Marketing Automation in Dynamics CRM with ClickDimensions
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Slidedeck used for an interactive OneCafé at Orbit One Ghent. The presentation touches on four important ingredients of a marketing automation solution. The solution presented is Microsoft Dynamics CRM combined with ClickDimensions. http://www.orbitone.com http://www.clickdimensions.com
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Marketing Automation in Dynamics CRM with ClickDimensions
- 1. 21 June, 2011OneCaféMarketing Automation with Dynamics CRM 2011 and ClickDimensions
- 2. 23 June, 2011Marketing Automation with Dynamics CRM 2011 and ClickDimensions2Dries VandenhoeckProject Manager at Orbit OneTechnology Dynamics CRMSharePointContact Mail: [email protected]: @DriesVDHoeckLinkedIn: http://www.linkedin.com/in/driesvandenhoeck
- 3. 23 June, 2011Title3Who is Orbit One?18 passionate web & IT professionalsBased in GhentSince1995Strong believers of the New World Of WorkMission: “Optimizeyourcommunication & collaborationbyusing internet technologies.”
- 4. 23 June, 2011Title4ServicesAdvice, design, implementandmaintain:Information websitesSelf-Service portals, online forms, paymentsIntranet & document managementFacebook for the enterpriseCRM - Contact ManagementUnified MessagingSocialintegration & e-mail marketingCustomdevelopmentExperts inWEBSITE CMS
- 5. IntroductionEmail Marketing(Break)Web Tracking & Form capturingLead ScoringTips & TricksDrinks, fingerfood & networkingAgendaTitle23 June, 20115
- 6. 6Marketing Automation with Dynamics CRM 2011 and ClickDimensions23 June, 2011How tosendmass emailsHow tomeasureopens & clicks in emailsHow totrack website visitsHow tocapture data fromforms on your websiteHow torecognizequality leadsWhatyou’lllearn
- 7. Email marketing23 June, 2011Title7
- 8. 8Title23 June, 2011Generate more businessKeep existing contacts informedAttract talented peopleWhy email marketing?
- 9. Honey pot model23 June, 2011Marketing Automation with Dynamics CRM 2011 and ClickDimensions9?WebsiteVisitorCRMCommunicate
- 10. 23 June, 2011Marketing Automation with Dynamics CRM 2011 and ClickDimensions10What is a CRM platform?CustomerRelationshipManagement
- 11. 23 June, 2011Marketing Automation with Dynamics CRM 2011 and ClickDimensions11What is ClickDimensions?Add-onfor Microsoft Dynamics CRM 2011Compatible with the CRM on-premiseandCRM onlineComplete solution for: Email marketing Web tracking Form capturing Lead scoringStarting at € 262/month ($ 375/month)Orbit One is preferredBelgian ClickDimensions Partner
- 13. Does your company send bulk emails?1323 June, 2011
- 14. Bulk email in Microsoft Dynamics CRM23 June, 2011Title14ClickDimensionsBuilt for Dynamics CRMEmbeded in CRMIN THE BOXExternal solutionwith CRM integrationUsers CRM contact dataExport/importNo stats in CRMExternal solutionExport/importNo stats in CRMSent from OutlookNo statisticsSmall volume
- 15. 23 June, 2011Marketing Automation with Dynamics CRM 2011 and ClickDimensions15
- 16. 16Marketing Automation with Dynamics CRM 2011 and ClickDimensions23 June, 2011No export or synchronizationof contactsUp-to-date contact informationReports & overviewsCapture user data intoyour CRM environment (no duplication)Technical simplification (only 1 platform tomaintain) Benefits : email marketing in CRM
- 18. OutlookCastEasily send marketing emails using Microsoft Outlook
- 21. Web trackingForm Capturing23 June, 2011Title21
- 22. 22Title23 June, 2011Knowwhat content is hotWho is visitingandwhat are theyvisiting?Does your website meet your goals?Whyshouldyou track visits on your website?
- 23. Honey pot model23 June, 2011Marketing Automation with Dynamics CRM 2011 and ClickDimensions23?Social mediaBlogsSearch enginesFormsClicksWebsiteVisitorCRMCommunicate
- 25. Are you tracking visitstoyour website?Do youuseforms on your website?2523 June, 2011
- 26. 23 June, 2011Marketing Automation with Dynamics CRM 2011 and ClickDimensions26
- 27. 27Marketing Automation with Dynamics CRM 2011 and ClickDimensions23 June, 2011Tracking and form submits on contact/lead levelStatisticsand 360° view (on contact level) in CRMPinpoint problematic area’s of your websiteBenefits: Web tracking / Form capturing in CRM
- 29. ClickDimensions Form and Survey Builder
- 30. Lead scoring23 June, 2011Title30
- 31. 31Title23 June, 2011Knowwho shows interest in whatyou doSegment yourvisitorsby interestKnowhow & whentointeractWhyshouldyourate the actions of yourvisitors?
- 32. Honey pot model23 June, 2011Marketing Automation with Dynamics CRM 2011 and ClickDimensions32CountScore!FormsClicksWebsiteVisitorCRMQualified leadCommunicateScore adds up
- 34. How do youknowwhen a visitor or contact becomes a qualified lead?3423 June, 2011
- 35. 23 June, 2011Marketing Automation with Dynamics CRM 2011 and ClickDimensions35
- 36. 36Marketing Automation with Dynamics CRM 2011 and ClickDimensions23 June, 2011Valuableleads emerge proper opportunitiesProfile overview shows historyof interactionsAssociatesinteractions of anonymouswith contact/leadBenefits: Lead scoring in CRM
- 37. Tips & Tricks23 June, 2011Marketing Automation with Dynamics CRM 2011 and ClickDimensions37
- 38. 23 June, 2011Marketing Automation with Dynamics CRM 2011 and ClickDimensions38Tips & TricksCategorizeyour contacts in CRMSendspecific emails depending on categorizationCreate landing pagesStructureyour websiteList buildingOtheruse case:Job opening / attract talentCheck-in email
- 39. 23 June, 2011Title39What we covered in thisOneCaféSendingeffective email marketingTracking email marketing resultsTracking website visitors & form submitsScoring leads
- 40. 23 June, 2011Marketing Automation with Dynamics CRM 2011 and ClickDimensions40ConclusionClickDimensions and CRM combined:Addedvalueforyour data in CRM Embedded in 1 platform for customer dataEasy toimplementanduse Affordable solution
- 41. What’s next?Give me a call toBuy or upgrade to Microsoft Dynamics CRM 2011Install ClickDimensionsAskforouradviseand expertise for the implementation… but let’s have somedrinks first!Contact Mail: [email protected] Phone: 09/330.15.38Twitter: @DriesVDHoeckLinkedIn: http://www.linkedin.com/in/driesvandenhoeck23 June, 2011Marketing Automation with Dynamics CRM 2011 and ClickDimensions41
Editor's Notes
- #3: - Lengte per blokje (15 min)afspraken:Vragen meteen stellen (mag onderbreken)GSM’s op stil zettenLaptops dicht
- #4: Easily send out bulk emails right from CRM to your clients, members, prospects, ...· Measure who received, opened the emails, and if they clicked on links· Know who is looking around on your website, and what they are interested in· Configure forms in your website to send their information to CRM, and use it to start workflows· Track potential clients (leads) in an efficient way; and automatically assign them a lead-scoreWhat you learn here is not only for marketing oriented organizations, but also non-profit sector in order to improve communication with members/partners (leden, bewoners)
- #5: Combinedwithother mediaresultswillbe even better (Twitter, Blog, Facebook, LinkedIn,…)Attracttalented people: for a company it’snotonlyneededto have a good image toattractcustomers, but alsotoconvincetalented people toworkforyou.
- #6: Website = not the onlypresence on the internetMore focus on blogs, social media, & search enginesTrick is toworkwhere the people are, notonly on your websiteWebsite is the environment whereyou have control over the contentSending emails is onlyonechanneltoattractvisitorstoyour website. Social media is joining bulk email as otheremergingchannels.
- #7: Customer: contains data on your customer (contact information, sales information, order information, marketing information, opportunities …)Relationship: what kind of customer, what is yourrelation, …Management: manage and track interactions (email, phone calls, send marketing information, keep track of orders, keep history of past projects,…)
- #8: One of the first partners in Belgium
- #9: Workshop style: questions are askedandanswerswith “problems” & “pains” are written down on the whiteboardsfor later reference.Severalquestionsproposed, about half are “raiseyour hand” questionsthatcanbehandledquickly.
- #10: Tocustomers, contacts, internal, …
- #11: In this demo:Explain scenario “Sendmonthly email newsletter”TemplatesMarketing listsPersonalizationsTestingsendsEmail sends
- #12: Website = not the onlypresence on the internetMore focus on blogs, social media, & search enginesTrick is toworkwhere the people are, notonly on your websiteWebsite is the environment whereyou have control over the contentSending emails is onlyonechanneltoattractvisitorstoyour website. Social media is joining bulk email as otheremergingchannels.
- #13: Workshop style: questions are askedandanswerswith “problems” & “pains” are written down on the whiteboardsfor later reference.Severalquestionsproposed, about half are “raiseyour hand” questionsthatcanbehandledquickly.
- #14: In this demo:Explain scenario “Sendmonthly email newsletter” link toyour website is in the “pleasesubscribe mail. User clicks aroundtoseewhatyou have to offer.Tracking resultsfor a user (Olivier)Tracking links and pages on:WebsiteEmailsExternaladsand sites (links)
- #15: Website = not the onlypresence on the internetMore focus on blogs, social media, & search enginesTrick is toworkwhere the people are, notonly on your websiteWebsite is the environment whereyou have control over the contentSending emails is onlyonechanneltoattractvisitorstoyour website. Social media is joining bulk email as otheremergingchannels.
- #16: Workshop style: questions are askedandanswerswith “problems” & “pains” are written down on the whiteboardsfor later reference.Severalquestionsproposed, about half are “raiseyour hand” questionsthatcanbehandledquickly.
- #17: In this demo:Explain scenario “Sendmonthly email newsletter” link to the “newslettersubscribe” form is clicked.Show lead scoreSocialdiscovery