Enhancing Marketing Effectiveness with Microsoft Dynamics CRM Solution
The presentation highlights the significance of better marketing practices in driving company value and overcoming common challenges in the industry. It emphasizes the role of marketing automation technologies and the need for improved credibility within marketing departments. The solution offered by Microsoft Dynamics CRM empowers users at all levels to achieve greater marketing impact through comprehensive planning and budgeting capabilities.
Download Presentation
Please find below an Image/Link to download the presentation.
The content on the website is provided AS IS for your information and personal use only. It may not be sold, licensed, or shared on other websites without obtaining consent from the author. Download presentation by click this link. If you encounter any issues during the download, it is possible that the publisher has removed the file from their server.
E N D
Presentation Transcript
MARKETING Overview Presenter Name Presenter Title Presenter Date
Better Marketing Drives Company Value By 2010 over 50% of marketing staff The report found that 58 percent of in companies worldwide will be using Best in Class organizations use enterprise software (marketing marketing automation technologies, automation) as opposed to less than and are realizing increased annual 20% today. Additionally, the reports revenue and decreased marketing projects that these tools will cut spend year over year and achieve creative production cycle times by greater than 100 percent ROI . 30%. The Aberdeen Group Gartner Group Successful Strategies in Marketing Automation Gartner Research Report (reprinted in Destination CRM)
Typical Business Challenges in Marketing Difficulty in demonstrating marketing ROI Lack of real-time insight into campaigns Poor data quality in marketing databases Difficulty in leveraging external data sources Inefficient processes
Industry Views Currently, most large companies have Marketing s credibility within the physically separate marketing boardroom is being damaged because departments in different parts of the of difficulties in demonstrating its world, leading to no clear succinct true value The number one issue is global company voice or unified measurement and reporting which marketing effort... It is time for stops them from demonstrating the marketing departments across the value they are actually delivering. The Marketing Credibility Gap world to join hands. DM News, December 2006 January 2007
Change the Game in Marketing Achieve greater marketing impact with less Transform every touch point into a marketing opportunity Discover the untapped potential of customers
Microsoft Dynamics CRM Marketing Solution Marketing Capabilities Full feature set Marketing Workflow Designed for Users Managers Executives
Planning and Budgeting Comprehensive capabilities for designing, defining and re-using of marketing campaigns and programs Planning and Budgeting Components Campaign definition Campaign templates Product catalogs Target list Campaign budget management Workflow based approvals Microsoft Advantage Campaign templates for easy re-use Intuitive tracking of estimated vs. actual costs for easy ROI analysis Product catalogs and price lists allow for offer customization
Data and List Management Seamless management of customer data and lists and the intuitive segmentation of that data Data and List Management Components Data import/export Data cleansing Query tools Data views List management Activity association Microsoft Advantage Data cleansing tools geared for the business user Easy manipulation of lists and views for better segmentation Workflow for triggers on external data sources
Campaign Management Easy execution of campaigns and seamless tracking of all related communications, and tasks for increased follow-up and results Campaign Management Components Quick Campaign Wizard Bulk operation support Offer management Collateral management Email templates Outlook integration Microsoft Advantage Closed-loop campaign management Seamless tracking of communications between Outlook and Dynamics CRM New campaigns just a Next button away
Response and Lead Management End-to-end management of responses via guided wizards and automated conversion and follow-up of those responses Response & Lead Management Components Response tracking Multi channel comms support Workflow (i.e. response scoring) Email tracking Response conversion Lead management Microsoft Advantage Response conversion one click away Seamless connection to lead management enables appropriate follow-up Powerful rules for response and lead scoring
Marketing Analytics Full spectrum of sales analysis capabilities ranging from basic reporting to OLAP/data mining and dashboards Marketing Analytics Components Dashboards Report Wizard Standard and Custom reports Trending and historical comparisons Drill-through capabilities Microsoft Advantage Custom reports just Next button away Easy report sharing and editing Collaboration with Sharepoint for audience specific portals
Impactful Marketing Scenarios End-to-End Campaign Management Intelligent Data Management Targeted Cross-Selling and Up-Selling Fully Holistic Lead Management Integrated Marketing 360 campaign management with easy campaign creation, seamless communication management Tools that empower marketing users to manage and cleanse data across the organization Seamless tracking and conversion of leads across all parts of the organization Strong multi-lingual capabilities, seamless MS Office integration and robust workflow Insightful analysis for identification of key trends and discovery of hidden opportunities
Powered By Microsoft Robust Workflow Tools Native Outlook Client Powerful Remote Capabilities Point & Click Customization Comprehensive Business Intelligence
Key Benefits of Microsoft Dynamics CRM True 360 Visibility Greater Marketing Efficiency Improved Consistency Improved Measurability End-to-end Integrated Shorten Move visibility marketing campaign cycles marketing ROI into leads, across the by automating from unknown offers, organization the planning to known by interactions, drives cycles and clearly measuring responses and consistent lessening response rates, marketing messaging reliance on IT conversions and programs and brand key metrics
Key Benefits for Marketing Clearly define the optimal marketing mix and pricing Drive new lead and revenue opportunities Deftly articulate the ROI of marketing programs VP of Marketing Rapidly launch new products and offers Efficiently plan and manage budgets of campaigns Enforce consistent branding and messaging Marketing Manager Achieve real-time visibility into campaign success Effectively mange vendor and partner relationships Seamlessly track customer comms. and interactions Marketing Staff
Key Benefits for IT Achieve rapid time to value Realize low total cost of ownership (TCO) Leverage consistent IT architecture & standards Chief Information Officer Adapt to the company as it evolves and changes Easily integrate existing applications and data Extend the power of the Dynamics CRM IT Project Team Adapt to the ever-changing business requirements Track key KPIs and cross-team workflows Improve relevancy via point & click customization Business Analyst
Global Customer Base in Marketing Mid-size Companies Large Enterprises Small Businesses
Customers in Action Jones Lang & LaSalle Equinox Cold Stone Creamery Specialty ice cream High-end fitness club corp. Global real estate services franchise 200 users 900 users Use Dynamics to run online marketing campaigns, promotions and targeted email communications (Birthday Club Program). Uses Dynamics to identify trends, create tailored promotions (i.e. other gym member campaign) and initiate proactive communication. Merged disparate databases into Dynamics DB for global customer profile. Use Dynamics to conduct holistic needs analysis and create tailored campaigns (both locally and globally). Segment data for cross- sale/up-sale opportunities in diverse customer base. Online form automatically populates data in Dynamics DB. Uses workflow functionality to automate paper-based processes
Customer Perspective Microsoft Dynamics CRM provides Microsoft CRM is delivering us the ability to better serve our Pumpkin Patch with more targeted customers by delivering relevant and effective direct marketing communications and the innovative campaigns, resulting in high levels of products they desire. customer service and satisfaction. Cold Stone Creamery Pumpkin Patch Microsoft helps us understand not only our own capabilities, but also new opportunities we can present to clients, so that we can channel them more effectively Jones Lang LaSalle
Customer ROI 95% reduction in access time to customer data 98% reduction in time to create mass mailings by over 184% ROI achieved in 8 months 100% achievement of email capture of customers which reduced costly direct mail costs 650% increase in membership in Birthday Program from 200,000 to 1.5 million Significant reduction in costs of key marketing program per person from 80 cents to pennies Instead of making hundreds of phone calls we used the Microsoft CRM bulk e-mail system to accomplish this project. Talk about saving time and money!
Partnering for Success Software and Services Partners for Marketing
Microsoft Dynamics CRM for Marketing: Building a Marketing Solution Core components of a marketing application include: Data Import and Cleansing List Management and Segmentation Operational Campaign Planning and Execution Campaign Response Management Analytical Workflow across Teams and Groups Tight Microsoft Office Integration Collaborative Marketing Reporting and Analytics Commonly integrated components include: Email sending and response handling Complex marketing resource management modules 27
Microsoft Dynamics CRM for Marketing: Leveraging External Data for Marketing Goal: Easily integrate multiple data sources to support more accurate marketing campaigns Easily leverage data from multiple internal and external sources Third-party lists, legacy databases, billing systems, and more Import large amounts of data easily and at non-peak hours Key Capabilities in Microsoft Dynamics CRM 4.0 Easy to use Data Import Wizard Web services interfaces for bulk data import Intra-team and cross-team workflow
Microsoft Dynamics CRM for Marketing: Coordinated Campaign Planning Goal: Enable consistent campaign planning within or across teams and regions Support for complex cross-group and cross-region campaigns Configurable workflow to coordinate campaign process steps Ability to coordinate with external planning/execution vendors Key Capabilities in Microsoft Dynamics CRM 4.0 Multi-language, multi-currency, and multi-time zone support Numerous UE enhancements in Office and Outlook Campaign and Quick Campaign enhancements Presence integration for real-time communication Email management enhancements
Microsoft Dynamics CRM for Marketing: Effective Reference Management Goal: Manage key marketing and sales references to better match to activities and to avoid overuse Manage reference information consistently across the organization Enforce consistent workflow process for reference usage, including rules to prevent the excessive use of specific references Score and rank references based on impact, and match references to fit specific prospect or campaign needs Key Capabilities in Microsoft Dynamics CRM 4.0 Intra-team and cross-team workflow Easy-to-use Report Wizard for flexible reporting and analysis
Microsoft Dynamics CRM for Marketing: Ensuring High Quality in Marketing Data Goal: Maintain clean and consistent marketing data that enable accurate prospect/customer targeting Easily import legacy and third-party data Identify, merge, and purge duplicate data Enforce customer data privacy and contact preference policies Key Capabilities in Microsoft Dynamics CRM 4.0 Integrated data migration tools Batch/bulk operation support Real-time data de-duplication and data cleansing capabilities
Microsoft Dynamics CRM for Marketing: Real-Time Marketing Insight Goal: Deliver real-time marketing insight and analysis across campaigns and interaction channels Enable business users to easily create reports without IT involvement Share, edit and store reports across teams and regions Adjust campaigns easily based on reports and analysis Clearly measure success of marketing programs Key Capabilities in Microsoft Dynamics CRM 4.0 Easy-to-use Report Wizard for flexible reporting and analysis Ability to report on custom entities and across multiple entities Multi-language reporting options Improved mail-merge functionality
Additional Customer Quotes We chose Microsoft Dynamics CRM because it s a flexible tool that integrates easily with other systems. It also provides a familiar interface and is easy for our employees to learn and use. Cold Stone Creamery Microsoft helps us understand not only our own capabilities, but also new opportunities we can present to clients Jones Lang Lasalle One of the things that really attracted us to Microsoft CRM is that, combined with Microsoft Outlook, it s just like one product. In anything else, you d be duplicating efforts in two separate products. Whistler Tourism
Top 5 Reasons to Choose Microsoft for Marketing Automation Microsoft Dynamics CRM delivers: Seamless tracking of customer communications Cross-channel, workflow-driven marketing processes Easy collaboration with inside & field sales processes Superior data import and cleansing tools Business intelligence tools geared for the marketing user
