You don’t have long to grab customers’ and prospects’ attention. Come at them quickly with the right message—and they’ll be more compelled to buy.

Microsoft Dynamics™ CRM turns your business’ information into actionable knowledge. You’ll get a deeper understanding of your customer’s motivations so you can better target your marketing efforts, online and offline.

Respond faster to emerging opportunities, track campaign results, fine-tune messaging, and use your marketing dollars more efficiently and effectively. Microsoft Dynamics CRM transforms your data into marketing campaigns that get higher response rates. And that translates into more revenue for your business.

Microsoft Dynamics CRM Maximises Your Marketing Efforts

Get the power to transform customer information into clear, actionable knowledge-no matter how large or small your company.

Easily configurable features translate to customer-focused marketing programs with impact. All within a familiar Microsoft Outlook environment.

PLAN MORE PROACTIVELY
Deep analytics enable your company to respond quickly to changing customer preferences and emerging market opportunities. You’ll never miss another opportunity to turn data into action.

ATTAIN A CLEAR VIEW OF YOUR CUSTOMERS
When you have instant access to complete customer information, you’ll build deeper customer relationships. Now you can get a 360-degree view of each customer with access to rich segmentation. Whether you want comprehensive customer, marketing, or demographic information, it’s always at your fingertips.

GET YOUR MARKETING MIX RIGHT
Concentrate your efforts on your most effective marketing channels. Reporting and analysis features help you evaluate the performance of your print, e-mail, online, and other marketing efforts—so you can put your dollars to work in the right places.

MAKE DATA MORE ACCURATE AND EXTENSIBLE
The better the data, the more focused your campaigns. Comprehensive data import, data cleansing, and data de-duplication features upgrade the accuracy of your data, seamlessly. Your response rates are boosted, without wasting valuable cycles.

MANAGE WORK MORE EASILY
Provide your marketers with customer relationship management functionality they already know and understand. You can manage customer e-mail, appointments, tasks, and contacts directly from Microsoft® Office Outlook® 2007, so there’s no learning curve. Plus, creating marketing communications is a snap with Microsoft Office Word 2007 Mail Merge.

EXECUTE SMARTER CAMPAIGNS
Target the right customers in the right way, every time. Intelligent list and segmentation tools enable you to reach prospective customers quickly and effectively, then transform those successful campaigns into templates that can easily be reused in the future.

GET REAL-TIME VISIBILITY
Want to know what’s happening right now? Comprehensive features help you track response rates, revenue conversion and measure interest levelsfor every campaign and activity real-time.

ENABLE PROACTIVE OFFERS
Be more agile in every relationship. You’ll gain a holistic view of each customer’s preferences, relationships, and buying history that can help you anticipate their future needs.

LAUNCH CAMPAIGNS WITH AGILITY
Why reinvent the wheel each time you want to run a new program. You can transform successful campaigns into templates that make it easy to quickly launch future campaigns.

UNDERSTAND WHAT CUSTOMERS TELL YOU
Listening is key to successful customer relationships. Reporting and analysis capabilities give you insight into customer behavior and the precise knowledge you need to make sound decisions quickly.

Marketing Features

You don't have the time and budget to "see what works." Your marketing campaigns should be smarter from the start-and that's what Microsoft DynamicsT CRM can do for your business.

Take on the challenges of creating successful marketing programs by using the data that lives in your organization. Data management, target selection, campaign management, e-mail management, response management, marketing analytics-all the capabilities you need to use your information more productively are all part of Microsoft Dynamics CRM's flexible, familiar, and functional solution.

SEAMLESS OFFICE INTEGRATION

Work in an environment you already know and understand. Microsoft Dynamics CRM lets you get up and running quickly.

Native Microsoft Outlook experience:
Create a repository of customer data that sits seamlessly alongside Microsoft® Office and Microsoft® Office Outlook®—the applications you probably use every day. From Outlook, access Microsoft CRM sales, marketing, and customer service modules to make sales decisions, market products, solve problems, and get strategic views of your business.

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.

IMPROVE DATA ACCURACY

Clean, concise, and up-to-date data gives you a marketing edge. That's why Microsoft Dynamics CRM has a breadth of features that ensure you get the most accurate data, from every source.

Data import:
Easily import data from external sources via Data Import Wizard. You can then automatically map every data field to your Microsoft Dynamics CRM database— even manually specify fields, if you wish.

Data cleansing:
Leverage a broad range of capabilities to cleanse data, eliminate data duplications, and improve your overall data accuracy.

Data migration:
Leverage Microsoft Dynamics CRM’s Data Migration Wizard to easily migrate data from other customer management systems.

DEVELOP LISTS MORE EFFICIENTLY

Streamline processes for defining, using, and sharing lists within your organisation.

List creation:
Automatically generate lists based on accounts, contacts, or leads. You can also create new lists through individual lookups. Want to identify potential customers based on your own criteria? Advanced Find makes it quick and easy to accomplish.

List import:
Easily import a list of contacts and leads from a variety of sources, including databases, text files, and Microsoft Excel.

List maintenance:
Quickly add or remove members from lists. And when your membership changes, you can define dynamic lists in real-time or static lists with fixed membership groups.

Batch operation support:
Optimize your system’s performance by running heavy-process operations, like custom code or bulk e-mails workflows, during your non-peak business hours.

BETTER MANAGE CAMPAIGNS

Microsoft Dynamics CRM enables you to develop sophisticated marketing campaigns that coordinate all your campaign activities, materials, and resources, seamlessly.

Plan campaigns:
Use predefined system templates or save successful campaigns as templates to re-use in the future. Or you can create new campaigns from scratch in no time. It’s easy to define tasks, activities, and marketing materials for your entire campaign lifecycle, create budgets, and define follow-up activities for respondents and non-respondents.

Execute campaigns:
Schedule campaign activities to be performed at your convenience—immediately or at specific times in the future.

Track and manage responses:
Drive closed-loop campaign execution by effortlessly 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 ROI, response rates, and cost per response.

Develop product catalogs:
Create product catalogs which include price lists, discount lists and unit groups as well as associate products with your campaigns.

Leverage offers:
Get the most out of your campaigns by assigning offers to them. Then create rules to trigger email responses based on customer-supplied information or inquiries.

Create a list:
Use key search criteria, like contact, accounts, or leads to create lists with the powerful Advanced Find feature. It can help you narrow down your search for high-potential prospects.

Define an activity:
Choose a specific activity for a Quick Campaign, such as e-mail, phone calls, faxes, or meetings, and assign to key staff. An ingenious automate feature lets you follow-up via pre-defined rules.

Choose a timeline:
Define start and completion dates for all Quick Campaign tasks—then track results when your campaign is over.

Track responses and monitor results:
Get detailed Quick Campaign performance reports in real time that can help you take proactive action to optimize your programs, right away.

TURN LEADS INTO OPPORTUNITIES

Microsoft Dynamics CRM ensures every qualified lead is routed to the right person quickly and reliably.

Improve lead handling:
Easily distinguish new prospects from existing customers and turn qualified leads into new opportunities with a single click.

Automatically route leads:
Deliver the right lead to the right person based on product, territory, dollar amount, or any other workflow rules that you define.

Maximise your customer base:
Get a better understanding of your customer needs and preferences, then provide with them with targeted offerings that meet those needs. You’ll capitalise quickly on new revenue opportunities.

TRANSFORM MARKETING INTELLIGENCE INTO ACTION

Understand your customers better, analyze your products and services more clearly, and pinpoint key patterns and trends with innovative business intelligence capabilities.

Identify trends:
Discover untapped needs, then introduce new products and services that meet those needs more efficiently. You’ll have the knowledge to better leverage up-sell and cross-sell opportunities.

Forecast future sales performance:
Use your clearer understanding of trends and opportunities to allocate your marketing resources more efficiently.

Build customer loyalty:
Take advantage of a 360-degree customer view to proactively suggest replacements or renewals. You can even reward frequent customers based on the information you access.

ROI analysis:
Evaluate the impact of marketing campaigns, determine which activities generate the most revenue, and measure and demonstrate the results of marketing spending with easy-to-use analysis capabilities.

Campaign effectiveness:
Get real-time insight into the success of your individual initiatives and ongoing marketing campaigns by tracking them from lead generation through to closed sales.

Win-loss analysis:
Stay on top of past and emerging competitive trends and identify the key issues that are costing you sales deals. This critical information can help you prioritize product enhancements and target your marketing messages to overcome objections.

Demographics:
Identify customers and prospects by key demographics and spot changes in customer and prospect behavior. You can also track customer purchase trends by industry, size, geography, and more.