Dynamics CRM – Marketing Automation and Management

Microsoft™ Dynamics is one of the most robust CRM available in the market as of today. Time tested and recommended by industry veterans, its one of the far and wide used CRM in various industries and vertical. As per user(s) feedback, its Marketing Management and Automation tools are one of the highly used tools by the people working on it. Reason being that Marketing is said to be the spine of the organizations, which are growing in time and resources. The more focus a company typically has on Marketing and branding activities, higher is the return in coming times and prospect. No matter always and most of the times, best brains available are put into the marketing effort in an organization.
 

Lets understand what all benefits this CRM offers to the people (and users) who are shouldered with the responsibility of marketing activities in a company:

 Data Management and scheduling

More than often, the data for marketing activities (like email campaign, brand building. etc.) is present in other formats such as Excel. So in order to kick start and track the marketing activities, one needs to import data in to the CRM base from various resources and repository. This CRM has complete support for this kind of activity. In just few clicks one shall be able to import data from all the compatible sources. And also once the import is complete, there is an option to intimate the user by mail so that he/she can go to next required step.

 More than often one is faced with the analogy of duplicate data in one form or other. This duplication not only tends to waste valuable time available at hand but also kind of irritates the user if he gets multiple mails (or sms) from the same source. This situation has been taken care of in the CRM in the sense that there is well defined option of clearing the duplicate data, so that you only focus on core, refined data and dissipate less time on duplication activities.

Campaign track and Management

There are all sorts of campaign that take place and happen in marketing department such as email, media promotion (print or electronic), event sponsor etc. Without any tool to track the effectiveness of the campaign is like going in a direction where you don’t know whether it’s right or wrong. Dynamics takes care of tracking the campaign quite effectively.

 It can keep track of budgetary allocations for various campaigns so that one is well aware where the fund is being spent. The progress report in each campaign can be monitored. Moreover lead management that arises after successful campaigning can be tracked and monitored. Distribution of lead and how much got real conversion can be done so that one can know the effectiveness of each campaign. Automatically route and deliver leads to the right person based upon criteria such as territory, geographical location, business involved etc. There stands option to calculate ROI at each and every step, so that higher management get convince of the money movement and budgetary allocations.

 
Analysis and Reporting

More than often people want a bird’s eye view of what all is happening in the department. Senior management needs dashboards to view if what they have been doing is in the right direction or needs modification and improvement. To take decision at the higher level, people need all sorts of statistical and numerical inputs in the form of charts, diagrams etc.

Dynamics provided power full feature set to create various kinds of dashboards and analytic tools. It’s just a matter of few clicks to enable in build analytic visuals or create new ones to work over the data available. The dashboard visuals created gives a deep insight into the current and upcoming marketing campaigns and enable higher management to take right decision at right time.

To know more about Microsoft Dynamics Customer Relationship Management (CRM) or to arrange training for yourself or your organization feel free to call our Executive or mail us at info@knowledgewoods.in

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