Adding Marketing Objectives

Marketing objectives allow you (as key account manager) to inform sales reps of approved special offers and orders for specific customers, and to supply reps with general information.

Accounts can be part of hierarchies and networks, see Relationship Management. You can use you customers’ relationship hierarchies and networks to add marketing objectives.

To add a marketing objective:

1. Switch to the desired detail plan (e.g. from the Key Account Management node in the tree view of the desired account), see Detail Plans and Detail Plan Products.
2. Click on (Marketing Objectives).
3. Select the detail plan products you want to add a special offer for (you can select multiple entries in the list, see Editing Multiple Records in the List Simultaneously). The Add Special Offer check box is automatically enabled. If this check box is enabled, a special offer is created and linked to the marketing objective. You can disable this check box.

   You do not need to select any products if you do not with to add special offers.

   You can add and edit detail plan products in the quick add area, see Quick Add.

4. Select the accounts. You can select multiple entries in the list.
   • Accounts tab: This tab lists all accounts that are related to the account the detail plan was added for (the type of relationship depends on your configuration).
   • Search tab: Use this tab to search for a particular account.
5. Enter the details of the marketing activity in the Default Values Marketing Activity area.
6. Enter the details of the marketing objective in the Default Values Marketing Objective area.

   

   Note: Depending on your configuration, several fields are automatically filled with default values.
7. Click on Create Marketing Objectives.

   A message is displayed with an overview of the number of new and updated records.

   Click on in the History to display further details. Click on a link in the History Details to display it.

   The business logic defined for campaigns and marketing activities is used to create marketing objectives, see Campaigns and Marketing Activities.

   Marketing activities including target groups and marketing objectives are added for the selected accounts. These marketing objectives are linked to any special offers created. The selected products are added to these special offers as special offer items. A suitable execution record is also added for each marketing activity.

   If matching marketing activity records linked to a special offer already exist, the selected products are either added as new special offer items or existing special offer items for the selected products are updated. The execution records stored for existing marketing activities are also updated.