Marketing

Get a CRM marketing solution that is flexible, easy to use, and engineered to fit your business. Transform every touch point into a marketing opportunity and harness the undiscovered potential within your customer base. With familiar and intelligent marketing capabilities in Microsoft Dynamics CRM, you can market more effectively, improve productivity, and gain actionable insight into your marketing efforts.

Watch the Live Dashboards Demo and learn how the real-time dashboard capabilities in Microsoft Dynamics CRM can communicate results visually to ensure you are meeting your core marketing objectives.

Dynamics CRM – Live Dashboards Demo

Improve marketing effectiveness with the following Microsoft Dynamics CRM benefits:

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).

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 views for reuse.
  • Export lists into multiple formats for bulk email or direct-mail communications.

Planning – Streamline campaign planning

  • Plan and track activities, tasks, budgets and details for each marketing activity.
  • Set up product catalogues, price lists and discounts for optimal offers.
  • Tailor messages and offers to highly targeted lists.
  • Create Internet landing page for campaigns without any coding.

Execution – Simplify campaign execution

  • Track and manage all event and customer details in one central platform.
  • Manually or automatically assign marketing tasks and leads.
  • Create on-the-fly campaigns with the Quick Campaign Wizard.
  • Create rules to trigger responses based on customer interest.

Response – Improve response management

  • Centrally capture and track responses for marketing campaigns.
  • Automatically capture and categorize responses from Internet landing pages.
  • Instantly assign responses to most qualified resources for follow-up.
  • Instantly convert responses to leads.

Leads – Streamline lead tracking

  • Automatically assign or score leads based on predefined workflows.
  • Instantly light up the most promising leads with conditional formatting.
  • Use guided dialogs to streamline the lead qualification process.
  • Ensure your marketing staff is working on the most current leads with bidirectional data synch with Excel.

Timesavers – Extend value with Microsoft Office

  • Use Microsoft Dynamics CRM within Microsoft Office Outlook for improved productivity.
  • Eliminate redundant email tracking through Office Outlook synchronization.
  • Streamline mass mailings with built-in mail-merge capabilities.
  • Add Office Outlook contacts to marketing lists with a few mouse clicks.

Workflows – Automate workflows

  • Boost productivity with personal, team, or organizational workflows.
  • Dynamically assign tasks to the most appropriate resource using configurable rules.
  • Accelerate approvals using predefined workflows.
  • Set alerts and reminders for campaign milestones.

Mobility - Mobile Express for Microsoft Dynamics CRM

  • Access customer data from any web-enabled device anywhere, anytime.
  • Track budgets and push through approvals while on the road.
  • Update, qualify or assign leads while on the road.
  • Track key marketing metrics while on the road with rich offline reporting.

Analytics – Gain key insights for decision making

  • Measure your marketing success with key performance indicators (KPIs)
  • Gain business insight with flexible dashboards and inline data visualization.
  • Identify trends and allocate resources with powerful predictive analytics.
  • Use robust data cubes for trending analysis.

Dynamics CRM Pricing.
Confirm a price estimate for Microsoft Dynamics CRM or Microsoft Dynamics CRM Online – including software license costs, maintenance fees and estimated implementation services. Get a Dynamics CRM Quick Quote.

Marketing Automation for Microsoft Dynamics CRM
ClickDimensions Marketing Automation for Microsoft Dynamics CRM empowers marketers to generate and qualify high quality leads while providing sales the ability to prioritize the best leads and opportunities. Providing Email Marketing, Web Tracking, Lead Scoring, Social Discovery, Form Capture and more. ClickDimensions allows organizations to discover who is interested in their products, quantify their level of interest and take the appropriate actions. A 100% Software-as-a-Service (SaaS) application built on the Microsoft Windows Azure platform and built into Microsoft Dynamics CRM ClickDimensions allows companies to track their prospects from click to close.