When you start to plan your CRM implementation think in terms of roles and responsibilities.
Microsoft Dynamics™ CRM Online made easy Microsoft Dynamics™ CRM Online made easy
You don’t have the time and budget to “see what works.” Your marketing campaigns should be smarter from the start—and that’s what Microsoft Dynamics™ CRM can do for your business.
Take on the challenges of creating successful marketing programs by using the data that lives in your organization. Data management, target selection, campaign management, e-mail management, response management, marketing analytics—all the capabilities you need to use your information more productively are all part of Microsoft Dynamics CRM’s flexible, familiar, and functional solution.
Work in an environment you already know and understand. Microsoft Dynamics CRM lets you get up and running quickly.
Create a repository of customer data that sits seamlessly alongside Microsoft® Office and Microsoft® Office Outlook®—the applications you probably use every day. From Outlook, access Microsoft CRM sales, marketing, and customer service modules to make sales decisions, market products, solve problems, and get strategic views of your business.
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.
Clean, concise, and up-to-date data gives you a marketing edge. That’s why Microsoft Dynamics CRM has a breadth of features that ensure you get the most accurate data, from every source.
Easily import data from external sources via Data Import Wizard. You can then automatically map every data field to your Microsoft Dynamics CRM database— even manually specify fields, if you wish.
Leverage a broad range of capabilities to cleanse data, eliminate data duplications, and improve your overall data accuracy.
Leverage Microsoft Dynamics CRM’s Data Migration Wizard to easily migrate data from other customer management systems.
Streamline processes for defining, using, and sharing lists within your organization.
Automatically generate lists based on accounts, contacts, or leads. You can also create new lists through individual lookups. Want to identify potential customers based on your own criteria? Advanced Find makes it quick and easy to accomplish.
Easily import a list of contacts and leads from a variety of sources, including databases, text files, and Microsoft Excel.
Quickly add or remove members from lists. And when your membership changes, you can define dynamic lists in real-time or static lists with fixed membership groups.
Batch operation support:Optimize your system’s performance by running heavy-process operations, like custom code or bulk e-mails workflows, during your non-peak business hours.
Microsoft Dynamics CRM enables you to develop sophisticated marketing campaigns that coordinate all your campaign activities, materials, and resources, seamlessly.
Use predefined system templates or save successful campaigns as templates to re-use in the future. Or you can create new campaigns from scratch in no time. It’s easy to define tasks, activities, and marketing materials for your entire campaign lifecycle, create budgets, and define follow-up activities for respondents and non-respondents.
Schedule campaign activities to be performed at your convenience—immediately or at specific times in the future.
Drive closed-loop campaign execution by effortlessly 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.
Generate detailed, real-time performance reports that track key performance factors including ROI, response rates, and cost per response.
Create product catalogs which include price lists, discount lists and unit groups as well as associate products with your campaigns.
Get the most out of your campaigns by assigning offers to them. Then create rules to trigger email responses based on customer-supplied information or inquiries.
Use key search criteria, like contact, accounts, or leads to create lists with the powerful Advanced Find feature. It can help you narrow down your search for high-potential prospects.
Choose a specific activity for a Quick Campaign, such as e-mail, phone calls, faxes, or meetings, and assign to key staff. An ingenious automate feature lets you follow-up via pre-defined rules.
Define start and completion dates for all Quick Campaign tasks—then track results when your campaign is over.
Get detailed Quick Campaign performance reports in real time that can help you take proactive action to optimize your programs, right away.
Microsoft Dynamics CRM ensures every qualified lead is routed to the right person quickly and reliably.
Easily distinguish new prospects from existing customers and turn qualified leads into new opportunities with a single click.
Deliver the right lead to the right person based on product, territory, dollar amount, or any other workflow rules that you define.
Get a better understanding of your customer needs and preferences, then provide with them with targeted offerings that meet those needs. You’ll capitalize quickly on new revenue opportunities.
Understand your customers better, analyze your products and services more clearly, and pinpoint key patterns and trends with innovative business intelligence capabilities.
Discover untapped needs, then introduce new products and services that meet those needs more efficiently. You’ll have the knowledge to better leverage up-sell and cross-sell opportunities.
Use your clearer understanding of trends and opportunities to allocate your marketing resources more efficiently.
Take advantage of a 360-degree customer view to proactively suggest replacements or renewals. You can even reward frequent customers based on the information you access.
Evaluate the impact of marketing campaigns, determine which activities generate the most revenue, and measure and demonstrate the results of marketing spending with easy-to-use analysis capabilities.
Get real-time insight into the success of your individual initiatives and ongoing marketing campaigns by tracking them from lead generation through to closed sales.
Stay on top of past and emerging competitive trends and identify the key issues that are costing you sales deals. This critical information can help you prioritize product enhancements and target your marketing messages to overcome objections.
Identify customers and prospects by key demographics and spot changes in customer and prospect behavior. You can also track customer purchase trends by industry, size, geography, and more.
When you start to plan your CRM implementation think in terms of roles and responsibilities.