Organizations that target consumers (B2C) have successfully leveraged email and social media to market their products and services for years. However, organizations that target other businesses (B2B) have been slow to adopt social marketing in a meaningful way, even though social marketing has proven effective in the B2B marketplace (
Microsoft Dynamics CRM can help. Here are seven email and social media tools Microsoft Dynamics CRM offers B2B organizations to help them create more effective sales and marketing campaigns.
#1: Email Templates
Once the email template is created, access it from Outlook:
Templates can also be accessed from a browser:
To populate a template with CRM data, navigate to Main Menu > Settings > Templates > Email Templates:
Microsoft Dynamics CRM is able to track when the email is sent, but it cannot track when the email is opened or links inside are clicked. For those capabilities, we recommend using a product like ClickDimensions.
Microsoft Dynamics CRM comes with a full-featured marketing automation tools already embedded in it: ClickDimensions.
Following are some of the capabilities ClickDimensions brings to Microsoft Dynamics CRM.
#4: ClickDimensions Quick Send
#5: ClickDimensions InboxCast Email
#6: ClickDimensions Profile
The ClickDimensions Profile tool displays interactions people on your contact and lead records have had with your organization through email, landing pages, and web sites, all from within the CRM record. You can even integrate the contact’s social information (Facebook, Twitter, YouTube, etc.) into the ClickDimensions profile and include them as part of your CRM records.
#7: Microsoft Social Engagement
Microsoft Social Engagement uses charts and graphs to see who is mentioning your organization, what they said, and whether the comments were positive or negative.
Drill down to see where the conversations are occurring and what they are:
Then, using Dynamics CRM, you can take action, including:
- Assign someone to follow up on the conversation
- Create a history of social conversations so you can provide better service
- Identify and connect with influential users
- Continue to receive alerts so you are always aware of new conversations and mentions
Microsoft Dynamics CRM offers B2B organizations access to powerful tools that can help you use email and social media to reach out and engage with prospects, leads, and clients more effectively.
Want to learn more about these tools and how to use them? Watch our webcast,