Built on the powerful Microsoft Dynamics CRM framework, Dynamic DSM energy rebate tracking system is able to leverage numerous OOTB Marketing features.

1. Features – Marketing

2. Marketing – Campaign Management
Dynamic DSM provides Campaign Management features. The new Drag and drop visual
Campaign Designer makes it easy for marketers to create multi-channel campaigns integrated
with email marketing and social channels so you can generate highly qualified leads.
• Marketing Lists
(strategic Segmentation)
• Campaign data
(start, end, costs, etc.)
• Email goals
• Results tracking
(ROI of campaign)

3. Marketing – Mail Merge
Dynamic DSM provides Mail Merge functionality with custom fields
• Merge to Word Documents
• Merge to PDF Documents

4. Marketing – Email Blasting
Dynamic DSM provides Mass Email
• Creation of Templates
• Sending of Emails
• Tracking of Opens
• Tracking of Clicks
• Tracking of Click-throughs
• Tracking of URLs

5. Marketing – SMS Notifications
Dynamic DSM provides the ability to send notifications to users and contacts via SMS
• Creation of SMS Templates
• Sending of SMS messages
• Sending of SMS blasts

6. Marketing – Website Monitoring
Dynamic DSM provides the ability to track which Leads, Contacts, Accounts have been
visiting the website. Marketing Managers can see who has been clicking around. Other KPIs
include:
• How often have they clicked
• How many pages
• How much time spent
• What was their most recent activity.
Lead Scoring
• Each Lead is scored automatically
• If the score is high enough, an automatic email notification gets sent to a representative