“With Microsoft Dynamics CRM we were able to dramatically improve our segmentation and targeting, streamline our campaigns and significantly increase our lead conversion rate.”
FAMILIAR: MARKETING THAT IS NATURAL AND PERSONAL Native Outlook Experience: Improve efficiency by centrally managing email messages, appointments, tasks, contacts, and customer information right from within Microsoft Outlook.
Improved Data Management: Expedite data import jobs and improve data quality with the easy-to-use Data Import Wizard and embedded data cleansing capabilities.
Microsoft Office Productivity: Increase productivity with the many embedded Microsoft Office features such as Excel® export/import, real-time data filtering, and contextual ribbons.
CHRIS COOK Director of Database Marketing Portland Trail Blazers
Pinpoint Segmentation: Identify high-probability prospects and instantly create targeted marketing lists with powerful segmentation tools and conditional formatting rules.
Quick Campaigns: Enable your sales and marketing staff to rapidly create impromptu campaigns by using pre-built campaign templates and the guided Quick Campaign feature.
Simplified Communications: Simplify your communications with built-in mail-merge capability, email templates, and one-click conversion of email messages.
“With Microsoft Dynamics CRM, we can ensure that no leads fall through the cracks. And with more efficient and more targeted marketing, we’re better equipped to turn leads into loyal, long-term customers.”
NIKOS PAPAGAPITOS Manager of Technological Development and Special Projects Travel Dynamics International
INTELLIGENT: INFORMATION THAT IS INSIGHTFUL AND ACTIONABLE Campaign Life Cycle Management: Define and track campaign budgets, tasks, activities, and collateral with holistic campaign management capabilities.
Intelligent Lead Management: Seamlessly track lead details across the organization, zero in on high probability leads, and instantly route them to the most appropriate resource.
Streamlined Processes: Simplify lead qualification, budget approvals, and follow-up actions with flexible workflows and guided dialogs.
Holistic Response Tracking: Drive closed-loop campaign execution by easily tracking responses and converting email responses to leads or opportunities with just a click.
Real-Time Insight: Track key performance indicators (KPIs) and better articulate marketing return on investment with real-time dashboards, pre-built reports, and inline data visualization.
Comprehensive Goal Management: Instantly track key goals like lead generation, lead conversion, and response rates against pre-defined goals for greater insight.
CONNECTED: MARKETING THAT IS INTEGRATED AND COLLABORATIVE Permission Marketing: Streamline your permission marketing efforts through automatic tracking of opt-in/opt-out preferences and the Internet Lead Capture feature.
Insightful Connections: Uncover new leads, identify influencers, and better understand social trends with the Connections feature and the Social Connector.
Centralized Document Management: Fast-track the creation of marketing plans, campaign collateral, and other documents with comprehensive document management capabilities.
“With Microsoft Dynamics CRM, we were able to match sales to leads 25% faster, and report on campaign results and ROI in real time.”
JOHN JOHNSTON Marketing Manager Volvo
Improved Collaboration: Foster greater team collaboration and improve campaign relevancy with powerful teaming capabilities and real-time communication tools.
Seamless Event Management: Improve the effectiveness of marketing events and easily track attendee data with built-in event management capabilities.
Mobile Productivity: Access campaign information, marketing budgets, and other information using any web-enabled mobile device or through the built-in offline capability.
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