CRM for Marketing
Microsoft CRM provides marketers with robust data and ability to segment data efficiently, helping to target marketing campaigns.
Every marketing campaign starts with a collection of data. It’s so frustrating when the data is spread across the organisation or worse still needs to be collated as it simply isn’t in a format that can be shared easily. Using a solution such as Microsoft CRM means that the information is available in one place and is being used in a strategic way.
Microsoft CRM offers so much more than contact management, it has the ability to revolutionize marketing campaigns. Microsoft CRM is used to tailor messaging to engage the right targets, enabling marketers to distribute leads to the sales teams, track leads and to track marketing return on investment.
Using Microsoft CRM, marketing teams can automate lead nurturing and delegation of leads to sales people in regions or most appropriate sales person. Never forget or lose a lead again.
Benefits of Microsoft CRM for Marketing Teams:
- Visibility to track leads and campaign effectiveness
- Have marketing templates and collateral held in a central place to encourage brand consistency
- Align marketing and sales teams to ensure that no leads or opportunities are slipping through the cracks and also that marketing campaigns are being followed up effectively
- Ensure you are speaking to your customers every 30 days – this can be tracked through Microsoft CRM
- Automate processes such as nurturing leads. An increase in retention of 5% of the customer base can help profits between 25 – 75%
- Identify up sell and cross sell opportunities and target campaigns specifically
- Understand what marketing campaigns or events are working by clear tracking.
There are add ons and accelerators that are also specific for the Marketing function:
Event Management and Microsoft CRM
For Microsoft Dynamics CRM there is an event manager accelerator. Caltech CRM has implemented this for other customers and it is a popular accelerator choice. Event Manager plans, creates, executes and reviews events. Delegates can book themselves onto the event using a link. This Microsoft accelerator was designed as a result of working with several event organisers. The solution will manage the wait list, will print delegate badges and can be used to follow up the event attendees or no shows post event. The event manager manages all the events simultaneously. Anyone managing events and delegates will appreciate what goes into this – CRM event manager is a great resource.
Email Marketing and Microsoft CRM
There are several email marketing solutions that now are integrated with Microsoft CRM. This will highlight or even set a task following up a read, a click through or unsubscribe of your direct mail campaign. The solutions integrate this information so that your telemarketers or sales people know who to call first – if at all. The functionality ranges from HTML to drag and drop depending on what you need and what will fit your company.
To see Microsoft CRM for Marketing here is a fantastic overview that Microsoft has put together. This short video demonstrates a day in a life of a marketing manager and is helpful for marketers thinking about using CRM or how to get more from a CRM solution for marketing purposes.
To find out more about Microsoft CRM for Marketing, to find out more about the email marketing functionality plug ins, or to work with Microsoft CRM silver partners, call Caltech CRM on 01924 507 280 or email George@caltech.co.uk
Registered Address : Caltech IT Ltd, Unit 66, Annexe 4, Batley Business Park, Grange Road, Batley. West Yorkshire. WF17 6ER Registered in England Company Number 03701887