Marketing

Maximise your Marketing efforts

Get a CRM marketing solution that is flexible, easy to use and engineered to fit your business. Transform every touch point into a marketing opportunity and harness the undiscovered potential within your customer base. With familiar and intelligent marketing capabilities in Microsoft CRM, you can market more effectively, improve productivity and gain actionable insight into your marketing efforts.

Pinpoint your marketing efforts

• 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.

Streamline campaign 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
• Create Internet landing page for campaigns without any coding
• Easily create marketing plans with embedded document management capabilities.

 Simplify campaign 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.

Improve Response Management

• Centrally capture and track responses for marketing campaigns
• Automatically capture and categorise 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.

Streamline lead tracking

• Better coordinate with sales by tracking leads in one centralised system
• Automatically assign or score leads based on predefined workflows
• Instantly light up the most promising leads with conditional formatting
• Use guided dialogues to streamline the lead qualification process
• Ensure your marketing staff are working on the most current leads with bidirectional data synch with Excel.

Boost Marketing productivity

• Use Microsoft Dynamics CRM within Microsoft Office Outlook for improved productivity
• Instantly find the information you need with preview panes, personal views, record pinning and Most Recently Used lists
• Eliminate redundant email tracking through Office Outlook synchronisation
• Better collaborate with co-workers with embedded presence feature
• Streamline mass mailings with built-in mail-merge capabilities
• Add Office Outlook contacts to marketing lists with a few mouse clicks.

Automate Workflows

• Boost productivity with personal, team or organisational workflows
• Dynamically assign tasks to the most appropriate resource using configurable rules
• Accelerate approvals using predefined workflows
• Automate follow-up with predefined triggers
• Set alerts and reminders for campaign milestones

Mobile Express for Microsoft CRM

• Access customer data from any web-enabled device anywhere, anytime
• Track budgets and push through approvals while on the road
• Create or update campaigns on the fly
• Update, qualify or assign leads while on the road
• Track key marketing metrics while on the road with rich offline reporting.

Gain key insights for decision making

• Measure your marketing success with key performance indicators (KPIs)
• Gain business insight with flexible dashboards and inline data visualisation
• 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.