Database Selections

The SalesManager CRM data model currently contains more than 4.000 fields and hundreds of tables. For an automotive customer to search for all management team members of clients with a Scania truck older than 1994, weighing more than 7 tons and having a good credit rating, would take in intrinsic knowledge of the SalesManager CRM data model to achieve results. While it is possible, it can be quite frustrating. We therefore decided, when building CampaignManager to allow the customer to build his own views of the database, and allow him to mix fielfds from every possible table into his own “Personal Views”

Selections can be made on any field in the database with an unlimited number of combinations possible. Depending on the type of field chosen different selection facilities appear. If the field is for example numeric, then a range selection is suggested. If a field is a table, the associated drop down content is made available for searching on. Overall, the user interface is as intuitive as possible. Selections can be tested by clicking on the Count button, wich will result in the selection been executed on the server and only the number of hits returned. You can just widen or tighten up your search criteria to achieve the number of targets you require.

An unlimited number of selection criteria may be saved and thes can be reused in the future marketing campaigns.