Marketing Management
Effortlessly create Events and manage Campaigns with powerful ROI analytics in Dynamics CRM.
Deliver impactful marketing campaigns and consistent communications with Microsoft DynamicsTM CRM 4.0 for Marketing
Provide marketing professionals with robust data cleansing and segmentation tools, leading campaign management features, and insightful marketing analytics to increase the effectiveness of marketing programs, improve efficiencies, and better track key metrics. Microsoft Dynamics CRM 4.0 business software provides a holistic, comprehensive set of marketing capabilities so you can target your customers effectively.
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.
Gain a Clear View of the Customer
Gain a clear, 360-degree view of the customer with access to deep segmentation based on comprehensive customer, sales, and demographic information.
Get Your Marketing Mix Right
Use reporting and analysis features to evaluate the performance of your print, e-mail, online, and other marketing efforts so that you can concentrate on your most effective marketing channels.
Manage Work More Easily
Provide your marketers with customer relationship management (CRM) functionality as a natural extension of Microsoft® Office Outlook® 2007, so they can manage customer e-mail, appointments, tasks, and contacts from a single business application.
Create marketing communications quickly with Microsoft Office Word 2007 Mail Merge.
Execute Smarter Campaigns
Use intelligent list and segmentation features to reach prospective customers, retain existing customers, and transform successful campaigns into templates that can easily be re-used.
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.
Enable Proactive Offers
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
Complete tasks in bulk: Import data and leads in bulk at non-peak operating hours for optimal system performance with enhanced support for batch operations.
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.
Enhance brand value: Collaborate across teams and business units to maintain and enhance the consistency and power of your brand.
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. Quickly create and send communications using Office Word 2007 Mail Merge, and manage mail merge templates from anywhere in the world through a Web-based interface.
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 h3 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.