 
B. How do I assign John McNamara to them?
C. How do I send a bulk e-mail them? 

​Here are the answers with instructions:

Scenario I. Management, sales rep change notification

A. How do I put together a list of current, active customers?

1. Click on "Customers" in the Shortcuts Panel [make sure you are in the Customer view - "Customers -> Customer View"]
2. Change the column header "YTD 2009" to show an entire year's sales.  On the menu bar, click on "Customers -> Change Sales Summary Dates"]
​
Picture

​3. Change Sales Summary 2 Date Range "To 12/31/2009"
4. Click "Ok"
5. Click once on the column header with the dates selected [the inactive accounts or customers will be listed at the top of the list; click twice to show a top down list of customers

Picture
​B. How do I send a bulk e-mail to them?

6. Multi-select the inactive accounts.
7. Right click and select "Filter Excluding Selection"
8. On the Menu bar, click on "Customers -> Mail all contacts in List who have an E-mail Address"*
9. The e-mail addresses will automatically populate the Bcc field.
10. Add your notification in the body of the e-mail and click "Send"

* If you have hundreds or thousands of companies in your list, multi-select a smaller grouping before Step 8 in order to make the mailing go faster.  You can cut and paste the notification from one e-mail to another.  For example, select "A-D", "E-H", etc until you have sent the message to everyone on your list.


Scenario II. Heavenmade customers over $25,000 have John McNamara as new end user sales rep


A. How do I put together a list of Heavenmade customers with sales over $25,000?

Follow Steps 1 - 4 from Scenario I, except in Step 1, make sure you are in Account view [Customers -> Account View]

5. In the Manufacturer column, right click on "Heavenmade -> Filter by Selection"
6. Double click on the 2009 column header to see a top down sales view
7. Multi-select the accounts under $25,000
8. Right click and select "Filter Excluding Selection"


B. How do I assign John McNamara to them?

9. Multi-select the accounts over $25,000
10. Right click and select " Bulk -> Update Companies' Categories11. Select the categories you have set up for this group [for example "HM+" to indicate the special status of this group of Heavenmade customers; "SR::JMcNamara" to indicate that John is going to be working with this group of Heavenmade customers]

Chances are you are going to want to update the contacts' categories at these companies


Picture

​1. On the menu bar, click on "Search -> Companies"
2. Select "HP+" from the categories
3. Multi-select the companies to include in the category change [most likely that would be all]
4. Right click and select "Bulk -> Update Contacts' Categories"
5. Check the box "HP+" and "SR::JMcNamara" 
6. Click "OK"


Now both the Heavenmade customers with sales over $25,000 and the contacts at these companies will be part of this group.


C. How do I send a bulk e-mail to them?
​

1. If you want to send a message to the sales managers at these companies, on the Menu bar, click on "Search -> Contacts"
2. Check "All" at the top of Categories
3. Check "HP+"; "T::Sales Manager"
4. Click "Ok"
5. On the Menu bar, click "Customers -> Mail all contacts in List who have an Email Address"
6. The e-mail addresses will automatically populate the Bcc field
7. Add your notification in the body of the e-mail and click "Send" 


The above scenarios are just two of the many reasons why you would choose to start with Customers instead of Companies when selecting a group.  Please feel free to respond to this discussion if you have used Customers to define a group.

0 Comments

Your comment will be posted after it is approved.


Leave a Reply.

    Documentation

    ​You will find technical documentation, MRSware instructions, release notes, and general content to help MRSware users through their day on this page.

    Please use the Categories below to find documentation for each area in MRSware.

    ​You may also use the Search field above to look for specific topics. To get a more precise list of articles for a particular menu option, for example, use quotation marks around the text in the Search box, e.g. "bulk assign sales rep".

    Categories

    All
    1
    Android
    Appointments
    Auto-Complete
    Batch Edit/Bulk Update
    Categories
    Contacts
    Customers
    Data Analysis
    Duplicate Removal
    Education Module
    Email
    Email/Spam
    Email Templates
    File Share
    Google
    Hidden
    IMAP
    Installation
    Journals
    Master List
    Microsoft Office
    Mobile
    (MREPS)
    MRSweb
    New MRSware Users
    Outlook
    Payments
    Projects
    Reports/data Analysis
    RSS Reader
    Sales Force Automation (SFA)
    Search / Filter / Sort
    Sync
    Tables / Listings
    Troubleshooting
    Types
    User Manuals
    Video

    Archives

    November 2022
    September 2022
    June 2022
    March 2022
    February 2022
    January 2022
    December 2021
    May 2021
    October 2020
    September 2020
    July 2020
    June 2020
    May 2020
    September 2019
    April 2019
    September 2018
    January 2018
    August 2017
    February 2017
    January 2017
    December 2016
    September 2016
    July 2016
    June 2016
    May 2016
    February 2016
    January 2016
    December 2015
    October 2015
    September 2015
    August 2015
    July 2015
    June 2015
    May 2015
    April 2015
    March 2015
    February 2015
    January 2015
    December 2014
    November 2014
    October 2014
    July 2014
    June 2014
    February 2014
    October 2013
    September 2013
    July 2013
    May 2013
    April 2013
    March 2013
    February 2013
    November 2012
    September 2012
    July 2012
    June 2012
    May 2012
    April 2012
    December 2011
    November 2011
    October 2011
    September 2011
    August 2011
    May 2011
    April 2011
    March 2011
    December 2010
    September 2010
    July 2010
    May 2010
    April 2010
    February 2010
    January 2010
    December 2009
    November 2009
    October 2009
    July 2009
    June 2009
    May 2009
    April 2009
    March 2009
    February 2009
    January 2009
    October 2008
    September 2008
    August 2008
    July 2008
    June 2008
    May 2008
    April 2007
    September 2006
    August 2006
    July 2006
    June 2006
    May 2006

    RSS Feed

Home | Sales and Commissions | CRM | Blog |​ Pricing | Training | Support | Log In | Free Trial 
sales@MRSware.com     (866)795-8386 x1
Copyright (c) 2004 -2023 EYOND
MRSware is an EYOND, Inc. Integrated Solution
made in Austin, TX  USA