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Manage Your Marketing Data Effectively:

  • Effortlessly import data from other sources into Microsoft Dynamics CRM
  • Use predefined data-mapping rules or create new ones on the fly.
  • Confirm data import status with automatic e-mail notification
  • Intelligently cleanse your data to eliminate duplications and decrease your costs per engagement (CPE).

Segmentation-Pinpoint Your Marketing Tactics:

  • Use natural language queries to instantly segment customers or prospects.
  • Create highly targeted lists and associate them with campaigns.
  • Set up personal or public data views for reuse.
  • Easily share target lists with colleagues or vendors.
  • Export lists into multiple formats for bulk e-mail or direct-mail communications. 

Streamline Campaign Planning:

  • Plan and track activities, tasks, budgets, and details for each marketing activity. 
  • Tailor messages and offers to highly targeted lists.
  • Save time and money with reusable campaign templates.
  • Set up product catalogs, price lists, and discounts for optimal offers.
  • Use predefined workflows to streamline approvals.

Simplify Campaign Execution:

  • Initiate and distribute campaigns and communications instantly.
  • Use embedded Mail Merge capabilities to instantly send mass communications.
  • Manually or automatically assign tasks or leads to individuals or groups.
  • Create on-the-fly campaigns with the Quick Campaign Wizard.
  • Create rules to trigger responses based on customer interest.

Manage Marketing Events Efficiently:

  • Track and manage all event and customer details on one central platform.
  • Holistically manage event planning and execution from beginning to end.
  • Track details related to venues, rooms, event sessions, speakers, and sponsors.
  • Track key metrics and measure the return on investment to optimize future events.

Marketing-Improve Response Management:

  • Capture and store responses and leads in one place for easy tracking.
  • Score responses using predefined algorithms.
  • Instantly assign leads with full interaction history to the right sales person.
  • Track responses across communications channels, linking them to campaigns and lead sources.
  • Convert responses to leads and opportunities with a few mouse clicks.

Internet Marketing-MS Dynamics CRM Online Only:

  • Track, manage, and optimize search-engine marketing efforts.
  • Improve data quality by routing leads to a lead-staging area.
  • Identify the revenue impact of each keyword.
  • Research and purchase keywords, and them optimize bids for the hightest placement.
  • Create landing pages and data forms without any coding.

Extend Value with Microsoft Office:

  • Use Microsoft Dynamics CRM within Microsoft Office Outlook to be more productive.
  • Eliminate redundant e-mail tracking through Office Outlook synchronization.
  • See co-worker's availability with the presence feature.
  • Create documents and mail-merges with embedded Office Word capabilities.
  • Add Office Outlook contacts to marketing lists with a few mouse clicks.

Marketing With Mobile Express:

  • Access customer data from any Web-enabled device anywhere, anytime.
  • Track budgets and push through approvals while on the road.
  • Update or create campaigns on the fly.
  • Update, qualify, or assign leads while on the road.
  • Analyze responses, leads, and comapaign ROI with rich offline creporting.

Gain Marketing Insights for Decision Making:

  • Measure your marketing success with key performance indicators (KPIs)
  • Track key campaign indicators with built-in reports.
  • Identify trends and allocate resources with powerful predictive analytics.
  • Use robust data cubes for trending analyses.
  • Proactively create offers with 360-degree customer views.

 

 

 

 

 

 


 

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