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Event management in Microsoft Dynamics CRM 2011

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Microsoft Dynamics CRM 2011 includes an Event Management module that allows you to seamlessly plan, manage and optimise your events through a ready-to-use website template. Details are published to …

Microsoft Dynamics CRM 2011 includes an Event Management module that allows you to seamlessly plan, manage and optimise your events through a ready-to-use website template. Details are published to the client portal, where selected customers and prospects register their attendance. All responses and leads from those events are then tracked in CRM and converted to maximise business opportunities.

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  • 1. EVENT MANAGEMENT IN MICROSOFT DYNAMICS CRM 2011 Microsoft Dynamics CRM 2011 includes an Event Management module that allows you to seamlessly plan, manage and optimise your events through a ready-to-use website template. Details are published to theclient portal, where selected customers and prospects register their attendance. All responses and leads from those events are then tracked in CRM and converted to maximise business opportunities.Event Management & PromotionThe Customer Portal’s event management module is built on top of the Campaign Management functionality inMicrosoft Dynamics CRM 2011. Users set up campaigns (events), marketing lists (dynamic lists of invitees based onqueries), and publish details on the portal, to which invitees are asked to register.Invitee RegistrationThe invitation of selected prospects and customers can be automated throughmail merge or telemarketing functionalities. Access to the portal can be publicor managed through CRM-based authentication. Nerea – www.nerea.com – info@nerea.com
  • 2. Response and Lead CaptureAll responses are automatically tracked in CRM against the corresponding event record and against the customer’srecord. A Lead is created if the person registering is not yet known in CRM.Lead ManagementMicrosoft Dynamics CRM allows forthe seamless conversion of leadsand campaign responses intocustomer records (Accounts andContacts) and related Opportunities(potential sales).Website Content EditingA key feature in the Customer Portal solution for Microsoft DynamicsCRM is the ability to manage portal content quickly and easily. All thecontent is stored in your Microsoft Dynamics CRM system. The webportal reads from the system to render the portal pages, including yourcorporate look and feel and relevant links Nerea – www.nerea.com – info@nerea.com

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