esavvy marketing automation in microsoft dynamics crm

www.eSavvy.com.au

Marketing Automation with Microsoft Dynamics CRM &

Click Dimensions

Marketing Automation with Microsoft Dynamics CRM

Marketing Automation with Click Dimensions

Email Marketing Web Tracking Lead Scoring Nurture Marketing SMS Messaging Campaign Tracking

Form Capture Surveys Landing Pages Social Discovery Integrations (GoToWebinar)

Training & Support

Email Marketing

Drag and DropSimpleDrag-And-DropAdvanced Image Editing

Block EditorSimpleWizard-drivenNo HTML involved

Freestyle EditorMediumVery flexibleOptional ability to edit HTML

Custom HTMLAdvanced100% control of HTML

4 Editors to Create Email

WorkflowSend from any CRM workflow process

SingleSend any template directly from a lead or contact record

BulkSend to any combination of leads, contacts, accounts and/or marketing lists

3 Ways to Send Email

Create Email

Create Marketing Campaign

Link Email To Marketing Campaign

TO TRACK RESULTS

Create Marketing List

TO SEGMENT YOUR TARGET AUDIENCE

NEW – Drag and Drop Editor

NEW – Drag and Drop Editor – Image Editor

Block editor

No HTML knowledge needed!

Block editor

Block editor - Result

Free Style Editor

Custom HTML Emails

Upload HTML or HTM Files

Sites with free HTMl email templates:

100+ free templates from Campaign Monitor

Free template examples from Mail Chimp

Free templated from Benchmark Email

FreeEmailTemplates.com

TIP!

137% increase in open rate from personal note approach

Marketing Sherpa Blog, November 27th, 2012

Personalised Emails

Social Sharing

Share

Share

Social Sharing Statistics

Dynamic Content Based on Your Audience

Email Statistics

Email Statistics – Open Rate, Click Rate

Email Statistics – Clicks Report

Email Statistics – Clicks Report

Emails sent as part of the campaign

Export files (CSV, PDF, etc),

Individuals’ Email Statistics

Score

Tip:

Increase a Lead or Contact’s Score via CRM Workflow

Email Statistics – Click Heat Map

CRM Dashboards – Overall Performance

Test Emails

Test In Your Inbox

Spam Assassin Report

Inbox Preview

A/B Split Test

Distribute Emails - Subscriptions

Add Recipients

- Marketing List/s

- Contact/s

- Account/s

Or combinations of all

Schedule When to Send Email

Send Now

VS.Send on a particular date and time

Trigger Auto Emails

Nurture Program

CRM Workflow

Manage Your Email Subscriptions

VS.

Generic Unsubscribe

Managed Subscriptions

Managed Subscriptions

A Subscription List can contain many Marketing Lists

Manage Bounced Emails

SMS / Text Messaging

Bulk SMS

Personalised SMS

SMS Statistics

Nurture Marketing

Nurture Program

Tip: Use CRM Workflows to create other

nurture conditions and rules

Website tracking and scoring

Anonymous Visitors

ClickDimensions tracks allwebsite 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

Maiking the Visitor Connection

Visits from search engines

Track Your Online Ads

Track Links to Files and External Websites

• Track all clicks from your site to a partner site

• You want to create a landing page where clicking on a PDF file is considered a conversion (instead of completing a web form)

• Track all clicks to links on your corporate overview PPT file or PDF data sheet

• Automatically trigger an email to be sent to someone who downloaded a certain file or files on your web site

• Track every time a visitor clicks on your link to a certain file; even if that file is not on your web site

make sure that the link is absolute – complete URL

Track clicks on links from Outlook emails

Individual Tracking Summary – Profile View

Web Content Landing Pages, Forms, Surveys

Landing pages

LP – Block Editor

Surveys

Drag and Drop designer for Surveys and Forms

Surveys with Skip Logic

After Survey Actions

CRM WORKFLOWS

Forms

Event Registration

After Registration Actions

www.eSavvy.com.au

eSavvy – Microsoft Dynamics CRM Gold Certified Partner

1300 799 723 info@esavvy.com.au www.eSavvy.com.au

Contact Us If You Are Interested In Improving Your Marketing Activities