Microsoft Dynamics CRM - Marketing Solutions

Marketing

Get a CRM marketing solution that is flexible, easy to use and engineered to fit your business. Transform every touch point into a marketing opportunity and harness the undiscovered potential within your customer base. With familiar and intelligent marketing capabilities in Microsoft Dynamics CRM, you can market more effectively, improve productivity and gain actionable insight into your marketing efforts.

 

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).

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 views for reuse.

Easily share target lists with colleagues and vendors.

Export lists into multiple formats for bulk email or direct-mail communications.

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.

Save time and money with reusable campaign templates.

Use predefined workflows to streamline processes and approvals.

Create Internet landing page for campaigns without any coding.

Easily create marketing plans with 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 categorise 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 centralised system.

Automatically assign or score leads based on predefined workflows.

Instantly light up the most promising leads with conditional formatting.

Use guided dialogues to streamline the lead qualification process.

Ensure your marketing staff 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 synchronisation.
• 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 organisational workflows.

Dynamically assign tasks to the most appropriate resource using configurable rules.

Accelerate approvals using predefined workflows.

Automate follow-up 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 visualisation.

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.

Microsoft Dynamics CRM Online Now Available Worldwide

Microsoft Dynamics CRM 2011 Free Trial

Microsoft released Microsoft Dynamics CRM Online worldwide Monday in 40 markets and 41 languages. The updated customer relationship management product aims to deliver customers a familiar, intelligent and connected experience, the company said.

Microsoft launched Dynamics CRM Online worldwide today, bringing its cloud-based customer relationship management software (CRM) to businesses outside North America for the first time.


"The service is available today as a cloud offering," Microsoft CEO Steve Ballmer said. "This is the first time we've made a release in the cloud before we have done so in the server version, and I think that really reflects the push by Microsoft into the cloud."

At a launch event in Redmond today, Ballmer announced that Microsoft Dynamics CRM Online is available in 40 markets and 41 languages, and that customers can sign up for a free 30-day trial. The company also announced that Microsoft Dynamics CRM 2011 for on-premises and partner-hosted deployments will be available globally on Feb. 28, 2011.

“I think our customers are really going to embrace this new release,” Ballmer said. “It brings with it the ease of use that sales, marketing and service professionals expect; the ease of deployment for departmental managers; low cost and agility for IT; and most importantly, the kind of functionality, capability and value that's really going to drive revenue and drive customer satisfaction.”

Previously, the online version of Microsoft Dynamics CRM was only available in the U.S., Canada and Puerto Rico markets – outside North America, Microsoft partners had to host the solution for customers to use the product. Taking Microsoft Dynamics CRM Online worldwide shows the company’s commitment to delivering more value to more customers, said Brad Wilson, general manager of Microsoft Dynamics CRM Product Management Group.

Brad Wilson,
general manager of Microsoft Dynamics CRM
Product Management Group.

“Our goal with Microsoft Dynamics CRM has always been to give customers the power of choice,” he said. “Microsoft Dynamics CRM is one of the few CRM solutions in the market that enables customers to get CRM how it best fits them, whether on-premises, on demand in the cloud, or a combination of both.”
Regardless of how customers get it – online, on-premises, or as a hosted solution – Microsoft Dynamics CRM 2011 is designed to increase productivity for organizations of all sizes whether they have a handful of users or tens of thousands, Wilson said.
“This product is really focused on helping people be more productive, handle more customer situations more fluidly, and get the most value out of the resources they're already using,” he said. “A tremendous amount of work went into the new product that will help people get things done in a streamlined fashion.”

Customers Already Using Dynamics CRM 2011

More than 11,500 customers and 400 partners have already used Microsoft Dynamics CRM 2011 as part of a beta program, including customers that have switched from competing solutions. Microsoft has been spotlighting those customer stories with its Don’t Get Forced campaign, where customers talk about how they’re benefiting from Microsoft Dynamics CRM. Microsoft is also offering eligible customers up to $200 for each user that makes the switch to Microsoft Dynamics CRM Online between now and June 30, 2011 to use towards services such as migrating data or customizing the solution to meet unique business needs. This offer is available in most markets where Microsoft Dynamics CRM Online is available.

Craig Unger,
general manager of Microsoft Dynamics CRM
research and development.

In discussing the development process of Microsoft Dynamics CRM 2011, Craig Unger, general manager of Microsoft Dynamics CRM research and development, spoke about the team’s focus on delivering familiar, intelligent and connected experiences for customers.

First, the company worked on better integrating its CRM solution with Microsoft Office Outlook, he said. The result is a next-generation native client that looks and feels just like Outlook, an experience that many users will already be at ease with. “Because sales, marketing and customer service employees are working within a familiar application, businesses can work smarter and be more productive,” Unger said.

That familiarity and resulting ease of use has led businesses to choose Microsoft Dynamics CRM over competitors such as Salesforce.com. BioMedix Vascular Solution, a diagnostic device and software provider that focuses on detection and prevention of vascular diseases, decided to go with Microsoft Dynamics CRM Online in part because of its familiarity with Microsoft products such as Outlook.

“Everyone at BioMedix uses Microsoft Outlook,” John Romans, CEO of BioMedix, said in a case study. “Because it fits right into that experience, we saw an opportunity to treat the rollout of Microsoft Dynamics CRM as if it were an extension of the same platform that employees were already familiar with.”

Microsoft focused on delivering better intelligence to businesses
though real-time analytics and visualizations with
Microsoft Dynamics CRM 2011.

In addition to improving Outlook interoperability in Microsoft Dynamics CRM 2011, Microsoft focused on delivering better intelligence to businesses though real-time analytics and visualizations. “We’re introducing these real-time, intelligent charts that allow you to easily navigate through important business information,” Unger said. “You’re not just looking at a long list of data but taking a graphical view through the application.”

The updated Microsoft Dynamics CRM 2011 also delivers a connected experience by integrating with other Microsoft technologies, making it easy for customers and partners to customize Microsoft Dynamics CRM to meet specific business needs, Unger said. A key part of the company’s value proposition – and what separates it from its competitors – is how well it works with other Microsoft products such as Exchange, SharePoint, and Office, he said.

“Microsoft Dynamics CRM helps you get more out of the other technology assets that Microsoft delivers, whether cloud services like Microsoft Lync and Windows Azure or client-based programs like Microsoft Office and Outlook,” Unger said. “We find there’s a natural affinity between the kinds of technologies that Microsoft already delivers at scale and the CRM technology for managing customer relationships. All of these things can be pulled together in a seamless fashion to deliver great value for customers.”

This product is really focused on helping people be more productive, handle more customer situations more fluidly, and get the most value out of the resources they're already using.
Brad Wilson, general manager of Microsoft Dynamics CRM Product Management Group

Getting more value from existing technology investments is an attractive proposition for businesses. When BioMedix signed up for Microsoft Dynamics CRM, it also decided to migrate to Microsoft’s Business Productivity Online Standard Suite (BPOS), a set of messaging and collaboration tools that includes Microsoft Exchange Online, Microsoft SharePoint Online, and other products delivered as a subscription service.

“Microsoft Dynamics CRM Online went beyond sales to pull together all areas of our business, something that we were not getting from Salesforce.com,” said Meg Heim, vice president of marketing at BioMedix. “Because the Microsoft solution works seamlessly with Outlook, we can automate workflows across sales, marketing and operations in a way that we wouldn’t have been able to if using Salesforce.com.”

Wilson said Microsoft Dynamics CRM is a key component of the company’s business, and Microsoft Dynamics CRM 2011 is poised to shake up the industry.

“If we can show what Microsoft can do across the broad range of technologies we deliver, I believe we'll have a tremendous ability to transform the CRM marketplace and to really showcase Microsoft as a company that offers business and IT decision-makers remarkable value,” he said.

Register to attend Microsoft’s 9 a.m. PST Thursday, Jan. 20, worldwide online virtual launch event. Those who attend will be able to hear Ballmer and Kirill Tatarinov, corporate vice president, Microsoft Business Solutions, speak about Microsoft Dynamics CRM 2011 and experience the new product for themselves through on-demand videos and content, including a customer showcase and business productivity, IT productivity, and industry tracks.

http://www.pargesoft.com/ Microsoft Dynamics CRM 2011