Telemarketing Preparation (BTB only)

Use the Telemarketing Prep. info area to determine that customers/prospects are to be contacted by telemarketing reps.

The TM Rep field must be enabled in the corresponding rep records, and telemarketing work hours must be entered in the Mon from (morning) - Fri to (afternoon) fields.

To do so:

1. Add the marketing activity.
2. Add a record to the Act. Execution info area, enable the Telem. Activ. check box (Generate tab) and enter the Average Duration of the phone calls.
3. Switch to the Marketing Activity info area and select TM Prep. from the context menu.

   

   The upper left portion of the mask contains information relating to the marketing activity and its duration.

   The reps are listed for whom the TM Rep field is enabled in the Rep info area.

   Note: Depending on your access rights, either all reps or only the current rep are displayed, see Defining Further Settings (Appointment Distribution Settings pane) in the Rights topic in the CRM.core Administrator Guide.
4. Enable the Active cell for those reps that should participate in the marketing activity.
5. Select Load Selection from the context menu and choose the selection that contains your target group.
6. Enable the Sales Group check box to assign the rep entered in the TM Rep field in a company's sales group to that company's activity records, see Adding Sales Groups in the BTB Business Logic Manual.
7. Enable the Saturday, Sunday and Holiday check boxes to carry out the telemarketing activities on these days as well.
8. Select Preview from the context menu to display a preview of the calls.

   The Number of telephone calls assigned and the End of the marketing activity are displayed for each rep.

9. Select Add Activities from the context menu to generate the activity records.

The activity records can now be edited by the telemarketing reps in the Activity info area.