Microsoft Dynamics CRM for Marketing Automation

Microsoft Dynamics CRM provides Marketing teams with a powerful tool for effectively managing all customer communications and marketing campaigns.

The marketing automation module simplifies; list building, campaign management, marketing analytics and automated follow ups - helping you to build a loyal customer base, increase ROI and market share.

Campaign Management

Microsoft Dynamics CRM provides a step by step wizard to help set up marketing campaigns and manage the campaign life cycle. The simple to use tool allows you to quickly set up email, direct mail and advertising campaigns, enabling you to target promotions, manage responses and measure spend vs budget.

Campaign Planning - templates allow for quick and effective campaign set up, activity scheduling and automated follow up activities
Distribution - Mail Merge with Word for direct mail campaigns or create professional Email Marketing campaigns with autoresponders and lead management
Analysis - real-time reports track key performance indicators including return on investment, response rates, and cost per response.

Data & List Management

The marketing automation module simplifies list management, automates permissions and roles and improves data accuracy, helping to improve campaign results.

Easily import data lists using the bulk data import wizard
Automatically detect and remove duplicate records
Manage customer permission-based marketing: with opt-in/opt-out tracking for all contact records.

Database Segementation

Successfully convey key messages to target audiences, easily analyse results and refine future campaigns to achieve maximum ROI. Improve data quality and segment contacts for targeted messaging and improved analysis.

Segment customers or prospects according to any field stored
Create highly targeted lists and associate them with campaigns
Easily share insight and lists with colleagues
Bulk export lists for email or direct-mail communications.

Simplified Reporting & Analytics

Microsoft Dynamics CRM is provided with a selection of useful business report templates which can be produced on demand or at a scheduled time. In addition the easy-to-use database reporting wizard can be configured to provide real-time information to help individuals gain greater visibility into business performance. Live dashboards can help to identify trends, analyse data in new ways and proactively take action.