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Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
Marketing Automation in Dynamics CRM with ClickDimensions
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Marketing Automation in Dynamics CRM with ClickDimensions

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Slidedeck used for an interactive OneCafé at Orbit One Ghent. …

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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  • - 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
  • Transcript

    • 1. 21 June, 2011<br />OneCafé<br />Marketing Automation with Dynamics CRM 2011 and ClickDimensions<br />
    • 2. 23 June, 2011<br />Marketing Automation with Dynamics CRM 2011 and ClickDimensions<br />2<br />Dries Vandenhoeck<br />Project Manager at Orbit One<br />Technology<br /> Dynamics CRM<br />SharePoint<br />Contact<br /> Mail: dries@orbitone.com<br />Twitter: @DriesVDHoeck<br />LinkedIn: http://www.linkedin.com/in/driesvandenhoeck<br />
    • 3. 23 June, 2011<br />Title<br />3<br />Who is Orbit One?<br />18 passionate web & IT professionals<br />Based in Ghent<br />Since1995<br />Strong believers of the New World Of Work<br />Mission: <br />“Optimizeyourcommunication & collaborationbyusing internet technologies.”<br />
    • 4. 23 June, 2011<br />Title<br />4<br />Services<br />Advice, design, implementandmaintain:<br />Information websites<br />Self-Service portals, online forms, payments<br />Intranet & document management<br />Facebook for the enterprise<br />CRM - Contact Management<br />Unified Messaging<br />Socialintegration & e-mail marketing<br />Customdevelopment<br />Experts in<br />WEBSITE CMS<br />
    • 5. Introduction<br />Email Marketing<br />(Break)<br />Web Tracking & Form capturing<br />Lead Scoring<br />Tips & Tricks<br />Drinks, fingerfood & networking<br />Agenda<br />Title<br />23 June, 2011<br />5<br />
    • 6. 6<br />Marketing Automation with Dynamics CRM 2011 and ClickDimensions<br />23 June, 2011<br />How tosendmass emails<br />How tomeasureopens & clicks in emails<br />How totrack website visits<br />How tocapture data fromforms on your website<br />How torecognizequality leads<br />Whatyou’lllearn<br />
    • 7. Email marketing<br />23 June, 2011<br />Title<br />7<br />
    • 8. 8<br />Title<br />23 June, 2011<br />Generate more business<br />Keep existing contacts informed<br />Attract talented people<br />Why email marketing?<br />
    • 9. Honey pot model<br />23 June, 2011<br />Marketing Automation with Dynamics CRM 2011 and ClickDimensions<br />9<br />?<br />Website<br />Visitor<br />CRM<br />Communicate<br />
    • 10. 23 June, 2011<br />Marketing Automation with Dynamics CRM 2011 and ClickDimensions<br />10<br />What is a CRM platform?<br />Customer<br />Relationship<br />Management<br />
    • 11. 23 June, 2011<br />Marketing Automation with Dynamics CRM 2011 and ClickDimensions<br />11<br />What is ClickDimensions?<br />Add-onfor Microsoft Dynamics CRM 2011<br />Compatible with the CRM on-premiseandCRM online<br />Complete solution for:<br /> Email marketing<br /> Web tracking<br /> Form capturing<br /> Lead scoring<br />Starting at € 262/month ($ 375/month)<br />Orbit One is preferredBelgian ClickDimensions Partner<br />
    • 12. YourExperiences<br />23 June, 2011<br />Title<br />12<br />
    • 13. Does your company send bulk emails?<br />13<br />23 June, 2011<br />
    • 14. Bulk email in Microsoft Dynamics CRM<br />23 June, 2011<br />Title<br />14<br />ClickDimensions<br />Built for Dynamics CRM<br />Embeded in CRM<br />IN THE BOX<br />External solution<br />with CRM integration<br />Users CRM contact data<br />Export/import<br />No stats in CRM<br />External solution<br />Export/import<br />No stats in CRM<br />Sent from Outlook<br />No statistics<br />Small volume<br />
    • 15. 23 June, 2011<br />Marketing Automation with Dynamics CRM 2011 and ClickDimensions<br />15<br />
    • 16. 16<br />Marketing Automation with Dynamics CRM 2011 and ClickDimensions<br />23 June, 2011<br />No export or synchronizationof contacts<br />Up-to-date contact information<br />Reports & overviews<br />Capture user data intoyour CRM environment (no duplication)<br />Technical simplification (only 1 platform tomaintain) <br />Benefits : email marketing in CRM<br />
    • 17. Dynamic Content Emails<br />
    • 18. OutlookCast<br />Easily send marketing emails using Microsoft Outlook<br />
    • 19. Single Email Sends<br />
    • 20. Break<br />20<br />23 June, 2011<br />
    • 21. Web trackingForm Capturing<br />23 June, 2011<br />Title<br />21<br />
    • 22. 22<br />Title<br />23 June, 2011<br />Knowwhat content is hot<br />Who is visitingandwhat are theyvisiting?<br />Does your website meet your goals?<br />Whyshouldyou track visits on your website?<br />
    • 23. Honey pot model<br />23 June, 2011<br />Marketing Automation with Dynamics CRM 2011 and ClickDimensions<br />23<br />?<br />Social media<br />Blogs<br />Search engines<br />Forms<br />Clicks<br />Website<br />Visitor<br />CRM<br />Communicate<br />
    • 24. YourExperiences<br />23 June, 2011<br />Title<br />24<br />
    • 25. Are you tracking visitstoyour website?Do youuseforms on your website?<br />25<br />23 June, 2011<br />
    • 26. 23 June, 2011<br />Marketing Automation with Dynamics CRM 2011 and ClickDimensions<br />26<br />
    • 27. 27<br />Marketing Automation with Dynamics CRM 2011 and ClickDimensions<br />23 June, 2011<br />Tracking and form submits on contact/lead level<br />Statisticsand 360° view (on contact level) in CRM<br />Pinpoint problematic area’s of your website<br />Benefits: Web tracking / Form capturing in CRM<br />
    • 28. Online Ad Tracking<br />
    • 29. ClickDimensions Form and Survey Builder<br />
    • 30. Lead scoring<br />23 June, 2011<br />Title<br />30<br />
    • 31. 31<br />Title<br />23 June, 2011<br />Knowwho shows interest in whatyou do<br />Segment yourvisitorsby interest<br />Knowhow & whentointeract<br />Whyshouldyourate the actions of yourvisitors?<br />
    • 32. Honey pot model<br />23 June, 2011<br />Marketing Automation with Dynamics CRM 2011 and ClickDimensions<br />32<br />Count<br />Score<br />!<br />Forms<br />Clicks<br />Website<br />Visitor<br />CRM<br />Qualified lead<br />Communicate<br />Score adds up<br />
    • 33. YourExperiences<br />23 June, 2011<br />Title<br />33<br />
    • 34. How do youknowwhen a visitor or contact becomes a qualified lead?<br />34<br />23 June, 2011<br />
    • 35. 23 June, 2011<br />Marketing Automation with Dynamics CRM 2011 and ClickDimensions<br />35<br />
    • 36. 36<br />Marketing Automation with Dynamics CRM 2011 and ClickDimensions<br />23 June, 2011<br />Valuableleads emerge proper opportunities<br />Profile overview shows historyof interactions<br />Associatesinteractions of anonymouswith contact/lead<br />Benefits: Lead scoring in CRM<br />
    • 37. Tips & Tricks<br />23 June, 2011<br />Marketing Automation with Dynamics CRM 2011 and ClickDimensions<br />37<br />
    • 38. 23 June, 2011<br />Marketing Automation with Dynamics CRM 2011 and ClickDimensions<br />38<br />Tips & Tricks<br />Categorizeyour contacts in CRM<br />Sendspecific emails depending on categorization<br />Create landing pages<br />Structureyour website<br />List building<br />Otheruse case:<br />Job opening / attract talent<br />Check-in email<br />
    • 39. 23 June, 2011<br />Title<br />39<br />What we covered in thisOneCafé<br />Sendingeffective email marketing<br />Tracking email marketing results<br />Tracking website visitors & form submits<br />Scoring leads<br />
    • 40. 23 June, 2011<br />Marketing Automation with Dynamics CRM 2011 and ClickDimensions<br />40<br />Conclusion<br />ClickDimensions and CRM combined:<br />Addedvalueforyour data in CRM<br /> Embedded in 1 platform for customer data<br />Easy toimplementanduse<br /> Affordable solution<br />
    • 41. What’s next?<br />Give me a call to<br />Buy or upgrade to Microsoft Dynamics CRM 2011<br />Install ClickDimensions<br />Askforouradviseand expertise for the implementation<br />… but let’s have somedrinks first!<br />Contact<br /> Mail: dries@orbitone.com<br /> Phone: 09/330.15.38<br />Twitter: @DriesVDHoeck<br />LinkedIn: http://www.linkedin.com/in/driesvandenhoeck<br />23 June, 2011<br />Marketing Automation with Dynamics CRM 2011 and ClickDimensions<br />41<br />

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