Streamlining Sales with Empress Campaign Management

Product Support
1

Welcome to the Campaign Management feature of Empress. This powerful tool allows you to keep track of your business’s sales campaigns, manage leads, quotations, sales orders, and gauge your Return on Investment (ROI). In this guide, we will guide you step-by-step on how to get the most out of this feature.

Feature Overview

The Campaign Management feature is designed to simplify and streamline your business’s sales campaigns. It enables you to:

  • Record and manage campaign details.
  • Schedule campaign activities.
  • Monitor campaign progress.
  • Measure campaign success through ROI.

Accessing the Campaign Management Feature

  1. Log into your Empress account.
  2. Click on the ‘CRM’ module.
  3. Select the ‘Campaign’ option.

Creating a New Campaign

  1. To create a new campaign, click on the 'Create New + ’ button at the top of the ‘Campaign’ page.
  2. Fill in the ‘Campaign Name’ and a detailed ‘Description’ of your campaign.
  3. Use the ‘Naming Series’ dropdown to assign a unique identifier for your campaign.

Managing Campaign Schedules

  1. Click on the ‘Campaign Schedules’ section to add, edit, or delete scheduled activities for your campaign.
  2. To add a new schedule, click on the ‘Add Row’ button, fill in the required information, and hit ‘Save’.
  3. To edit or delete an existing schedule, click on the corresponding buttons in the ‘Actions’ column.

Tracking Campaign Performance

  1. The ‘Campaign’ list view displays key information about your campaigns, including the campaign name, description, and a summary of its performance.
  2. Click on a campaign’s name to view more detailed information and track its progress.

User Roles and Permissions

The Campaign Management feature uses role-based permissions:

  • ‘Sales Manager’: Full access to create, edit, delete, email, print, read, and report on campaigns.
  • ‘Sales User’: Read, print, email, and report on campaigns.
  • ‘Sales Master Manager’: All permissions of the ‘Sales Manager’ role, plus the ability to share campaigns with other users.

Conclusion

The Campaign Management feature in Empress is a powerful tool that enables your business to efficiently manage and track the success of your sales campaigns. By utilizing this feature, you can ensure that your business’s sales efforts are organized, monitored, and yield the desired ROI.

For additional support, refer to the Empress User Guide or contact our support team.