Marketing Microsoft Dynamics CRM
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Marketing involves communicating the value of a product or service to customers. There are two types of marketing lists in Microsoft Dynamics CRM: static and dynamic. A static list contains contacts added manually, while a dynamic list automatically adds and removes contacts based on filtering criteria. Campaigns are coordinated efforts to promote products or services, and involve planning activities, campaign activities, responses, and literature. Quick campaigns allow targeting audiences with a single activity like an email.
Marketing Microsoft Dynamics CRM
- 1. Marketing
- 2. What is Marketing ? Marketing is the process of communicating the value of a product or service to customers, for selling that product or service.
- 3. Marketing Account Contact Lead Marketing List Campaign Quick Campaign Sales literature
- 6. Marketing List In Microsoft Dynamics CRM 2011, list management and the list (marketing list) entity help you create lists of potential customers or existing customers for marketing purposes.
- 7. In Marketing list Contains Two Types Static Dynamics
- 9. A Static marketing list is a snapshot in time. You add the contacts you want in that marketing list depending on certain criteria…and that was it. If a new contact is added to the CRM database you can manually add them to the marketing list, or if the marketing list is no longer relevant to a contact you can manually remove them.
- 17. Dynamic Dynamic marketing lists removes the manual element. You can create a query (e.g. all contacts where their city equals London). This means that any contacts with “City = London” will be added to the list. As you add new contacts to the CRM database, they will automatically be added to the marketing list if they live in London. If a contact moves and the City field in the contact card is updated, then they will be automatically removed from the marketing list.
- 25. Steps Marketing Double Click one Topic from List In the entity navigation pane, click Marketing List Members. Click the Manage Members button to launch the Manage Members dialog box
- 26. Click Use Advanced Find to remove members. Click OK. In the Remove Members dialog box, create a query that checks to see whether the Address1:City field does not contain data
- 28. Click Find to execute the search. Verify that at least one contact is returned in the results. Then, below the results click Remove all the members returned by the search from the marketing list.
- 30. Click Remove from Marketing List to remove all of the contacts returned by the search from the marketing list.
- 32. Just as you can add and remove multiple members to and from a list by using an Advanced Find query, you can also use this same technique to evaluate which members should be kept on a list. The evaluation option provides you with the ability to easily update a marketing list based on a query. This option does not add new members based on the results, but it does remove any members from the list that don’t match the search criteria.
- 33. In the Marketing area, click Marketing Lists. Double-click the Honda CR-V Details created earlier in this article. In the entity navigation pane, click Marketing List Members. Click the Manage Members button to launch the Manage Members dialog box.
- 34. In the Manage Members dialog box, click Use Advanced Find to evaluate members. Click OK. In the Evaluate Members and Update Marketing List dialog box, create the same query used in a previous section to find all active contacts who reside in Honda CR-V Details .
- 36. Click Find to execute your search. Verify that at least one contact is returned in the results. Then, below the results view, click Keep all the members returned by the search from the marketing list.
- 38. Click Update Marketing List to update the marketing list to remove any contacts that do not meet the criteria specified in the Advanced Find results.
- 39. marketing list members are not updated dynamically in the same way that lead, contact, and account records are updated in the system; members stay on the list until you manually remove them. In addition to removing records by using the options discussed earlier, with Microsoft Dynamics CRM, you can remove members from a list individually by using the Remove From Marketing List command.
- 40. In the Marketing area, click Marketing Lists. Double-click the Honda CR-V Details marketing list created earlier in this article. In the entity navigation pane, click Marketing List Members. Without opening the marketing list member record, select at least one member to remove from the list. On the ribbon, click the Remove from Marketing List button.
- 42. A confirmation page appears. In the Remove Members dialog box, click OK to remove the selected member from the list.
- 44. Marketing Microsoft Dynamics CRM’s marketing automation features is campaign management. If you are a Dynamics CRM user, you know that there are two different kinds of a campaigns, the Campaign and the Quick Campaign.
- 45. Campaign Specific activities designed to promote a product, service or business. A marketing campaign is a coordinated series of steps that can include promotion of a product through different mediums (television, radio, print, online) using a variety of different types of advertisements. The campaign doesn't have to rely solely on advertising, and can also include demonstrations, word of mouth and other interactive techniques.
- 47. Leave the default values in the Status Reason, Campaign Type, and Expected Response fields.
- 59. Relating Campaigns You can relate your marketing campaign to other campaigns for reporting and tracking purposes. For instance, assume you have a global branding campaign. The initial branding campaign is comprised of multiple child campaigns, such as a direct mail campaign, an email campaign, and radio and television spots. In Microsoft Dynamics CRM, you can create a campaign record for each and relate all of them to a parent campaign. This allows you to track results for each campaign channel and aggregate multiple campaigns To measure the effectiveness of the entire branding effort.
- 62. Copying Campaign Records Marketing campaigns can be very involved, and for complex campaigns, it can take considerable effort to enter the correct information in Microsoft Dynamics CRM. Campaign templates provide a common starting point for future campaigns and can save you time and duplication of effort when you are creating campaigns.
- 70. Campaign Activities and Campaign Responses
- 76. Associating a Marketing List to a Campaign Activity you associated marketing lists to your campaign. As you might expect, when you create a campaign activity, the marketing lists associated with the campaign are automatically associated with the activity.
- 84. Distributing a Campaign Activity When you have created and associated the appropriate marketing lists with your campaign Activities, You Have Taken The necessary steps to prepare for the execution of the activity. Then, when you are ready to execute the campaign activity, you will distribute the activity. This action will create Microsoft Dynamics CRM activity records that will exist under the account, contact, or lead records specified in the target marketing lists.
- 96. Recording a Campaign Response Using Microsoft Dynamics CRM Online, you can track responses to marketing campaign activities, such as e-mail messages, faxes, direct mail, and more. Campaign responses are records of the responses you've received from potential customers, not automated responses to your potential customers. You can create campaign responses: •Manually. •Convert an existing campaign activity to a campaign response. •Automatically generate responses. •Import campaign responses into Microsoft Dynamics CRM Online from an external file. You can use reports to measure the success of specific activities based on their response rates.
- 105. Quick Campaign Quickly reach a group of customers, such as accounts, contacts, or leads, and boost your sales by using a quick campaign. In Microsoft Dynamics CRM, a quick campaign is a single campaign activity geared toward a targeted audience. Track the success of your quick campaign through campaign responses, and convert the positive responses into new leads, quotes, orders, or opportunities.
- 106. Example Of Quick Campaign When you create a quick campaign, you can specify if you want to create an email, phone call, appointment, letter, or fax campaign. You specify whether you want to own the activities that you distribute, or whether each of the users who own the records in your quick campaign should own the distributed activities. After you finish configuring your quick campaign, Microsoft Dynamics CRM immediately creates and distributes the activity you specified for all of the customers you selected
- 107. Campaign Scenario – Benjamin uses a Campaign to promote his company’s new lawn tools for spring Quick Campaign Scenario – Benjamin uses a Quick Campaign to do follow-up after exhibiting at a trade show
- 109. Planning Activities Campaign Activities Campaign Response Sales literature Connections Audit history Target Product Target Marketing List
- 110. Related Campaigns
- 111. Planning activities are Microsoft Dynamics CRM Online or On-Premises activities that are associated with a specific campaign. Example : Email ,Phone Call ,Fax, Appointment
- 112. Campaign activities are similar to planning activities, but include additional, campaign-specific information, such as budgets and vendor names.
- 113. Campaign responses are a mechanism to track the record of responses which we receive for our campaigns. Once we have created a Campaign and distributed Campaign activities the next step is to track the responses from the target group members
- 114. Campaign Response Types There are four different ways to record Campaign Responses. The method of tracking can vary depending on the type of Campaign
- 115. You can record a response yourself by adding a new campaign response to your campaign. To add new campaign response you can Navigate to Marketing > Click on Campaigns > Open a Campaign > Click on Campaign Responses > Click on Add New Campaign Response.
- 117. An activity record that was created as the result of a campaign can be converted into a campaign response. You can convert activities such as phone call or an e-mail to a Campaign Response.
- 118. If the campaign includes the customer responding via email the message will automatically be converted to a Campaign Response. You can record a campaign response when a customer replies to a campaign e- mail.
- 119. 4. Import Campaign Responses Campaign responses can be imported to Dynamics CRM. If the marketing campaign was conducted outside your organization you may import the campaign responses such as the list of attendees to Dynamics CRM.
- 120. Sales Literature Documents that are created with specific information about products or services and given to customers to help increase sales.
- 121. Click on ‘Sales’ >> Click on ‘Sales Literature’ >> Click on
- 122. Give an appropriate title to your Sales Literature and then select a subject from the look up. You can also specify an Employee Contact from the look up as this will help your sales team to directly contact the designated individual if they require further details about that particular topic.
- 123. Select the type as ‘Sales Literature’. You can also select the expiration date (if there is any) as per your business requirement. Write a brief description about your Sales Literature. Click on ‘Save’ once you finished editing your ‘Sales Literature’ document
- 125. To create a Sales Attachment – Click on ‘Sales Attachments’ >> Click on ‘New Sales Attachment’. Provide a Title to your ‘Sales Attachment’. You can also write the name of the author and keywords. To attach a file – Click on ‘Browse’ and attach the appropriate file and then click on ‘Save’ and Close.
- 127. Fig:2- Sales Attachment's You will notice the Sales attachment has been attached to your Sales Literature. You can add more than one attachment to your Sales Literature.
- 128. Click on ‘General’ tab and then Click on ‘Save’ and Close.
- 129. Products are any items in the product catalog. You can link products to other records, including quotes, campaigns, and cases
- 130. Auditing is sort of like a running history of changes to a field on a particular entity. What this allows you to do is track any changes made to fields, records, or entities by users in your system. For example: if you have Auditing enabled on the Account, and a User updates the Business Phone number, a record of this change will be stored in the Audit History on the record, showing the New Value, the Old Value, and even the Time and Date the change was made, and by which user.