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 Dynamics™ 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.

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.