Empowering Marketing and Sales using CRM and ClickDimensions

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Empowering Marketing and Sales using CRM and ClickDimensions Steven Foster 16 th May 2012 Steven.

1 Empowering Marketing and Sales using CRM and ClickDimensions Steven Foster 16 th May

2 Empowering Sales and Marketing Topics Introduction Marketing and Sales Woes What you would like to know as marketing What is ClickDimensions Demo Summary

Empowering Sales and Marketing Steven Foster: CRM

CRM business, delivery and partner relationships

13 years, implemented many CRM and xrm solutions

3 Empowering Sales and Marketing Steven Foster: CRM Product Manager My role is to drive the Microsoft CRM business, delivery and partner relationships People call me passionate about CRM and even an evangelist! I have been working in the field of CRM for over 13 years, implemented many CRM and xrm solutions and have experience across a broad range of CRM technologies, industries and countries.

4 Empowering Sales and Marketing Marketing and Sales Woes MARKETING WOES What is my ROI for that marketing effort? How many people opened my , or clicked the link, who were they? How long did the person spend on my website What did they look at, what are people interested in How did they get to my website, who were the referrers How successful have my online advertising been I want more call to actions without the headache of manual I want to manage the content of my s and landing pages SALES WOES How did that Lead find out about us? What are they interested in? Have they downloaded anything of interested? What s have we sent to them Have they been looking at the newsletters, do they care, if not why not? What events have they attended? Do my contacts care about the s we are sending them? What are they are looking at and for how long?

5 Empowering Sales and Marketing Imagine a world where.. One System to Manage all Marketing Activity Subscription Management by area rather than Yes Please or No Thank you You could create appealing newsletters with relevant content Sales would know how a lead found you, what they are interested in, what they have been looking at You can create forms and landing pages and integrate to CRM with no Developer input You could measure the direct traffic as a result of an online ad Real time Stats on effectiveness You can create forms and landing pages and integrate to CRM with no Developer input

7 Traditional Marketer s Tools Basic lead/contact integration; constantly synching, exporting, importing? Marketing Social Discovery and/or Monitoring List List Campaign Campaign Lead (Prospect) Lead Surveys Web Site Analytics

8 CRM + + Analytics + Surveys + Social ClickDimensions on Windows Azure - ClickDimensions API All Data in One Place - Dynamics CRM data - Marketing Data - Web Analytics Data - Surveys, Social Customer Web Site(s) Recipient Inboxes

ClickDimensions Email Marketing Dedicated, Managed Cloud Email Service - Deliverability - Inbox Seed Testing - Return Path Reputation

Templates Send Email to Marketing Lists Trigger Email from workflow Send single emails to Leads and Contacts Recipient Inboxes - All

9 ClickDimensions Marketing Dedicated, Managed Cloud Service - Deliverability - Inbox Seed Testing - Return Path Reputation Monitoring - Sender Authentication (SPF, Sender ID, DKIM) - Complaint Management - Feedback Loop - Service Protection 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 web site

10 Marketing Automation Marketing Web Tracking Lead Scoring Surveys Social Discovery Campaign Tracking Form Capture API (with Event and ecommerce Tracking) Nurture Marketing Landing Pages Search/Advertising Subscription Management

11 Making the Visitor Connection Anonymous Visitors ClickDimensions tracks all web site 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 Qualified Visitors Through social discovery, form capture, web behavior, lead score, etc. qualified leads become obvious ClickDimensions links past anonymous browsing Can be new CRM Lead or existing CRM Lead or Contact Sales wins opportunities more quickly and efficiently Marketing measures, refines and improves

12 Lets see it in Action

13 Empowering Sales and Marketing So how did you find it?

14 Empowering Sales and Marketing Deep Dive Twilight Stats Managing Events Templates Free Form and Block Editor Sending s Test, Inbox Preview Delivery Statistics Web Content Forms and Surveys Landing Pages Web Analytics Who is looking at what

15 Empowering Sales and Marketing In Summary Empowers Marketing to deliver insightful information that generates Leads Provides the tools that marketing needs to deliver and measure ROI Build upon Dynamics CRM marketing Foundation For the standard package, it only costs around 4 days of developer effort per year, you could not build website form integration in that time

Questions Steven.foster@intergen.co.nz @FozzyNZ http://www.linkedin.

17 Thank You

Driving Campaign ROI with Marketing, Social Engagement and an integrated Web Experience

Driving Campaign ROI with Marketing, Social Engagement and an integrated Web Experience Driving Campaign ROI with Email Marketing, Social Engagement and an integrated Web Experience Steven Foster, CRM Product Manager Steven.foster@intergen.co.nz @FozzyNZ http://www.linkedin.com/in/stevefoster