Power your Marketing Productivity - Preact | CRM Partner€¦ · Power your Marketing Productivity ... Use flexible segmentation tools, ... make timely cross-sell and up-sell offers

What is Microsoft Dynamics CRM?

Power your Marketing Productivity Plan, implement and measure marketing campaigns by analysing buyer trends and behaviour enabling Plan, implement and measure marketing campaigns by analysing buyer trends and behaviour enabling Plan, implement and measure marketing campaigns by analysing buyer trends and behaviour enabling Plan, implement and measure marketing campaigns by analysing buyer trends and behaviour enabling marketing teams to track progress in realmarketing teams to track progress in realmarketing teams to track progress in realmarketing teams to track progress in real----time and increase returns.time and increase returns.time and increase returns.time and increase returns. With Microsoft Dynamics CRM, marketing professionals utilise familiar and intelligent marketing capabilities. Use flexible segmentation tools, intuitive campaign management features, process workflows and marketing reports to increase the effectiveness of your campaigns.

Microsoft Dynamics CRM Marketing Automation SummaryMicrosoft Dynamics CRM Marketing Automation SummaryMicrosoft Dynamics CRM Marketing Automation SummaryMicrosoft Dynamics CRM Marketing Automation Summary

• Marketing automation Marketing automation Marketing automation Marketing automation that’s fully accessible in a familiar Microsoft Outlook and Internet Explorer interface that everyone will find easy to use.

• Shows the full marketing picture Shows the full marketing picture Shows the full marketing picture Shows the full marketing picture by demonstrating the tangible return achieved from each campaign.

• Seamless event management Seamless event management Seamless event management Seamless event management tracks attendee data and planning activities with in built functionality.

• Works with dotMailer Works with dotMailer Works with dotMailer Works with dotMailer for fully integrated and personalised email marketing campaigns.

• Data cleansing tools Data cleansing tools Data cleansing tools Data cleansing tools and sophisticated segmentation ensure that messages are accurately targeted.

• Dashboards and marketing analytics Dashboards and marketing analytics Dashboards and marketing analytics Dashboards and marketing analytics provide real-time insight into each marketing activity.

• Streamlines marketing processes Streamlines marketing processes Streamlines marketing processes Streamlines marketing processes using automated workflows that route campaign leads sales teams.

Microsoft Dynamics CRM marketing capabilities enable businesses to handle campaigns from start to finish and optimise their marketing mix

High Impact Marketing Communications

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Plan ProactivelyPlan ProactivelyPlan ProactivelyPlan Proactively Microsoft Dynamics CRM transforms customer data into clear knowledge that you can act on featuring analytics that enable businesses to quickly respond to changing market opportunities and customer preferences.

See a Clear View of each CustomerSee a Clear View of each CustomerSee a Clear View of each CustomerSee a Clear View of each Customer Gain a clear view of each customer relationship with access to deep segmentation based on comprehensive client, sales and demographic data for precise message targeting.

Optimise the Marketing Mix Optimise the Marketing Mix Optimise the Marketing Mix Optimise the Marketing Mix Use Dynamics CRM dashboards to evaluate e-mail marketing, mail shots, online advertising and other marketing efforts to measure progress and focus resources effectively.

Pinpoint SegmentationPinpoint SegmentationPinpoint SegmentationPinpoint Segmentation Identify high-probability prospects and instantly create targeted marketing lists with advanced segmentation tools

Quick CampaignsQuick CampaignsQuick CampaignsQuick Campaigns Execute impromptu campaign using saved campaign templates and the guided Quick Campaign feature. Execute Targeted CampaignsExecute Targeted CampaignsExecute Targeted CampaignsExecute Targeted Campaigns Use list and segmentation features to reach prospects and retain existing customers. Transform successful campaigns into templates that can be re-used for consistent and timely communications that resonate with recipients.

RealRealRealReal----Time VisibilityTime VisibilityTime VisibilityTime Visibility Rely on in-depth marketing reporting and campaign analysis capabilities to track response rates, measure interest levels and monitor costs for every campaign and activity in real time.

Make Proactive OffersMake Proactive OffersMake Proactive OffersMake Proactive Offers Identify high probability prospects and instantly create targeted marketing lists with powerful segmentation tools. Use each contact’s preferences, relationships and buying history to anticipate their future needs, make timely cross-sell and up-sell offers and strengthen customer loyalty.

Design, run and track marketing campaigns effortlessly in one application using the familiar Microsoft Office Outlook user interface

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Preact Limited, Vandervell House, VanwallPreact Limited, Vandervell House, VanwallPreact Limited, Vandervell House, VanwallPreact Limited, Vandervell House, Vanwall Business Park, Maidenhead, Berkshire SL6 4UBBusiness Park, Maidenhead, Berkshire SL6 4UBBusiness Park, Maidenhead, Berkshire SL6 4UBBusiness Park, Maidenhead, Berkshire SL6 4UB

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Develop Lists More EfficientlyDevelop Lists More EfficientlyDevelop Lists More EfficientlyDevelop Lists More Efficiently Create lists:Create lists:Create lists:Create lists: Automatically create static or dynamic lists based on accounts, contacts or leads. Use advanced searches to discover potential customers based on any user-defined criteria. Import lists ensuring accurate data capture using the CRM Data Import Wizard Manage permissionManage permissionManage permissionManage permission----based marketing: based marketing: based marketing: based marketing: Make sure lists are based on customer permission from the start with native opt-in/opt-out tracking for all contact records to avoid wasted cycles and improve response rates.

Prepare & Launch Campaigns QuicklyPrepare & Launch Campaigns QuicklyPrepare & Launch Campaigns QuicklyPrepare & Launch Campaigns Quickly Plan and execute campaigns: Plan and execute campaigns: Plan and execute campaigns: Plan and execute campaigns: Use predefined system templates or create new campaigns from scratch. Communicate clearly:Communicate clearly:Communicate clearly:Communicate clearly: Create professional e-mail templates and effortlessly launch mail-merge-based communications. Convert e-mails into contacts, leads and opportunities automatically according to your business rules. Define activities:Define activities:Define activities:Define activities: Choose activities for a campaign, such as e-mail messages, phone calls, faxes, or meetings and assign them to the right people.

Email Marketing IntegrationEmail Marketing IntegrationEmail Marketing IntegrationEmail Marketing Integration Personalised email templates: Personalised email templates: Personalised email templates: Personalised email templates: Dynamics CRM works with dotMailer email marketing enabling message content and subject titles to be customised with CRM data. This includes options for dynamic content to personalise emails using location, demographics, order history and other CRM data for highly tailored messages. Enterprise Email Marketing Tools: Enterprise Email Marketing Tools: Enterprise Email Marketing Tools: Enterprise Email Marketing Tools: By connecting dotMailer with Dynamics CRM marketing teams can utilise split testing, spam checking, HTML template designer and campaign scheduling tools to increase delivery and response rates. Track responses: Track responses: Track responses: Track responses: dotMailer tracks all campaign responses including email opens, clicks and message forwards and reports this data back to Dynamics CRM so the top prospects can easily be identified. Monitor campaign results: Monitor campaign results: Monitor campaign results: Monitor campaign results: Email data is reported back to CRM enabling marketing teams to utilise native dashboards and reports to assess the full impact of each campaign.

Microsoft Dynamics CRM integrates with dotMailer to track all email campaign actions and report this information on each CRM record

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Convert Campaign Leads into OpportunitiesConvert Campaign Leads into OpportunitiesConvert Campaign Leads into OpportunitiesConvert Campaign Leads into Opportunities Improve lead handling:Improve lead handling:Improve lead handling:Improve lead handling: Easily distinguish new campaign prospects from existing customers and promote qualified leads to new opportunities with a single click. Qualify leads automatically:Qualify leads automatically:Qualify leads automatically:Qualify leads automatically: Automatically score leads using your criteria to route qualified opportunities to sales teams for immediate action using CRM workflow rules. Uncover hidden opportunities:Uncover hidden opportunities:Uncover hidden opportunities:Uncover hidden opportunities: Intuitively track relationships between customers, prospects, influencers and suppliers to discover new opportunities.

Transform Data into Marketing IntelligenceTransform Data into Marketing IntelligenceTransform Data into Marketing IntelligenceTransform Data into Marketing Intelligence Identify trends: Identify trends: Identify trends: Identify trends: Allocate marketing resources based on a clear understanding of trends and opportunities. Strengthen customer loyalty: Strengthen customer loyalty: Strengthen customer loyalty: Strengthen customer loyalty: Use a complete customer view to proactively cross-sell complementary services and reward your best customers. Analyse demographics: Analyse demographics: Analyse demographics: Analyse demographics: Segment customers by their demographic profile and spot buying patterns as they emerge. Social CRM: Social CRM: Social CRM: Social CRM: Connect CRM with social networking sites like Twitter & LinkedIn to actively engage customers, gather more detail and measure your brand reputation. Articulate your marketing ROI: Articulate your marketing ROI: Articulate your marketing ROI: Articulate your marketing ROI: Create focused dashboards that highlight key marketing metrics and performance indicators to demonstrate the value of recent marketing activity.

How Microsoft Dynamics CRM Marketing Automation Helps BusinessesHow Microsoft Dynamics CRM Marketing Automation Helps BusinessesHow Microsoft Dynamics CRM Marketing Automation Helps BusinessesHow Microsoft Dynamics CRM Marketing Automation Helps Businesses

• End-to-end tracking enables the

most effective marketing channels to be identified so strategies & resources can be effectively aligned.

• CRM dashboards reveal the full

story so the impact of marketing activity can be accurately assessed.

• Consistent messaging and branding underpins high impact marketing communications.

• Increases campaign effectiveness

with insight from key metrics.

• Data import capabilities enable more people to be targeted for easy access to new lead sources.

• Integration with other systems

extends the reach of campaigns.

• Quick campaign wizard and templates provide great agility to react aggressively to change.

• Goal management benchmarks performance with defined targets.

• Cuts processing time to enable

greater focus on core marketing activities.

• Shortens campaign cycle times

so more campaigns can be completed.

• Reduces manual work and

facilitates better follow-up of responses.

• Reduces spam to create great

customer experiences.

Benefits business Benefits business Benefits business Benefits business owners & senior owners & senior owners & senior owners & senior managersmanagersmanagersmanagers

How CRM benefits How CRM benefits How CRM benefits How CRM benefits marketingmarketingmarketingmarketing managersmanagersmanagersmanagers

Benefiting Benefiting Benefiting Benefiting marketing teamsmarketing teamsmarketing teamsmarketing teams

Sign up for a FREE test drive! www.preact.co.uk | 0800 381 1000

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Power your Marketing Productivity - Preact | CRM Partner€¦ · Power your Marketing Productivity ... Use flexible segmentation tools, ... make timely cross-sell and up-sell offers