Marketing Automation in Dynamics CRM with ClickDimensions

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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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Marketing Automation in Dynamics CRM with ClickDimensions

  1. 1. 21 June, 2011<br />OneCafé<br />Marketing Automation with Dynamics CRM 2011 and ClickDimensions<br />
  2. 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. 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. 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. 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. 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. 7. Email marketing<br />23 June, 2011<br />Title<br />7<br />
  8. 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. 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. 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. 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. 12. YourExperiences<br />23 June, 2011<br />Title<br />12<br />
  13. 13. Does your company send bulk emails?<br />13<br />23 June, 2011<br />
  14. 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. 15. 23 June, 2011<br />Marketing Automation with Dynamics CRM 2011 and ClickDimensions<br />15<br />
  16. 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. 17. Dynamic Content Emails<br />
  18. 18. OutlookCast<br />Easily send marketing emails using Microsoft Outlook<br />
  19. 19. Single Email Sends<br />
  20. 20. Break<br />20<br />23 June, 2011<br />
  21. 21. Web trackingForm Capturing<br />23 June, 2011<br />Title<br />21<br />
  22. 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. 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. 24. YourExperiences<br />23 June, 2011<br />Title<br />24<br />
  25. 25. Are you tracking visitstoyour website?Do youuseforms on your website?<br />25<br />23 June, 2011<br />
  26. 26. 23 June, 2011<br />Marketing Automation with Dynamics CRM 2011 and ClickDimensions<br />26<br />
  27. 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. 28. Online Ad Tracking<br />
  29. 29. ClickDimensions Form and Survey Builder<br />
  30. 30. Lead scoring<br />23 June, 2011<br />Title<br />30<br />
  31. 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. 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. 33. YourExperiences<br />23 June, 2011<br />Title<br />33<br />
  34. 34. How do youknowwhen a visitor or contact becomes a qualified lead?<br />34<br />23 June, 2011<br />
  35. 35. 23 June, 2011<br />Marketing Automation with Dynamics CRM 2011 and ClickDimensions<br />35<br />
  36. 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. 37. Tips & Tricks<br />23 June, 2011<br />Marketing Automation with Dynamics CRM 2011 and ClickDimensions<br />37<br />
  38. 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. 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. 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. 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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