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Home > Microsoft Dynamics CRM > CRM Marketing Automation

With native Outlook integration, Microsoft Dynamics CRM ensures all email responses are automatically captured for accurate real-time reporting and campaign return on investment calculation.

WEBINAR RECORDING: 10 Steps to Successful Marketing with Microsoft CRM

Microsoft Dynamics CRM 2011 Marketing Automation:

• Demonstrates the actual return in terms of leads, opportunities and sales from each campaign.
• Plan & execute marketing campaigns in the familiar Outlook interface using embedded MS Office style features.
• Quick campaign wizard enables impromptu messages to be planned and communicated in an instant.
• Dashboards & in built reports provide real-time insight into each marketing activity to remove grey areas.
• Creates a unified marketing effort with clear communication between sales & marketing teams.
• Improves data quality & contact profiling for personalised messages that resonate.
• Integrates with dotMailer email marketing

Download our Dynamics CRM brochure & read more CRM guides in our CRM resource centre

Microsoft Dynamics CRM 2011 Marketing delivers:

Targeting the right people

• Permission Marketing - automatic tracking of opt-in / opt-out preferences & web lead capture feature.
• Data Management - expedites data imports & improves data quality with the easy to use CRM import wizard & embedded cleansing capabilities.
• Query Tool - create static & dynamic lists using the query interface for precision segmentation. Analyze counts, share queries & use as a new marketing list.
• CRM Connections - uncover new leads, identify influencers & better understand social trends with CRM connections & social connector.

Planning & Budgeting

• Campaign Templates - create new campaigns in steps using templates to easily structure campaign timelines in a marketing friendly interface.
• Quick Campaign Wizard - create & execute single stage campaigns in seconds directly from a contact list to exploit opportunities as they occur.
• Workflow Triggers - create, track & re-use workflows that simplify campaign creation & automate lead qualification.
• Budgeting - track budgets and the campaign actual cost for accurate ROI analysis.

Campaign Management

• Closed-Loop Marketing - start-to-finish campaign management accessible within a single interface.
• Assign tasks / Leads - manually or automatically assign tasks & route leads to individual or sales teams to ensure that new opportunities are quickly acted on.
• Outlook Integration - seamless sync of contacts, email messages, activities & tasks between Microsoft Dynamics CRM & Outlook ensures that all interactions are tracked.

Response & Lead Management

• Response Tracking - easily track responses & convert responses to leads & opportunities with a single click for closed loop campaign execution.
• Lead Management - track leads across the organisation, focus on high probability leads & instantly route them to the most appropriate resource.
• Lead Scoring - automatically assesses if individual leads are sales ready by awarding scores based on demographic data and prospect activity including web clicks & campaign responses. Read more & see a demonstration
• Response Conversion - the intuitive Microsoft interface makes it easy to qualify and convert leads in just a few clicks.
• Response Rules - automatically score leads based on pre-defined criteria & assign leads based on roles and privileges to make sure leads are automatically routed to the right people.

Marketing Analytics

• Dashboards - access real-time marketing dashboards to articulate results & gain campaign insight with drill-down capability.
• Reporting Wizard - assess response rates, lead source & ROI analysis to take proactive action that will improve future campaigns.
• Campaign Goals - measure campaign results against key goals including lead generation, conversion rates & responses to benchmark performance & gain insight.

How you can benefit from Microsoft Dynamics CRM Marketing:

For Business Owners & Managing Directors

• Start-to-finish tracking creates real-time insight to identify the effective marketing channels & campaigns so strategies & resources can be effectively aligned.
• Drill-down dashboards tell the full story so the impact of marketing activity can be accurately measured.
• Consistent messaging & branding achieve effective & higher impact communications.

For Marketing Managers

• Increase the effectiveness of campaigns using added insight gained from real-time dashboard metrics.
• Data import & segmentation capabilities extend the reach of each campaign & increase personalisation.
• Quick campaign wizard & campaign templates provide agility to react aggressively to change.
• Closed loop marketing shares information with other teams & automatically delivers leads to sales teams for co-ordinated processes.

For Marketing Staff

• Removes campaign administration tasks so more time can be more productively focused on core marketing activity & increasing campaign volumes.
• Detailed profiling capabilities support highly personalised campaigns that resonate.
• Reduces spam leads to improve customer experience.