Marketing

Microsoft Dynamics CRM Marketing Features

Optimize your marketing efforts using the familiar and intelligent marketing capabilities of Microsoft Dynamics CRM business software. Use flexible segmentation tools, intuitive campaign management features, robust workflows, and insightful analytics to increase the effectiveness of your marketing programs.

Maximizing Your Marketing Impact

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Enable Marketing Throughout Your Entire Organization

• Improve efficiency by centrally managing email messages, appointments, tasks, contacts, and customer information right from within Microsoft Outlook.
• Expedite data import jobs and improve data quality with the easy-to-use Data Import Wizard and embedded data cleansing capabilities.
• Increase productivity with the many embedded Microsoft Office features such as Excel export/import, real-time data filtering, and contextual ribbons.
• Identify high-probability prospects and instantly create targeted marketing lists with powerful segmentation tools and conditional formatting rules.
• Enable your sales and marketing staff to rapidly create impromptu campaigns by using pre-built campaign templates and the guided Quick Campaign feature.
• Simplify your communications with built-in mail-merge capability, email templates, and one-click conversion of email messages.
• Define and track campaign budgets, tasks, activities, and collateral with holistic campaign management capabilities.
• Seamlessly track lead details across the organization, zero in on high probability leads, and instantly route them to the most appropriate resource.
• Simplify lead qualification, budget approvals, and follow-up actions with flexible workflows and guided dialogs.
• Drive closed-loop campaign execution by easily tracking responses and converting email responses to leads or opportunities with just a click.
• Track key performance indicators (KPIs) and better articulate marketing return on investment with real-time dashboards, pre-built reports, and inline data visualization.
• Instantly track key goals like lead generation, lead conversion, and response rates against pre-defined goals for greater insight.
• Streamline your permission marketing efforts through automatic tracking of opt-in/opt-out preferences and the Internet Lead Capture feature.
• Fast-track the creation of marketing plans, campaign collateral, and other documents with comprehensive document management capabilities.
• Foster greater team collaboration and improve campaign relevancy with powerful teaming capabilities and real-time communication tools.
• Improve the effectiveness of marketing events and easily track attendee data with built-in event management capabilities.
• Access campaign information, marketing budgets, and other information using any web-enabled mobile device or through the built-in offline capability.