Data Driven Marketing via CRM

Hi Louise,

Great question! The best option in this case is to use Dynamic Distribution Lists. Since Sugar Market syncs Accounts, Contacts, Leads, and Opportunities, any purchase data living outside of those tables won’t sync directly into Market.

However, by building a report inside SugarCRM, you can still target accordingly — for example, customers who purchased a specific product but not within the last 2 months. That report can then drive a Dynamic Distribution List in Market, which will stay up to date and power your campaigns.

Here are a couple of helpful resources to walk through it:

• Dynamic Distribution Lists Documentation

• Quick Video Overview

Dynamic lists are really the best bet for this kind of targeted communication when the tables only exists inside SugarCRM.

Let us know if that addresses your concern!

—
Michael North
Solutions Consultant | Faye
michael.north@fayebsg.com
https://fayedigital.com/partners/sugarcrm/

Hi Michael,

Thank you for your reply, our sales data is pushed to SugarCRM from our ERP after the sale and we have custom built modules for sales headers and sales lines.  Based on what you said in theory this should still work for us, is that correct?

Thanks again,

Lou 

Hi Louise,

You’re welcome! And yes, that’s exactly the use case that Sugar Market solves with dynamic distribution lists. This is especially helpful when you’re working with custom modules or systems feeding into SugarCRM that don’t necessarily make sense to sync into Market. If you can create a report in SugarCRM that meets the requirements of Dynamic Distribution Lists, then it will work perfectly!

Hi Louise,

You’re welcome! And yes, that’s exactly the use case that Sugar Market solves with dynamic distribution lists. This is especially helpful when you’re working with custom modules or systems feeding into SugarCRM that don’t necessarily make sense to sync into Market. If you can create a report in SugarCRM that meets the requirements of Dynamic Distribution Lists, then it will work perfectly!