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by Sandeep Chanda, Alok Singh
Microsoft Dynamics CRM 2013 Marketing Automation
Microsoft Dynamics CRM 2013 Marketing Automation
Table of Contents
Microsoft Dynamics CRM 2013 Marketing Automation
Credits
About the Authors
About the Reviewers
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Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Errata
Piracy
Questions
1. Getting Started with CRM Marketing
Present day marketing
Marketing challenges
Spamming
Automation
Targeting
Execution
Close looping
Collaboration
Dirty Data
Marketing automation with CRM
Targeting
Automation and execution
Close looping
Revenue management by collaboration
Understanding lead funnel
Lead generation
Lead nurturing
Lead scoring and conversion
Sales opportunity and recycling
Post sale loyalty
Summary
2. Segmentation with Marketing Lists
Marketing lists and types
Member type
Marketing list type
Other attributes
Assembling marketing lists
Assembling the static list
Adding the members using lookup
Using advanced find to add the members
Using advanced find to remove the members
Using advanced find to evaluate the members
Directly adding records to the list
Assembling the dynamic list
Managing marketing lists
Multiple cross record associations
De-duplication of members
Merge members
Copy to the static list
Member import
Summary
3. Marketing Campaigns
Campaigns
Quick campaign
Target audience
Channel activity
Activity distribution
Marketing campaign
Creating the campaign
Planning activities
Campaign activities
Channel activities
Non-channel activities
Target lists
Sales literature, products, and price list
Sales literature
Target products
Price list
Executing a campaign
Contact preferences
E-mail templates
Closing a campaign activity
Campaign templates
Related campaigns
Tracking campaign costs
Summary
4. Campaign Response and Performance
Capturing a campaign response
Creating a campaign response
Managing a campaign response
Converting a campaign response to a lead or an opportunity
Measuring a campaign response
Summary
5. Marketing Metrics, Analysis, and Goals
Key marketing metrics
Marketing charts
Marketing reports
Report Wizard
Out-of-the-box marketing reports in Microsoft Dynamics CRM
Marketing dashboards
Designing dashboards
Out-of-the-box marketing dashboards in Microsoft Dynamics CRM 2013
Marketing Goals and Goal Metrics
Goal Metrics
The Goals entity
Goal charts and reports
Summary
6. Enhance CRM Marketing with Marketplace Solutions
Marketing automation with ClickDimensions
Run an e-mail campaign
Set up web tracking
Drip marketing
Analytics
Marketing automation with CoreMotives
Mailings and subscriptions
Web Intelligence
Nurture marketing
Facebook posts
Summary
Index
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