What You Should Know About the Microsoft Dynamics CRM Marketing Module

Marketing is one of the three main areas of Microsoft® Dynamics CRM. The Marketing area, or module as it is frequently called, enables you to centralize your marketing operations and access your data in the same application that you use for your sales and service operations. In addition to centralizing marketing data and operations, the Marketing module also enables you to utilize marketing automation and campaign management to boost your bottom line. The extensibility of Dynamics CRM provides the added benefit of allowing you to incorporate various third-party marketing solutions, such as Constant Contact, to enhance your marketing capabilities.

Marketing Module Introduction – Microsoft Dynamics CRM Video

The video below, provided by Microsoft Partner xRM.com, gives you an introduction to the Marketing module within Dynamics CRM. It provides salient information for Dynamics CRM beginners navigating through the Marketing module. The video describes, in greater detail, the differences and uses for Quick Campaigns, Campaigns, Marketing Lists, and how to create Activities within each of those entities.

Benefits of Microsoft Dynamics CRM Marketing

The marketing capabilities of Dynamics CRM provide solid tools for attracting new customers, retaining the ones you have, and growing your business. Microsoft Dynamics CRM can help improve efficiency through powerful collaboration and workflow tools. To increase the return on investment (ROI) of your marketing campaigns, knowing what is working allows you to invest your time wisely. The main tools with which Dynamics CRM users can improve their marketing efforts are marketing automation, campaign management, and analytics.

Bill Patterson, Microsoft Dynamics CRM program management architect, explains the benefit of marketing automation. “In today’s economic climate, [businesses] want to get back to growth mode. Automation is about productivity savings. Growth is about the new generation. Marketing is nexus of that.” The Marketing module helps your marketing team to assign, schedule, and track marketing campaign activities and measure campaign performance. The reporting and analysis tools in Dynamics CRM allow you to gain a deeper understanding of what your customers are saying. It provides the critical insight you need to provide efficient customer engagement and react quickly to changes in the marketplace.

Because of the extensibility of Dynamics CRM, frequently referred to as xRM, you can also use it as a platform onto which you can integrate powerful third-party solutions. A topical example of this type of extensibility is the xRM Constant Contact Integration tool from xRM.com, which allows you to manage your marketing lists within CRM, sync them with your Constant Contact account, and import the campaign metrics back into CRM, enhancing the marketing automation power of CRM.

Not content to sit on its laurels, Microsoft acquired MarketingPilot in an effort to further improve the marketing automation capabilities of Dynamics CRM and provide more powerful marketing management, media planning, and analytical tools. Microsoft has been somewhat vague to date regarding the exact features and pricing of MarketingPilot. We expect the company to release further details in July of 2013 about pricing, features, and more specific information concerning how MarketingPilot will be integrated into Dynamics CRM.

Components of Microsoft Dynamics CRM Marketing

The Dynamics CRM Marketing module is composed of three main entities called Marketing Lists, Campaigns, and Quick Campaigns. Other useful entities you will access throughout your marketing efforts include Leads, Accounts, Contacts, and Sales Literature. Using the Marketing module, you can qualify leads, track campaign responses and insights, calculate ROI, create activities, and send email blasts to the customers in a particular Marketing List.

It is important to understand that the same Accounts and Contacts are the same throughout the Sales and Service modules. Think of these modules as being different points of view and ways to look at your data. What’s unique about the Marketing module is the use of Marketing Lists, Campaigns, and Quick Campaigns. Marketing Lists are vital to the success of any marketing campaign. A List is a collection of customers grouped by demographics and needs while a Campaign acts as an endeavor to reach out to your customer base.

The essential difference between a Campaign and a Quick Campaign is the number of channels that you use to reach out to your customers; Quick Campaigns are limited to one method of reaching out to customers. An example of a Quick Campaign is an email blast or a series of phone calls to the customer. A full-blown Campaign might be attendance at a trade show where Leads are captured at a punch bowl and those leads are followed up with a series of Activities such as phone calls, email, and perhaps letters and faxes. You can customize your Campaign by type: advertisement, direct marketing, event, promotion offer, etc. Other ways to customize Campaigns include scheduling dates, adding price lists, and recording financials, among others.

For more information about Microsoft Dynamics CRM, visit www.xRM.com.

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Only 2 Days Remain for Microsoft Big Easy and Cloud Easy Offers

If you have not taken advantage of the Microsoft Big Easy Offer or Cloud Easy Offer, now is the time to strike. A portion of all eligible purchases will be returned to you in the form of subsidy checks that you can redeem at an authorized Microsoft Partner like xRM (www.xrm.com). On Friday, May 31st both of these cost-effective subsidy deals will expire. There is no better time to buy additional Microsoft server or end-user applications if you are a small to mid-sized business (SMB). 

The main difference between the two deals is that Microsoft Big Easy Offer applies only to on-premise licenses, while the Cloud Easy Offer applies to Microsoft Online Services such as CRM Online and Office 365. Both programs allow you to enrich your Microsoft solution.

The Big Easy Offer rebate checks can be used to hire a Microsoft Partner to setup and configure new hardware, educate system admins, or train new users. The check can also go towards purchasing innovative tools such as xRM Constant Contact Integration and xRM Web Gateway, which make Microsoft technologies even more effective. You can redeem the Cloud Easy Offer rebate check with xRM consulting or training offerings including xRM hourly consulting, prepaid consulting, or Quick Start CRM Training. These services and products will ensure that your CRM deployment is successful and reap rewards for your company.

Microsoft Big Easy Offer applies to the purchase of one to five new service licenses or five to 200 user licenses. Please read the full terms and conditions to make sure you are eligible for this offer. To determine your subsidy amount, use the Big Easy subsidy calculator to estimate your savings. The Cloud Easy Offer also applies to the purchase of at least five user licenses and up to 200 user licenses. In addition, the offer only pertains to purchases made between March 1, 2013 and May 31, 2013, and the rebate check is redeemable up to 30 days after product purchase. You can estimate your rebate with the Cloud Easy subsidy calculator. For more information, read the full Microsoft Cloud Easy Offer Terms and Conditions.

Ready to start saving money? Click here to take advantage of the Microsoft Big Easy Offer 10 with xRM or here for the Cloud Easy Offer with xRM.

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Microsoft Cloud Easy Offer is Available for a Limited Time Only

Microsoft Cloud Easy is a subsidy rewards program that returns a portion (15%) of every dollar you spend on Microsoft Online Services in the form of a rebate check that you can use to purchase products and services from an authorized Microsoft Partner like xRM (www.xrm.com). If you are a small to mid-sized business (SMB) looking to gain more value from your Microsoft Cloud Services deployment, there is no better time to buy additional Microsoft server or end-user applications than during the Cloud Easy Offer. SMBs have until May 31, 2013 to take advantage of this offer.

This program allows you to enrich and implement your Microsoft solution. You can use the rebate check to increase the efficiency of your CRM users with xRM consulting or training offerings, such as xRM hourly consulting, prepaid consulting or Quick Start CRM Training. These services will ensure that your CRM deployment pays real dividends for your company. Another way to redeem the subsidy check is to purchase innovative and cost-effective CRM tools like xRM Constant Contact Integration and xRM Web Gateway, which enhance CRM deployment capabilities and provide a powerful system to grow any business.

The Cloud Easy Offer applies to the purchase of at least five user licenses and up to 200 user licenses. In addition, the offer only pertains to purchases made between March 1, 2013 and May 31, 2013. The rebate check is redeemable up to 30 days after product purchase, and the total amount of the subsidy check varies depending on the Cloud Service that you select. You can estimate your rebate with the Cloud Easy subsidy calculator

If you have made the move to the Cloud, Microsoft offers a similar program, the Big Easy Offer 10, with comparable terms. For more information on the Cloud Easy offer, read the full Microsoft Cloud Easy Offer Terms and Conditions.

Click here to take advantage of the Microsoft Cloud Easy Offer with xRM.

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Sales, Marketing, Service: What Else Can CRM Online Do?

If you have signed in to your Microsoft Dynamics CRM Online account already, you have likely noticed that it contains modules that correspond to the three main functions of CRM: sales, marketing, and service. Each of the three main modules can help you transform your operations in one area, improving the efficiency and effectiveness of your sales, marketing, and service efforts.

The Success Portal by xRM can help you learn how to use the Sales, Marketing, and Service modules to maximum effect.

Once you familiarize yourself with the basic functions of CRM Online, the question then is “What else can CRM Online do?”

The answer is “a lot!” Many companies have made use of the xRM concept built into Microsoft Dynamics CRM to create powerful add-ons. Products such as our xRM Web Gateway and xRM Constant Contact Integration make CRM Online even more powerful by adding features or improving the functions of CRM Online.

You can find dozens of such solutions in the Microsoft Dynamics CRM Marketplace. The applications of the marketplace are organized by business need, industry focus, and compatibility, and they are rated by Microsoft Dynamics CRM users. Many of the applications available for download in the marketplace offer free trials, and a few of the applications are available for no cost at all.

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