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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.
- Data
- Planning
- Productivity
- Events
- Segmentation
- Response
- Analytics
- Workflows
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.
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