Targeting and Marketing Cycles Management

Get familiar with the marketing cycles and targeting in the CT CPG package.

The Marketing Cycle usage is optional. You can create activities, track CT Products and other parameters, and target users out of the marketing cycle.

Follow the guidelines to target clients that should be visited by the reps a certain number of times.

Configure a marketing cycle for the specific division and define the different groups of customers to whom you wish to sell decisive products or services within a number of scheduled activities:

  1. Set up clients' segmentation using Account and Contact divisions. Create a new division and add the division to the corresponding custom setting.

    The divisions represent departments that have the same structure but works with different KPIs, and division categories could be used to define specific groups of customers, for example, hypermarkets and discounters.

  2. Create marketing cycles with the specific details, targeting parameters per each segment, and the Activity linking.

    • The marketing cycle represents a period during which the planning of activities and personalized marketing takes place. At the end of each marketing cycle, a company can review results via reports and also assess accumulated KPI.

    • The Marketing Detail Tracking object is used to define tracking products and parameters for the particular Activity record type and the required category of Accounts and Contacts.

    • Check Application Settings parameters for the marketing cycle.

  3. Add the targeting buttons to create targeting lists of Accounts and Contacts with the related Target Frequency records.

    • Allow users to target clients for the marketing cycles. To do that, set up the user permissions.

    • The Target Frequency records can be automatically filled out with the values from the related Marketing Detail Tracking record of the Call Rate type.

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