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www.eSavvy.com.au
Marketing Automation
with Microsoft Dynamics CRM &
Click Dimensions
Marketing Automation with Microsoft Dynamics CRM
Marketing Automation with Click Dimensions
Email Marketing Web Tracking Lead Scoring Nurture Marketing SMS Messaging Campaign Tracking
Form Capture Surveys Landing Pages Social Discovery Integrations
(GoToWebinar)
Training & Support
Email Marketing
Drag and Drop
Simple
Drag-And-Drop
Advanced Image Editing
Block Editor
Simple
Wizard-driven
No HTML involved
Freestyle Editor
Medium
Very flexible
Optional ability to edit
HTML
Custom HTML
Advanced
100% control of HTML
4 Editors to Create Email
Workflow
Send from any CRM
workflow process
Single
Send any template
directly from a lead or
contact record
Bulk
Send to any combination
of leads, contacts,
accounts and/or
marketing lists
3 Ways to Send Email
Create Email
Create Marketing Campaign
Link Email To Marketing Campaign
TO TRACK RESULTS
Create Marketing List
TO SEGMENT YOUR TARGET AUDIENCE
NEW – Drag and Drop Editor
NEW – Drag and Drop Editor – Image Editor
Block editor
No HTML knowledge
needed!
Block editor
Block editor - Result
Free Style Editor
Custom HTML Emails
Upload HTML or HTM Files
Sites with free HTMl email templates:
100+ free templates from Campaign Monitor
Free template examples from Mail Chimp
Free templated from Benchmark Email
FreeEmailTemplates.com
TIP!
137% increase in open rate from
personal note approach
Marketing Sherpa Blog, November 27th, 2012
Personalised Emails
Social Sharing
Share
Share
Social Sharing Statistics
Dynamic Content Based on Your Audience
Email Statistics
Email Statistics – Open Rate, Click Rate
Email Statistics – Clicks Report
Email Statistics – Clicks Report
Emails sent as part of the campaign
Export files (CSV, PDF, etc),
Individuals’ Email Statistics
Score
Tip:
Increase a Lead or Contact’s Score via
CRM Workflow
Email Statistics – Click Heat Map
CRM Dashboards – Overall Performance
Test Emails
Test In Your Inbox
Spam Assassin Report
Inbox Preview
A/B Split Test
Distribute Emails - Subscriptions
Add Recipients
- Marketing List/s
- Contact/s
- Account/s
Or combinations of all
Schedule When to Send Email
Send Now
VS.
Send on a particular date and time
Trigger Auto Emails
Nurture Program
CRM Workflow
Manage Your Email Subscriptions
VS.
Generic Unsubscribe
Managed Subscriptions
Managed Subscriptions
A Subscription List can contain many Marketing Lists
Manage Bounced Emails
SMS / Text Messaging
Bulk SMS
Personalised SMS
SMS Statistics
Nurture Marketing
Nurture Program
Tip:
Use CRM Workflows to create other
nurture conditions and rules
Website tracking and scoring
Anonymous Visitors
ClickDimensions tracks all
website visitors and their
activity
Identified Visitors
Through email link clicks or
form captures visitors
identify themselves
ClickDimensions calls social
discovery
ClickDimensions links past
anonymous browsing
Can be new CRM lead or
existing CRM lead or contact
Qualified Visitors
Through social discovery,
form capture, web behavior,
lead score, etc. qualified
leads become obvious
Sales wins opportunities
more quickly and efficiently
Marketing measures, refines
and improves
Identified
Organizations
ClickDimensions discovers
the organizations from
which visitors are browsing
Maiking the Visitor Connection
Visits from search engines
Track Your Online Ads
Track Links to Files and External Websites
• Track all clicks from your site to a partner site
• You want to create a landing page where clicking on a PDF file is considered a conversion (instead of completing a web form)
• Track all clicks to links on your corporate overview PPT file or PDF data sheet
• Automatically trigger an email to be sent to someone who downloaded a certain file or files on your web site
• Track every time a visitor clicks on your link to a certain file; even if that file is not on your web site
make sure that the link is absolute – complete URL
Track clicks on links from Outlook emails
Individual Tracking Summary – Profile View
Web Content
Landing Pages, Forms, Surveys
Landing pages
LP – Block Editor
Surveys
Drag and Drop designer for Surveys and Forms
Surveys with Skip Logic
After Survey Actions
CRM WORKFLOWS
Forms
Event Registration
After Registration Actions
www.eSavvy.com.au
eSavvy – Microsoft Dynamics CRM
Gold Certified Partner
1300 799 723 info@esavvy.com.au www.eSavvy.com.au
Contact Us If You Are Interested In Improving Your Marketing Activities

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