Connect Learn Share WELCOME! Q2 CRMUG Chapter Meeting

@CRMUG Agenda 8:30 – 9:00Registration and Networking 9:00 – 9:20Chapter Business 9:20 – 10:20 CRM 2011/2013 Marketing Automation 10:20 – 10:30Break 10:30 – 11:30ClickDimensions 11:15 – 12:00Networking

@CRMUG Get to Know Your CRM Peers Introductions Name Company (describe Company/Industry) Your role in the company What version are you on? What do you hope to accomplish by attending this and future meetings?

@CRMUG About CRMUG Users Partners Microsoft Founded in 2008 Officially recognized by Microsoft The largest, independent group for users of Microsoft Dynamics CRM Over 3,800 company members (11,000+ individual members)

@CRMUG An online community that is your one-stop-shop for all things CRM. community.crmug.com

@CRMUG October 14-17, 2014 America’s Center – St. Louis, MO Pre-conference Training - Oct Learning Experience Learning Focused, interactive sessions offer valuable content for all Microsoft Dynamics® CRM users, no matter your product version or experience level. Networking Experience Networking Benefit from the real-world expertise of others in your role, your industry, or with similar goals. Together Experience It Together There’s more to CRMUG Summit than one person can soak in alone - attend with your teammates and go home with actionable solutions and ideas! crmugsummit.com crmugsummit.com

@CRMUG Regional Conferences Available Premium Member - $129; Basic Member - $299 Additional Academy Courses Available Dallas, TexasMinneapolis, Minnesota June 9-10 Starts Noon on June 9 th Ends at 5:00 pm on June 10 th Embassy Suites – DFW South 4650 W. Airport Freeway Irving, TX June Starts Noon on June 19 th Ends at 5:00 pm on June 20 th Embassy Suites - Minneapolis Airport th Ave. S. Bloomington, MN 55425

@CRMUG Upcoming Virtual Events Event Date Availability CRMUG Partner Showcase: Insideview (June 2014) June 17 Open CRMUG Webinar: Microsoft Dynamics Marketing Overview (June 2014) June 17 Open CRMUG Workshop - CustomerSource - New and Improved (June 2014) June 23 Open CRMUG SIG: Non-Profit - Using Dynamic Pivot Tables and Sheets (June 2014) June 24 Open CRMUG St. Louis Summit Preview (June 2014) June 24 Open CRMUG Partner Showcase: Broadlook Technologies (June 2014) June 25 Open CRMUG SIG: Technical/Developer - Unit Testing Plug-ins in Dynamics CRM 2013 (June 2014) June 26 Premium CRMUG SIG: Technical/Developer – Unit Testing Custom Workflow Activities in Dynamics CRM 2013 (July 2014) July 8 Premium CRMUG Partner Showcase: Higher Logic (July 2014) July 15 Open CRMUG Partner Showcase: InGenius (July 2014) July 16 Open CRMUG Webinar: Using Goal Management in Dynamics CRM 2011 or 2013 (July 2014) July 17 Premium CRMUG SIG: Technical/Developer – Integration Testing Plug-ins in Dynamics CRM 2013 (July 2014) July 29 Premium CRMUG SIG: Non-Profit - Event Management Best Practices in CRM for Non-Profits (Aug 2014) Aug 5 Premium CRMUG SIG: User Adoption - Preparing to Lead a CRM Rollout (August 2014) Aug 13 Premium

@CRMUG CRMUG Membership Basic MemberPremium Member CRM end users only FREE Small Business 1-9 CRM Licenses $400 USD/year Mid-Market CRM Licenses $700 USD/year Enterprise 100+ CRM Licenses $1,200 USD/year Upgrade Today:  Weekly newsletter  Level 100 Webinars  CRMUG Summit Invites  Paid access to Regional Chapters (Nominal Fee)  Partner Showcase Webinars  Unlimited Workshops, Webinars & Roundtables  Free Regional Chapters  Special Interest Groups  Microsoft Conduits  Full access to CRMUG Collaborate & Member Directory  Discounted Summit Registrations  Discounted Academy Courses  And so much more!

@CRMUG Next Meeting? Date: 9/12/2014 Time:8:30-12 Place:UW Fox Valley Future Topics:

@CRMUG Jason Lattimer Ledgeview Partners, LLC

@CRMUG Overview  Dynamics CRM Marketing  Review of the basic functionality  Microsoft Dynamics Marketing  High level features and functionality

@CRMUG About Me Jason Lattimer CRM Development Dynamics CRM

@CRMUG Dynamics CRM Marketing Key Areas:  Marketing Lists  Campaigns  Campaign Activities/Responses  Reporting

@CRMUG CRM – Marketing Lists List Type: Static or Dynamic Can’t be changed later Targeted At: Account, Contact, or Lead No other system or custom entities Locked: Yes or No

@CRMUG CRM - Campaigns CampaignsQuick Campaigns Multiple marketing lists Multiple campaign activities Cost & performance tracking Relate to products, sales literature or other campaigns Ad-hoc from lead, account or contact views Single campaign activity No cost or performance tracking Faster to create

@CRMUG CRM – Campaign Activities/Responses Channel determines what type of CRM Activity is created Responses can be manually generated or automatically created from responses

@CRMUG CRM - Reporting Campaign Performance Looks at response rates and costs/revenues Campaign Activity Status Overview of assigned campaign activities Campaign Comparison Side by side comparison of 2 campaigns

@CRMUG Questions

@CRMUG Microsoft Dynamics Marketing Formerly known as MarketingPilot Highlights:  Campaign Automation  Event Management  Digital Asset & Media Management  Project Tracking (tasks/time/workload)  Budgeting & Accounting  Dynamics CRM Integration

@CRMUG MDM – Campaign Automation  Drag and drop interface  Send s & post to social media  Triggers based on and landing page events  Create tasks  Perform lead scoring  Modify marketing lists

@CRMUG MDM – Digital Asset Management  Store, organize, and secure digital assets  Versioning & approval  Annotate files  Create thumbnails

@CRMUG MDM – CRM Integration EntitySync Behavior Customer/AccountMDM   CRM ContactMDM  CRM LeadMDM  CRM CampaignMDM  CRM Marketing ListMDM  CRM Marketing List MemberMDM  CRM Base set of fields are synchronized + limited number of additional fields Requires Microsoft Azure (Service Bus)

@CRMUG Questions

@CRMUG BREA K

@CRMUG Meghan Burner Click Dimensions

Marketing 2.0 The convergence of CRM and Marketing Automation

 What is Marketing Automation and why is it important to your business?  Strategy: Tips for your team  ClickDimensions overview Let’s Talk About Enabling the Modern Marketer!

What is marketing automation? Why is it important to your business? Image source: Cloudtimes.org

 Your company has the ability to send marketing s.  You can trigger s to go out based on specific behaviors. Did they download content from your website? Have they purchased from you before?  Your marketing team set up all of the s for a specific campaign and let it run in an automated fashion. The flow includes logic and branching conditions.  You can prioritize your leads based on interest level and likelihood to purchase.  You can measure the return on investment for each of your marketing campaigns. Raise your hand if…

Who is the modern marketer?  Influences IT budget  Knows and uses CRM  Takes ownership of prospect and customer data  Tracks critical points for segmentation  Knows value of each lead and can track ROI  Closes the gap between sales and marketing by providing usable data Image source: Bing images

Traditional Marketer’s Tools Marketing List ≠ List Campaign ≠ Campaign Lead (Prospect) ≠ Lead Basic lead/contact integration; constantly synching, exporting, importing SurveysWeb Site Analytics ? Web Forms

Marketing Automation Integration to CRM Native/ EmbeddedConnectedNone = 1 All in one place MA is an extension of CRM Separate data, separate UI, UX Synchronized Scheduled or Manual Imports Completely Separate Requires 3 rd party middleware

 By 2020, customers will manage 85% of their relationships without taking to a human. (Gartner Research)  50% of qualified leads are not ready to purchase immediately. (Gleanster Research)  Companies that invest in marketing solutions see 70% faster sales cycle times, and 54% improvement in quota achievement. (Bulldog Solutions)  Companies that excel at lead nurturing generate 50% more sales ready leads at 33% lower cost. (Forrester Research) Still not convinced?

Strategy Tips for your team “How you gather, manage, and use information will determine whether you win or lose.” Bill Gates

Content Creation Blog – Social -

MonthList SizeUnique Open RateClick RateDay of Week January10028%16%Wednesday February16430%15%Wednesday March17031%14%Tuesday April19333%16%Tuesday May21636%18%Wednesday Newsletter Response Rates

Always be list building!  Auto-signature  All web pages  During webinars  At seminars Keep your marketing lists clean and up to date!

Personalize Your Message

Dynamic Content s

Content Marketing

Landing Page  Targeted content  Singular call to action  No extra navigation

Metric Landing page click through rate10.7% Sign-up rate (% of campaign targets)5% Landing page conversion rate46% Campaign Metrics Time (GMT-5)RegisteredAttendedInterest 8 am32%56% am37%50% pm18%55% pm13%53%36.52

Online Ad Tracking

ClickDimensions Overview

Demonstration Web Tracking Campaign Tracking Landing Pages Marketing Social Discovery Nurture Marketing Lead Scoring Web Forms Search/Advertising SMS Messaging Surveys Subscription and Profile Management

@CRMUG

Roundtable Discussion Have you integrated marketing strategies into CRM 2013? If not, what is holding you back? What excites you the most? What do your local users like best? What ISV solutions do you use? What challenge do they help you solve?

@CRMUG Thank You