intergen twilight - empowering marketing and sales using crm and clickdimensions
DESCRIPTION
Marketing automation solutions help organisations better understand and target prospective customers, providing email marketing, web tracking, form capture, surveys and more.ClickDimensions is an email marketing and web analytics add-on for Microsoft Dynamics CRM that joins together marketing automation with your CRM system. Steven Foster, Intergen's CRM Product Manager showed attendees how this single marketing solution can help their organisation's identify who is interested in their products or services, their level of interest and help you take action.He also showed how you can use ClickDimensions with Microsoft Dynamics CRM to identify customers, generate compelling newsletters, deliver rich email content, manage web content with smart forms, create landing pages and surveys and generate qualified leads through intelligent web analytics.TRANSCRIPT
Steven Foster 16th May 2012
Empowering Marketing and Sales
using CRM and ClickDimensions
@FozzyNZ
http://nakedcrm.com
http://www.linkedin.com/in/stevefoster
http://www.intergen.co.nz/blog
Empowering Sales and Marketing
Introduction
Marketing and Sales Woes
What you would like to know as marketing
What is ClickDimensions
Demo
Summary
Topics
Empowering Sales and Marketing
Steven Foster: CRM Product Manager My role is to drive the Microsoft CRM
business, delivery and partner relationships
People call me passionate about CRM and
even an evangelist!
I have been working in the field of CRM for
over 13 years, implemented many CRM and
xRM solutions and have experience across a
broad range of CRM technologies, industries
and countries.
Empowering Sales and Marketing
MARKETING WOES
Marketing and Sales Woes
What is my ROI for that marketing effort?
How many people opened my email, or clicked the link, who were they?
How long did the person spend on my website
What did they look at, what are people interested in
How did they get to my website, who were the referrers
How successful have my online advertising been
I want more call to actions without the headache of manual
I want to manage the content of my emails and landing pages
SALES WOES
How did that Lead find out about us?
What are they interested in?
Have they downloaded anything of interested?
What emails have we sent to them
Have they been looking at the newsletters, do they care, if not why not?
What events have they attended?
Do my contacts care about the emails we are sending them?
What are they are looking at and for how long?
Empowering Sales and Marketing
Imagine a world where …..
You could measure the
direct traffic as a result of an
online ad
Sales would know how a lead found you, what they are interested in, what
they have been looking at
Real time Stats on Email effectiveness
One System to Manage all Marketing
Activity
Subscription Management by area rather than Yes Please or No Thank you
You can create forms and
landing pages and integrate to
CRM with no Developer input You can create forms
and landing pages and integrate to
CRM with no Developer input
You could create appealing
newsletters with relevant content
Traditional Marketer’s Tools
Email Marketing
List ≠ List Campaign ≠ Campaign
Lead (Prospect) ≠ Lead
Basic lead/contact integration; constantly synching, exporting, importing
Surveys
Web Site Analytics
Social Discovery
and/or Monitoring
?
CRM + Email + Analytics + Surveys + Social
Customer Web Site(s)
ClickDimensions on Windows Azure - ClickDimensions API
All Data in One Place - Dynamics CRM data - Email Marketing Data - Web Analytics Data - Surveys, Social
Recipient Inboxes
ClickDimensions Email Marketing
Create HTML Email Templates Send Email to Marketing Lists Trigger Email from workflow Send single emails to Leads and Contacts
Dedicated, Managed Cloud Email Service - Deliverability - Inbox Seed Testing - Return Path Reputation
Monitoring - Sender Authentication (SPF,
Sender ID, DKIM) - Complaint Management -
Feedback Loop - Service Protection
Recipient Inboxes - All open, click and bounce
tracking returned to your CRM - ClickDimensions tracks what
recipients view when they click through to your web site
Marketing Automation
Web Tracking
Campaign Tracking
Landing Pages
Email Marketing
Social Discovery
Nurture Marketing
Lead Scoring
Form Capture
Search/Advertising
API (with Event and eCommerce Tracking)
Surveys
Subscription Management
Making the Visitor Connection
Anonymous Visitors
ClickDimensions
tracks all web site
visitors and their
activity
Identified Organizations
ClickDimensions
discovers the
organizations from which
visitors are browsing
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
Lets see it in Action…
Empowering Sales and Marketing
So how did you find it?
Empowering Sales and Marketing
Deep Dive Twilight Stats
•Managing Events
Email Templates
•Free Form and Block Editor
Sending emails
•Test, Inbox Preview
•Delivery Statistics
Web Content
•Forms and Surveys
•Landing Pages
Web Analytics
•Who is looking at what
Empowering Sales and Marketing
Empowers Marketing to deliver insightful information that generates Leads
Provides the tools that marketing needs to deliver and measure ROI
Build upon Dynamics CRM marketing Foundation
For the standard package, it only costs around 4 days of developer effort per year, you could not build website form integration in that time
In Summary …
Questions
@FozzyNZ
http://nakedcrm.com
http://www.linkedin.com/in/stevefoster
http://www.intergen.co.nz/blog
Thank You
