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Marketing
Manage your data effectively
- Effortlessly import data from other sources into Microsoft Dynamics CRM.
- Use predefined data-mapping rules or create new ones on the fly.
- Confirm data import status with automatic e-mail notification.
- Intelligently cleanse your data to eliminate duplications and decrease your cost per engagement (CPE).
Easy data import and duplicate record detection in Microsoft Dynamics CRM
Pinpoint your marketing efforts
- Use natural language queries to instantly segment customers or prospects.
- Create highly targeted lists and associate them with campaigns.
- Set up personal or public data views for reuse.
- Easily share target lists with colleagues or vendors.
- Export lists into multiple formats for bulk e-mail or direct-mail communications.
Real-time query and segmentation tools in Microsoft Dynamics CRM
Streamline campaign planning
- Plan and track activities, tasks, budgets, and details for each marketing activity.
- Tailor messages and offers to highly targeted lists.
- Save time and money with reusable campaign templates.
- Set up product catalogs, price lists, and discounts for optimal offers.
- Use predefined workflows to streamline approvals.
Campaign planning and budget tracking in Microsoft Dynamics CRM.
Simplify campaign execution
- Initiate and distribute campaigns and communications instantly.
- Use embedded Mail Merge capabilities to instantly send mass communications.
- Manually or automatically assign tasks or leads to individuals or groups.
- Create on-the-fly campaigns with the Quick Campaign Wizard.
- Create rules to trigger responses based on customer interest.
Campaign activity creation in Microsoft Dynamics CRM
Manage events efficiently
- Track and manage all event and customer details on one central platform.
- Holistically manage event planning and execution from beginning to end.
- Track details related to venues, rooms, event sessions, speakers, and sponsors.
- Track key metrics and measure the return on investment to optimize future events.
Marketing Event Management Accelerator with Microsoft Dynamics CRM.
Improve response management
- Capture and store responses and leads in one place for easy tracking.
- Score responses using predefined algorithms.
- Instantly assign leads with full interaction history to the right sales person.
- Track responses across communications channels, linking them to campaigns and lead sources.
- Convert responses to leads and opportunities with a few mouse clicks.
Campaign Response Management and Lead Tracking with Microsoft Dynamics CRM.
(Microsoft Dynamics CRM Online only)
- Track, manage, and optimize search-engine marketing efforts.
- Improve data quality by routing leads to a lead-staging area.
- Identify the revenue impact of each keyword.
- Research and purchase keywords, and then optimize bids for the highest placement.
- Create landing pages and data forms without any coding.
Search Engine Marketing with Microsoft Dynamics CRM Online.
Extend value with Microsoft Office
- Use Microsoft Dynamics CRM within Microsoft Office Outlook to be more productive.
- Eliminate redundant e-mail tracking through Office Outlook synchronization.
- See co-workers' availability with the presence feature.
- Create documents and mail-merges with embedded Office Word capabilities.
- Add Office Outlook contacts to marketing lists with a few mouse clicks.
Personal Productivity'>
Automate workflows
- Boost productivity with personal, team, or organizational workflows.
- Dynamically assign tasks to the right person using configurable rules.
- Accelerate approvals using predefined workflows.
- Automate actions with triggers based on events, time, or business logic.
- Set alerts and reminders of campaign milestones to inform appropriate people.
Service Process automation and Escalation rules with Microsoft Dynamics CRM.
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.
- Update or create campaigns on the fly.
- Update, qualify, or assign leads while on the road.
- Analyze responses, leads, and campaign ROI with rich offline reporting.
Accessing Microsoft Dynamics CRM through your browser-enabled device.
Gain insights for decision making
- Measure your marketing success with key performance indicators (KPIs).
- Track key campaign indicators with built-in reports.
- Identify trends and allocate resources with powerful predictive analytics.
- Use robust data cubes for trending analyses.
- Proactively create offers with 360-degree customer views.
Uncover data trends and customer insights with Microsoft Dynamics CRM Analytics Foundation
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