Microsoft
Dynamics CRM
Marketing
Automation
Deliver
impactful marketing campaigns and consistent communications with
Microsoft Dynamics
CRM 4.0 for Marketing
Provide marketing professionals with robust data cleansing and
segmentation tools, leading campaign management features, and
insightful marketing analytics to increase the effectiveness of
marketing programs, improve efficiencies, and better track key
metrics. Microsoft Dynamics CRM 4.0 business software provides a
holistic, comprehensive set of marketing capabilities so you can
target your customers effectively.
Microsoft Dynamics CRM 4.0 for Marketing
Plan More
Proactively
Transform customer
information into clear, actionable knowledge thanks to deep
analytics that enable your company to respond quickly to changing
customer preferences and emerging market opportunities.
Gain a Clear View of
the Customer
Gain a clear,
360-degree view of the customer with access to deep segmentation
based on comprehensive customer, sales, and demographic information.
Get Your Marketing
Mix Right
Use reporting and
analysis features to evaluate the performance of your print, e-mail,
online, and other marketing efforts so that you can concentrate on
your most effective marketing channels.
Manage Work More
Easily
Provide your
marketers with customer relationship management (CRM) functionality
as a natural extension of Microsoft®
Office Outlook®
2007, so they can
manage customer e-mail, appointments, tasks, and contacts from a
single business application. Create marketing communications quickly
with Microsoft Office Word 2007 Mail Merge.
Execute Smarter
Campaigns
Use intelligent list
and segmentation features to reach prospective customers, retain
existing customers, and transform successful campaigns into
templates that can easily be re-used.
Get Real-Time
Visibility
Take advantage of deep reporting and analysis capabilities to track
response rates, measure interest levels, and monitor costs for every
campaign and activity in real time.

Design, execute and track campaigns
effortlessly using customizable templates.
Enable Proactive Offers
Use a holistic view
of each customer’s preferences, relationships, and buying history to
anticipate their future needs, make effective cross-sell and up-sell
offers, and enhance customer loyalty.
Develop Lists More Efficiently
Create lists:
Automatically create
static or dynamic lists based on accounts, contacts, or leads. Use
Advanced Find to identify potential customers based on a wide range
of user-specified criteria. Import lists while ensuring accurate
data capture using the Data Import Wizard
Complete tasks in bulk:
Import data and
leads in bulk at non-peak operating hours for optimal system
performance with enhanced support for batch operations.
Improve data accuracy:
Automatically detect
and remove duplicate records in your lists to improve response rates
and campaign performance. Easily define rules to correctly handle
duplicates.
Manage permission-based marketing:
Make sure your list
is based on customer permission from the start with native
opt-in/opt-out tracking for all contact records to avoid wasted
cycles and improve response rates.
Manage Campaigns Better
Manage the campaign life cycle:
Define tasks,
activities, and marketing materials for the entire campaign life
cycle. Create budgets and define follow-up activities for
respondents and non-respondents.
Enhance brand value:
Collaborate across teams and business units to maintain and enhance
the consistency and power of your brand.
Work in a familiar user interface:
Automatically synchronize e-mail messages, tasks and contact details
through seamless integration between Office Outlook 2007 and
Microsoft Dynamics CRM. Quickly create and send communications using
Office Word 2007 Mail Merge, and manage mail merge templates from
anywhere in the world through a Web-based interface.
Track responses:
Drive closed-loop
campaign execution by tracking responses to every campaign activity.
Convert e-mail responses to leads or opportunities, qualify leads,
and do much more with just a few clicks.
Monitor results:
Generate detailed
real-time performance reports that track key performance factors
including return on investment, response rates, and cost per
response.
Launch Campaigns Quickly
Plan and execute campaigns:
Use predefined
system templates for future re-use in campaigns, or create new
campaigns from scratch. Schedule campaign activities to be performed
immediately or at specific times in the future, and launch campaigns
anywhere in the world with strong multi-lingual and multi-currency
capabilities.
Communicate clearly:
Create
professional-looking e-mail templates and effortlessly launch
mail-merge-based communications. Intelligently convert e-mails into
contacts, leads, and opportunities automatically according to rules
you set up.
Define activities:
Choose activities for a campaign, such as e-mail messages, phone
calls, faxes, or meetings, and assign them to appropriate people.
Turn Leads into Opportunities
Improve lead handling:
Easily distinguish
new prospects from existing customers and promote qualified leads to
new opportunities with a single click.
Route leads automatically:
Automatically
deliver the right lead to the right person according to product,
territory, dollar amount, or any other criteria based on workflow
rules that you define.
Uncover hidden opportunities:
Intuitively track relationships between customers, prospects,
influencers and suppliers so you can uncover new opportunities.
Understand and leverage complex business scenarios with enhanced
support for many-to-many relationships.

Track campaign effectiveness, program
activities and much more in one unified screen.
Transform Information into Marketing Intelligence
Identify trends and forecast performance:
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.
Build loyalty:
Take advantage of
the 360-degree customer view to proactively suggest replacements or
renewals, or to just reward frequent customers.
Analyze demographics:
Segment customers by
their demographic profile and spot purchase trends as they develop.
Articulate the ROI of marketing: Create insightful and focused
dashboards for executives and top constituents that adeptly
highlight key marketing metrics and performance indicators and drive
home the value of marketing programs.
Microsoft Dynamics CRM
MS
CRM
MSCRM
Dynamics CRM
Microsoft CRM Consultants
GoldMine Corporate Edition
GoldMine Premium Edition
Sales Force Automation
Marketing Automation
Customer
Service Automation
Document
Management
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For More Information: |
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RB Data Services
1565 North Rim Court,
Suite 287
San Diego, CA 92111
858-541-1820
info@rbdata.com
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