Dynamics 365, AX, NAV, GP, CRM - Microsoft …Dynamics CRM Basic lead/contact integration Constantly...

www.clickdimensions.com | +1 888.214.4228 | [email protected]


• Some interesting facts about your prospects

• The Modern Marketers Persona

• What is Marketing Automation, and why should I care if it integrates with CRM?

• A little information on ClickDimensions

• Email Marketing

• CASL compliance with ClickDimensions

• Website tracking

• Web content, conversion tracking, and lead nurturing


90%

Today’s buyers are anywhere from two-thirds to 90% of the way through the buying process before they reach out to a vendor (Forrester Research)

50% of qualified leads are not ready to purchase immediately (Gleanster Research)

Companies that excel at lead nurturing generate 50% more sales-ready leads at 33% lower cost (Forrester Research)


Influences IT budget

Knows and uses CRM

Takes ownership of prospect and customer data

Tracks critical points for segmentation

Knows value of each lead and can track ROI

Closes the gap between sales and marketing by providing usable data


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

Form Capture Surveys Landing Pages Social Discovery Integrations (GoToWebinar)

Training & Support


Microsoft Dynamics CRM

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


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

ClickDimensions on Windows Azure

ClickDimensions API

Customer Website(s)


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

Form Capture Surveys Landing Pages Social Discovery Integrations (GoToWebinar)

Training & Support

Dynamics 365, AX, NAV, GP, CRM - Microsoft …Dynamics CRM Basic lead/contact integration Constantly...

Documents

Transcript of Dynamics 365, AX, NAV, GP, CRM - Microsoft …Dynamics CRM Basic lead/contact integration Constantly...