Marketing to Pre-Selected Customers

The following business process flow illustrates how the sales and marketing functionality would be used to market additional services to existing customers selected by a background process.

This business process flow illustrates how the sales and marketing functionality is used to market additional services to existing customers selected by a background process. A background process creates an order for each customer to be targeted under a marketing campaign and sales people processes the order.

The following points describe the steps in this business process:

A background process creates an order for each customer to be targeted under a marketing campaign.

Note:

The base package does not have an example of such a background process. Please speak to your support team if you require assistance in developing this type of process.

Sales people would then process the order as described above.