Featured Release: Microsoft Marketing for Dynamics CRM 2013 SP1

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What can you expect from Microsoft Marketing, which will be released this quarter as part of Microsoft Dynamics CRM 2013 SP1 (view the full release guide here)? The goal of the tool formerly known as MarketingPilot will be integrated into Microsoft Dynamics CRM to help marketers identify solutions to quickly adapt to customers changing demands and demonstrate impact from campaigns that prove difficult to measure in an increasingly social world.

So how exactly will Microsoft Marketing help? Let’s start with the design – a new visual designer makes it easy to view multi-channel campaigns with related email marketing and social channels. Quite literally, you will be able to build your marketing campaigns with a drag-and-drop feature.

CRM 2013 Visual Design

After campaigns are built, it’s time to start tracking the leads generated with Lead Lifecycle Management. Easily import leads to nurture after utilizing the multi-dimensional scoring that can be customized to your specific criteria, including demographics, engagement, behavior and frequency/regency of an interaction.

Lead Lifecycle Management

No organizations run the same campaigns. The homepage reflects this by allowing for a customized view of KPIs, performance reports, campaign summaries, and tailored graphics from one or multiple data sources.

CRM 2013 Homepage

A significant improvement was made to the Sales & Marketing Connector to simplify configurations and assist in better lead scoring. Now data mapping is much easier and customizable, creating better quality leads and reporting for the sales team.

CRM 2013 SM Conector

Customer Relationship Management is the most significant bridge between sales and marketing. Microsoft understands the necessity of a smooth and flexible relationship between fields. Look for the next post in the series as we discuss the new features of Microsoft Dynamics CRM to accelerate sales. For more information or to get in contact with one of our CRM consultants, you can contact SBS Group here.

by SBS Group



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