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Email Marketing and Marketing Automation for Microsoft Dynamics CRM
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
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– We will sort through the questions real time and present
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– 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.
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
Our Clients
Our Services
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.
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

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Click Dimensions Webinar

  • 1. Thank You for Joining Us Today! Email Marketing and Marketing Automation for Microsoft Dynamics CRM
  • 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. 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
  • 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. 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