Take the Guesswork out of Marketing with MarketingPilot and Microsoft Dynamics CRM

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Late last year, Microsoft announced the acquisition of MarketingPilot. If you’re not familiar with it, MarketingPilot is a company that’s made a name for itself in the marketing automation industry, having been called the “mid-range market leader” by research firm, Gartner.  Its integrated marketing service provides insight from the customer perspective to help marketers strategize and decide which markets to go after, how to allocate available resources, and how to execute a campaign across multiple channels.  Find out more about it at www.marketingpilot.com.

If you’re a marketer like me, you’re probably curious about how it can help you work more efficiently. MarketingPilot assists marketers in four important areas:

  • Marketing resource management—Make sure your limited resources are being put to the best possible use with MarketingPilot’s system-based management approach, productivity metrics, and workflow measurements.
  • Spend management—Increase forecast accuracy and enjoy real time insight into your campaign costs.  With MarketingPilot detailed and customizable budgets can easily be updated by multiple users, shared securely with other departments or used by your team to see which of your current campaigns is or isn’t working.  And, the best part is, all of this can be done without updating formulas, linking spreadsheets, or repeatedly rekeying expenses, which helps to improve productivity and reduce the risk of human error.
  • Campaign Management—Automate, execute, and monitor campaigns across all channels including traditional, online, and social media which frees up your team to spend more time focused on following leads and interacting with customers.
  • Media buying and planning— Integrate media buying with planning, traffic, creative production, and accounting.  Eliminate the inefficiencies that often occur when you rely on traditional paper or spreadsheet- based buying and planning processes.


The great benefits that MarketingPilot provides can be taken a step further when you integrate it with your Dynamics CRM system. Connecting these two systems gives you a one stop shop for all your most important marketing and sales data, which in turn streamlines processes and improves productivity.

If you already own Microsoft Dynamics CRM, integrating it with MarketingPilot couldn’t be easier.  Once you purchase MarketingPilot, all you need to get these two powerful solutions working together is the free MarketingPilot Connector for Microsoft Dynamics CRM.  Learn more and download it here.

Don’t yet own a CRM system or looking for a new one that can easily integrate with a marketing automation solution?  Dynamics CRM is a great choice; learn more about it by visiting our website.

Still have questions?  We are happy to help!  Contact us to discuss your specific needs.

We’ve barely scratched the surface of what MarketingPilot and Dynamics CRM can do.  Stay tuned for future updates where we’ll delve more deeply into what this powerful duo is capable of.

By: Laura Heinbockel, Intelligent Technologies, Inc., a NC Microsoft CRM partner



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