Slideshare migrating to dynamics marketing feb 2015
•Download as PPTX, PDF•
1 like•538 views
Steps to Migrating to Microsoft Dynamics Marketing by Arke Systems, Gold Partner of Microsoft and Sitecore, Margaret Wise mwise@arke.com
Recommended
Recommended
More Related Content
What's hot
What's hot (20)
Viewers also liked
Viewers also liked (20)
Similar to Slideshare migrating to dynamics marketing feb 2015
Similar to Slideshare migrating to dynamics marketing feb 2015 (20)
Recently uploaded
Recently uploaded (20)
Slideshare migrating to dynamics marketing feb 2015
- 1. Technology Strategies for the Marketing Mind Margaret Wise, Dynamics Lead, Arke Systems What’s Up? Dynamics CRM & Dynamics Marketing
- 2. Marketing Technologists, Atlanta based, National coverage 65consultants supporting enterprise customers; 300+ projects, 94%client retention Microsoft & Sitecore- Gold Partners 10yrDynamicsCRM&Marketingpartner, 5yr Sitecore partner- strong reference stories Innovators Strategy,Methodologies, ISVsolution for Franchise Management, Product bought by Sitecore Vertical Experience- industry leading brands CPG/Retail,Insurance, FinServ, Public, Media, Entertainment, Utility, Healthcare, ProfSvcs Arke- Quick Reference
- 3. Does Dynamics Marketing make sense for you? • Lots of Excel… budgets, checklists, etc • Manage Events, Trade Shows regularly • Lots of unqualified prospect data • Marketing nurtures prospects • Use of 3rd party tools- email, landing pages, PM sites • Differentiation between marketing leads and sales qualified leads • Centralized social media management • File, Content collaboration (internal/external)
- 4. 3 key areas of Dynamics Marketing Planning & Preparation • Campaign resource management • Internal requests • Campaign action template • Calendar view of campaigns • Programs: Umbrella view • Jobs: May not be associated to specific campaign • Tasks: • Activities: • Campaigns • Approval process workflow • Event Management • Budgeting Digital Asset Management • Draft collateral • Central collaborative • Version management • External collaboration controlled • Expiration for material • Template management • Audit review and comment trail • Create and edit activity management • Approval process managed Campaign build and execution • Multi step campaign visual build • Associated social media post • Email editing in campaign • A/B Testing • Landing page design • Offer Management • Lead Scoring • Marketing List (sync w CRM)
- 6. Jobs management (ind of campaigns)
- 7. All up activity management
- 8. File Library and Collaboration
- 10. Event and Budget Tracking
- 11. Campaign Builder and Execution
- 12. Marketing List Mgmt + CRM Sync
- 13. Email Template and Device Views
- 14. Landing Page & Offer Mgmt
- 17. 1- Assess and Collect • Most time consuming step mwise@arke.com for excel tracking file
- 18. 2- Identify external resources • Vendor Mgmt- contacts and rates • Third Party tools: contracts, expiration dates • 3rd party email providers • Landing Pages • File Mgmt sites (content, videos, etc) • Project Mgmt/ Collaboration sites (basecamp)
- 19. Track your vendor contracts
- 21. 3- Train, Install, Add Content • Minimum: Internal Admin assigned • Recommended: Work with a Partner- this is an enterprise tool! • Add on your O365 portal or talk to MSFT rep or partner • Get Training- this is an enterprise tool! • Plan your phases based on priorities and replacing current tools
- 23. 4- Phased- In Usage • Marketing Calendar for tracking • File Collaboration + Approvals • Design New Campaigns • Vendor Mgmt, Budget Tracking • Event Management • Manage Prospect data • Email Sends • Landing Pages ported over
- 24. Phased Approach one functional area at a time
- 25. Marketing Technology: The Fundamentals ERP CRM Other Dynamics CRM for Marketing Cms DYNAMICS CRM Web Mobile Table Signage Kiosk Marketing Automation DYNAMICS MARKETING Email Sms Social Portals SHAREPOINT Communities Intranet Partners Customers Loyalty Social SOCIAL LISTENING/MDM Listening Engagement Media Data Acquisition Analytics POWER BI Insights Results Attribution Personalization Engine Digital Endpoints Marketing Technology Magic Data Sources Azure O365
- 26. Lite Industry research and competitive analysis blended with your goals and metrics Full Follow up interviews and joint reviews lead to a 24 month plan of attach for digital marketing Trial Our best and brightest brainstorming with your team leads to amazing results 25-30%Uplift in their stated goal. Our MTA customers experience a MTAStrategy Analysis Roadmap Marketing Technology Alignment TM (MTA)
- 27. Thank you! Margaret Wise • mwise@arke.com • 404.812.3123 x131 • www.linkedin.com/in/mgtwise • www.youtube.com/arkeuniversity • www.arke.com • www.marketingtechnologyinsights.com • Next month: Microsoft Social Listening
Editor's Notes
- PRODUCT BENEFITS Unified Marketing Planning ensures marketers work from the same plan, reducing customer experience fragmentation and increasing marketer productivity. Marketing Planning Budgeting Digital Asset Management Quality sales leads gives aligns sales and marketing giving visibility into the sales pipeline, helping generate more leads and increase conversion rates and revenue. Unified sales and marketing funnel Sharing of sales and marketing leads Opportunity management Immersive Customer Experiences connects immersive apps to campaign strategy for better visibility and improved conversation rates and revenue App development studio Dedicated landing pages Opportunity management Multi-channel engagement improves the customer experience throughout the customer journey. Multi-channel nurture campaigns Scalable web experiences Social and email nurture campaigns Marketing Analytics Uncovers new insights and identifies patterns to predict opportunities Segmentation, behavioral, location, ROMI, pipeline analysis and more Spatial reporting, data mining, predictive modeling Full Office 365 application set, incl. Excel
- Time phases to correlate with internal priorities and current contract expirations
- Timing: 2-3 minutes Key Point(s): The foundation for a successful campaign is laid in the planning stage. Together with a rich social platform, marketing resource management tools help the marketing team plan an effective campaign. Armed with a collaboration platform, shared calendars, automated reminders, and other tools, the team has what it needs to succeed. Script: How do these connected marketing tools work in practice? Let’s look at some examples of how businesses are using connected IMM, CRM, and enterprise social tools to drive world-class marketing effectiveness at each stage of the marketing cycle. In this scenario, a marketing team uses marketing resource management and social collaboration to PLAN a content-driven campaign. Planning a good marketing campaign is like running a race: your first mile sets the tone for everything after. Integrated marketing plays an important role in the planning process. The more comprehensive the technology solution, the more input—both in terms of data and expertise—you’ll have as you create your marketing plan. The more informed your planning is up front, the more efficient your campaign is—and the more return on marketing investment you can realize. Let’s take a closer look at the elements of an efficient plan, and how integrated marketing and social tools can help. [PLAN] First, integrated marketing provides a comprehensive view of all campaigns. One of the most challenging aspects of running a marketing organization is managing staff schedules and doing capacity planning. A campaign dashboard—with access to shared calendars, asset databases, and project management software—can help a manager map out the tasks and media assets needed, assign people and groups to each step, and coordinate the steps in a way that is mindful of budget, staff, and timing constraints. Integration with other company IT systems also supports budgeting and media planning. For example, integrated marketing connects media buying and planning with creative production and accounting/finance systems to ease coordination with these business functions. [COLLABORATE] Social networking tools transform planning into a truly collaborative process that brings in expertise and insight from across the organization. A manager can reach out to front-line sellers and marketing peers for input, using their ideas and experience to fine-tune the plan. Sharing customer information, work from previous campaigns, and previously used media assets is a breeze thanks to connected CRM, social intranet, and asset database solutions. In this way, social tools help the team make the most of the organization’s internal resources, boosting the return on marketing investment. [OVERSEE] Finally, the holistic view of the team’s campaigns also enables integrated plan management tools to help the team stick to the plan. The manager can check the status of any campaign instantly, without having to check in with people individually. And team members coordinate their tasks in a timely fashion thanks to automated notifications and approvals. Marketing resource management and social collaboration bring efficiency and excellence to the planning process, making sure the manager, her team, and colleagues across the organization are on the same page and working toward success. These benefits can be difficult to quantify, but one estimate suggests that marketing resource management alone reduces the annual marketing budget by 15 percent.