The CRM Online March 2009 Service Pack includes some great new features for Internet Marketing. That's what Richard Knudson discusses in the presentation accompanying this slide show.
1. Internet Marketing in
Dynamics CRM
www.IMGinc.com
richardk@imginc.com
www.DynamicsCRMUserGroup.com
Dynamics CRM User Group Meeting #3
www.IMGinc.com www.DynamicsCRMUserGroup.com
www.DynamcisCRMTrickBag.com
2. Agenda
Dynamics CRM Marketing Classic
Traditional Internet Marketing
Internet Marketing using Dynamics CRM
Toolkit: Web-to-Lead
www.IMGinc.com www.DynamicsCRMUserGroup.com www.DynamcisCRMTrickBag.com
3. Dynamics CRM Marketing Classic
CRM 4.0 On-Premise Implementation
This is a subset of what Dynamics CRM Online
offers
Marketing Campaign is the central entity
Campaigns have Marketing Lists (Accounts,
Contacts and Leads)
Campaigns also have Campaign Activities –
customer-touching stuff (emails, phone calls,
faxes, letters…)
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4. Campaign Execution
Campaign Activities get distributed
Emails get sent out, phone calls are assigned & made, faxes get
-
faxed…
And if you‟re lucky…Campaign Responses get
created
Email recipient clicks Reply
-
Sales Rep Converts a Phone Call activity
-
Campaign Response can be converted to
Opportunity…which can turn into a sale
The Campaign Response is the link between
marketing and sales
5. Big Gap in Classic CRM Marketing
How do Campaign Response records get
created?
Direct replies to campaign activity emails are
the only way to get automatic campaign
responses
What about Internet Lead Capture?
Drive traffic to a Landing Page
1.
Visitor submits a form
2.
“Lead” record created in CRM
3.
6. With Internet Lead Capture…
In addition to this
Campaign email
Reply
Campaign Response
We‟d also get this
Internet Ad
Landing Page Form
Campaign Response
7. Traditional Internet Marketing
Pay-per-click model
Search word bidding
Banner or persistent ads
Email marketing
Inbound links
8. Web 2.0 Internet Marketing
Blogs and podcasts
Micro-blogs like Twitter
Social networking sites like Linkedin, Facebook,
MySpace…
Videos on YouTube, slide shows on
SlideShare.net…
All of these can be great traffic drivers…but how
do you measure effectiveness? And how do you
integrate them into your overall marketing
strategy?
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9. With Internet Lead Capture…
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10. So how „bout them Landing Pages?
Dynamics CRM Online now has them out
of the box!
Hosted by Microsoft, or a snippet-generator
you can use to host yourself
No code required
Dynamics CRM on-premise still requires
some work (in the form of server-side
code)
www.IMGinc.com www.DynamicsCRMUserGroup.com www.DynamcisCRMTrickBag.com
11. CRM Online March 2009 Service Update
Wizard-generated Landing Page
Easily create custom landing pages that are hosted with the CRM
Online service and used to capture leads from the Internet
DIY Scenario: Embedded Lead Submission
For organizations with their own lead capture landing pages in
place, wizard can automatically generate an embeddable HTML
code snippet that will submit lead details into CRM Online.
Sales and Marketing scenarios enabled
Landing Page may be tied to multiple campaigns
Landing Pages for non-campaign purposes (e.g. sales events)
Lead Staging – form submits go into “Internet Lead” staging area
so you can filter out the asdf leads before importing
Lead Tagging
Leads are tagged with the original source…
Tagged with generating Campaign for Campaign Response
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12. Benefits of Internet Lead Capture
• Wizard-based solution ensures that anybody can build custom
Easy to use web-site landing pages
Increase • Eliminate the time and effort required to manage leads in
multiple places
productivity
Improve data • Eliminate dead data and leads before they become information
that is acted upon by sales and marketing.
quality
Improve • You can focus in the right areas by understanding which
campaigns are more or less successful
decision-making
• Eliminates need for IT development, new servers and page
Reduce cost maintenance by automating the process for end-users end-to-
end.
www.IMGinc.com www.DynamicsCRMUserGroup.com www.DynamcisCRMTrickBag.com
13. Internet Lead Capture with
Dynamics CRM Online
Demo will show:
Create Landing Page
Drive traffic with…
A banner Ad
A Twitter Tweet
What happens after form gets submitted
www.IMGinc.com www.DynamicsCRMUserGroup.com www.DynamcisCRMTrickBag.com
14. Internet Lead Capture with
Dynamics CRM Online
Two versions:
1. Create Landing Page to be hosted
2. Create a “Snippet” of code to pop into
one of your pages for more control
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15. Demo: CRM Online Internet Lead Capture
www.IMGinc.com www.DynamicsCRMUserGroup.com www.DynamcisCRMTrickBag.com
16. Internet Lead Capture with
Dynamics CRM On-Premise
For this we have to get our hands dirty:
Register the CRM 4 web service proxy
1.
Turn on server-side “code blocks”
2.
Open up security
3.
Open our SharePoint web site with SPD
4.
Create our WebToLead.aspx page within the site
5.
Let‟s do it…and if you have questions, email
marcg@imginc.com !
www.IMGinc.com www.DynamicsCRMUserGroup.com www.DynamcisCRMTrickBag.com
17. Snippets on DCRMUG Site
Two for webconfig:
Parserpaths.txt
Trustlevel.txt
One to register the web service proxy:
Createcrmdll.bat
The landing page/form:
Webtolead.aspx
www.IMGinc.com www.DynamicsCRMUserGroup.com www.DynamcisCRMTrickBag.com
Notes de l'éditeur
For the UG meeting, you need to have it all ready for them!Have the aspx file already created, and available for them to downloadGo ahead and run the batch file (and have it available for download…)Have the web.config already configured, but have each snippet available for them to downloadEncourage them to try this on the CRM 4 public VPC, and report back their results!
So if we had Internet Lead Capture – the ability to drive traffic to a custom landing page and have form submits automatically create a CR record in CRM – we could really integrate ANY traffic driver – from traditional ones like pay per click campaigns on search keywords, to facebook, linkedin, twitter, or your mom’s web site – directly into our CRM marketing efforts.