Microsoft Dynamics CRM for Marketing

Manage all lead, opportunity and customer information more effectively

  • Quickly and easily import large amounts of information from other sources with the bulk upload feature.
  • Receive automated email notifications to validate the status of data imports.
  • Cleanse duplicate data intelligently to ensure appropriate information remains accessible and decreases the cost per engagement.


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Microsoft Dynamics CRM for Marketing

Simplify marketing campaigns with streamlined activities

  • Organize and track activities, tasks, budgets, and details for each marketing campaign.
  • Customize messages and create special offers to highly targeted prospects or customers.
  • Create reusable templates to reduce campaign development time and associated costs.
  • Create marketing workflows to increase the efficiency and speed of internal approvals.


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Microsoft Dynamics CRM for Marketing

Deep integration with Microsoft Office Suite

  • Microsoft Dynamics CRM plug in can be installed within Microsoft Outlook to increase efficiency and productivity.
  • Remove the need to track and monitor emails in Microsoft Outlook and Dynamics CRM with data synchronization.
  • Create documents and conduct mail merge campaigns with Dynamics CRM and embedded Microsoft Word capabilities.
  • Attach your Outlook contacts to marketing lists with a few clicks of your mouse.


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Microsoft Dynamics CRM for Marketing

Efficiently manage events

  • Track and manage all events and associated activities in one central location via an easy to use web-based interface.
  • Have a more complete, 360-degree view of your event’s plans, implementation and effectiveness.
  • More easily monitor particular issues related to location selection, presentation sessions, speakers, sponsors, and refreshments.
  • Monitor significant metrics and assess the ROI in order to ensure the success of future events.


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Microsoft Dynamics CRM for Marketing

Increase effectiveness with targeted marketing

  • Target specific customers and prospects with natural language searches.
  • Develop highly focused lists of leads or customers and link them to specific campaigns.
  • Create and save customized views of data for your use and/or public use.
  • Quickly and easily distribute targeted lists to team members or outside vendors.
  • Convert exported lists to numerous file formats for use in bulk email or direct mail campaigns.


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Microsoft Dynamics CRM for Marketing

Improve campaign response management

  • Obtain and house campaign responses and new prospects in one central location to ease tracking and assess the success of the campaign.
  • Immediately distribute leads to the correct sales people with a complete history of your previous interactions with them.
  • Maintain and monitor all customer communications and responses associated with a specific campaign or lead source.
  • Transform leads into opportunities with just a few clicks.


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Microsoft Dynamics CRM for Marketing

Obtain more well-rounded insight into customers and prospects for improved decision making

  • Analysis of key campaign indicators is greatly improved with integrated reports.
  • Spot trends and assign resources based on historical customer analysis.
  • Develop customized marketing campaigns based on a comprehensive view of each customer.


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