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Marketing With Hosted Microsoft Dynamics CRM 4.0

Integrate sale and marketing activities with unified campaign preparation, implementation and follow-up activities, to boost marketing effectiveness.

Manage all lead, opportunity and customer information more effectively

Quickly and easily import large amounts of information from other sources with the bulk upload feature.
Receive automated email notifications to validate the status of data imports.
Cleanse duplicate data intelligently to ensure appropriate information remains accessible and decreases the cost per engagement.

Simplify marketing campaigns with streamlined activities

Organize and track activities, tasks, budgets, and details for each marketing campaign.
Customize messages and create special offers to highly targeted prospects or customers.
Create reusable templates to reduce campaign development time and associated costs.
Create marketing workflows to increase the efficiency and speed of internal approvals.

Deep integration with Microsoft Office Suite

Microsoft Dynamics CRM plug in can be installed within Microsoft Outlook to increase efficiency and productivity.
Remove the need to track and monitor emails in Microsoft Outlook and Dynamics CRM with data synchronization.
Create documents and conduct mail merge campaigns with Dynamics CRM and embedded Microsoft Word capabilities.
Attach your Outlook contacts to marketing lists with a few clicks of your mouse.

Efficiently manage events

Track and manage all events and associated activities in one central location via an easy to use web-based interface.
Have a more complete, 360-degree view of your event’s plans, implementation and effectiveness.
More easily monitor particular issues related to location selection, presentation sessions, speakers, sponsors, and refreshments.
Monitor significant metrics and assess the ROI in order to ensure the success of future events.

Increase effectiveness with targeted marketing

Target specific customers and prospects with natural language searches.
Develop highly focused lists of leads or customers and link them to specific campaigns.
Create and save customized views of data for your use and/or public use.
Quickly and easily distribute targeted lists to team members or outside vendors.
Convert exported lists to numerous file formats for use in bulk email or direct mail campaigns.

Improve campaign response management

Obtain and house campaign responses and new prospects in one central location to ease tracking and assess the success of the campaign.
Immediately distribute leads to the correct sales people with a complete history of your previous interactions with them.
Maintain and monitor all customer communications and responses associated with a specific campaign or lead source.
Transform leads into opportunities with just a few clicks.

Obtain more well-rounded insight into customers and prospects for improved decision making

Analysis of key campaign indicators is greatly improved with integrated reports.
Spot trends and assign resources based on historical customer analysis.
Develop customized marketing campaigns based on a comprehensive view of each customer.

Automated workflows

Create personal, team, or company workflows.
Speed up the process of internal approvals with already created automated workflows.
Automate activities based on events, time, or business logic which trigger specific actions.
Notify key employees of campaign milestones or dates when specific items are due by enabling alerts and reminders.