marketing automation in dynamics crm with clickdimensions
DESCRIPTION
Slidedeck used for an interactive OneCafé at Orbit One Ghent. The presentation touches on four important ingredients of a marketing automation solution. The solution presented is Microsoft Dynamics CRM combined with ClickDimensions. http://www.orbitone.com http://www.clickdimensions.comTRANSCRIPT
www.orbitone.com
Orbit One BVBARaas van Gaverestraat 83B-9000 GENT, BELGIUM Website www.orbitone.com
E-mail [email protected] Tel. +32 9 330 15 00VAT BE 456.457.353Bank 442-7059001-50 (KBC)
Dries Vandenhoeck21 June, 2011
OneCaféMarketing Automation with Dynamics CRM 2011 and ClickDimensions
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Dries Vandenhoeck
Project Manager at Orbit OneTechnology
Dynamics CRM SharePoint
Contact Mail: [email protected] Twitter: @DriesVDHoeck LinkedIn: http://www.linkedin.com/in/driesvandenhoeck
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Who is Orbit One?
18 passionate web & IT professionalsBased in GhentSince 1995Strong believers of the New World Of WorkMission:
“Optimize your communication & collaboration by using internet technologies.”
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Services
Advice, design, implement and maintain:
Information websitesSelf-Service portals, online forms, payments
Intranet & document managementFacebook for the enterpriseCRM - Contact ManagementUnified MessagingSocial integration & e-mail marketing
Custom development
Experts in
WEBSITE CMS
5
IntroductionEmail Marketing (Break)Web Tracking & Form
capturingLead ScoringTips & TricksDrinks, fingerfood &
networking
Agenda
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1. How to send mass emails
2. How to measure opens & clicks in emails
3. How to track website visits
4. How to capture data from forms on your website
5. How to recognize quality leads
What you’ll learn
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EMAIL MARKETING
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Generate more businessKeep existing contacts informedAttract talented people
Why email marketing?
Honey pot model
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WebsiteVisitor CRM
Communicate
?
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What is a CRM platform?
Customer
Relationship
Management
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What is ClickDimensions?
Add-on for Microsoft Dynamics CRM 2011Compatible with the CRM on-premise and CRM onlineComplete solution for:
Email marketing Web tracking Form capturing Lead scoring
Starting at € 262/month ($ 375/month)
Orbit One is preferred Belgian ClickDimensions Partner
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Your Experiences
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Does your company send bulk emails?
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Bulk email in Microsoft Dynamics CRM
Sent from OutlookNo statistics
Small volume
IN THE BOX
External solutionExport/import
No stats in CRM
External solutionwith CRM integration
Users CRM contact dataExport/import
No stats in CRM
ClickDimensionsBuilt for Dynamics CRM
Embeded in CRM
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16 Marketing Automation with Dynamics CRM 2011 and ClickDimensions10 April 2023
No export or synchronization of contactsUp-to-date contact informationReports & overviewsCapture user data into your CRM environment (no duplication)Technical simplification (only 1 platform to maintain)
Benefits : email marketing in CRM
Dynamic Content Emails
Easily send marketing emails using Microsoft Outlook
OutlookCast
Single Email Sends
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Break
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WEB TRACKINGFORM CAPTURING
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Know what content is hotWho is visiting and what are they visiting?Does your website meet your goals?
Why should you track visits on your website?
Honey pot model
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Forms
WebsiteVisitor CRM
Clicks
Communicate
Social mediaBlogs
Search engines?
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Your Experiences
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Are you tracking visits to your website?
Do you use forms on your website?
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Tracking and form submits on contact/lead levelStatistics and 360° view (on contact level) in CRMPinpoint problematic area’s of your website
Benefits: Web tracking / Form capturing in CRM
Online Ad Tracking
ClickDimensions Form and Survey Builder
LEAD SCORING
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Know who shows interest in what you doSegment your visitors by interestKnow how & when to interact
Why should you rate the actions of your visitors?
Honey pot model
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Forms
WebsiteVisitor CRM
Clicks
Communicate
Score Count
!
Score adds up
Qualified lead
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Your Experiences
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How do you know when a visitor or contact becomes a qualified lead?
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Valuable leads emerge proper opportunitiesProfile overview shows history of interactionsAssociates interactions of anonymous with contact/lead
Benefits: Lead scoring in CRM
TIPS & TRICKS
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Tips & Tricks
Categorize your contacts in CRMSend specific emails depending on categorizationCreate landing pagesStructure your websiteList building
Other use case: Job opening / attract talent Check-in email
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What we covered in this OneCafé
Sending effective email marketingTracking email marketing resultsTracking website visitors & form submitsScoring leads
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Conclusion
ClickDimensions and CRM combined: Added value for your data in CRM Embedded in 1 platform for customer data Easy to implement and use Affordable solution
What’s next?
Give me a call to Buy or upgrade to Microsoft Dynamics CRM 2011
Install ClickDimensions Ask for our advise and expertise for the implementation
… but let’s have some drinks first!
Contact Mail: [email protected] Phone: 09/330.15.38 Twitter: @DriesVDHoeck LinkedIn: http://www.linkedin.com/in/driesvandenhoeck
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