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.


The figure illustrates how the sales and marketing functionality would be used to market additional services to existing customers which are selected via a background process.

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.