Marketing Management

Microsoft Dynamics CRM Marketing Solution revolves around five key functional areas:

Planning and Budgeting  [drop-down]

A key component of any marketing organization is the planning, budgeting and allocation of resources, territories, processes and tasks. Planning and budgeting components include:

  • Campaign definition
  • Campaign templates
  • Product catalogs
  • Target list
  • Campaign Budget Management
  • Workflow based approvals
Data and List Management  [drop-down]

Accurate segmentation and a good target fit is critical to the success of any marketing organization. Without that, response rates and sales conversions lag since the program/offer doesn’t fit the target audience and that leads to dollars and resources being wasted. Data and List Management components include:

  • Data import/export
  • Data cleansing
  • Query tools
  • Data views
  • List management
  • Activity association
Campaign Management  [drop-down]

Campaign management is the heart of most marketing organizations and considered the linchpin for marketing automation solutions. Microsoft Dynamics CRM provides a wide array of capabilities that allows organizations to plan, create, re-use and track campaign activities and related communications. Campaign Management components include:

  • Quick Campaign Wizard
  • Offer management
  • Collateral management
  • Email templates
  • Outlook integration
Response & Lead Management  [drop-down]

Managing the responses of campaign actions/programs is often easier said than done. Thanks to Microsoft Dynamics CRM, capturing, converting and tracking responses has never been easier. Response and Lead Management components include:

  • Response tracking
  • Multi-channel communication support
  • Workflow rules for response and lead scoring
  • Email tracking
  • Response conversion in one click
  • Seamless connection to lead management
Marketing Analytics  [drop-down]

At the end of day, marketers need to be able to monitor and track the effectiveness of marketing programs. And that is exactly what Microsoft Dynamics CRM allows them to do. Marketing Analytics components include:

  • Dashboards
  • Report Wizard
  • Standard and custom reports
  • Trending and historical comparisons
  • Drill-through capabilities

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