Marketing
Manage prospect & customer data effectively
External data import and cleansing. Use pre-defined mapping rules or define new
ones.
Customer Segmentation - Pinpoint your marketing efforts
Create highly targeted lists and associate with campaign. Use natural language queries
to segment prospects / customers. Share lists with internal / external people.
Streamline campaign planning
Plan and track activities, tasks, budgets and details for each marketing activity.
Set up product catalogues, price lists and discounts for optimal offers. Tailor
messages and offers to highly targeted lists. Use reusable template campaigns. Streamline
processes with predefined workflows. Create Website Landing Pages without coding.
Embedded document management capabilities.
Simplify campaign execution
Initiate and distribute campaigns and communications instantly. Track and manage
all event and customer details in one central platform. Use embedded Mail Merge
capabilities to instantly send mass communications. Manually or automatically assign
marketing tasks and leads. Create on-the-fly campaigns with the Quick Campaign Wizard.
Create rules to trigger responses based on customer interest.
Improve response management
Centrally capture and track responses for marketing campaigns. Automatically capture
and categorize responses from Internet landing pages. Score responses using predefined
rules. Instantly assign responses to most qualified resources for follow-up. Instantly
convert responses to leads.
Streamline lead tracking
Better coordinate with sales by tracking leads in one centralized system. Automatically
assign or score leads based on predefined workflows. Instantly light up the most
promising leads with conditional formatting. Use guided dialogs to streamline the
lead qualification process. Ensure your marketing staffs are working on the most
current leads with bidirectional data synch with Excel.
Extend value with Microsoft Office
Use Microsoft Dynamics CRM within Microsoft Office Outlook for improved productivity.
Instantly find the information you need with preview panes, personal views, record
pinning and Most Recently Used lists. Eliminate redundant email tracking through
Office Outlook synchronization. Better collaborate with co-workers with embedded
presence feature. Streamline mass mailings with built-in mail-merge capabilities.
Add Office Outlook contacts to marketing lists with a few mouse clicks.
Automate workflows
Boost productivity with personal, team, or organizational workflows. Dynamically
assign tasks to the most appropriate resource using configurable rules. Accelerate
approvals using predefined workflows. Automate followup with predefined triggers.
Set alerts and reminders for campaign milestones.
Mobile Express for Microsoft Dynamics CRM
Access customer data from any web-enabled device anywhere, anytime. Track budgets
and push through approvals while on the road. Create or update campaigns on the
fly. Update, qualify or assign leads while on the road. Track key marketing metrics
while on the road with rich offline reporting.
Gain key insights for decision making
Measure your marketing success with key performance indicators (KPIs). Gain business
insight with flexible dashboards and inline data visualization. Follow key marketing
objectives with comprehensive goal-tracking capabilities. Track key campaign indicators
with built-in reports. Identify trends and allocate resources with powerful predictive
analytics. Use robust data cubes for trending analysis.