Lisa Patrick. ROI of Marketing Automation

Transcription

1 Lisa Patrick ROI of Marketing Automation

2 About ClickDimensions

3 Awards & Certifications Ranked #227 in 2015 and #752 in 2016 on the Inc list of the fastest growing private companies Highest-ranked marketing provider in 2015 The only 100% Microsoft Dynamics CRM marketing automation vendor Highest ranked solution on the Microsoft Dynamics Marketplace Certified Gold Partner for Microsoft Dynamics CRM Partner of the Year winner in 2012 and Partner of the Year finalist in 2011 Ranked 25 th overall in the software industry segment

4

5 Marketing Automation Marketing Web Intelligence Lead Scoring Campaign Automation SMS Messaging Reporting Form Capture Surveys Landing Pages Social Discovery Event Management Training & Support

6 The Modern Marketer Influences IT budget Knows and uses CRM Takes ownership of prospect and customer data Tracks critical points for segmentation Knows value of each lead and can track ROI Closes the gap between sales and marketing by providing usable data

7 Value Proposition Natively Built into Dynamics CRM ClickDimensions is fully embedded in Microsoft CRM features are accessed through the CRM interface and data is stored in the user s CRM database. Easy-to-Use Marketing Solution Marketers can create s, web forms, surveys, nurture campaigns and more with intuitive drag-and-drop functionality. Training and Support Included Extensive training and a helpful customer support team set ClickDimensions apart from the competition. Help, training and support is included at no additional cost.

8 Integrated Solution CRM + + Analytics + Surveys + Social All data in one place Dynamics CRM data marketing data Web analytics data Surveys, social ClickDimensions on Microsoft Azure ClickDimensions API Microsoft Dynamics CRM Customer Website(s) Recipient Inboxes

9 Native Inside CRM

10 4 Ways to Create s INBOXCast Drag & Drop Editor Freestyle Editor Custom HTML Simple Simple Medium Advanced Ideal for salespeople Wizard-driven Very flexible 100% control of HTML No HTML involved Optional ability to edit HTML

11 Merial Case Study

12 Traditional Marketer s Tools Basic lead/contact integration Constantly synching, exporting, importing Microsoft Dynamics CRM? Marketing Social Discovery and/or Monitoring List List Campaign Campaign Lead (prospect) Lead Surveys Web Forms Website Analytics

13 ClickDimensions Marketing Dedicated, Managed Cloud Service Deliverability Inbox seed testing Return path reputation monitoring Sender authentication (SPG, Sender ID, DKIM) Complaint management - feedback loop Service protection Microsoft Dynamics CRM Create HTML templates Send to marketing lists Trigger from workflow Send single s to leads and contacts Recipient Inboxes All open, click and bounce tracking returned to your CRM ClickDimensions tracks what recipients view when they click through to your website

14 Marketing

15 3 Ways to Send s Bulk Send to any combination of leads, contacts, accounts and/or marketing lists Single Send any template directly from a lead or contact record Workflow Send from any CRM workflow process

16 INBOXCast s from Sales Easily send marketing s using your (Outlook, Gmail, etc.): Click the InboxCast icon to get the marketing list s unique InboxCast address Send your using the CRM list s unique address and even personalize your . Your recipients will receive a trackable identical to the one you built using your client and all tracking results will be available inside CRM.

17 Drag and Drop Editor Easily create s by selecting from several predesigned layouts

18 Drag and Drop Editor Insert content by dragging and dropping the content type directly into your layout

19 Drag and Drop Editor Customize your with background colors, borders, font styles, and more.

20 Drag and Drop Editor Edit images using one of many effects from the image editor

21 Drag and Drop Editor Similar to Instagram, apply photo filters to your images

22 Responsive Design Ensure your will look great on mobile devices

23 Freestyle Editor Classic WYSIWYG editing experience

24 Custom HTML Editor Code-only editor for advanced users who wish to have more control Copy/paste templates from other popular HTML editors

25 Inbox Preview Desktop clients such as Outlook and Lotus Notes Mobile clients like iphone, ipad and Android Web-based clients in various versions/platforms -- Gmail on Internet Explorer 10 for Windows, Yahoo mail on Chrome for Mac, etc.

26 Heat Map See what links readers are clicking within your template

27 Split Testing A/B Testing Select A and B content strategies; modify the existing template or create a new one. Select the size of your test group and the winning strategy. Results are displayed inside the Send record in CRM.

28 Dynamic Content s Create a customized experience for your readers Insert personalized information into your templates pull from CRM lead, contact or account records

29 Platform Depth Full support of FreeMarker language for true dynamic content Ability to merge any standard or custom entity data Ability to personalize with any recipient lookup field

30 Social Sharing Share s to multiple social networks Options to share, like, follow, tweet, etc. Reporting on number of shares per social network View individual interaction items

31 Quick Send Create a Quick Send template from any template Send an to an individual from a Lead or Contact record

32 Marketing Automation

33 Campaign Automation Easy-to-use drag and drop campaign automation builder inside CRM Create multi-channel, interactive automations based on prospects or users behaviors Design unique paths for participants to follow as they interact with your marketing

34 Campaign Automation Create series of actions including sending , adding to or removing from marketing lists, notifying users or teams, creating task activities, triggering CRM workflow, and more

35 Campaign Automation Use decision nodes to determine which path a contact or lead will proceed down based on specific criteria Participants will only continue to the next series of events if they meet the conditions

36 Campaign Automation View statistics to see the number of participants that are currently in an automation as well as the number of participants that have successfully passed through each step

37 SMS/Text Messaging Send bulk SMS messages right from within CRM

38 Making the Visitor Connection Anonymous Visitors ClickDimensions tracks all website visitors and their activity Identified Organizations ClickDimensions discovers the organizations from which visitors are browsing Identified Visitors Through link clicks or form captures visitors identify themselves ClickDimensions calls social discovery ClickDimensions links past anonymous browsing Can be new CRM lead or existing CRM lead or contact Qualified Visitors Through social discovery, form capture, web behavior, lead score, etc. qualified leads become obvious Sales wins opportunities more quickly and efficiently Marketing measures, refines and improves

39 Web Tracking Data Modeling

40 Drag and Drop Designer Easily create forms and surveys Create custom fields and/or map to existing CRM fields

41 Surveys with Skip logic Guide respondents through your survey with skip logic based on their previous response

42 Landing Pages Easily create landing pages from within CRM Insert ClickDimensions forms to collect information from your visitors

43 Event Management Integrations with: GoToWebinar WebEx Eventbrite Cvent

44 POWER BI ClickDimensions content pack for Power BI Analyze and visualize ClickDimensions marketing data Insight into the success of sales and marketing efforts

45 More Misc. Slides

46 Social Discovery Data and direct links from social networks including LinkedIn, Facebook, Twitter, YouTube and Flickr. View on the ClickDimensions profile or embed social profiles anywhere on your lead and contact records.

47 RSS to Automatically send s to marketing lists at set times straight from your blog Track opens and clicks like other ClickDimensions s Allow visitors to subscribe to your blog via a web form Style your blog using the drag and drop designer

48 Import Tool Import as new Leads or Contacts (based on the address) Add existing and newly created records to a marketing list, remove them from a marketing list, or generate event participations for them

49 Event Management

50 Event Management Manage events directly from Dynamics CRM with ClickDimensions integrations Face-to-face or virtual (web) events Track and measure: Registration Attendance Past event participation Participant requirements (i.e. diet restrictions)

51 Event integrations Gotowebinar Use GoToWebinar to create and host online events (webinars) Webex WebEx Event Center allows for creating and hosting online events (webinars) Eventbrite Create invitations, facilitate registration/payment, issue tickets, and more for live events Cvent Online event registration, venue selection, mobile apps, and more for managing live events

52 Event Management Access all events from inside Microsoft Dynamics CRM View all active or past events

53 Registration Information

54 Event Participation

55 Participant information

56 Event Dashboards

57 Block Editor

58 Our Customers

59 Native Inside CRM

60 Advanced Administration Automatic updates Diagnostics available to ClickDimensions technicians Branded hyperlinks Import/export customizations from dev/test to production

61 ClickDimensions Academy Unlimited access to live, instructor-led training Courses starting every week with morning and afternoon time slots to accommodate multiple time zones Supplementary materials and step-by-step guide for each subject Available 24/7 on demand

62 ClickDimensions Certification Training classes starting every week covering: Marketing Analytics Administration Online certification test Certification certificate and badge

63 Nurture Marketing

64 Today s Agenda Marketing 2.0 The convergence of CRM and marketing automation Brief introduction to ClickDimensions Case studies: Monthly newsletter Premium content Online ads and web tracking Nurturing prospects Easy automation for sales

65 Marketing 2.0 Make products and services easy to find on the web Inform, educate and help customers with content Engage with customers through online channels Use social media to build relationships with buyers Nurture customers until they are ready to buy

66 Marketing % Today s buyers are anywhere from two-thirds to 90% of the way through the buying process before they reach out to a vendor (Forrester Research) 50% of qualified leads are not ready to purchase immediately (Gleanster Research) Companies that excel at lead nurturing generate 50% more sales-ready leads at 33% lower cost (Forrester Research)

67 Online Advertising

68 Block Editor CRM 2011

69 Freestyle Editor CRM 2011

70 Sample CRM Dashboard Search Visits

71 Sample CRM Dashboard Campaign

72 web Clickdimensions.co m sales@clickdimensions.com

73 Online Help Center help.clickdimensions.com Training and help site with extensive documentation, videos and how-to articles support.clickdimensions.com Q&A forum with participation by expert users, certified professionals, trainers and technical support

74 Premium Content Campaign Automation The Campaign Automation Playbook Idea ebook Marketing with Microsoft CRM Idea ebook Marketing Automation The Marketing Automation Field Guide Webinars Marketing Automation for Microsoft Dynamics CRM live and recorded webinars Marketing Your Passport to the World of Marketing Content Marketing Hooked on Content: Content Marketing Strategy for MSCRM Training Guide Training Resource Guide for Microsoft Dynamics CRM