CRM 

Microsoft Dynamics CRM Marketing Functionality

Microsoft Dynamics CRM makes it easy for your marketing staff to take advantage of the customer data you already have. It's easier to join efforts with sales and easier to judge the success of marketing efforts. Overall, Microsoft Dynamics CRM works well for marketing because it works the way you already work.

Create A Customer Focus

• Access to complete customer information with a 360-degree view of each customer 
• Comprehensive customer, marketing, or demographic information, at your fingertips.
• Intelligent list and segmentation tools to manage leads quickly and effectively
• Transform successful marketing campaigns into templates to reused
• Gain view of each customer’s preferences, relationships, and buying history
• Deep business analytics capabilities to respond quickly to changing customer preferences and emerging market opportunities.

Generate Prospect Campaigns that Work

• Comprehensive features to track response rates, revenue conversion and measure interest levels for every campaign and activity real-time.
• Boost your response rates and upgrade the accuracy of your campaign data with comprehensive data import, data cleansing, and data de-duplication features.
• Transform successful campaigns into templates that make it easy to quickly launch future campaigns without reinventing the wheel.
• Sales representatives can create a Quick Campaign from any list.  This feature creates phone call, e-mail, and appointment activities for later execution, sends bulk mail-merged e-mailings, and creates mail-merged letters and faxes.  Automatically track responses and actions that are finished versus outstanding.
• The Help & Assistance Pane walks your marketing manager through the steps of planning and executing a campaign, including planning tasks, marketing lists, focus products, follow-up activities, supporting literature, and cost and revenue goals. The marketing manager can assign tasks to different staff members, import leads, convert leads to opportunities, view costs and results, and more.
• Track campaign results with built-in reporting and analysis tools based on Microsoft SQL Server Reporting Services. Link responses to campaigns (ad versus seminar), automatically assign appropriate follow-up (salesperson calls), analyze costs versus payoff, and create customized campaign tracking reports.
• Enable cross-department handoffs for sales-driven campaigns  - Sometimes your marketing staff plans a campaign that your branch office or sales team executes. These efforts require cross-department collaboration, execution, and tracking.

Use Built in Tools to Enhance Your Marketing Success

• Create and manage lists of accounts, contacts, and leads.  Create lists using the Advanced Find feature, a built-in search capability, or import lists from other sources.
• Provide your marketers with 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.
• 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.