Email marketing and CRM technology have advanced significantly in recent years with both platforms becoming more intelligent and intuitive.
When both are integrated the impact on marketing results is substantial.
dotMailer delivers email marketing and marketing automation solutions for SME’s, retailers and world class brands in 150 countries and by
Here are just 10 examples that demonstrate the advantages in connecting
1. PERSONALISES EMAILS WITH CRM DATA
Synchronise any CRM field to personalise email templates with names, dates and any other data stored in Microsoft Dynamics to increase the relevance of each message.
Emails are more likely to be opened when recipients recognise the sender name. dotMailer enables individual messages to be dynamically personalised with the name of an account manager, or another familiar name, using data synchronised from CRM.
2. INCREASES EMAIL CLICK THROUGH RATES
Email campaigns can be tailored so that recipients receive messages with highly personalised content and calls to action that are driven by CRM data to segment offers.
Messages can be dynamically personalised and targeted by location, purchase history, demographics, relationship status and any other data that is stored in a CRM field.
For example, a
3. CHECK EMAIL CAMPAIGN METRICS IN CRM
This includes a detailed list of all completed email campaigns that detail open and click rates and enable drill down to check individual recipient open and email click actions.
4. IMPROVES LIST TARGETTING
dotMailer and Dynamics CRM integration helps
5. EASILY SCHEDULE CAMPAIGNS IN CRM
Follow wizard-driven steps to quickly schedule dotMailer email campaigns using the Microsoft Dynamics CRM interface including setting split test rules to evaluate different email subjects and maximise open rates.
6. TRACKS EVERY EMAIL ACTION IN DYNAMICS CRM
Microsoft Dynamics automatically creates a new record for every dotMailer marketing email sent. Each email send record is associated with the campaign and a matching CRM contact to track the total number of times each individual has opened, clicked or forwarded the message, or if they have unsubscribed.
Bespoke email campaign dashboards and charts are easily created using standard Dynamics CRM tools to help interpret the results and plan follow up action.
7. TRACKS EVERY EMAIL CLICK IN CRM
dotMailer tracks every email link clicked and stores the information in CRM including the full URL path and an associated keyword.
This data can be used to instantly see a complete list of a contact's recent email clicks to assess individual interests and follow up appropriately, or use this data to create a new marketing list and schedule a follow up email for every contact who clicked a specific link.
8. INCREASE LEADS WITH EMAIL MARKETING CALL LISTS
Create dynamic views in Microsoft Dynamics that highlight the hottest prospects for one or more email campaigns. Using native CRM search tools this will feed telemarketing and sales teams a list of the top leads to follow up.
9. AUTOMATICALLY UPDATES OPT-IN / OPT-OUT PREFERENCES
dotMailer automatically updates CRM in response to email preference changes and unsubscribe to reduce the overhead of marketing administration.
Recipients can choose their email marketing preferences to opt-in and opt-out of lists and have these changes automatically applied to CRM avoiding the need for marketers to manually update these fields.
10. TRIGGER AUTOMATED CAMPAIGNS USING CRM WORKFLOWS
Use Microsoft Dynamics CRM workflows to trigger automated email campaigns when important actions occur to send timely messages.
For example, send one, or a series of email messages, that are automatically triggered by CRM date rules, new registrations, web visits, email campaign responses or by any other events using data stored in Microsoft Dynamics.
If email marketing is a critical part of your marketing mix these are just some of the significant advantages you'll gain by connecting
Preact is a UK based