As a marketer, there are few things more frustrating than inaccurate data in a Customer Relationship Management (CRM) solution. Even the most well-thought-out campaigns will prove ineffective if not targeted at the correct audience.
Microsoft Dynamics CRM supports your marketing efforts by allowing users to differentiate between the “Mailing” address and “Billing” address for an account. Differentiating between the two addresses ensures your mailed marketing materials make their way in to the right hands.
Additionally, once the different addresses are specified within the contact, marketers can use this information advantageously. Geo-marketing and direct mail campaigns will be far more effective with correct addresses, and differentiation between the billing and mailing address will ensure your marketing materials fall in to the proper hands at the targeted organization. Not only that, but accurate data entry will result in fewer returned mail items, which saves time and money for your company.
Here at Turnkey Technologies, we recently used these features and step-by-step instructions to distribute our holiday gifts and cards. A great resolution for any business is to start a New Year with the intent to improve CRM or contact data accuracy.
For your next direct mail or targeted outbound effort, follow these steps to identify the correct mailing address for your mail merge:
1. Enter Advanced Find from Accounts.
2. Select “All Active Accounts” as your System View.
3. Click “Details” from top ribbon to start a new query line.
4. From the dropdown menu, select “Relationship Type“, and choose appropriate value (for our holiday cards, we selected “Customer“).
5. From the drop down menu on the next line, select “Address 1: Address Type“, and choose “Ship To” and “Primary” as the selected values.
6. If Address Type is NOT a required field for your account record, users may have left the address type blank. In this instance, you will need to add another line and select “Address 1: Address Type” a second time, and then in the second column, choose “Does Not Contain Data“. Then, click the down arrow and hover and click “Select Row” for both “Address 1: Address Type” rows. With both rows selected, from the top ribbon, click “Group OR” to ensure all account addresses are included.
7. Select “Edit Columns” from top ribbon.
8. Click “Add Columns“, and then select relevant address fields.
9. Use the green arrows to put the address fields in desired order. Click “Ok“.
10. Next, click “Results” from the top ribbon.
11. Click “Export Accounts” from the top ribbon.
12. Select “Static Worksheet“.
13. Now you have your mailing addresses in an excel spreadsheet to support your mail merge.
Click here to learn more about the new sales-driving enhancements of Microsoft Dynamics CRM 2015 , and register for an upcoming Microsoft Dynamics CRM training session to further increase the ROI of your CRM solution.