Marketing automation solutions help organisations better understand and target prospective customers, providing email marketing, web tracking, form capture, surveys and more. ClickDimensions is an email marketing and web analytics add-on for Microsoft Dynamics CRM that joins together marketing automation with your CRM system. Steven Foster, Intergen's CRM Product Manager showed attendees how this single marketing solution can help their organisation's identify who is interested in their products or services, their level of interest and help you take action. He also showed how you can use ClickDimensions with Microsoft Dynamics CRM to identify customers, generate compelling newsletters, deliver rich email content, manage web content with smart forms, create landing pages and surveys and generate qualified leads through intelligent web analytics.

1. Empowering Marketing and Sales
using CRM and ClickDimensions
Steven Foster
16th May 2012
Steven.foster@intergen.co.nz
@FozzyNZ
http://www.linkedin.com/in/stevefoster
http://nakedcrm.com
http://www.intergen.co.nz/blog

2. Empowering Sales and Marketing
Topics
 Introduction
 Marketing and Sales Woes
 What you would like to know as marketing
 What is ClickDimensions
 Demo
 Summary

3. Empowering Sales and Marketing
Steven Foster: CRM Product Manager
 My role is to drive the Microsoft CRM
business, delivery and partner relationships
 People call me passionate about CRM and
even an evangelist!
 I have been working in the field of CRM for
over 13 years, implemented many CRM and
xRM solutions and have experience across a
broad range of CRM technologies, industries
and countries.

4. Empowering Sales and Marketing
Marketing and Sales Woes
MARKETING WOES SALES WOES
 What is my ROI for that marketing effort?  How did that Lead find out about us?
 How many people opened my email, or  What are they interested in?
clicked the link, who were they?  Have they downloaded anything of
 How long did the person spend on my interested?
website  What emails have we sent to them
 What did they look at, what are people  Have they been looking at the
interested in newsletters, do they care, if not why
 How did they get to my website, who were not?
the referrers  What events have they attended?
 How successful have my online advertising  Do my contacts care about the emails
been we are sending them?
 I want more call to actions without the  What are they are looking at and for
headache of manual how long?
 I want to manage the content of my emails
and landing pages

5. Empowering Sales and Marketing
Imagine a world where …..
One System to You could
Manage all Sales would know
how a lead found measure the
Marketing direct traffic as
Activity you, what they are
interested in, what a result of an
they have been online ad
looking at
Real time Stats on Email
Subscription Management effectiveness
by area rather than Yes You can create
Please or No Thank you forms and
landing pages
and integrate to
CRM with no
You could create Developer input You can create forms
appealing and landing pages
newsletters with and integrate to
relevant content CRM with no
Developer input

7. Traditional Marketer’s Tools
Basic lead/contact integration; constantly
synching, exporting, importing
Email
Marketing Social
? Discovery
and/or
Monitoring
Web Site
List ≠ List Analytics
Campaign ≠ Campaign Surveys
Lead (Prospect) ≠ Lead

8. CRM + Email + Analytics + Surveys + Social
ClickDimensions on
Windows Azure
- ClickDimensions API Customer Web Site(s)
All Data in One Place
- Dynamics CRM data
- Email Marketing Data
- Web Analytics Data
- Surveys, Social
Recipient Inboxes

9. ClickDimensions Email Marketing
Dedicated, Managed
Cloud Email Service
- Deliverability
- Inbox Seed Testing Create HTML Email Templates
- Return Path Reputation
Send Email to Marketing Lists
Monitoring
- Sender Authentication (SPF, Trigger Email from workflow Recipient Inboxes
Sender ID, DKIM) Send single emails to Leads - All open, click and bounce
- Complaint Management - and Contacts tracking returned to your CRM
Feedback Loop - ClickDimensions tracks what
- Service Protection recipients view when they
click through to your web site

10. Marketing Automation
Email Marketing Web Tracking Lead Scoring Surveys
Social Discovery Campaign Tracking Form Capture API (with Event and eCommerce Tracking)
Nurture Landing Pages Search/Advertising Subscription
Marketing Management

11. Making the Visitor Connection
Anonymous Visitors Identified Organizations Identified Visitors Qualified Visitors
ClickDimensions ClickDimensions Through email link clicks Through social
tracks all web site discovers the or form captures visitors discovery, form
visitors and their organizations from which identify themselves capture, web behavior,
activity visitors are browsing lead score, etc.
ClickDimensions calls qualified leads
Social Discovery become obvious
ClickDimensions links Sales wins
past anonymous browsing opportunities more
quickly and efficiently
Can be new CRM Lead
or existing CRM Lead or Marketing measures,
Contact refines and improves

12. Lets see it in Action…

13. Empowering Sales and Marketing
So how did you find it?

14. Empowering Sales and Marketing
Deep Dive Twilight Stats
•Managing Events
Email Templates
•Free Form and Block Editor
Sending emails
•Test, Inbox Preview
•Delivery Statistics
Web Content
•Forms and Surveys
•Landing Pages
Web Analytics
•Who is looking at what

15. Empowering Sales and Marketing
In Summary …
 Empowers Marketing to deliver insightful information that
generates Leads
 Provides the tools that marketing needs to deliver and measure
ROI
 Build upon Dynamics CRM marketing Foundation
 For the standard package, it only costs around 4 days of
developer effort per year, you could not build website form
integration in that time

16. Questions
Steven.foster@intergen.co.nz
@FozzyNZ
http://www.linkedin.com/in/stevefoster
http://nakedcrm.com
http://www.intergen.co.nz/blog

17. Thank You