Marketing Automation in Dynamics CRM with ClickDimensions
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Slidedeck used for an interactive OneCafé at Orbit One Ghent. The presentation touches on four important ingredients of a marketing automation solution. The solution presented is Microsoft Dynamics CRM combined with ClickDimensions. http://www.orbitone.com http://www.clickdimensions.com
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Marketing Automation in Dynamics CRM with ClickDimensions
- 1. 21 June, 2011 OneCafé Marketing Automation with Dynamics CRM 2011 and ClickDimensions
- 2. 23 June, 2011 Marketing Automation with Dynamics CRM 2011 and ClickDimensions 2 Dries Vandenhoeck Project Manager at Orbit One Technology Dynamics CRM SharePoint Contact Mail: dries@orbitone.com Twitter: @DriesVDHoeck LinkedIn: http://www.linkedin.com/in/driesvandenhoeck
- 3. 23 June, 2011 Title 3 Who is Orbit One? 18 passionate web & IT professionals Based in Ghent Since1995 Strong believers of the New World Of Work Mission: “Optimizeyourcommunication & collaborationbyusing internet technologies.”
- 4. 23 June, 2011 Title 4 Services Advice, design, implementandmaintain: Information websites Self-Service portals, online forms, payments Intranet & document management Facebook for the enterprise CRM - Contact Management Unified Messaging Socialintegration & e-mail marketing Customdevelopment Experts in WEBSITE CMS
- 5. Introduction Email Marketing (Break) Web Tracking & Form capturing Lead Scoring Tips & Tricks Drinks, fingerfood & networking Agenda Title 23 June, 2011 5
- 6. 6 Marketing Automation with Dynamics CRM 2011 and ClickDimensions 23 June, 2011 How tosendmass emails How tomeasureopens & clicks in emails How totrack website visits How tocapture data fromforms on your website How torecognizequality leads Whatyou’lllearn
- 7. Email marketing 23 June, 2011 Title 7
- 8. 8 Title 23 June, 2011 Generate more business Keep existing contacts informed Attract talented people Why email marketing?
- 9. Honey pot model 23 June, 2011 Marketing Automation with Dynamics CRM 2011 and ClickDimensions 9 ? Website Visitor CRM Communicate
- 10. 23 June, 2011 Marketing Automation with Dynamics CRM 2011 and ClickDimensions 10 What is a CRM platform? Customer Relationship Management
- 11. 23 June, 2011 Marketing Automation with Dynamics CRM 2011 and ClickDimensions 11 What is ClickDimensions? Add-onfor Microsoft Dynamics CRM 2011 Compatible with the CRM on-premiseandCRM online Complete solution for: Email marketing Web tracking Form capturing Lead scoring Starting at € 262/month ($ 375/month) Orbit One is preferredBelgian ClickDimensions Partner
- 12. YourExperiences 23 June, 2011 Title 12
- 13. Does your company send bulk emails? 13 23 June, 2011
- 14. Bulk email in Microsoft Dynamics CRM 23 June, 2011 Title 14 ClickDimensions Built for Dynamics CRM Embeded in CRM IN THE BOX External solution with CRM integration Users CRM contact data Export/import No stats in CRM External solution Export/import No stats in CRM Sent from Outlook No statistics Small volume
- 15. 23 June, 2011 Marketing Automation with Dynamics CRM 2011 and ClickDimensions 15
- 16. 16 Marketing Automation with Dynamics CRM 2011 and ClickDimensions 23 June, 2011 No export or synchronizationof contacts Up-to-date contact information Reports & overviews Capture user data intoyour CRM environment (no duplication) Technical simplification (only 1 platform tomaintain) Benefits : email marketing in CRM
- 18. OutlookCast Easily send marketing emails using Microsoft Outlook
- 20. Break 20 23 June, 2011
- 21. Web trackingForm Capturing 23 June, 2011 Title 21
- 22. 22 Title 23 June, 2011 Knowwhat content is hot Who is visitingandwhat are theyvisiting? Does your website meet your goals? Whyshouldyou track visits on your website?
- 23. Honey pot model 23 June, 2011 Marketing Automation with Dynamics CRM 2011 and ClickDimensions 23 ? Social media Blogs Search engines Forms Clicks Website Visitor CRM Communicate
- 24. YourExperiences 23 June, 2011 Title 24
- 25. Are you tracking visitstoyour website?Do youuseforms on your website? 25 23 June, 2011
- 26. 23 June, 2011 Marketing Automation with Dynamics CRM 2011 and ClickDimensions 26
- 27. 27 Marketing Automation with Dynamics CRM 2011 and ClickDimensions 23 June, 2011 Tracking and form submits on contact/lead level Statisticsand 360° view (on contact level) in CRM Pinpoint problematic area’s of your website Benefits: Web tracking / Form capturing in CRM
- 29. ClickDimensions Form and Survey Builder
- 30. Lead scoring 23 June, 2011 Title 30
- 31. 31 Title 23 June, 2011 Knowwho shows interest in whatyou do Segment yourvisitorsby interest Knowhow & whentointeract Whyshouldyourate the actions of yourvisitors?
- 32. Honey pot model 23 June, 2011 Marketing Automation with Dynamics CRM 2011 and ClickDimensions 32 Count Score ! Forms Clicks Website Visitor CRM Qualified lead Communicate Score adds up
- 33. YourExperiences 23 June, 2011 Title 33
- 34. How do youknowwhen a visitor or contact becomes a qualified lead? 34 23 June, 2011
- 35. 23 June, 2011 Marketing Automation with Dynamics CRM 2011 and ClickDimensions 35
- 36. 36 Marketing Automation with Dynamics CRM 2011 and ClickDimensions 23 June, 2011 Valuableleads emerge proper opportunities Profile overview shows historyof interactions Associatesinteractions of anonymouswith contact/lead Benefits: Lead scoring in CRM
- 37. Tips & Tricks 23 June, 2011 Marketing Automation with Dynamics CRM 2011 and ClickDimensions 37
- 38. 23 June, 2011 Marketing Automation with Dynamics CRM 2011 and ClickDimensions 38 Tips & Tricks Categorizeyour contacts in CRM Sendspecific emails depending on categorization Create landing pages Structureyour website List building Otheruse case: Job opening / attract talent Check-in email
- 39. 23 June, 2011 Title 39 What we covered in thisOneCafé Sendingeffective email marketing Tracking email marketing results Tracking website visitors & form submits Scoring leads
- 40. 23 June, 2011 Marketing Automation with Dynamics CRM 2011 and ClickDimensions 40 Conclusion ClickDimensions and CRM combined: Addedvalueforyour data in CRM Embedded in 1 platform for customer data Easy toimplementanduse Affordable solution
- 41. What’s next? Give me a call to Buy or upgrade to Microsoft Dynamics CRM 2011 Install ClickDimensions Askforouradviseand expertise for the implementation … but let’s have somedrinks first! Contact Mail: dries@orbitone.com Phone: 09/330.15.38 Twitter: @DriesVDHoeck LinkedIn: http://www.linkedin.com/in/driesvandenhoeck 23 June, 2011 Marketing Automation with Dynamics CRM 2011 and ClickDimensions 41
Notes de l'éditeur
- - Lengte per blokje (15 min)afspraken:Vragen meteen stellen (mag onderbreken)GSM’s op stil zettenLaptops dicht
- Easily send out bulk emails right from CRM to your clients, members, prospects, ...· Measure who received, opened the emails, and if they clicked on links· Know who is looking around on your website, and what they are interested in· Configure forms in your website to send their information to CRM, and use it to start workflows· Track potential clients (leads) in an efficient way; and automatically assign them a lead-scoreWhat you learn here is not only for marketing oriented organizations, but also non-profit sector in order to improve communication with members/partners (leden, bewoners)
- Combinedwithother mediaresultswillbe even better (Twitter, Blog, Facebook, LinkedIn,…)Attracttalented people: for a company it’snotonlyneededto have a good image toattractcustomers, but alsotoconvincetalented people toworkforyou.
- Website = not the onlypresence on the internetMore focus on blogs, social media, & search enginesTrick is toworkwhere the people are, notonly on your websiteWebsite is the environment whereyou have control over the contentSending emails is onlyonechanneltoattractvisitorstoyour website. Social media is joining bulk email as otheremergingchannels.
- Customer: contains data on your customer (contact information, sales information, order information, marketing information, opportunities …)Relationship: what kind of customer, what is yourrelation, …Management: manage and track interactions (email, phone calls, send marketing information, keep track of orders, keep history of past projects,…)
- One of the first partners in Belgium
- Workshop style: questions are askedandanswerswith “problems” & “pains” are written down on the whiteboardsfor later reference.Severalquestionsproposed, about half are “raiseyour hand” questionsthatcanbehandledquickly.
- Tocustomers, contacts, internal, …
- In this demo:Explain scenario “Sendmonthly email newsletter”TemplatesMarketing listsPersonalizationsTestingsendsEmail sends
- Website = not the onlypresence on the internetMore focus on blogs, social media, & search enginesTrick is toworkwhere the people are, notonly on your websiteWebsite is the environment whereyou have control over the contentSending emails is onlyonechanneltoattractvisitorstoyour website. Social media is joining bulk email as otheremergingchannels.
- Workshop style: questions are askedandanswerswith “problems” & “pains” are written down on the whiteboardsfor later reference.Severalquestionsproposed, about half are “raiseyour hand” questionsthatcanbehandledquickly.
- In this demo:Explain scenario “Sendmonthly email newsletter” link toyour website is in the “pleasesubscribe mail. User clicks aroundtoseewhatyou have to offer.Tracking resultsfor a user (Olivier)Tracking links and pages on:WebsiteEmailsExternaladsand sites (links)
- Website = not the onlypresence on the internetMore focus on blogs, social media, & search enginesTrick is toworkwhere the people are, notonly on your websiteWebsite is the environment whereyou have control over the contentSending emails is onlyonechanneltoattractvisitorstoyour website. Social media is joining bulk email as otheremergingchannels.
- Workshop style: questions are askedandanswerswith “problems” & “pains” are written down on the whiteboardsfor later reference.Severalquestionsproposed, about half are “raiseyour hand” questionsthatcanbehandledquickly.
- In this demo:Explain scenario “Sendmonthly email newsletter” link to the “newslettersubscribe” form is clicked.Show lead scoreSocialdiscovery