1. Customer Relationship
Management
Microsoft Dynamics AX 2009

2. Telemarketing
Telemarketing deals with creating, registering, and
administering the telephonic contact between a
company and its business relations.
Telemarketing is another section of CRM that works a
round contact persons rather than business relations.

3. Telemarketing
Setup:
Create activities automatically at various stages of the
telemarketing campaign.
CRM > SETUP > PARAMETERS > ACTIVITIES TAB

4. Telemarketing
Reason Canceled:
Define the reason if call is canceled.
Examples:
• The target is not interested
• The target is unavailable
• The target is no longer with the company
• The target is temporarily out of the office
CRM > SETUP > TELEMARKETING > REASON CANCELED

5. Telemarketing
Setup:
Create activities automatically at various stages of the
telemarketing campaign.
CRM > SETUP > PARAMETERS > ACTIVITIES TAB

6. Telemarketing
How to deal with Telemarketing?
1- Call List Form
CRM > PERIODIC > TELEMARKETING > CALL LIST
2- Telemarketing Activities Form
CRM > PERIODIC > TELEMARKETING > TELEMARKETING

7. Telemarketing
Create Call List:
Create call list Create call list as a result of a marketing
campaign or can be created manually from call list form.
Form Contains:
• Call list ID.
• Call list description.
• The questionnaire.
• Start date of the telemarketing period.
• End date of the telemarketing period.
CRM > PERIODIC > TELEMARKETING > CALL LIST

8. Telemarketing
Distribute Call List:
Employees can be assigned one or more target, distributing the responsibility for
making the calls and receiving the responses.
CRM > PERIODIC > TELEMARKETING > CALL LIST > DISTRIBUTE BUTTON

9. Telemarketing
Telemarketing Form:
- Make a telephone call.
- Execute a Questionnaire.
- Change call list status.
The four predefined status levels are:
•Open – The call is open and pending action.
•Call back The employee should call back for additional communication.
• Closed – The call was completed successfully and is now closed.
• Canceled – The call was canceled before completion.
CRM > PERIODIC > TELEMARKETING > TELEMARKETING