Sales literature, products, and price list

The marketing campaigns are not just meant for sending out the messages, but it also helps sales representatives with all the information they need to succeed.

Sales literature

Sales literature is used to associate key-offer-related information such as collaterals, brochures, price sheets, product information, and offer details with the campaign. Sales literature helps put all information that is required to sell on the fingertips of the sales representatives to ensure that the representatives are well aware of the offers that are marketed as a part of the campaign. The following screenshot shows the Sales Literature Associated View page:

Sales literature

Adding sales literature to campaigns

Target products

Microsoft Dynamics CRM 2013 provides the product catalogue feature, where all the products and services offered can be centrally organized along with the price lists and units. The marketing campaign can take advantage of the product catalogue feature by enabling the marketer to associate specific products and services being offered as a part of the campaign. This helps the sales and marketing teams to keep track of the product associated with a campaign, and helps them to quickly navigate and view product information. Configuration of the product catalogue in Microsoft Dynamics CRM 2013 is not in the scope of this book. The following screenshot shows the Product Associated View page:

Target products

Adding target products to a campaign

Price list

Most marketing campaigns use the idea of discounts and offer prices to promote their products. The price list created with the offered price can be directly associated to the marketing campaign, helping the sales team to exactly know the prices offered. Also, when an opportunity is created based on the campaign response, it gets the same price list as the campaign itself. This ensures that the customer gets the price that was offered, avoiding any pricing conflicts and confusion. The following screenshot shows the selection of Price List for the campaign using price list lookup:

Price list

Adding price list to a campaign

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