Presentation is loading. Please wait.

Presentation is loading. Please wait.

| +1 888.214.4228 | MARKETING and MARKETING AUTOMATION for Microsoft Dynamics CRM.

Published byBasil Quinn Modified over 8 years ago

Similar presentations

Presentation on theme: "| +1 888.214.4228 | MARKETING and MARKETING AUTOMATION for Microsoft Dynamics CRM."— Presentation transcript:

1 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com EMAIL MARKETING and MARKETING AUTOMATION for Microsoft Dynamics CRM

2 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com Today’s Agenda Marketing 2.0 The convergence of CRM and marketing automation Brief introduction to ClickDimensions Using Marketing Automation Lead Generation Marketing Automation Sales Engagement Campaign Analysis Sneak peak: Automation Builder!

3 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com Awards & Certifications The only 100% Microsoft Dynamics CRM marketing automation vendor Highest ranked solution on the Microsoft Dynamics Marketplace Partner of the Year winner in 2012 and Partner of the Year finalist in 2011 Certified, Gold Partner for Microsoft Dynamics CRM #227 on the 2015 Inc. 5000 list of the fastest growing private companies Highest ranked email marketing provider Ranked 25 th overall in the software industry segment

4 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com Our Customers

5 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com Microsoft Dynamics CRM Traditional Marketer’s Tools Basic lead/contact integration Constantly synching, exporting, importing List ≠ List Campaign ≠ Campaign Lead (prospect) ≠ Lead Email Marketing ? Web Forms Social Discovery and/or Monitoring Surveys Website Analytics

6 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com Integrated Solution CRM + Email + Analytics + Surveys + Social All data in one place Dynamics CRM data Email marketing data Web analytics data Surveys, social Microsoft Dynamics CRM Recipient Inboxes ClickDimensio ns on Windows Azure ClickDimensions API Customer Website(s)

7 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com Marketing Automation Email Marketing Web Intelligence Lead ScoringNurture Marketing SMS MessagingCampaign Tracking Form CaptureSurveysLanding PagesSocial Discovery Event Management Training & Support

8 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com Native Inside CRM

9 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com Lead Generation Online Ad campaigns Content marketing Event management

10 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com Online Advertising

11 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com Making the Visitor Connection Anonymous Visitors ClickDimensions tracks all website visitors and their activity Identified Visitors Through email link clicks or form captures visitors identify themselves ClickDimensions calls social discovery ClickDimensions links past anonymous browsing Can be new CRM lead or existing CRM lead or contact Qualified Visitors Through social discovery, form capture, web behavior, lead score, etc. qualified leads become obvious Sales wins opportunities more quickly and efficiently Marketing measures, refines and improves Identified Organizations ClickDimensions discovers the organizations from which visitors are browsing

12 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com Drag and Drop Designer Easily create forms and surveys Create custom fields and/or map to existing CRM fields

13 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com Event integrations Webex WebEx Event Center allows for creating and hosting online events (webinars) Gotowebinar Use GoToWebinar to create and host online events (webinars) Eventbrite Create invitations, facilitate registration/payment, issue tickets, and more for live events

14 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com Event Dashboards

15 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com Import Tool Import as new Leads or Contacts (based on the email address) Add existing and newly created records to a marketing list, remove them from a marketing list, or generate event participations for them

16 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com Marketing Automation Emails Nurture Marketing

17 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com 3 Ways to Send Emails Workflow Send from any CRM workflow process Single Send any template directly from a lead or contact record Bulk Send to any combination of leads, contacts, accounts and/or marketing lists

18 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com 4 Ways to Create Emails Drag & Drop / Block Editors Simple Wizard-driven No HTML involved Freestyle Editor Medium Very flexible Optional ability to edit HTML Custom HTML Advanced 100% control of HTML INBOXCast Simple Ideal for salespeople

19 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com Inbox Preview Desktop email clients such as Outlook and Lotus Notes Mobile email clients like iPhone, iPad and Android Web-based email clients in various versions/platforms - - Gmail on Internet Explorer 10 for Windows, Yahoo mail on Chrome for Mac, etc.

20 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com Dynamic Content Emails

21 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com Split Testing A/B Testing Select A and B content strategies; modify the existing email template or create a new one. Select the size of your test group and the winning strategy. Results are displayed inside the Email Send record in CRM.

22 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com Nurture Marketing

23 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com Sales Engagement Track engagement Prioritize leads Communicate

24 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com Quick Send Create a Quick Send template from any email template Send an email to an individual from a Lead or Contact record

25 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com INBOXCast Emails from Sales Easily send marketing emails using your email (Outlook, Gmail, etc.): Click the InboxCast icon to get the marketing list’s unique InboxCast email address Send your email using the CRM list’s unique email address and even personalize your email. Your recipients will receive a trackable email identical to the one you built using your email client and all tracking results will be available inside CRM.

26 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com Campaign Analysis

27 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com Sample CRM Dashboard Email Campaign

28 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com Sample CRM Dashboard Search Visits

29 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com Power BI integration Sneak peak! Coming November 2015!

30 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com Clickdimensions.com/ROI

31 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com Lead Generation Marketing Automation Sales Engagement Campaign Analysis

32 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com Campaign automation Sneak peak! Coming November 2015!

33 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com Campaign builder – Coming November 2015!

34 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com

35

36

37

38

39

40

41

42 web Clickdimensions.com email Meghan.burner@clickdimensions.c om phone 678.369.4315

43 www.clickdimensions.com | +1 888.214.4228 | sales@clickdimensions.com Premium Content Idea eBook Marketing with Microsoft CRM Idea eBook Nurture Marketing Grow Your Business with Nurture Marketing Webinars Marketing Automation for Microsoft Dynamics CRM live and recorded webinars Blueprint Microsoft CRM Implementation Blueprint Training Guide Training Resource Guide for Microsoft Dynamics CRM Email Marketing Your Passport to the World of Email Marketing Content Marketing Hooked on Content: Content Marketing Strategy for MSCRM

Download ppt "| +1 888.214.4228 | MARKETING and MARKETING AUTOMATION for Microsoft Dynamics CRM."

Similar presentations

RL Marketplace Marketing Program for Sourcing Product and Accounts 2009 RL Marketplace – Marketing Program Integrated Marketing Campaigns.

RL Marketplace Marketing Program for Sourcing Product and Accounts 2009 RL Marketplace – Marketing Program Integrated Marketing Campaigns.
Company Confidential | © 2011 GrapeCity Inc. www.grapecity.com GRAPECITY BUSINESS SOLUTIONS GrapeCity Telemarketing Software for Microsoft Dynamics CRM.

Company Confidential | © 2011 GrapeCity Inc. GRAPECITY BUSINESS SOLUTIONS GrapeCity Telemarketing Software for Microsoft Dynamics CRM.
Powerful, Simple Features. Enterprise Level Features Contact Management Unlimited Custom Fields Unsubscribe Management Automatic Bounce Processing Subscription.

Powerful, Simple Features. Enterprise Level Features Contact Management Unlimited Custom Fields Unsubscribe Management Automatic Bounce Processing Subscription.
Business Development Suit Presented by Thomas Mathews.

Business Development Suit Presented by Thomas Mathews.
OnContact CRM Customer Relationship Management. CRM 7 Benefits Rich client experience, completely web-based Access data anytime, anywhere. Ease of navigation.

OnContact CRM Customer Relationship Management. CRM 7 Benefits Rich "client" experience, completely web-based Access data anytime, anywhere. Ease of navigation.
Technology 2011 David Dickey. Agenda 2010 – What we did 2011 – What will we do Agent Websites Property Tracker Use Technology to get listings.

Technology 2011 David Dickey. Agenda 2010 – What we did 2011 – What will we do Agent Websites Property Tracker Use Technology to get listings.
Power BI Sites and Mobile BI. What You Will Learn Sharing and Collaboration Introducing Power BI Exploring Power BI Features and Services Partner Opportunities.

Power BI Sites and Mobile BI. What You Will Learn Sharing and Collaboration Introducing Power BI Exploring Power BI Features and Services Partner Opportunities.
2014 Technology Roadmap… into 2015. 2014 – how did we do? new reporting environment (tick) new account user management (tick) one-click donations (tick)

2014 Technology Roadmap… into – how did we do? new reporting environment (tick) new account user management (tick) one-click donations (tick)
IBM Silverpop Engage Feature Overview.

IBM Silverpop Engage Feature Overview.
Close & Delight & More... Email Personalize your emails with any field from your marketing database. Marketing Automation Use marketing automation to trigger.

Close & Delight & More... Personalize your s with any field from your marketing database. Marketing Automation Use marketing automation to trigger.
Leveraging HubSpot Enterprise To Grow Your Agency Behavior Based Lead Nurturing 10-18-2011 #VARFormable 1.

Leveraging HubSpot Enterprise To Grow Your Agency Behavior Based Lead Nurturing #VARFormable 1.
Riva – Sync Dynamics CRM directly to Exchange Server-side sync | No plug-ins required Trevor Poapst VP Marketing and Sales Riva CRM Integration 408.675.5015.

Riva – Sync Dynamics CRM directly to Exchange Server-side sync | No plug-ins required Trevor Poapst VP Marketing and Sales Riva CRM Integration
Integrated Marketing Search Engine Marketing Chapter 1 Instructor: Dawn Rauscher.

Integrated Marketing Search Engine Marketing Chapter 1 Instructor: Dawn Rauscher.
Driving Productivity with Microsoft Dynamics CRM Presenter Name Presenter Title Presenter Date.

Driving Productivity with Microsoft Dynamics CRM Presenter Name Presenter Title Presenter Date.
WHO WE ARE ●Website Development & Design ●Web Marketing Strategy, Training, and Analysis ●Web Applications, iOS apps, Android apps.

WHO WE ARE ●Website Development & Design ●Web Marketing Strategy, Training, and Analysis ●Web Applications, iOS apps, Android apps.
Click to edit Master title style © 2007 c360, Inc. All Rights reserved. Extending the functionality and industry focus of Microsoft Dynamics ® CRM Extending.

Click to edit Master title style © 2007 c360, Inc. All Rights reserved. Extending the functionality and industry focus of Microsoft Dynamics ® CRM Extending.
Duane Reading ~ Outdoor Adventure Marketing Marketing 801 573 4460 outdooradventure-marketing.com.

Duane Reading ~ Outdoor Adventure Marketing Marketing outdooradventure-marketing.com.
Welcome! Chicago Seminar 2015. Anton Hristov Sitefinity Product Strategy & Learn more at sitefinity.com Content Management System.

Welcome! Chicago Seminar Anton Hristov Sitefinity Product Strategy & Learn more at sitefinity.com Content Management System.
Inbound Statistics Slides Template Resources for Partners.

Inbound Statistics Slides Template Resources for Partners.
1 Box Overview Session Getting Started on Box. 2 Agenda What is Box? 1 2 3 Box Basics Live Q&A.

1 Box Overview Session Getting Started on Box. 2 Agenda What is Box? Box Basics Live Q&A.

Similar presentations

Ads by Google