Get a CRM solution that is flexible, easy to use, and engineered to fit your business. Transform every touchpoint into a marketing opportunity and harness the undiscovered potential within your customer base. With Microsoft Dynamics CRM, you can market more effectively, improve productivity, and gain actionable insight.
Data
| Manage your data effectively |
- Effortlessly import data from other sources into Microsoft Dynamics CRM
- Use predefined data-mapping rules or create new ones on the fly
- Confirm data import status with automatic e-mail notification
- Intelligently cleanse your data to eliminate duplications and decrease your cost per engagement (CPE).
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Segmentation
| 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
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Planning
| Streamline campaign planning |
- Plan and track activities, tasks, budgets, and details for each marketing activity
- Tailor messages and offers to highly targeted lists
- Save time and money with reusable campaign templates
- Set up product catalogs, price lists, and discounts for optimal offers
- Use predefined workflows to streamline approvals
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Execution
| Simplify campaign execution |
- Initiate and distribute campaigns and communications instantly
- Use embedded Mail Merge capabilities to instantly send mass communications
- Manually or automatically assign tasks or leads to individuals or groups
- Create on-the-fly campaigns with the Quick Campaign Wizard
- Create rules to trigger responses based on customer interest
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Events
| 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
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Response
| Improve response management |
- Capture and store responses and leads in one place for easy tracking
- Score responses using predefined algorithms
- Instantly assign leads with full interaction history to the right sales person
- Track responses across communications channels, linking them to campaigns and lead sources
- Convert responses to leads and opportunities with a few mouse clicks
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Internet Marketing
| (Microsoft Dynamics CRM Online only) |
- Track, manage, and optimize search-engine marketing efforts
- Improve data quality by routing leads to a lead-staging area
- Identify the revenue impact of each keyword
- Research and purchase keywords, and then optimize bids for the highest placement
- Create landing pages and data forms without any coding
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Productivity
| Extend value with Microsoft Office |
- Use Microsoft Dynamics CRM within Microsoft Office Outlook to be more productive
- Eliminate redundant e-mail tracking through Office Outlook synchronization
- See co-workers' availability with the presence feature
- Create documents and mail-merges with embedded Office Word capabilities
- Add Office Outlook contacts to marketing lists with a few mouse clicks
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Workflows
| 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
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Mobility
| Mobile Express for Microsoft Dynamics CRM-Technical Preview |
- Access customer data from any Web-enabled device anywhere, anytime
- Track budgets and push through approvals while on the road
- Update or create campaigns on the fly
- Update, qualify, or assign leads while on the road
- Analyze responses, leads, and campaign ROI with rich offline reporting
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Analytics
| 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
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