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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
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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......
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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
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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
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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?
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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