VOlUME 2 MAR KET 6PIECES ADVICEof PEER ING...automation, lead and opportunity management and...
Transcript of VOlUME 2 MAR KET 6PIECES ADVICEof PEER ING...automation, lead and opportunity management and...
KETMAR
INGVISIBILITYPractical aDVicE from peers and industry experts on solving critical issues.
Gaining better visibility into
marketing campaigns
6ADVICEof PEERPIECES
NOTES FROMTHE FIELD
VOlUME 2
Marketing teams are engineered to be
creative, but all too often they get tied
down with administrative tasks required to
execute campaigns and to measure success.
Marketers should be focusing on attracting
new customers and retaining the ones they
have.
MARKETING VISIBILITY
The right tools can allow marketers to easily
plan, create, manage, and execute campaigns,
while ensuring the right people are on
the right tasks. With Microsoft Dynamics
CRM, companies can have the insight they
need to better understand their customers
while at the same time, understanding the
effectiveness of their marketing investments.
WhAT IS “NoTES fRoM ThE fIElD”?
To help organizations with some key issues,
Columbus has asked our customers and
industry experts, “What advice would you
give your peers to gain better visibility into
your marketing campaigns using Microsoft
Dynamics crM?” Our customers, employees,
analysts, consultants and partners from all over
the globe have provided feedback directly to
Columbus or via our social media channels to
give their “Notes from the Field.” We received
hundreds of responses which were distilled into
this document that we hope you will find useful
and interesting.
NOTES FROMTHE FIELD
What advice would you give your peers to gain better visibility into your marketing campaigns?Q:
Create dashboards to display
marketing campaign results. This
allows sales to see all leads that
are coming in and where they are
coming from, quickly and easily.
account executive, United States
“ Permission based marketing allows you to make sure you are marketing to the right people by tracking opt-in/opt-outs.“
marketing manager, United Kingdom
“ Utilize a system that can help you track all of the data. Having one system that can provide marketing automation, lead and opportunity management and campaign management will allow marketers to see campaign results from end to end.”
marketing Director, United Kingdom
An e-mail marketing tool is a
must. ClickDimensions is one
of the best solutions out there
and makes creating and sending
e-mails extremely simple. It tracks
everything from e-mail clicks, to
page views, to form submittals,
and much more. It has truly
changed the way companies
communicate with customers.
vice presiDent of sales, United States
Build targeted lists to segment your marketing.
marketing manager, Norway
“ A fully automated system can provide you with reports so you can understand your cost per lead, cost per opportunity and identify trends as to what types of marketing is most profitable, something that can be very hard to track and identify if all of the information resides in different systems.“
marketing manager, United Kingdom
Columbus is widely recognized as a global leader in maximizing efficiency and business performance. With deep industry expertise we know how to make our clients more successful by adapting and implementing proven Microsoft-based solution sets for immediate business impact.
By upgrading to a Columbus end-to-end business application you will gain real time access to accurate business details and full control over every aspect of your operation, so you can adjust to changing business environments.
Our proven SureStep+ process and unique solution sets ensure a faster and less expensive implementation of truly flexible and future-safe ERP, CRM, BI and related business applications that deliver competitive advantage. By clearly scoping projects and phases Columbus enables clients to grow continually adapting their solutions to realize value and justify the technology investment.
technology solutionsMicrosoft Dynamics CRM
Microsoft Dynamics AX
Microsoft Dynamics GP
Microsoft Dynamics NAV
Business Intelligence
SharePoint and Development Services
Columbus Advanced Discrete Manufacturing Solutions
Columbus Business Integration Solutions
Columbus rapidValue
Columbus Supply Chain Solutions
Columbus food and Beverage Solutions
Columbus Add-on Modules for Microsoft Dynamics AX
HOW CAN COLUMBUS HELP?
We can help you streamline processes to optimize your business performance in a
professional and pragmatic way. By upgrading to a Columbus end-to-end business
application you will gain real time access to accurate business details and full
control over every aspect of your operation, so you can adjust to changing
business environments.
power your marketing proDuctivityFor organizations that want to optimize marketing efforts, Microsoft Dynamics CRM provides a holistic, comprehensive set of marketing capabilities so you can target your customers effectively. With robust data cleansing and segmentation tools, leading campaign management features, and insightful marketing analytics, Microsoft Dynamics CRM increases the effectiveness of marketing programs, improves efficiencies, and tracks key metrics.
capabilities
MICROSOFT DYNAMICS CRM
PLANNING & BUDGETING
DATA AND LIST MANAGEMENT
MARKETING ANALYTICS
CAMPAIGN MANAGEMENT
• Create daily, weekly, monthly, quarterly, annual, fiscal, or seasonal budgets.
• Never re-key expenses, revenue, purchase orders, media orders or bookings.
• Update and consolidate budgets by multiple users. LEAD TRACKING
• Promote qualified leads to new opportunities with a single click.
• Deliver the right lead to the right person based on workflow rules that you define.
• Understand and leverage complex business scenarios with enhanced support for many-to-many relationships.
• Automatically create static or dynamic lists based on accounts, contacts, or leads.
• Import lists while ensuring accurate data capture using the Data Import Wizard.
• Automatically detect and remove duplicate records to improve response rates and campaign performance.
• Manage customer permissions with native opt-in/opt-out tracking.
• Introduce new products and services efficiently, and improve up-sell and cross-sell opportunities.
• Allocate marketing resources based on a clear understanding of trends and opportunities.
• Segment customers by their demographic profile and spot purchase trends as they develop.
• Create insightful and focused dashboards that highlight key marketing metrics.
• Define tasks, activities, and marketing materials for the entire campaign life cycle.
• Drive closed-loop campaign execution by tracking responses to every campaign activity.
• Create and send professional-looking e-mail communications.
• Convert e-mail responses to leads or opportunities.
Deliver impactful marketing
campaigns and consistent
communications.
A big tHaNK YOU to everyone who has contributed to the Notes from the Field including:
Brian Dewulf. richard riddle, lori McKienzie, lauren radlick, leah liinangi, chris Green, Devan andrzejewski, Jennifer Mislinski, Bill anderson, Ellen Hoefste, Vince lopiccola, thomas Hauge.
WANT TO KNOW MORE?For more information on Columbus, including case studies, videos and white-papers, visitwww.columbusglobal.com/us
The Columbus CRM Notes From The Field Series:
Volume 1Increasing Sales
Volume 2Marketing Visibility
Volume 3Plant Maintenance
Volume 4Service Management
For more information on Columbus, our clients’ experiences and our solutions, please visit www.columbusglobal.com
’Columbus’ is a part of the registered trademark ‘Columbus IT’
ABouT ColuMBuS:
Columbus is the preferred business partner for ambitious companies worldwide.
We exceed 20 years of experience and 6,000 successful business implementations,
and we’re proud to offer our customers solid industry know-how, high performance
solutions and global reach.