Microsoft Dynamics CRM Marketing Automation

Microsoft CRM Marketing Automation is for businesses that want to:

• Understand marketing results by demonstrating the return that is actually achieved.
• Communicate new offers and products launches more quickly.
• Gain real-time insight into each marketing activity to remove grey areas.
• Create a unified marketing effort with improved internal communication between teams.

• Improve data quality and segment contacts for more targeted messaging and better analysis.

Microsoft Dynamics CRM Marketing Automation Brochure

What Microsoft Dynamics CRM Marketing delivers:

Target the right people

• List & Data Import - import target lists using the bulk data import wizard to utilise external data sources. Includes field mapping, custom entity support and map editor.
• Data Management - Microsoft CRM includes comprehensive tools for data de-duplications, cleansing and filtering. To enforce business policies data entry validation rules can also be applied.
• Query Tool - create static or dynamic lists using the query interface based on criteria and values for accurate segmentation. Analyze counts, share queries and use them as a new marketing lists.

• Workflow Triggers - there are often many processes that marketing campaigns are based on or triggered by. With Windows Workflows, marketers can create, track and re-use workflows to simplify campaign creation.

Planning & Budgeting

• Campaign Templates - build campaigns in blocks using templates to easily create new campaigns in a marketing friendly interface. Existing templates can be re-used to save even more time.
• Quick Campaign Wizard - marketing and sales users can effortlessly create and execute campaigns from a list of contacts to exploit opportunities as they occur. With the quick campaign wizard, new campaigns are started in seconds.
• Campaign Definition - create new campaigns, copy or reactivate earlier campaigns to save processing time. Campaign descriptions include timeline, campaign code, status, supplier information and sales literature.
• Offer Management - assign offers to campaigns and use rules to trigger email responses based on the customer information supplied. 
• Budgeting - track budgets and the campaign actual cost for accurate ROI analysis.

Campaign Management

• Closed-Loop Marketing - Microsoft Dynamics CRM provides complete start-to-finish campaign management so marketers don't need to work with different applications to deal with each campaign stage.
• Assign tasks / Leads - manually or automatically assign tasks and route leads to individual or sales teams to make sure new opportunities are quickly acted on.
• Outlook Integration - seamless sync of contacts, email messages, activities and tasks between Microsoft Dynamics CRM and Outlook ensures that all interactions are tracked.
• Opt-in/Opt-out - safeguards are automatically enforced to ensure that emails are only sent to people who have opted-in.

Response & Lead Management

• Track Campaign Communications - link phone calls, emails and other communications to specific campaigns.
• Seamless Tracking of Communications - tracking communications to the original marketing activity has rarely been an exact science but with Microsoft CRM's native Outlook client, tight MS Office integration and revenue source tracking it's all taken care of!
• Response Conversion - the intuitive Microsoft interface makes it easy to qualify and convert leads in just a few clicks.
• Response Rules - rules can be set-up to automatically score leads based on pre-defined criteria while leads can be automatically assigned based on roles and privileges to make sure leads are instantly routed to the right people.

Marketing Analytics

• Reporting Wizard - a guided interface allows marketers to effortlessly create marketing reports including response rates, lead source and ROI analysis so they can quickly assess the results and take proactive action to improve future campaigns.
• Report Sharing - publish, share and edit reports in the same marketing friendly interface to quickly produce information that meets even the tightest of deadlines.
• Works with SharePoint - in addition to inbuilt reporting, Microsoft Dynamics CRM collaboration with SharePoint opens up new dimension of analytics so marketing teams can create bespoke dashboards and portals that display the data that's important to them.
• Custom Reports - reporting wizards enable users to create custom marketing reports on any database field for  on any database entity so new reports are literally just a click away. With drill-down capability and online analytical processing marketing teams can mine raw information to discover marketing trends and gain a unique insight.

How Businesses Benefit from Microsoft Dynamics CRM Marketing:

For Business Owners, Managing Directors, Marketing Directors and Executives

• Start-to-finish tracking provides real time insight to identify the most effective marketing channels and campaigns so strategies and resources can be effectively aligned.
• Executive Dashboards tell the full story so the impact of marketing activity can be measured.
• Consistent messaging and branding underpins more effective and higher impact communications.

For Marketing Managers

• Increase the effectiveness of campaigns with added insight from real-time key metrics.
• Data import capabilities enable more people to be targeted for easy access to new lead sources.
• Easy integration with other systems extends the reach of campaigns.
• Quick campaign wizard and campaign templates provide greater agility to react aggressively to change.
• Shares marketing information with other teams and automatically delivers leads to sales teams to promote a more co-ordinated effort with greater input and consensus.

For Marketing Staff

• Cuts processing time so more time can be spent focusing on core marketing activity.
• Reduces campaign cycle times so more campaigns can be completed each month, quarter and year.
• Reduced spam leads to improved customer experience.
• Cuts manual work and facilitates better follow-up of responses.