Microsoft Dynamics CRM 4.0 - Microsoft CRM Marketing
New Marketing Automation in Microsoft Dynamics CRM 4.0 enables you to extend the effectiveness
of a key group of employees—your marketing department.
Marketing staff members now have tools to help them identify, execute, and replicate
effective marketing initiatives across sales channels. Staff can assign, schedule,
and track marketing campaign activities and measure campaign performance.
With Marketing Automation in place, you can integrate your sales, marketing, and service processes
more effectively and present one professional company image to your customers.
Plan More Proactively
Transform customer information into clear, actionable knowledge thanks to deep analytics that
enable your company to respond quickly to changing customer preferences and emerging market
opportunities.
Gain a Clear View of the Customer
Gain a clear, 360-degree view of the customer with access to deep segmentation based on
comprehensive customer, sales, and demographic information.
Get Your Marketing Mix Right
Use reporting and analysis features to evaluate the performance of your print, e-mail, online, and
other marketing efforts so that you can concentrate on your most effective marketing channels.
Managage Work More Easily
Provide your marketers with customer relationship management (CRM) functionality as a natural
extension of Microsoft® Office Outlook 2007, so they can manage customer e-mail, appointments, tasks,
and contacts from a single business application. Create marketing communications quickly
with Microsoft Office Word 2007 Mail Merge.
Execute Smarter Campaigns
Use intelligent list and segmentation features to reach prospective customers, retain existing
customers, and transform successful campaigns into templates that can easily be re-used.
Get Real-Time Visibility
Take advantage of deep reporting and analysis capabilities to track response rates, measure
interest levels, and monitor costs for every campaign and activity in real time.
Enable Proactive Offers
Use a holistic view of each customer’s preferences, relationships, and buying history to
anticipate their future needs, make effective cross-sell and up-sell offers, and enhance customer
loyalty.
Develop Lists More Efficiently
- Create lists: Automatically create static or dynamic lists based on accounts,
contacts, or leads. Use Advanced Find to identify potential customers based on a wide range of
user-specified criteria.
- Import lists: Ensurine accurate data capture using the Data Import Wizard
- Complete tasks in bulk: Import data and leads in bulk at non-peak
operating hours for optimal system performance with enhanced support
for batch operations.
- Improve data accuracy: Automatically detect and remove duplicate records
in your lists to improve response rates and campaign performance. Easily define rules to
correctly handle duplicates.
- Manage permission-based marketing: Make sure your list is based on
customer permission from the start with native opt-in/opt-out tracking for
all contact records to avoid wasted cycles and improve response rates.
Manage Campaigns Better
- Manage the campaign life cycle: Define tasks, activities, and marketing
materials for the entire campaign life cycle. Create budgets and define
follow-up activities for respondents and non-respondents.
- Enhance brand value: Collaborate across teams and business units to
maintain and enhance the consistency and power of your brand.
- Work in a familiar user interface: Automatically synchronize e-mail messages,
tasks and contact details through seamless integration between Office Outlook 2007 and Microsoft
Dynamics CRM. Quickly create and send communications using Office Word 2007 Mail Merge, and manage
mail merge templates from anywhere in the world through a Web-based interface.
- Track responses: Drive closed-loop campaign execution by tracking responses
to every campaign activity. Convert e-mail responses to leads or opportunities, qualify leads,
and do much more with just a few clicks.
- Monitor results: Generate detailed real-time performance reports that track
key performance factors including return on investment, response rates, and cost per response.
Launch Campaigns Quickly
- Plan and execute campaigns: Use predefined system templates for future re-use
in campaigns, or create new campaigns from scratch. Schedule campaign activities to be performed
immediately or at specific times in the future, and launch campaigns anywhere in the world with
strong multi-lingual and multi-currency capabilities.
- Communicate clearly: Create professional-looking e-mail templates and
effortlessly launch mail-merge-based communications. Intelligently convert
e-mails into contacts, leads, and opportunities automatically according to rules you set up.
- Define activities: Choose activities for a campaign, such as e-mail messages,
phone calls, faxes, or meetings, and assign them to appropriate people.
Turn Leads into Opportunities
- Improve lead handling: Easily distinguish new prospects from existing
customers and promote qualified leads to new opportunities with a single click.
- Route leads automatically: Automatically deliver the right lead to the right
person according to product, territory, dollar amount, or any other criteria based on workflow
rules that you define.
- Uncover hidden opportunities: Intuitively track relationships between
customers, prospects, influencers and suppliers so you can uncover new
opportunities. Understand and leverage complex business scenarios with
enhanced support for many-to-many relationships.
Transform Informatrmation into Marketing Intelligence
- Identify trends and forecast performance: Introduce new products and services
efficiently, and improve up-sell and cross-sell opportunities. Allocate marketing resources based
on a clear understanding of trends and opportunities.
- Build loyalty: Take advantage of the 360-degree customer view to proactively
suggest replacements or renewals, or to just reward frequent customers.
- Analyze demographics: Segment customers by their demographic profile and
spot purchase trends as they develop.
- Articulate the ROI of marketing: Create insightful and focused dashboards
for executives and top constituents that adeptly highlight key marketing metrics and performance
indicators and drive home the value of marketing programs.
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