Marketing involves communicating the value of a product or service to customers. There are two types of marketing lists in Microsoft Dynamics CRM: static and dynamic. A static list contains contacts added manually, while a dynamic list automatically adds and removes contacts based on filtering criteria. Campaigns are coordinated efforts to promote products or services, and involve planning activities, campaign activities, responses, and literature. Quick campaigns allow targeting audiences with a single activity like an email.
Successful Email Marketing Campaigns Directly From Microsoft Dynamics CRMeSavvy
Find out how to leverage on running successful email marketing campaigns directly from Microsoft Dynamics CRM. Segment email marketing campaigns, test emails before you send them, manage your subscriptions and evaluate email marketing campaigns performance.
Take full advantage of your CRM data and build 1:1 customer relationships with the powerful combination of ExactTarget Marketing Cloud and Microsoft Dynamics CRM. Learn how to leverage your tracking data in Microsoft Dynamics CRM to target and automate future communications and develop real relationships with your customers, though every step of their customer journey. We be highlighted new features and shared some fun and useful Tips & Tricks for using ExactTarget Marketing Cloud and Microsoft Dynamics CRM.
Marketing Automation - Part 3 Agenda Covers
1. Distribution Campaign Activities
2. To Distribute a Campaign Activity
3. Working with Campaign response Records
4. To Convert a Campaign Response Record and Procedure
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
Successful Email Marketing Campaigns Directly From Microsoft Dynamics CRMeSavvy
Find out how to leverage on running successful email marketing campaigns directly from Microsoft Dynamics CRM. Segment email marketing campaigns, test emails before you send them, manage your subscriptions and evaluate email marketing campaigns performance.
Take full advantage of your CRM data and build 1:1 customer relationships with the powerful combination of ExactTarget Marketing Cloud and Microsoft Dynamics CRM. Learn how to leverage your tracking data in Microsoft Dynamics CRM to target and automate future communications and develop real relationships with your customers, though every step of their customer journey. We be highlighted new features and shared some fun and useful Tips & Tricks for using ExactTarget Marketing Cloud and Microsoft Dynamics CRM.
Marketing Automation - Part 3 Agenda Covers
1. Distribution Campaign Activities
2. To Distribute a Campaign Activity
3. Working with Campaign response Records
4. To Convert a Campaign Response Record and Procedure
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
An overview on how to ensure your CRM yroject will become an epic success. This presentation does not aim to cover all aspects, but focus on topics that have been important either in failure or success from my point of view, backed by research and business literature on relevant topics.
DOWNLOAD and read the speakers notes to get the full Picture, they are quite comprehensive on all slides
Design For Your Subscribers: Tips and Tricks to Increase Email Marketing ROI ...Online Marketing Summit
Design For Your Subscribers: Tips and Tricks to Increase Email Marketing ROI
Email and landing page design affects more than the appearance of your messages. It affects clicks, conversion, and overall ROI. This online marketing seminar will provide insights into how to improve your email and landing page designs to increase performance and produce better results.
* Tim Siukola, Manager, Campaign Solutions, ExactTarget
http://prettydarngood.com/ , Microsoft Dynamic CRM demo by PDG Consultants, Microsoft Dynamic CRM specialists. As Microsoft Certified Professionals in Microsoft SQL Server, Microsoft Dynamics CRM, and Microsoft Dynamics GP we have upgraded and integrated many ERP systems with CRM systems.
SynapseIndia discusses factors which makes microsoft dynamic crm a preferred ...SynapseIndia
Using Microsoft Dynamic CRM has so many benefits. It has feature like automatically tracking and managing customer information. In addition, accessing the information you need in one area couldn’t be easier with Microsoft Dynamics CRM, because it is fully integrated with all Microsoft Office applications. Here SynapseIndia tells you about 6 major factors that makes Microsoft Dynamic CRM a must choice for business.
Multi-Factor Authentication In SalesforceCloud Analogy
MFA is an effective way to boost protection for user accounts against common security threats. It adds another layer of security to your login process that requires users to enter two or more pieces of evidence to prove their identity.
Dynamics 365 for Marketing allows you to automate much of the marketing process so that you can concentrate on targeting the right people and crafting the right message
CRM in 2016 top new features to lead your company to a competitive CRM victory!Subhakar Rao Surapaneni
The presentation unfolds a sneak peek on the top new features of dynamic CRM process of 2016. It also explains how the fully integrated cloud-based features will function with a series of enhancements that will enable CRM users to govern and route issues to specific person from the specific team rather than one person act as a funnel. Further, customer engagement through CRM new features will help enterprises create long-term relationships through support from optimized sales and marketing alignment at the back-end.
Webinar by Maximizer CRM's president Vivek Thomas on the new features offered by Maximizer and a demonstration of the customizations offered by business partners in the Australia and New Zealand region.
6 Sales Promotion Tips For Marketing SuccessCloud Analogy
Sales promotion is a predetermined strategy applied for a limited period of time, with the aim of increasing consumer demand and stimulating sales.
In these slides, you will learn about the tips for Marketing Success.
SimpleCRM's solution for Insurance industry consists of:
1. Multi Channel Lead Management System
2. Multi Channel Support Center System
3. Adviser portal & MI System
4. Integration with Core Insurance System
Get to know Microsoft Dynamics CRM 2013 (plus Mobile app)Will Slade
Screenshots of Microsoft Dynamics CRM 2013 highlighting just a handful of new features. Screenshots of the new Microsoft Mobile App for Tablets also included.
Slidecast how SalesCentric Relationship Charts helps cost justification, user adoption and data accuracy to extend the power of Dynamics CRM (audio included - select green arrow at foot of slidecast window)
Leadership Development PlanMBA 670This Leadership Development.docxcroysierkathey
Leadership Development PlanMBA 670
This Leadership Development Plan serves as your road map for training and development activities that will enhance your leadership competencies. As you approach the end of your MBA program reflect on your continuing career goals, the skills you will need to achieve them, and the influence you would like to have on your organization.
Your name: Your current job title
Career Goal Make sure your goal is SMART: specific, measurable, achievable, realistic, and time-bound.
[Write a response of no more than 100 words here.]
Skills Development Needs
What are the constraints in your skills, knowledge, and experience from the viewpoint of improving your organization’s performance?
[Write a response of no more than 200 words here.]
How can you enhance your skills, knowledge, and experience to influence changes in your organization?
[Write a response of no more than 200 words here.]
Personal Impact on Organization Performance
How can you personally influence one or more performance measures in your organization?
[Write a response of no more than 200 words here.]
What role can you play to enhance the level of trust necessary for strategic changes in your organization?
[Write a response of no more than 200 words here.]
Print this page, then sign and date the hard copy.Signature _____________________Date _______________
What are examples of ethical climates in the accounting discipline?
· Continuing education requirements for certified accountants - state specific licensures and rules
· Certified Managerial Accounting - standards
· CMA Code of Conduct
· IMA Code of Conduct
· Auditing practices
· AICPA - Code of Conduct
· Internal Auditing practices
· Government regulations - SOX
· Climates to prevent insider trading
· Cultural influences to ethical climates in accounting
International Management Review Vol. 12 No. 2 2016
56
The Marketer’s Action Plan (MAP): Six Steps to Developing Effective
Marketing Plans in B2B Marketing Programs
Eric Gagnon
The Business Marketing Institute, Chicago, IL 60610 USA
Business-to-business marketing professionals are always interested in finding better tools to help them
create marketing plans that generate better, and more measurable, response. In our BMI online CRM Field
Marketing (CRM-FM) training and certification program, we’ve developed the Marketer’s Action Plan
(MAP), a step-by-step process for helping you plan, develop, execute, measure, and adapt any marketing
activity. While intended for use with CRM systems, where measurement of marketing programs (also
known as "campaigns" in most CRM systems) is made far easier by tracking them within CRM, you don’t
need to use a CRM system to implement this process in any marketing plan.
Even better, the Marketer’s Action Plan can be used for any marketing activity that is part of your
overall marketing program—from print advertising, to direct mail, trade shows, or online-ba ...
An overview on how to ensure your CRM yroject will become an epic success. This presentation does not aim to cover all aspects, but focus on topics that have been important either in failure or success from my point of view, backed by research and business literature on relevant topics.
DOWNLOAD and read the speakers notes to get the full Picture, they are quite comprehensive on all slides
Design For Your Subscribers: Tips and Tricks to Increase Email Marketing ROI ...Online Marketing Summit
Design For Your Subscribers: Tips and Tricks to Increase Email Marketing ROI
Email and landing page design affects more than the appearance of your messages. It affects clicks, conversion, and overall ROI. This online marketing seminar will provide insights into how to improve your email and landing page designs to increase performance and produce better results.
* Tim Siukola, Manager, Campaign Solutions, ExactTarget
http://prettydarngood.com/ , Microsoft Dynamic CRM demo by PDG Consultants, Microsoft Dynamic CRM specialists. As Microsoft Certified Professionals in Microsoft SQL Server, Microsoft Dynamics CRM, and Microsoft Dynamics GP we have upgraded and integrated many ERP systems with CRM systems.
SynapseIndia discusses factors which makes microsoft dynamic crm a preferred ...SynapseIndia
Using Microsoft Dynamic CRM has so many benefits. It has feature like automatically tracking and managing customer information. In addition, accessing the information you need in one area couldn’t be easier with Microsoft Dynamics CRM, because it is fully integrated with all Microsoft Office applications. Here SynapseIndia tells you about 6 major factors that makes Microsoft Dynamic CRM a must choice for business.
Multi-Factor Authentication In SalesforceCloud Analogy
MFA is an effective way to boost protection for user accounts against common security threats. It adds another layer of security to your login process that requires users to enter two or more pieces of evidence to prove their identity.
Dynamics 365 for Marketing allows you to automate much of the marketing process so that you can concentrate on targeting the right people and crafting the right message
CRM in 2016 top new features to lead your company to a competitive CRM victory!Subhakar Rao Surapaneni
The presentation unfolds a sneak peek on the top new features of dynamic CRM process of 2016. It also explains how the fully integrated cloud-based features will function with a series of enhancements that will enable CRM users to govern and route issues to specific person from the specific team rather than one person act as a funnel. Further, customer engagement through CRM new features will help enterprises create long-term relationships through support from optimized sales and marketing alignment at the back-end.
Webinar by Maximizer CRM's president Vivek Thomas on the new features offered by Maximizer and a demonstration of the customizations offered by business partners in the Australia and New Zealand region.
6 Sales Promotion Tips For Marketing SuccessCloud Analogy
Sales promotion is a predetermined strategy applied for a limited period of time, with the aim of increasing consumer demand and stimulating sales.
In these slides, you will learn about the tips for Marketing Success.
SimpleCRM's solution for Insurance industry consists of:
1. Multi Channel Lead Management System
2. Multi Channel Support Center System
3. Adviser portal & MI System
4. Integration with Core Insurance System
Get to know Microsoft Dynamics CRM 2013 (plus Mobile app)Will Slade
Screenshots of Microsoft Dynamics CRM 2013 highlighting just a handful of new features. Screenshots of the new Microsoft Mobile App for Tablets also included.
Slidecast how SalesCentric Relationship Charts helps cost justification, user adoption and data accuracy to extend the power of Dynamics CRM (audio included - select green arrow at foot of slidecast window)
Leadership Development PlanMBA 670This Leadership Development.docxcroysierkathey
Leadership Development PlanMBA 670
This Leadership Development Plan serves as your road map for training and development activities that will enhance your leadership competencies. As you approach the end of your MBA program reflect on your continuing career goals, the skills you will need to achieve them, and the influence you would like to have on your organization.
Your name: Your current job title
Career Goal Make sure your goal is SMART: specific, measurable, achievable, realistic, and time-bound.
[Write a response of no more than 100 words here.]
Skills Development Needs
What are the constraints in your skills, knowledge, and experience from the viewpoint of improving your organization’s performance?
[Write a response of no more than 200 words here.]
How can you enhance your skills, knowledge, and experience to influence changes in your organization?
[Write a response of no more than 200 words here.]
Personal Impact on Organization Performance
How can you personally influence one or more performance measures in your organization?
[Write a response of no more than 200 words here.]
What role can you play to enhance the level of trust necessary for strategic changes in your organization?
[Write a response of no more than 200 words here.]
Print this page, then sign and date the hard copy.Signature _____________________Date _______________
What are examples of ethical climates in the accounting discipline?
· Continuing education requirements for certified accountants - state specific licensures and rules
· Certified Managerial Accounting - standards
· CMA Code of Conduct
· IMA Code of Conduct
· Auditing practices
· AICPA - Code of Conduct
· Internal Auditing practices
· Government regulations - SOX
· Climates to prevent insider trading
· Cultural influences to ethical climates in accounting
International Management Review Vol. 12 No. 2 2016
56
The Marketer’s Action Plan (MAP): Six Steps to Developing Effective
Marketing Plans in B2B Marketing Programs
Eric Gagnon
The Business Marketing Institute, Chicago, IL 60610 USA
Business-to-business marketing professionals are always interested in finding better tools to help them
create marketing plans that generate better, and more measurable, response. In our BMI online CRM Field
Marketing (CRM-FM) training and certification program, we’ve developed the Marketer’s Action Plan
(MAP), a step-by-step process for helping you plan, develop, execute, measure, and adapt any marketing
activity. While intended for use with CRM systems, where measurement of marketing programs (also
known as "campaigns" in most CRM systems) is made far easier by tracking them within CRM, you don’t
need to use a CRM system to implement this process in any marketing plan.
Even better, the Marketer’s Action Plan can be used for any marketing activity that is part of your
overall marketing program—from print advertising, to direct mail, trade shows, or online-ba ...
Presentation at Loriman Social Media Seminar on Automated Marketing Software Solutions. Features to look for, Solutions and Pricing. It is an overview of the landscape for software to power marketing, lead generation and sales.
CRM Assessment eBook
CRM is a mixture of people, processes and technology, and if these three areas are not in alignment the CRM tool may not be as effective as it could be, and may not be leveraged by the individuals who could find vast benefits of such a tool. This tool can be used to help you understand who, what, where, when and how improvements to CRM processes, people and technology could be leveraged to improve any business.
CRM is a mixture of people, processes and technology, and if these three areas are not in alignment the CRM tool may not be as effective as it could be, and may not be leveraged by the individuals who could find vast benefits of such a tool. This tool can be used to help you understand who, what, where, when and how improvements to CRM processes, people and technology could be leveraged to improve any business.
BUS201Assignment Marketing Plan, Part 4Assignment Market.docxrobert345678
BUS201
Assignment: Marketing Plan, Part 4
Assignment: Marketing Plan, Part 4
Due Friday Dec 09 by 11:59pm
Complete the following information about the organization and products and/or services you will focus on as you develop a complete marketing plan throughout the course. You may need to do research to get answers to the questions below. The subject for this assignment should be the organization and products and/or services you identified for the Marketing Plan, Parts 1 and 2 Assignments.
When you submit this assignment, you should submit it as a complete marketing plan, including all your work from Marketing Plan Assignments, Parts 1 and 2. All elements of your marketing plan should be complete. You may incorporate improvements to earlier sections of the plan, based on prior feedback from your instructor.
Marketing Mix (Four Ps)
Product Strategy
Briefly describe your product or service. Where is it in the product life cycle? What recommendations do you have for improving the offering to fit your target market’s needs? Be sure to consider:
What level of quality and consistency does the offering have?
How many features does it have and can they be removed or added?
How well does your product or service deliver what the customer values? How can it improve?
What improvements would help your offering compete more effectively?
Pricing Strategy
How is your product or service priced today? How does this compare to competitors, assuming competitors are at or near break-even point with their pricing? Analyze pricing alternatives and make recommendations about pricing going forward based on the following:
How sensitive are your customers to changes in price?
What revenue will you need to break even and achieve profitability?
What does the price say about your product in terms of value, quality, prestige, etc.?
Place: Distribution Strategy
What is your current distribution strategy? What missed opportunities or disconnects are you seeing in this distribution approach? Make recommendations about your future distribution strategy based on the following:
What are the best distribution channels and methods for you to use, and why?
Will you have a retail outlet and if so, where will it be located?
In what geographic area(s) will your product/service be available?
Promotion: Integrated Marketing Communications Strategy
Use the template below to layout your design for a marketing campaign aimed at your target segment.
Approach
How will you achieve your goal? What promotional or engagement strategies will you use? Think creatively about campaigns you’ve seen for companies or brands that have caught your attention, and how your campaign will make an impact on your target audience. Will your campaign influence? Engage? Educate? Nurture? Build awareness? Etc.
Example: Use email marketing, social media and a sales promotion (prize drawing at a conference) to encourage veteran attendees to post online about their experiences and plans for attending the us.
Microsoft dynamics crm 2015 release preview guideEugene Zozulya
CRM 2015 Release Preview Guide
- Microsoft Dynamics CRM 2015
- Microsoft Dynamics CRM Online (2015 Update)
- Microsoft Dynamics Marketing (2015 Update)
- Microsoft Social Listening (2014 R2)
NOTE:
The Microsoft guidance included in this document reflects current release objectives as of September 2014.
CONTENTS
Introduction 03
Key Investment Overview 04
Marketing 04
Sales 09
Customer Service 13
Social 15
Platform 16
Conclusion 20
This book explains the concept of customer relationship marketing(CRM) and provides guidance on how to implement it effectively. It also gives good practical examples of customer relationship marketing and the importance of social media when targeting a customer. For more information please click on link:
https://shrinke.me/6RwSQs0W
Relationship build business... how do you relate to your target audience?
If you want to have a long-term customer based circle, building relationship is essential.
You see, people buy from you because they already have the connection and trust with you not that they need the product alone. This is very important to understand.
Using Quick Campaigns; Creating and Using Marketing Lists; Creating a Marketing Event; Capturing and Viewing Event Responses; Performing Response Follow Ups; Recording Opportunities
Reporting – Charts, Dashboards, and Reports; Configuration and Adding Fields
Marketing Mix (Four Ps)Product StrategyBriefly describe your pro.docxdrennanmicah
Marketing Mix (Four Ps)
Product Strategy
Briefly describe your product or service. Where is it in the product life cycle? What recommendations do you have for improving the offering to fit your target market's needs? Be sure to consider:
What level of quality and consistency does the offering have?
How many features does it have and can they be removed or added?
How well does your product or service deliver what the customer values? How can it improve?
What improvements would help your offering compete more effectively?
Pricing Strategy
How is your product or service priced today? How does this compare to competitors, assuming competitors are at or near break-even point with their pricing? Analyze pricing alternatives and make recommendations about pricing going forward based on the following:
How sensitive are your customers to changes in price?
What revenue you need to break even and achieve profitability?
What does the price says about your product in terms of value, quality, prestige, etc.?
Place: Distribution Strategy
What is your current distribution strategy? What missed opportunities or disconnects are you seeing in this distribution approach? Make recommendations about your future distribution strategy based on the following:
What are the best distribution channels and methods for you to use, and why?
Will you have a retail outlet and if so, where will it be located?
In what geographic area(s) will your product/service be available?
Promotion: Integrated Marketing Communications Strategy
Use the template below to lay out your design for a marketing campaign aimed at your target segment.
Approach
How will you achieve your goal? What promotional or engagement strategies will you use? Think creatively about campaigns you've seen for companies or brands that have caught your attention, and how your campaign will make an impact on your target audience. Will your campaign influence? Engage? Educate? Nurture? Build awareness? Etc.
Example: Use email marketing, social media and a sales promotion (prize drawing at conference) to encourage veteran attendees to post online about their experiences and plans for attending the user conference using the event hashtag. Use these testimonials to amplify dialogue about the conference (via social media), build awareness (via email marketing, Web site and targeted digital advertising) and convince peers they should attend.
Goal
In consideration of the of your previous analysis, you need to identify at least one goal for the campaign.
Describe the target segment for your campaign.
What is the goal you want to achieve with the campaign?
What is your call to action?
Make sure your goal is S.M.A.R.T. (specific, measurable, attainable, realistic, and timed.)
Example:
Audience: HR professionals who are casual and power-users of Chumber systems
Increase event registration by 20% by the start date of the annual user conference.
Call to action: Register online today.
Messages
Identify the primary message for you.
White Paper: successful with marketing automationrun_frictionless
Marketing automation is more than merely automating your workflows, even though – as the name suggests – this clearly is the point. However, if you just do what you are doing now but with the help of a fancy tool, the results will not be that dierent. Nor does marketing automation mean mass marketing, i. e. providing the same content to all the leads you have got, regardless of their engagement history, progression in the sales process, or preferences, and hoping some will bite
https://runfrictionless.com/b2b-white-paper-service/
LaSoft | Driving business results through smart marketing solutionsIgor Vivchar
Problem
Most of our clients can gain more users even in the early stages, but because of the lack of good marketing support, many people simply do not know about new products they can try and use
Solutions
We are building a team of marketing professionals - experts, executors, bloggers in order to support our clients in product marketing. The team which will help you to do your marketing professionally, and achieve better results
Online Lead Generation - Forward Vision Marketingjerianasmith
According to the 2013 Lead Generation Marketing Effectiveness Study conducted by the Lenskold Group, 63 percent of companies that were outgrowing their competitors that year were using an integrated marketing automation system.
Measures the effectiveness of your social media campaigns at fostering positive engagement. Interaction: A communication between an audience member and your brand's social profile.
Service Analysis - Microsoft Dynamics CRM 2016 Customer ServiceNaveen Kumar
Using default Service Dashboards
The PowerBI Service dashboard’s capabilities
Working with service reports and charts
Goals and how they apply to service
Microsoft Dynamics CRM Multi - Tier ArchitectureNaveen Kumar
In order to effectively customize Microsoft Dynamics CRM, you must first have good understanding of the application's architecture. The system's architecture influences how and where you can customize the system components.
The key to understanding the Microsoft Dynamics CRM architecture as it relates to customization is the Microsoft Dynamics CRM platform. One way to understand the value of the Microsoft Dynamics CRM platform is to contrast it with the client/server (two-tier) architecture that has been around for more than two decades.
CRM 2016 : A business process flow lets you create more efficient and streamlined sales, service, and other business processes. Having high performing processes in place will help you to increase your win rates, improve customer satisfaction, and grow your revenue.
This blog covers all the steps you have to follow to configure Internet facing deployment (IFD) for a CRM 2016 On-premise deployment
Before we proceed here are a few details of the environment.
CRM Server 2016 Installed on Windows Server 2012R2
ADFS 2.1 on a separate box on Windows Server 2012R2
Ethnobotany and Ethnopharmacology:
Ethnobotany in herbal drug evaluation,
Impact of Ethnobotany in traditional medicine,
New development in herbals,
Bio-prospecting tools for drug discovery,
Role of Ethnopharmacology in drug evaluation,
Reverse Pharmacology.
The Roman Empire A Historical Colossus.pdfkaushalkr1407
The Roman Empire, a vast and enduring power, stands as one of history's most remarkable civilizations, leaving an indelible imprint on the world. It emerged from the Roman Republic, transitioning into an imperial powerhouse under the leadership of Augustus Caesar in 27 BCE. This transformation marked the beginning of an era defined by unprecedented territorial expansion, architectural marvels, and profound cultural influence.
The empire's roots lie in the city of Rome, founded, according to legend, by Romulus in 753 BCE. Over centuries, Rome evolved from a small settlement to a formidable republic, characterized by a complex political system with elected officials and checks on power. However, internal strife, class conflicts, and military ambitions paved the way for the end of the Republic. Julius Caesar’s dictatorship and subsequent assassination in 44 BCE created a power vacuum, leading to a civil war. Octavian, later Augustus, emerged victorious, heralding the Roman Empire’s birth.
Under Augustus, the empire experienced the Pax Romana, a 200-year period of relative peace and stability. Augustus reformed the military, established efficient administrative systems, and initiated grand construction projects. The empire's borders expanded, encompassing territories from Britain to Egypt and from Spain to the Euphrates. Roman legions, renowned for their discipline and engineering prowess, secured and maintained these vast territories, building roads, fortifications, and cities that facilitated control and integration.
The Roman Empire’s society was hierarchical, with a rigid class system. At the top were the patricians, wealthy elites who held significant political power. Below them were the plebeians, free citizens with limited political influence, and the vast numbers of slaves who formed the backbone of the economy. The family unit was central, governed by the paterfamilias, the male head who held absolute authority.
Culturally, the Romans were eclectic, absorbing and adapting elements from the civilizations they encountered, particularly the Greeks. Roman art, literature, and philosophy reflected this synthesis, creating a rich cultural tapestry. Latin, the Roman language, became the lingua franca of the Western world, influencing numerous modern languages.
Roman architecture and engineering achievements were monumental. They perfected the arch, vault, and dome, constructing enduring structures like the Colosseum, Pantheon, and aqueducts. These engineering marvels not only showcased Roman ingenuity but also served practical purposes, from public entertainment to water supply.
Read| The latest issue of The Challenger is here! We are thrilled to announce that our school paper has qualified for the NATIONAL SCHOOLS PRESS CONFERENCE (NSPC) 2024. Thank you for your unwavering support and trust. Dive into the stories that made us stand out!
The French Revolution, which began in 1789, was a period of radical social and political upheaval in France. It marked the decline of absolute monarchies, the rise of secular and democratic republics, and the eventual rise of Napoleon Bonaparte. This revolutionary period is crucial in understanding the transition from feudalism to modernity in Europe.
For more information, visit-www.vavaclasses.com
How to Make a Field invisible in Odoo 17Celine George
It is possible to hide or invisible some fields in odoo. Commonly using “invisible” attribute in the field definition to invisible the fields. This slide will show how to make a field invisible in odoo 17.
How to Create Map Views in the Odoo 17 ERPCeline George
The map views are useful for providing a geographical representation of data. They allow users to visualize and analyze the data in a more intuitive manner.
Welcome to TechSoup New Member Orientation and Q&A (May 2024).pdfTechSoup
In this webinar you will learn how your organization can access TechSoup's wide variety of product discount and donation programs. From hardware to software, we'll give you a tour of the tools available to help your nonprofit with productivity, collaboration, financial management, donor tracking, security, and more.
6. Marketing List
In Microsoft Dynamics CRM
2011, list management and
the list (marketing list) entity
help you create lists of
potential customers or existing
customers for marketing
purposes.
9. A Static marketing list is a snapshot in
time. You add the contacts you want in
that marketing list depending on
certain criteria…and that was it. If a
new contact is added to the CRM
database you can manually add them
to the marketing list, or if the marketing
list is no longer relevant to a contact
you can manually remove them.
10.
11.
12.
13.
14.
15.
16.
17. Dynamic
Dynamic marketing lists removes
the manual element. You can create a
query (e.g. all contacts where their city
equals London). This means that any
contacts with “City = London” will be
added to the list. As you add new contacts
to the CRM database, they will
automatically be added to the marketing
list if they live in London. If a contact
moves and the City field in the contact card
is updated, then they will
be automatically removed from the
marketing list.
18.
19.
20.
21.
22.
23.
24.
25. Steps
Marketing
Double Click one Topic from List
In the entity navigation pane, click
Marketing List Members.
Click the Manage Members button
to launch the Manage Members
dialog box
26. Click Use Advanced Find to remove
members.
Click OK. In the Remove Members dialog
box, create a query that checks to see
whether the Address1:City field does not
contain data
27.
28. Click Find to execute the search.
Verify that at least one contact is returned in
the results. Then, below the results click
Remove all the members returned by the
search from the marketing list.
29.
30. Click Remove from Marketing List to
remove all of the contacts returned by the
search from the marketing list.
31.
32. Just as you can add and remove multiple
members to and from a list by using an
Advanced Find query, you can also use
this same technique to evaluate which
members should be kept on a list.
The evaluation option provides you with the
ability to easily update a marketing list based
on a query. This option does not add new
members based on the results, but it does
remove any members from the list that don’t
match the search criteria.
33. In the Marketing area, click Marketing Lists.
Double-click the Honda CR-V Details created
earlier in this article.
In the entity navigation pane, click Marketing
List Members.
Click the Manage Members button to launch
the Manage Members dialog box.
34. In the Manage Members dialog box, click Use
Advanced Find to evaluate members.
Click OK. In the Evaluate Members and
Update Marketing List dialog box,
create the same query used in a previous
section to find all active contacts who reside in
Honda CR-V Details .
35.
36. Click Find to execute your search.
Verify that at least one contact is returned in
the results. Then, below the results view,
click Keep all the members returned by the
search from the marketing list.
37.
38. Click Update Marketing List to update the
marketing list to remove any contacts
that do not meet the criteria specified in the
Advanced Find results.
39. marketing list members are not updated
dynamically in the same way that lead,
contact, and account records are updated
in the system; members stay on the list until
you manually remove them.
In addition to removing records by using the
options discussed earlier, with Microsoft
Dynamics CRM, you can remove members
from a list individually by using the Remove
From Marketing List command.
40. In the Marketing area, click Marketing Lists.
Double-click the Honda CR-V Details marketing list
created earlier in this article.
In the entity navigation pane, click Marketing List
Members.
Without opening the marketing list member record,
select at least one member to remove from the list.
On the ribbon, click the Remove from Marketing
List button.
41.
42. A confirmation page appears.
In the Remove Members dialog box,
click OK to remove the selected member
from the list.
43.
44. Marketing
Microsoft Dynamics CRM’s
marketing automation features is
campaign management. If you are
a Dynamics CRM user, you know
that there are two different kinds of
a campaigns, the Campaign and
the Quick Campaign.
45. Campaign
Specific activities designed to promote a
product, service or business. A marketing
campaign is a coordinated series of steps that
can include promotion of a product through
different mediums (television, radio, print,
online) using a variety of different types of
advertisements. The campaign doesn't have to
rely solely on advertising, and can also include
demonstrations, word of mouth and other
interactive techniques.
46.
47. Leave the default values in the
Status Reason, Campaign Type, and Expected Response fields.
48.
49.
50.
51.
52.
53.
54.
55.
56.
57.
58.
59. Relating Campaigns
You can relate your marketing campaign to other campaigns for
reporting and tracking purposes. For instance, assume you have a
global branding campaign. The initial branding campaign is
comprised of multiple child campaigns, such as a direct mail
campaign, an email campaign, and radio and television spots. In
Microsoft Dynamics CRM, you can create a campaign record for
each and relate all of them to a parent campaign. This allows you to
track results for each campaign channel and aggregate multiple
campaigns To measure the effectiveness of the entire branding
effort.
60.
61.
62. Copying Campaign Records
Marketing campaigns can be very involved, and for complex
campaigns, it can take considerable effort to enter the correct
information in Microsoft Dynamics CRM.
Campaign templates provide a common starting point for future
campaigns and can save you time and duplication of effort when you are
creating campaigns.
76. Associating a Marketing List to a
Campaign Activity
you associated marketing lists to your campaign. As
you might expect, when you create a campaign
activity, the marketing lists associated with the
campaign are automatically associated with the
activity.
77.
78.
79.
80.
81.
82.
83.
84. Distributing a Campaign Activity
When you have created and associated the
appropriate marketing lists with your campaign
Activities, You Have Taken The necessary steps
to prepare for the execution of the activity.
Then, when you are ready to execute the
campaign activity, you will distribute the
activity. This action will create Microsoft
Dynamics CRM activity records that will exist
under the account, contact, or lead records
specified in the target marketing lists.
85.
86.
87.
88.
89.
90.
91.
92.
93.
94.
95.
96. Recording a Campaign Response
Using Microsoft Dynamics CRM Online, you can track
responses to marketing campaign activities, such as e-mail
messages, faxes, direct mail, and more. Campaign responses
are records of the responses you've received from potential
customers, not automated responses to your potential
customers.
You can create campaign responses:
•Manually.
•Convert an existing campaign activity to a campaign
response.
•Automatically generate responses.
•Import campaign responses into Microsoft Dynamics CRM
Online from an external file.
You can use reports to measure the success of specific
activities based on their response rates.
97.
98.
99.
100.
101.
102.
103.
104.
105. Quick Campaign
Quickly reach a group of customers, such
as accounts, contacts, or leads, and boost
your sales by using a quick campaign. In
Microsoft Dynamics CRM, a quick
campaign is a single campaign activity
geared toward a targeted audience. Track
the success of your quick campaign
through campaign responses, and convert
the positive responses into new leads,
quotes, orders, or opportunities.
106. Example Of Quick Campaign
When you create a quick campaign, you can
specify if you want to create an email, phone
call, appointment, letter, or fax campaign. You
specify whether you want to own the activities
that you distribute, or whether each of the
users who own the records in your quick
campaign should own the distributed
activities. After you finish configuring your
quick campaign, Microsoft Dynamics CRM
immediately creates and distributes the
activity you specified for all of the customers
you selected
107. Campaign Scenario – Benjamin
uses a Campaign to promote his
company’s new lawn tools for
spring
Quick Campaign Scenario –
Benjamin uses a Quick
Campaign to do follow-up after
exhibiting at a trade show
108.
109. Planning Activities
Campaign Activities
Campaign Response
Sales literature
Connections
Audit history
Target Product
Target Marketing List
111. Planning activities are Microsoft Dynamics
CRM Online or On-Premises activities that
are associated with a specific campaign.
Example : Email ,Phone Call ,Fax,
Appointment
112. Campaign activities are
similar to planning
activities, but include
additional,
campaign-specific
information, such as
budgets and vendor names.
113. Campaign responses are a
mechanism to track the record of
responses which we receive for
our campaigns.
Once we have created a Campaign
and distributed Campaign
activities the next step is to track
the responses from the target
group members
114. Campaign Response Types
There are four different ways to
record Campaign Responses.
The method of tracking can
vary depending on the type of
Campaign
115. You can record a response yourself by
adding a new campaign response to
your campaign. To add new campaign
response you can Navigate to
Marketing > Click on Campaigns >
Open a Campaign > Click on Campaign
Responses > Click on Add New
Campaign Response.
116.
117. An activity record that was
created as the result of a campaign
can be converted into a campaign
response. You can convert
activities such as phone call or an
e-mail to a Campaign Response.
118. If the campaign includes the
customer responding via email the
message will automatically be
converted to a Campaign
Response. You can record a
campaign response when a
customer replies to a campaign e-
mail.
119. 4. Import Campaign
Responses
Campaign responses can be
imported to Dynamics CRM. If the
marketing campaign was
conducted outside your
organization you may import the
campaign responses such as the
list of attendees to Dynamics CRM.
120. Sales Literature
Documents that are created
with specific information
about products or services
and given to customers to
help increase sales.
121. Click on ‘Sales’ >> Click on ‘Sales
Literature’ >> Click on
122. Give an appropriate title to your Sales
Literature and then select a subject
from the look up.
You can also specify an Employee
Contact from the look up as this will
help your sales team to directly contact
the designated individual if they
require further details about that
particular topic.
123. Select the type as ‘Sales Literature’.
You can also select the expiration date
(if there is any) as per your business
requirement.
Write a brief description about your
Sales Literature. Click on ‘Save’ once
you finished editing your ‘Sales
Literature’ document
124.
125. To create a Sales Attachment – Click on
‘Sales Attachments’ >> Click on ‘New
Sales Attachment’.
Provide a Title to your ‘Sales
Attachment’. You can also write the
name of the author and keywords.
To attach a file – Click on ‘Browse’ and
attach the appropriate file and then
click on ‘Save’ and Close.
127. Fig:2- Sales Attachment's
You will notice the Sales attachment has
been attached to your Sales Literature. You
can add more than one attachment to your
Sales Literature.
128. Click on ‘General’ tab and then Click on
‘Save’ and Close.
129. Products are any items in the
product catalog. You can link
products to other records,
including quotes, campaigns,
and cases
130. Auditing is sort of like a running history of
changes to a field on a particular entity. What
this allows you to do is track any changes
made to fields, records, or entities by users in
your system.
For example: if you have Auditing enabled on
the Account, and a User updates the Business
Phone number, a record of this change will be
stored in the Audit History on the record,
showing the New Value, the Old Value, and
even the Time and Date the change was made,
and by which user.