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Kim Archer Sales Manager Extending the Marketing Capabilities within Microsoft Dynamics CRM 26th March 2009 Your Business, Your Customers, Your Way CRM: It’s a successful business methodology powered by smart technology Agenda • • • • • Who are we at 2B.net? Why is marketing important within CRM strategy? What’s the word on the street about marketing in MS CRM? How have we have responded to demand? Open Forum Your Business, Your Customers, Your Way CRM: It’s a successful business methodology powered by smart technology A little bit on us at 2B.net...... • • • • • Microsoft Gold Partner Primary Focus Microsoft CRM Implementations CRM Strategy Specialised Technical Team Passionate about successful delivery Your Business, Your Customers, Your Way CRM: It’s a successful business methodology powered by smart technology Marketing is the management process that identifies, anticipates and satisfies customer requirements profitably The Chartered Institute of Marketing (CIM) Your Business, Your Customers, Your Way CRM: It’s a successful business methodology powered by smart technology Your Business, Your Customers, Your Way CRM: It’s a successful business methodology powered by smart technology Just Retirement Case Study Supply Financial solutions to over 60s Fair, attractive and personalised service Use marketing to mine data & create marketing lists Use 3rd party e-mail broadcaster Benefit in having whole process handled by a single application • Identified distribution & response as weak spots • • • • • Your Business, Your Customers, Your Way CRM: It’s a successful business methodology powered by smart technology 1st 2nd 3rd • Sales and/or customer service • Marketing via e-mail • Reporting • Marketing via Campaign Your Business, Your Customers, Your Way CRM: It’s a successful business methodology powered by smart technology Why is e-mail marketing coming up? Arguably more important than website Drive traffic to website Segmentation of data Targeted, personalised Communications Account Management & New business Perspective • Demonstrate learning relationship • • • • • Your Business, Your Customers, Your Way CRM: It’s a successful business methodology powered by smart technology We Like..... Your Business, Your Customers, Your Way CRM: It’s a successful business methodology powered by smart technology We would like..... Your Business, Your Customers, Your Way CRM: It’s a successful business methodology powered by smart technology How have we responded to demand? • • • • • • • eCampaign Create HTML Flyer Open rate, click thrus, bounces Store history Image & template library Bulk attachments Fully integrated within MS CRM 4.0 Your Business, Your Customers, Your Way CRM: It’s a successful business methodology powered by smart technology Screenshots of eCampaign Your Business, Your Customers, Your Way CRM: It’s a successful business methodology powered by smart technology Your Business, Your Customers, Your Way CRM: It’s a successful business methodology powered by smart technology Marketing is the management process that identifies, anticipates and satisfies customer requirements profitably The Chartered Institute of Marketing (CIM) Your Business, Your Customers, Your Way CRM: It’s a successful business methodology powered by smart technology Your Business, Your Customers, Your Way CRM: It’s a successful business methodology powered by smart technology Your Business, Your Customers, Your Way CRM: It’s a successful business methodology powered by smart technology Your Business, Your Customers, Your Way CRM: It’s a successful business methodology powered by smart technology Open Forum [email protected] [email protected] 0207 877 5001