|
Configurable Marketing Features Found in Dynamics CRM
4.0
You don’t have the time and budget to “see what works.”
Your marketing campaign management should be smarter
from the start—and that’s what Microsoft Dynamics™ CRM
can do for your business.
Take on the challenges of creating
successful marketing programs by using the data that
lives in your organization. Data management, target
selection, marketing campaign management, e-mail
tracking systems, response management, marketing
analytics—all the capabilities you need to use your
information more productively are all part of Microsoft
Dynamics CRM’s flexible, familiar, and functional
solution.
SEAMLESS OFFICE INTEGRATION
Work in an environment you already know and understand.
Microsoft Dynamics CRM lets you get up and running
quickly.
Native Microsoft Outlook experience:
Create a repository of customer data that sits
seamlessly alongside Microsoft® Office and Microsoft®
Office Outlook®—the applications you probably use every
day. From Outlook, access Microsoft CRM sales,
marketing, and customer service modules to make sales
decisions, market products, solve problems, and get
strategic views of your business.
Work in a familiar user interface:
Automatically synchronize e-mail
messages, tasks and contact details through seamless
integration between Office Outlook 2007 and Microsoft
Dynamics CRM. Quickly create and send communications
using Office Word 2007 Mail Merge, and manage mail merge
templates from anywhere in the world through a Web-based
CRM interface.
IMPROVE DATA ACCURACY
Clean, concise, and up-to-date data gives you a
marketing edge. That’s why Microsoft Dynamics CRM has a
breadth of features that ensure you get the most
accurate data, from every source.
Data import:
Easily import data from external sources via Data Import
Wizard. You can then automatically map every data field
to your Microsoft Dynamics CRM database— even manually
specify fields, if you wish.
Data cleansing:
Leverage a broad range of capabilities to cleanse data,
eliminate data duplications, and improve your overall
data accuracy.
Data migration:
Leverage Microsoft Dynamics CRM’s Data Migration Wizard
to easily migrate data from other customer relationship
management systems.
DEVELOP MARKETING LISTS MORE EFFICIENTLY
Streamline processes for defining, using, and sharing
lists within your organization.
Customer list creation:
Automatically generate lists based on accounts,
contacts, or leads. You can also create new lists
through individual lookups. Want to identify potential
customers based on your own criteria? Advanced Find
makes it quick and easy to accomplish.
List import:
Easily import a list of contacts and leads from a
variety of sources, including customer databases, text
files, and Microsoft Excel.
List maintenance:
Quickly add or remove members from lists. And when your
membership changes, you can define dynamic lists in
real-time or static lists with fixed membership groups.
Batch operation support:
Optimize your system’s performance by running
heavy-process operations, like custom code or bulk
e-mails workflows, during your non-peak business hours.
BETTER MARKETING CAMPAIGN MANAGEMENT
Microsoft Dynamics CRM enables you to develop
sophisticated marketing campaigns that coordinate all
your campaign activities, materials, and resources,
seamlessly.
Plan marketing campaigns:
Use predefined system templates or save successful
campaigns as templates to re-use in the future. Or you
can create new marketing campaigns from scratch in no
time. It’s easy to define tasks, activities, and
marketing materials for your entire campaign lifecycle,
create budgets, and define follow-up activities for
respondents and non-respondents.
Execute campaigns:
Marketing automation allows scheduling of campaign
activities to be performed at your
convenience—immediately or at specific times in the
future.
Track and manage responses:
Drive closed-loop campaign execution by effortlessly
tracking responses to every campaign activity. Use
e-mail tracking systems to respond to leads or
opportunities, qualify leads, and do much more with just
a few clicks.
Monitor results:
Generate detailed, real-time performance reports that
track key performance factors including ROI, response
rates, and cost per response.
Develop product catalogs:
Create product catalogs which include price lists,
discount lists and unit groups as well as associate
products with your campaigns.
Leverage offers:
Get the most out of your campaigns by assigning offers
to them through list management or a Wizard. Then create
rules to trigger email responses based on
customer-supplied information or inquiries.
Create a list:
Use key search criteria, like contact, accounts, or
leads to create lists with the powerful Advanced Find
feature. It can help you narrow down your search for
high-potential prospects.
Define an activity:
Choose a specific activity for a Quick Campaign, such as
e-mail, phone calls, faxes, or meetings, and assign to
key staff. An ingenious marketing automation feature
lets you follow-up via pre-defined rules.
Choose a timeline:
Define start and completion dates for all Quick Campaign
tasks—then track results when your campaign is over.
Track responses and monitor results:
Get detailed Quick Campaign performance reports in real
time that can help you take proactive action to optimize
your programs, right away.
LEAD MANAGEMENT TURNS LEADS INTO OPPORTUNITIES
Microsoft Dynamics CRM ensures every qualified lead is
routed to the right person quickly, reliably, and
automatically.
Improve lead handling:
Easily distinguish new prospects from existing customers
and turn qualified leads into new opportunities with a
single click.
Marketing Automation:
Deliver the right lead to the right person based on
product, territory, dollar amount, or any other workflow
rules that you define.
Maximize your customer base:
Get a better understanding of your customer needs and
preferences, then provide with them with targeted
offerings that meet those needs. You’ll capitalize
quickly on new revenue opportunities.
TRANSFORM MARKETING ANALYTICS INTO ACTION
Understand your customers better, analyze your products
and services more clearly, and pinpoint key patterns and
trends with innovative business analytics intelligence
capabilities.
Identify trends:
Discover untapped needs, then introduce new products and
services that meet those needs more efficiently. You’ll
have the knowledge to better leverage up-sell and
cross-sell opportunities.
Sales Forecasting:
Use your clearer understanding of trends and
opportunities to allocate your marketing resources more
efficiently.
Build customer loyalty:
Take advantage of a 360-degree customer view to
proactively suggest replacements or renewals. You can
even reward frequent customers based on the information
you access.
ROI analysis:
Evaluate the impact of marketing campaigns, determine
which activities generate the most revenue, and measure
and demonstrate the results of marketing spending with
easy-to-use analysis capabilities.
Marketing Campaign effectiveness:
Get real-time insight into the success of your
individual initiatives and ongoing marketing campaigns
by tracking them from lead generation through to closed
sales.
Win-loss analysis:
Stay on top of past and emerging competitive trends and
identify the key issues that are costing you sales
deals. This critical information can help you prioritize
product enhancements and target your marketing messages
to overcome objections.
Demographics:
Lead management software allows you to identify
customers and prospects by key demographics and spot
changes in customer and prospect behavior. You can also
track customer purchase trends by industry, size,
geography, and more.
|
