MIcrosoft Dynamics CRM for Marketing

Marketing

 

Get a CRM marketing solution that is flexible, easy to use, and engineered to fit your business. Transform every touchpoint into a marketing opportunity and harness the undiscovered potential within your customer base. With marketing management and automation software from Microsoft Dynamics CRM, you can market more effectively, improve productivity, and gain actionable insight into your marketing campaigns.

 

Data

Manage your 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 cost per engagement (CPE).
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    Segmentation

    Pinpoint your marketing efforts

  • 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.
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    Planning

    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.
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    Execution

    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.
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    Events

    Manage events efficiently

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

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    Responses

    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.
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  • Track responses across communications channels, linking them to campaigns and lead sources.
  • Convert responses to leads and opportunities with a few mouse clicks.

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    Internet Marketing

    (Microsoft 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.
  • search and purchase keywords, and then optimize bids for the highest placement.
  • Create landing pages and data forms without any coding.
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    Productivity

    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-workers’ 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.
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    Workflows

    Automate workflows

  • Boost productivity with personal, team, or organizational workflows.
  • Dynamically assign tasks to the right person using configurable rules.
  • Accelerate approvals using predefined workflows.
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  • Automate actions with triggers based on events, time, or business logic.
  • Set alerts and reminders of campaign milestones to inform appropriate people.
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    Mobility

    Mobile Express for Microsoft Dynamics CRM–Technical Preview

  • 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 campaign ROI with rich offline reporting.
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    Analytics

    Gain 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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