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.