Dynamics CRM Online - Marketing

CRM Online Free TrialGet a CRM marketing solution that is flexible, easy to use, and engineered to fit your business. Transform every touchpoint into a marketing opportunity and harness the undiscovered potential within your customer base. With marketing management and automation software from Microsoft Dynamics CRM, you can market more effectively, improve productivity, and gain actionable insight into your marketing campaigns.

Data

  • 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

  • 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.
  • Easily share target lists with colleagues and vendors.
  • Export lists into multiple formats for bulk email or direct-mail communications.

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.
  • Save time and money with reusable campaign templates.
  • Use predefined workflows to streamline processes and approvals.
  • Easily create marketing plans with embedded document management capabilities.

Execution

  • Initiate and distribute campaigns and communications instantly.
  • Track and manage all event and customer details in one central platform.
  • Use embedded Mail Merge capabilities to instantly send mass communications.
  • 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

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

Leads

How many leads are you missing? Now you can capture leads and send them to CRM Online.

  • Better coordinate with sales by tracking leads in one centralized system.
  • 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 are working on the most current leads with bidirectional data synch with Excel.

Analytics

  • Measure your marketing success with key performance indicators (KPIs).
  • Gain business insight with flexible dashboards and inline data visualization.
  • Follow key marketing objectives with comprehensive goal-tracking capabilities.
  • Track key campaign indicators with built-in reports.
  • Identify trends and allocate resources with powerful predictive analytics.
  • Use robust data cubes for trending analysis.