Tigerpaw University

Course No. MARMGR01 - Managing the Marketing Department

What you will learn - and why

Students will learn how marketing information can be codified and tracked in Tigerpaw. Emphasis is placed on creating marketing campaigns and then tracking the results through the use of activities and opportunities.

This course is for anyone responsible for importing marketing lists, tracking advertising and marketing efforts, and contacting groups of accounts and contacts.

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Lecture Titles - Class 1

• Learning how to add accounts and contacts
• Understanding coding fields (type, status, profile, SIC, groups)
• Understanding custom account and contact fields
• Understanding custom folders
• Understanding marketing fields (initial contact date, source, sales volume)
• Establishing requirements for the capture of marketing data by sales reps
• Understanding opportunities and their impact on marketing
• Importing accounts and contacts
• Deleting accounts from an erroneous import

Assignment: Using the sample database, create marketing related codes, add accounts and contacts, and import a marketing list. Create an import template, remove (delete) the accounts from an import that was not done properly. Create opportunity stages, create an opportunity, and track it though the stages.

Lecture Titles - Class 2

• Understanding email setup
• Building groups of accounts using the account list view
• Distilling sub-groups of accounts from main groups
• Understanding the Group Explorer
• Defining and using email templates
• Understanding how to group contacts
• Group contacting accounts (email, letters, phone calls)
• Merging to Word (single letter)
• Linking documents to accounts and contacts
• Understanding activities and path processing
• Measuring the success of specific marketing campaigns
• Understanding the marketing reports

Assignment: Using the sample database, build a few groups of accounts and contacts. Perform group processes on these groups. Create activities and a path and schedule/process these activities. Measure the success of a specific marketing program. Run the marketing reports.