A clearer view of customers and more informed marketing investments
Microsoft CRM provides the tools to help your marketing professionals identify, execute and replicate effective marketing initiatives across sales channels.
Plan More Proactively.
Transform customer information into clear, actionable knowledge thanks to deep analytics that enable your company to respond quickly to changing customer preferences and emerging market opportunities.
Get Real-Time Visibility.
Take advantage of deep reporting and analysis capabilities to track response rates, measure interest levels, and monitor costs for every campaign and activity in real time. Use a holistic view of each customer’s preferences, relationships, and buying history to anticipate their future needs, make effective cross-sell and up-sell offers, and enhance customer loyalty.
Develop Lists More Efficiently.
Create lists: Automatically create static or dynamic lists based on accounts, contacts, or leads. Use Advanced Find to identify potential customers based on a wide range of user-specified criteria. Import lists while ensuring accurate data capture using the Data Import Wizard.
Improve data accuracy: Automatically detect and remove duplicate records in your lists to improve response rates and campaign performance. Easily define rules to correctly handle duplicates.
Manage permission-based marketing: Make sure your list is 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.
Manage campaigns better.
Manage the campaign life cycle: Define tasks, activities, and marketing materials for the entire campaign life cycle. Create budgets and define follow-up activities for respondents and non-respondents.
Work in a familiar user interface: Automatically synchronize e-mail messages, tasks and contact details through seamless integration between Office Outlook 2007 and Microsoft Dynamics CRM.
Track responses: Drive closed-loop campaign execution by tracking responses to every campaign activity. Convert e-mail responses to leads or opportunities, qualify leads, and do much more with just a few clicks.
Monitor results: Generate detailed real-time performance reports that track key performance factors including return on investment, response rates, and cost per response.
Launch campaigns quickly.
Plan and execute campaigns: Use predefined system templates for future re-use in campaigns, or create new campaigns from scratch. Schedule campaign activities to be performed immediately or at specific times in the future, and launch campaigns anywhere in the world with strong multi-lingual and multi-currency capabilities.
Communicate clearly: Create professional-looking e-mail templates and effortlessly launch mail-merge-based communications. Intelligently convert e-mails into contacts, leads, and opportunities automatically according to rules you set up.
Define activities: Choose activities for a campaign, such as e-mail messages, phone calls, faxes, or meetings, and assign them to appropriate people.
Transform Information into Marketing Intelligence
Identify trends and forecast performance: Introduce new products and services efficiently, and improve up-sell and cross-sell opportunities. Allocate marketing resources based on a clear understanding of trends and opportunities.
Build loyalty: Take advantage of the 360-degree customer view to proactively suggest replacements or renewals, or to just reward frequent customers.
Analyze demographics: Segment customers by their demographic profile and spot purchase trends as they develop.
Articulate the ROI of marketing: Create insightful and focused dashboards for executives and top constituents that adeptly highlight key marketing metrics and performance indicators and drive home the value of marketing programs.
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