Getting the Most Out of Microsoft
Dynamics CRM Integration
August 14, 2014
#ETWEBINARS
Your active participation is encouraged
Please use the chat function and send to ‘All Panelist’ to ask questions
Webinar Follow-up
Watch your inbox:
Presentation is being recorded and
will be shared in a follow-up email.
Safe Harbor
Safe Harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contai...
Speakers
Karalee Slayton
Senior Product Marketing Manager
kslayton@exacttarget.com
@cablemaven
#ETWEBINARS
Speakers
Hilary Schwartzbach
Associate Product Manager, CRM Integration
hschwartzbach@exacttarget.com
#ETWEBINARS
1. Learn how to personalized, targeted emails.
2. Best practices and simple use cases for success
3. New features availabl...
• What version of Microsoft Dynamics
are you are using today?
Poll Question #1
Two Apps, One Solution
A Decade of Integration Experience
600+
Integrated customers since 2005
2014
Many new Features
2005 2007 2011 20152009 2013
Understanding your Customers
A real-time,
event-driven
lifecycle
marketing
solution
The Single View in Microsoft Dynamics
b1234@email.com
EVENT
ATTENDEE
EVENT
INVITE
LAST COMMUNICATION:RESPONDS TO:
TODAY
Microsoft Dynamics
CONTACT
Brian Ford
1 ...
Relevance is Revenue
• Right Message
• Right Person
• Right Time
Execute your email campaigns
without data synchronization
 Send emails to individual Accounts,
Leads, Contacts, Marketing...
Plan OptimizePersonalize
Planning the Customer Journey
Four Questions to Ask Yourself
Do you know
who your
customers are?
Do you know
where they are in
their journey?
Are you dr...
• Are you taking advantage of Microsoft
Dynamics Workflow to send ExactTarget
Emails to automate your customer
journeys?
P...
Marketing Automation
Possible Use Cases
 Lead Nurturing
 Subscription / Membership
Management
 New Account Activation
...
Build Individualized Relationship with each Prospect
Customer Journey
Send a three-part welcome series:
• Confirm their su...
Work smarter and focus efforts
on the right subscribers
Engagement Based on Interactions
A/B Testing
 Send to a Microsoft Dynamics Report
or Campaign and use ExactTarget A/B
Testing to automatically randomize
s...
A/B Testing: Test Everything
Create an A/B Test
email from the
ExactTarget
Marketing Cloud
Select a marketing
list or Camp...
Manage the Enterprise
• Approval process
Ensures each email
send is correct before
sending
Send Approval
Approve/deny email sendsDesignate appro...
Letterhead Sends
• Send to a single person
using a branded template
• Quickly and easily send
professional custom emails
C...
Event Management
• Increase attendance with
sophisticated marketing
campaigns
• One click RSVP option
• Dashboard to view ...
Performance
Tracking &
Interactions
• Customers can drill down for detailed
subscriber data and easily add/create a
market...
Interactions organized by where customers
are in their journey with your brand
Marketing Lifecycle Stages
Live Demonstration
Hilary Schwartzbach
Associate Product Manager, CRM Integration
2015
Q3-4
Roadmap Timeline: Microsoft Dynamics Integration
2 0 1 4
Q1-2
 Event Registration & Tracking
 UI improvements
...
• Tell us what you think about the material
presented in the session today?
Poll Question #3
Questions?
Please type questions in the chat panel to ‘All Panelist'
#ETWEBINARS
Upcoming Webinars:
August 19th @ 2:00 pm EDT
Connecting the Clouds to Drive the
Customer Journey
http://www.exacttarget.co...
Experience Digital Marketing Like Never Before
Join the journey at Connections 2014—transforming customer
interactions int...
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Getting the Most Out of Microsoft Dynamics CRM Integrations

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Take full advantage of your CRM data and build 1:1 customer relationships with the powerful combination of ExactTarget Marketing Cloud and Microsoft Dynamics CRM. Learn how to leverage your tracking data in Microsoft Dynamics CRM to target and automate future communications and develop real relationships with your customers, though every step of their customer journey. We be highlighted new features and shared some fun and useful Tips & Tricks for using ExactTarget Marketing Cloud and Microsoft Dynamics CRM.

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  • Before we dive in, let’s start out with a Poll question. You should see the polling questions on the right side of your screen, we’d like to know, assuming the majority of our callers here today are also microsoft
  • Getting the Most Out of Microsoft Dynamics CRM Integrations

    1. 1. Getting the Most Out of Microsoft Dynamics CRM Integration August 14, 2014 #ETWEBINARS
    2. 2. Your active participation is encouraged Please use the chat function and send to ‘All Panelist’ to ask questions
    3. 3. Webinar Follow-up Watch your inbox: Presentation is being recorded and will be shared in a follow-up email.
    4. 4. Safe Harbor Safe Harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of Microsoft Dynamics.com, inc. could differ materially from the results expressed or implied by the forward looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statement concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new product and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our web hosting, breach of our security measures, the outcome of any litigations, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, or relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non- alesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of Microsoft Dynamics.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filing's section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered in time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Microsoft Dynamics.com, inc. assumes no obligation and does not intend to update these forward looking statements.
    5. 5. Speakers Karalee Slayton Senior Product Marketing Manager kslayton@exacttarget.com @cablemaven #ETWEBINARS
    6. 6. Speakers Hilary Schwartzbach Associate Product Manager, CRM Integration hschwartzbach@exacttarget.com #ETWEBINARS
    7. 7. 1. Learn how to personalized, targeted emails. 2. Best practices and simple use cases for success 3. New features available now in the integration Key Takeaways
    8. 8. • What version of Microsoft Dynamics are you are using today? Poll Question #1
    9. 9. Two Apps, One Solution
    10. 10. A Decade of Integration Experience 600+ Integrated customers since 2005 2014 Many new Features 2005 2007 2011 20152009 2013
    11. 11. Understanding your Customers
    12. 12. A real-time, event-driven lifecycle marketing solution The Single View in Microsoft Dynamics
    13. 13. b1234@email.com EVENT ATTENDEE EVENT INVITE LAST COMMUNICATION:RESPONDS TO: TODAY Microsoft Dynamics CONTACT Brian Ford 1 week ago2 weeks ago Drive the Customer Journey
    14. 14. Relevance is Revenue • Right Message • Right Person • Right Time
    15. 15. Execute your email campaigns without data synchronization  Send emails to individual Accounts, Leads, Contacts, Marketing Lists, Campaigns, and custom entities  See individual and aggregate tracking results in Microsoft Dynamics CRM Integrate – Sending from Microsoft Dynamics
    16. 16. Plan OptimizePersonalize Planning the Customer Journey
    17. 17. Four Questions to Ask Yourself Do you know who your customers are? Do you know where they are in their journey? Are you driving engagement to move them along that journey? Are you able to measure the impact on your business goals?
    18. 18. • Are you taking advantage of Microsoft Dynamics Workflow to send ExactTarget Emails to automate your customer journeys? Poll Question #2
    19. 19. Marketing Automation Possible Use Cases  Lead Nurturing  Subscription / Membership Management  New Account Activation  Password Resets  Transaction Confirmations Create automated marketing interactions with your customers and prospects
    20. 20. Build Individualized Relationship with each Prospect Customer Journey Send a three-part welcome series: • Confirm their subscription and set expectations • Gather preferences • Provide an incentive • Drive Engagement Acquire Onboard Engage Retain
    21. 21. Work smarter and focus efforts on the right subscribers Engagement Based on Interactions
    22. 22. A/B Testing  Send to a Microsoft Dynamics Report or Campaign and use ExactTarget A/B Testing to automatically randomize segments, measure and select the best option, and send the winning email to the remaining subscribers
    23. 23. A/B Testing: Test Everything Create an A/B Test email from the ExactTarget Marketing Cloud Select a marketing list or Campaign; then run the test ExactTarget randomly selects Contacts from your report to receive sample A and sample B Automatically monitor the performance of each sample The system will determine a winner based on the selected metric–Open Rate or Click-through Rate The winning email is sent to the remaining Contacts from the marketing list
    24. 24. Manage the Enterprise
    25. 25. • Approval process Ensures each email send is correct before sending Send Approval Approve/deny email sendsDesignate approver View sends awaiting approval
    26. 26. Letterhead Sends • Send to a single person using a branded template • Quickly and easily send professional custom emails Create template in ETMC Create email in Microsoft Dynamics Client receives branded email
    27. 27. Event Management • Increase attendance with sophisticated marketing campaigns • One click RSVP option • Dashboard to view metrics and trends across all your events • Easily export RSVP lists
    28. 28. Performance Tracking & Interactions • Customers can drill down for detailed subscriber data and easily add/create a marketing list for those subscribers • Your team now has one place to measure, analyze, and optimize campaign performance • Easily view click through rates by campaign, email send, and open rates—all the way down to links that were clicked
    29. 29. Interactions organized by where customers are in their journey with your brand Marketing Lifecycle Stages
    30. 30. Live Demonstration Hilary Schwartzbach Associate Product Manager, CRM Integration
    31. 31. 2015 Q3-4 Roadmap Timeline: Microsoft Dynamics Integration 2 0 1 4 Q1-2  Event Registration & Tracking  UI improvements  Dynamic send preview  AB Testing  Letterhead Sends  Send SMS  Cloud Pages integration with CRM  Enhanced Analytics and Reporting  Journey Builder integration  SMS Tracking data in CRM 2014 Q1-2 2 0 1 5
    32. 32. • Tell us what you think about the material presented in the session today? Poll Question #3
    33. 33. Questions? Please type questions in the chat panel to ‘All Panelist' #ETWEBINARS
    34. 34. Upcoming Webinars: August 19th @ 2:00 pm EDT Connecting the Clouds to Drive the Customer Journey http://www.exacttarget.com/resource-center/webinars August 21st @ 12:00 pm EDT Love at First Site: Charm Customers into Loving your Brand August 26th @ 12:00 pm EDT 5Trends for Designing an Effective Customer Onboarding Strategy August 28th @ 12:00 pm EDT Refresh your Approach to 1:1 Marketing: Elevate the Discussion with Personalization Learn more:
    35. 35. Experience Digital Marketing Like Never Before Join the journey at Connections 2014—transforming customer interactions into exceptional brand experiences for your business For one incredible week, the world’s best marketers come together to: Explore emerging connected technologies Hear from the brightest innovators and biggest brands Experience world-class education and entertainment exacttarget.com/connections September 23-25
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