This course will introduce you to several features of the IFS Sales &
Marketing Client that complement features covered by the Basic course. You will learn
how to query for information in a database by creating selections, and how to
display that information in different views. You will also learn how to create
and manage campaigns, and how to use mail merge functions as part of your
campaign management. There is also a chapter on how to synchronize
information between a server database and a local database.
The course consists of two chapters, each of which contains
three lessons and
associated exercises.
The estimated time to complete this course is 10 hours.
This course is designed primarily for end users, application consultants, and sales staff.
This chapter consists of three lessons that outline the Selections and Views functionality, which offers you a powerful tool to find and display information in your database. You will learn how to use selections as an effective way of targeting customers and contact groups, and how to use selection operators to tailor your selections according to your information needs. You will also learn how to run advanced selections that have been created through the IFS Sales & Marketing Administrator.
You should have completed the Sales & Marketing client Basic course.
The estimated time to complete this chapter is 5.5 hours.
This chapter is designed primarily for end users, application consultants, and sales staff.
This chapter consists of three lessons that show you how to use IFS Sales & Marketing for creating and managing campaigns. Following a basic workflow, you will learn how to define a target group, create campaign activities and events, and generate invitations and newsletters. You will also learn how to record and analyze the feedback to your campaign. In addition, the course introduces the Mail Merge functionality—a useful campaign management tool that allows you to transfer data from IFS Sales & Marketing to Microsoft Word to produce letters, e-mails, and labels for mass mailings.
You should have completed the Sales & Marketing Client Basic course and studied the previous Selections and Views lesson, including all exercises.
The estimated time to complete this chapter is 3.5 hours.
This chapter is designed primarily for end users, application consultants, and sales staff.
This chapter consists of two lessons and an exercise. You will learn how to synchronize a new or existing local database with a server database. This allows you to work offline with your customer information. With the Discrepancy Utility, you will learn how to reconcile discrepancies between the two databases.
You need to complete the previous lessons before you start this lesson.
The estimated time to complete this chapter is 1 hour.
This chapter is designed primarily for trainers, end users, application consultants, and sales staff.