Marketing

Marketing

• Create and execute campaigns across marketing channels.
• Captures leads directly into CRM System.
• Measures return on investment of campaigns.

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Multi-Channel Campaigns

• Centralizes the development, execution and monitoring of campaigns across multiple channels.
• Achieve better visibility into the effectiveness of marketing spend.
• Provide detailed views into campaign effectiveness across marketing and sales stages.
• Define campaign routing and approvals to ensure buy-in across the organization.
• Benchmark campaigns to understand which campaigns produce the most revenue.

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Campaign Wizard

• Simplify the process of creating a campaign by walking users though a simple process that gathers all the information needed for execution.
• Gather information about the marketing channel, targets, program dates, budgets, and expected revenue.
• Ensures effective and measurable campaigns.
• Tailor messages and offers to highly targeted lists.
• Ensures proper testing, suppression, and list management.
• Simplifies campaign design, execution and tracking
• Offers real-time activity and ROI reports.

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Execution

• Initiate and distribute campaigns and communications instantly.
• Use embedded Mail Merge capabilities to instantly send mass communications.
• Manually or automatically assign tasks or leads to individuals or groups.
• Create on-the-fly campaigns with the Quick Campaign Wizard.
• Create rules to trigger responses based on customer interest.

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Events

• Track and manage all event and customer details on one central platform.
• Holistically manage event planning and execution from beginning to end.
• Track details related to venues, rooms, event sessions, speakers, and sponsors.
• Track key metrics and measure the return on investment to optimize future events.

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Response

• Capture and store responses and leads in one place for easy tracking.
• Score responses using predefined algorithms.
• Instantly assign leads with full interaction history to the right sales person.
• Track responses across communications channels, linking them to campaigns and lead sources.
• Convert responses to leads and opportunities with a few mouse clicks.

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Internet Marketing (Microsoft CRM Online Only)

• Track, manage, and optimize search-engine marketing efforts.
• Improve data quality by routing leads to a lead-staging area.
• Identify the revenue impact of each keyword.
• Research and purchase keywords, and then optimize bids for the highest placement.
• Create landing pages and data forms without any coding.

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Productivity

• Use Microsoft Dynamics CRM within Microsoft Office Outlook to be more productive.
• Eliminate redundant e-mail tracking through Office Outlook synchronization.
• See co-workers’ availability with the presence feature.
• Create documents and mail-merges with embedded Office Word capabilities.
• Add Office Outlook contacts to marketing lists with a few mouse clicks.

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Workflows

• Boost productivity with personal, team, or organizational workflows.
• Dynamically assign tasks to the right person using configurable rules.
• Accelerate approvals using predefined workflows.
• Automate actions with triggers based on events, time, or business logic.
• Set alerts and reminders of campaign milestones to inform appropriate people.

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Analytics

• Measure your marketing success with key performance indicators (KPIs).
• Track key campaign indicators with built-in reports.
• Identify trends and allocate resources with powerful predictive analytics.
• Use robust data cubes for trending analyses; Proactively create offers with 360-degree customer views.

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Mobility

• Access customer data from any Web-enabled device anywhere, anytime.
• Track budgets and push through approvals while on the road.
• Update or create campaigns on the fly.
• Update, qualify, or assign leads while on the road.
• Analyze responses, leads, and campaign ROI with rich offline reporting.

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