4 Things To Watch For When Sending A Microsoft CRM Email Blast

To mark the launch of Dynamics 2013, we look into 4 things to watch for when sending an email blast using the software. When companies receive an email where the first lines reads something like this, “I would like to have an opportunity to sit down with you and the sales team at {Recipient.contact.parentcustomerid[0]!”"}at your earliest convenience,” you know this is not a typo. This means the sender intended to send this email using database configuration and made an error. The error is typically in that the sender’s database was not filled out correctly, therefore the missing information showed up as {Recipient.contact.parentcustomerid[0]!”"} in the email.

Not only is this an embarrassing mistake, but it is also an unprofessional one. Email personalization through use of programs such as Microsoft CRM allows users to easily input data necessary to seamlessly run this software and prevent these errors from occurring during customer relationship management practices.

4 Things to Watch for When Sending a Microsoft CRM Email Blast:
1: Every Email Does Not Require Personalization
Not every email blast requires a personalization because, in all honesty, do you think your recipients believe you are really addressing them by their first name when sending out this information. If you are regularly sending out bulk information to the same recipients using the same identifiers, they have already gotten used to this routine and will not expect to be addressed on a first name basis. Personal touches are necessary in other pieces of correspondence.

2: Personalization Should, In Fact, Be Personal
Get to know your clients and how they prefer to be addressed. For example, even though a client signs their name as Christopher, they may before being referred to as Chris during phone calls, conversations, and correspondence. Understanding this preference keeps things personal and helps avoid mistakes when sending a Microsoft CRM Email blast. The last thing you want to do is mistakenly address Mike as Michael or Steve as Stephen. It may not seem like a big deal but, to some people, it really is. So, keep your databases updated correctly.

3: Do Not Send Test Blasts
For those who are unsure how to use Microsoft CRM software for email blasts and want to test the software, do not do so with your mailing list. Set up a group of test individuals in an email group within your office, and test using them. That way, junk mail is not sent to your database. This will also prevent blank email blasts or inappropriate email blasts from entering the inboxes of your clients. In addition to errors held within email blasts, testing and blank messages are just as unprofessional. So, be very careful during the learning process.

4: All Data Must Be Correct
When using Microsoft CRM software, or any other similar software, from the Dynamics CRM partners to the amateur marketer, ensure there are no empty spaces. This helps avoid errors such as the one in the example above. Remember that other users in the company can edit fields in this software, so it must be checked often to ensure no spaces have been deleted inadvertently or no inappropriate information has been added. Checking and double checking prevents errors and keeps email blasts remaining professional.

Originally posted 2013-12-03 05:22:59.

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