Microsoft Dynamics CRM Marketing Automation

Microsoft Dynamics CRM marketing module provides users with the tools to target the right contacts with the right information. Databases can be segmented in a number of ways to ensure that all communications are relevant to the recipient.

Create, target, plan and execute outbound campaigns using different media including direct mail, telemarketing and e-mail with Microsoft Dynamics CRM. What’s more, the Marketing Automation module of Microsoft CRM is linked directly to the Microsoft CRM sales module thus enabling your sales representatives to react quickly to the leads generated from campaigns.

Microsoft Dynamics Marketing Automation guides you through every stage of a campaign from planning through to scheduling follow up calls, tracking costs and measuring the success of a campaign against goals set. The marketing functionality within Microsoft CRM will improve the effectiveness of campaigns, increase efficiencies and allow successful tracking of key metrics.

The analytics feature within Microsoft Dynamics CRM allows you to record and collect important data to help you make informed decisions in the future and ensures that you get the most from your marketing budget:

• Target communications effectively
• Plan and budget more accurately
• Manage campaigns and track responses
• Reports allow quick and easy analysis for quick action

Microsoft Dynamics Marketing Automation Features and Benefits

Planning- Through deep analytics within Microsoft Dynamics you can use your data to outline clear actions by responding quickly to preference changes and emerging opportunities.

Complete view of the customer- Record sales and demographic information within Microsoft Dynamics CRM to build up a complete view of the client base. This information can then be used to segment the database.

Marketing Tasks- Day to day activities for marketing personnel become simple with Microsoft CRM. Microsoft CRM offers seamless integration with Microsoft Office ensures direct mail and email communications are easy to deploy.

List Development- Ensure that your campaign performs in the way you want by taking advantage of the list features within Microsoft Dynamic CRM.

• Import data in bulk using the Import Data Wizard
• Automatically detect duplicated records
• Create dynamic or static lists based on accounts, contacts or leads
• Identify a specific group of customers by using a user specified criteria
• Base your list on data that has “opted in” to ensure that you marketing is permission based

Create Smart Campaigns- Manage marketing campaigns from start to finish using Microsoft CRM. From defining tasks through to allocating budget and scheduling follow up activities Microsoft CRM can meet the needs of any organisation. Work with the data in Microsoft CRM to track responses and monitor results and transform successful campaigns into reusable templates.

Select effective marketing channels- Microsoft CRM offers reports to evaluate the success of marketing activities. By utilising this data effectively you can identify the most successful marketing channel for your business and focus efforts in this area.

Real-Time visibility- Microsoft CRM allows you to track response rates, measure interest and manage costs of individual campaigns in real time.

Maximise lead potential- Enhance the way leads are handled and improve the customer experience. Microsoft CRM allows automated workflows to route leads to the relevant person and single click transformation of a leads to opportunities, reducing the response time to enquiries.

Intelligent marketing- Identify buying trends and predict future sales with the vast reporting capabilities offered by Microsoft CRM. Use reports to identify types of customers and introduce new products and services that are relevant to them, thus improving cross and up-sell opportunities.

For more information about Microsoft Dynamics CRM call us now on 0800 652 2423 or email enquiries@dmcsoftware.co.uk.