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Microsoft Dynamics CRM Marketing


Easily track your campaigns and return on investment (ROI) with one tool.


Pinpoint your marketing efforts

  • Use natural language queries to instantly segment customers or prospects
  • Create highly targeted lists and associate them with campaigns
  • Set up personal or public data views for reuse
  • Easily share target lists with colleagues or vendors
  • Export lists into multiple formats for bulk e-mail or direct-mail communications


Streamline campaign planning

  • Plan and track activities, tasks, budgets and details for each marketing activity
  • Save time and money with reusable campaign templates
  • Set up product catalogs, price lists and discounts for optimal offers
  • Use predefined workflows to streamline approval


Simplify campaign execution

  • Initiate and distribute campaigns and communications instantly
  • Use embedded Mail Merge capabilities to instantly send mass emails
  • Manually or automatically assign tasks or leads to individuals or groups
  • Create rules to trigger responses based on customer interest


Manage events efficiently

  • Track and manage all event and customer details on one central platform
  • Holistically manage event planning and execution from beginning to end
  • Track details related to venues, rooms, event sessions, speakers and sponsors
  • Track key metrics and measure the return on investment to optimize future events


Automate workflows

  • Boost productivity with personal, team, or organizational workflows
  • Dynamically assign tasks to the right person using configurable rules
  • Accelerate approvals using predefined workflows
  • Automate actions with triggers based on events, time, or business logic
  • Set alerts and reminders of campaign milestones to inform appropriate people


Mobile Express for Microsoft Dynamics CRM

  • Access customer data from any Web-enabled device anywhere, anytime
  • Track budgets and push through approvals while on the road
  • Update campaigns and leads on the fly
  • Analyze responses, leads, and campaign ROI with rich offline reporting


Gain insights for decision making

  • Measure your marketing success with key performance indicators (KPIs)
  • Track key campaign indicators with built-in reports
  • Identify trends and allocate resources with powerful predictive analytics
  • Use robust data cubes for trending analyses
  • Proactively create offers with 360-degree customer views


Integrated Social Listening

If your company isn’t on social media, it should be. Customers and prospects are turning to Facebook, LinkedIn, Twitter and the like to find out more about your business and its brand. Keeping an eye on what people are saying about you, good and bad, is vital to maintaining a positive brand identity and great customer service. With CRM’s social listening feature you can easily analyze what people are saying and track conversations about products, brands, competitors and campaigns.


Internal Process Automation

Keep your entire marketing team on track by designing approval processes and tracking the status of tasks and deadlines.

Marketing feature overview in Microsoft Dynamics