Using a static Marketing List to identify records where a specific criteria does not exist
Today we have a guest post from fellow CRMUG D/FW member Torrey Landry.
Background
All Sales managers want to know what population of their target audience has not purchased a certain product.
How do you build a view to tell you where “Product X” does not exist?
If you have a dedicated field for each product that can indicate a “yes” or “no”, then the search for product purchase is much simpler. You can use Advanced Find to query for:
- Does Not Contain Data
- 0 or 1
- Yes or No
But what if you do not have a dedicated field?
Using the Marketing Lists entity, you will essentially create and compare two lists of data, leaving only the records you wish to target.
IMPORTANT: It must be a Static list, as opposed to a Dynamic list, in order to use the “add” and “remove” options under the “Manage Members” menu option.
Sample Scenario
You want to know which customers in Texas, in John Smith’s territory, do not have Product X.
The Process
- Step 1: Create an Advanced Find that pulls in all records from John Smith’s territory that have an address in Texas. This is your ‘initial’ list.
- Step 2: Create an Advanced Find that pulls in all records from John’s Smith’s territory that DO have Product X (within Texas or not, it does not matter). This is your ‘remove’ list.
- Step 3: Remove all of those records from the ‘remove’ list from the ‘initial’ list.
The Result
All that remains are those records, in John’s area, in Texas, that do not have Product X.
The Details
Final Thoughts
- This add & remove process is limited to only a few entities within CRM: Account, Contact and Leads.
- The CRM Administrator can define the fields that will be displayed in the resulting marketing list, but (I believe) these fields will be the same fields displayed for all marketing lists created.
- The columns may differ between Account, Contact and Leads
