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Former Member
Mar 19, 2009 at 10:15 AM

CRM Marketing Template

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Hi, im new to CRM

I need to develop a suitable template using CRM technology based on current excel template

Currently our marketing dept is using a standard Excel format template to capture the details of our Business Partners. Once captured the template is mailed off to the necessary dept

Template consists of BP master data, requirements from BP and so on

Starting point or guidance appreciated

Im using crm 2007

Sachin