PeopleSoft CRM 9.1 Marketing Applications PeopleBook

Getting Started with PeopleSoft Marketing

This chapter provides an overview of PeopleSoft CRM Marketing and discusses:

PeopleSoft CRM Marketing applications business processes.
PeopleSoft CRM Marketing applications implementation.

PeopleSoft CRM Marketing Overview

PeopleSoft Marketing enables users to manage all of the complex components of a marketing program. PeopleSoft Marketing functionality is based on the concept of marketing programs, which includes campaigns and activities, online marketing dialogs, and roll ups. A marketing campaign is an initiative by a campaign team to achieve a specific marketing objective, such as launching a new product, raising awareness of existing products, or cultivating customer loyalty. An activity represents action taken as part of a marketing campaign—for example, contacting prospects through a telesales initiative. An online dialog enables you to define an internet marketing channel (dialog) to run an internet campaign from start to finish. A roll up is a program created to serve as a parent to one or more child programs.

Essentially, the purpose of a marketing program is to communicate message to consumers about your product or services. Issues of who you contact (audience), how you reach them (channel), what collateral materials you use to support your message (content), and what you use to encourage them to buy (offer) are all part of what makes up the campaign activity.

PeopleSoft CRM Marketing Business Processes

PeopleSoft CRM Marketing applications provide the following business processes:

Manage campaign content.
Define offers.
Define and generate audiences.
Contact prospects directly, using PeopleSoft Telesales and PeopleSoft Online Marketing applications.
Measure campaign results.

We discuss these business processes in the business process chapters in this PeopleBook.

PeopleSoft CRM Marketing and TeleSales Implementation

PeopleSoft Setup Manager enables you to generate a list of setup tasks for your organization based on the features that you are implementing. The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, as well as links to the corresponding PeopleBook documentation.

Other Sources of Information

In the planning phase of your implementation, take advantage of all PeopleSoft sources of information, including the installation guides, data models, business process maps, and troubleshooting guidelines. A complete list of these resources appears in the preface in the PeopleSoft CRM 9.1 Application Fundamentals PeopleBook, PeopleSoft CRM 9.1 Business Object Management PeopleBook, and PeopleSoft CRM 9.1 Product and Item Management PeopleBook, with information on where to find the most up-to-date version of each.