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CMCRM Feature Presentation

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This presentation gives you an overview of the features in our integration between the email marketing tool Campaign Monitor and Microsoft Dynamics CRM

This presentation gives you an overview of the features in our integration between the email marketing tool Campaign Monitor and Microsoft Dynamics CRM

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  • 1. Seamless integration between
    Campaign Monitor and Microsoft Dynamics CRM
  • 2. What it does
    No need to login to, or even know about Campaign Monitor
    Use the power of Advanced Search to created segmented lists, and CMCRM will automatically synchronize the list with your subscriber lists in Campaign Monitor – and keep them in sync!
    Get all the insights from your e-mail campaigns delivered directly in Microsoft CRM, and connect those insights with the rest of your CRM data to create a 360-view of your prospects and customers.
    Links your Marketing Lists with subscriber lists in Campaign Monitor
    Connects your Campaigns in Microsoft CRM with your e-mail campaigns in Campain monitor
    Automatically downloads the campaign summaries directly to Microsoft CRM:
    Recipients, Clicks, Unsubscribes, etc.
    Keeps your lists synchronized - Automatically:
    Add new list members as subscribers in Campaign Monitor
    Remove unsubscribes from from Marketing Lists
    Add new subscribers coming from Campaign Monitor to your Contact/Lead base and marketing lists
    Detailed tracking automatically appears in Microsoft CRM as Campaign Responses:
    Opens, Bounces, Unsubscribes, Click-Throughs (Links Clicked)
    Campaign Responses are automatically linked to the Contact/Lead and the campaign
  • 3. How it works
    CMCRM Extends your CRM Solution:
    Campaign, is exteded with a new ”Link to Campaign Manager” button and attributes for Campaign summary from Campaign Monitor
    Marketing List, is extended with a new ”Link to Campaign Manager” button and attributes for list details from Campaign Monitor
    Campaign Response, is entended with Campaign Monitor specific information for Open tracking, Link trancing, etc.
    A new entity called Field map is created, enabling you to map custom fields in subscriber lists to contact and lead attributes in Microsoft CRM
    The Engine: CMCRM Synchonization Service
    This high-performace multi-threaded Windows service is installed directly on the CRM Server and performs all the synchonization directly on your CRM Server
    The CMCRM Service Controller application lets you control all aspects of the synchronization
  • 4.
  • 5. CMCRM Service Controller
    Lets you specify what to synchonize
    How often you want data synchonized
    Lets you specify what organization to perform synchonization for, in multi-tenancy installations (CRM Enterprise Edition)
    Runs securely as a Windows Service
    Uses the Windows Event log, which lets you monitor performance and track any anormalies
    Your API Key is stored encrypted, so no one can take advantage of the key
  • 6. The campaign list shows the new attributesadded to yourcampaigns. All thesestatisticswillbesynchonized at the specified intervals, by the CMCRM Service
    Detailsabouthowyoursubscriber lists areconfigured in Campaign Monitor, is availabledirectlyonyour Marketing Lists
  • 7. 1
    Clickon the new ”Link with Campaign Monitor” button
    2
    Select the campaign from Campaign Monitor and Click ”Connect”
    3
    Yourcampaign is nowconnected, and willautomaticallybekept in sync. with Campaign Monitor
  • 8. All events from Campaign Monitor is automaticallycreated as Campaign Responsenses
  • 9. Events areregistrered as new ResponseCodes
    Both the Click Count and the actual URL is synchronized from Campaign Monitor
  • 10. Do you have Customfields in your Campaign Monitor lists?
    No problem. Just create the Custom Fields in your Marketing Lists, and mapthosefields to ContactorLeadattributes in your CRM database.
    This is also a greatway to enrichexisting CRM data automatically
  • 11. Select recipient from thiscampaign…
    …Who has unsubscribed…
    …And wherewe have an openopportunity
    Use the Power of advancedsearch to createsubscriber lists directly from Microsoft CRM!
    In the exampleabove, wearecreated a segmented list of the recipients from the ”New Yeargreetings” campaign, so wecantargetthosespecificcontactsdirectly, basedon marketing behaviourcombinedwithour CRM data.
  • 12. Further customization
    Use the Reporting tools, to create custom reports accessible from within Microsoft CRM
    Use the built-in CRM workflow engine, to automate events and notifications based on the behaviour tracked in your campaigns
    Use the built-in Customization tools, to further customize the solution
  • 13. Version 1.0 RTM is out now!
    CMCRM is available in two editions:
    Agency: Youpay a one time flat-fee of 1.450€ excl. VAT, which covers all features of CMCRM for one server installation, and allowsyou to connect to any Campaign Monitor account.
    Free: Youget all features of CMCRM for free! This editions requires a client account for Campaign Monitor, setup in our Campaign Monitor agency account.
    With both editions, thereare NO LIMITS onhowmany CRM or CM usersmayuse the integration orhowmuch data youmaysynchronize
    Areyou a Campaign Monitor or Dynamics CRM re-seller?
    Contactus, and find out howyoucan offer CMCRM to yourcustomers
    Emailus: info@applications.dkSend us a Tweet: http://twitter.com/appldevContactusonour website: www.applications.dk (Danish)
  • 14. Free Edition or Agency Edition?
    If youarealreadyusing Campaign Monitor, or have an account with a Campaign Monitor agency, youshoulduse the Agency Edition, whichallowsyou to setup CMCRM for any type of Campaign Monitor account
    If youwant to use the Free Edition, youcancreate a free Campaign Monitor account withus. Youwillthenaccessyour Campaign Monitor from http://crm.applications.dk . Send an email to info@applications.dk, to getyourfree Campaign Monitor account.
    Areyou a Campaign Monitor or Dynamics CRM re-seller?
    Contactus, and find out howyoucan offer CMCRM to yourcustomers
    Email: info@applications.dk – Twitter: http://twitter.com/appldevweb: www.applications.dk (Danish)
  • 15. Want to try CMCRM for free?
    Do not just takeourword for it – Try CMCRM for yourself for 14 days
    Send an e-mail to info@applications.dk, and wewillprovideyouwith CMCRM 1.0 RTM and a triallicencekey for the Agency Edition, so youcan check out all the great features in the comfort of yourown systems environment.
    Areyou a Campaign Monitor or Dynamics CRM re-seller?
    Contactus, and find out howyoucan offer CMCRM to yourcustomers
    Email: info@applications.dk – Twitter: http://twitter.com/appldevweb: www.applications.dk (Danish)

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