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Click Dimensions Webinar


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Using ClickDimensions for Content Marketing to maximize your lead management and nurturing.

Agenda: -Brief Introduction to ClickDimensions
-Campaign Automation
-Lead Nurturing
-Event Planning
-Web Inquiry Process

In this session we show you how ClickDimensions campaign automation's can be used to create nurture (Drip) marketing campaigns, sales engagement campaigns, new customer on boarding and retention campaigns, and much more!

Published in: Technology
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Click Dimensions Webinar

  1. 1. Thank You for Joining Us Today! Email Marketing and Marketing Automation for Microsoft Dynamics CRM
  2. 2. How to Ask Questions • Webinar content will last for 50 minutes followed by Q&A session which we will try to address key questions or we will follow up after the webinar. • If you have a question or an issue: – Type your question in the question window of the GotoWebinar control panel on the right side of your desktop. – We will sort through the questions real time and present those most frequently asked to our panel at the end of the presentation. – If you have any issue, click on the hand. • If you have a question that does not get addressed, we will post answers in our Netwoven blog or contact us via email.
  3. 3. Who is Netwoven? • Netwoven is a solution consulting firm serving large & mid-size enterprises • We were founded in 2001 by former Microsoft executives • Top domain experts from multiple industries and technology firms like Microsoft, Accenture, Oracle and Intel • U.S. headquartered company with global development center
  4. 4. Our Clients
  5. 5. Our Services
  6. 6. Traci Winter - ClickDimensions • Senior Partner Account Manager at ClickDimensions • She has been working with the Microsoft Community the past 11 plus years in various roles. • Her expertise lies in Marketing Automation and Dynamics CRM and has been working with Dynamics CRM since version 3.0. • Traci lives in the heart of Microsoft Dynamics in Fargo, ND.
  7. 7. Today’s Agenda ClickDimensions • Web Inquiry – Web Forms – Real-Time CRM Integration to Lead or Contact – Auto Response – Follow Up Tasks/Activity • Lead Nurturing – Campaign Automation – Multi-Touch Campaigns to Nurture New Leads (from Web Inquiry) – Cross-Sell/Up-Sell Existing Contact for Nurturing • Event Planning – Campaign Automation – Appreciation Events for Retention/Post-Event Follow Up Netwoven • CRM Reporting and Dashboards