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Velosio

Dynamics 365 for Marketing: Better Collaboration for All Your Teams

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Last April Microsoft released the new marketing module for Microsoft Dynamics 365. The solution addresses some areas that the Microsoft team knew would be important to not only your marketing team but also your sales and service teams.

For instance, the new solution, Dynamics 365 for Marketing, offers an integrated event management solution and better integration with LinkedIn (which Microsoft recently acquired). The designers also recognized the need to deliver better insights on marketing interactions to sales and marketing teams, while delivering seamless integration with sales and service applications.

In recent months, we’ve seen a lot of interest in Microsoft Dynamics 365 for Marketing, and with good reason. Microsoft is well known for its familiar processes as well as for its robust functionality. Marketers appreciate its features for planning, executing, and analyzing marketing campaigns and the fact that its data comes from your existing Dynamics 365 solution allows them to get campaigns started quickly and moving ahead smoothly. You simply install the module into your Dynamics 365 solution, and you’re good to go.

Because Dynamics 365 for Marketing allows your marketing team to share the same database available to your sales team, your teams can work together like never before. Dynamics 365 for Sales and Dynamics 365 for Marketing allows for truly collaborative innovation. It is no longer necessary to connect and sync separate databases.

Dynamics 365 Customer Journey Tool

An example of this cooperation can be seen with Dynamics 365 for Marketing’s ‘Customer Journey’ and ‘Campaign Orchestration’ tools. Conventionally, marketing activities have been carried on separately from sales activities. With the Customer Journey tool, you can merge sales and marketing data to give you a complete picture of your clients and where they stand in the sales pipeline. For example, perhaps you send marketing campaign emails to all your prospective clients, but you’d like to set up a system of email – phone call – email for a certain segment of prospects. With Dynamics 365 Customer Journey and the fact that marketing and sales are on the same platform, you can easily configure a custom path for individuals or groups of prospects. Perhaps the opening of a personalized email would trigger a phone call reminder for the sales team allowing them to follow up on the interest.

Dynamics 365 Lead Scoring

The Dynamics 365 marketing module also supports lead scoring to help you determine when a lead may be ready to become a prospect. A common point of frustration between marketing and sales teams has revolved around the validity of a lead score. If the sales team cannot determine how a lead has rated a certain score, they may not trust the quality of leads received from marketing. With Dynamics 365 for Marketing, both sales and marketing teams can have a complete view of actions taken and contacts made. The attributes that contribute to a good lead score are available for all to see.

These are just a couple of highlights of Microsoft Dynamics 365 for Marketing. As the feature list continues to grow, you’ll likely find many more that will make your marketing and sales easier and more productive.

If you’d like to know more about Microsoft Dynamics 365 for Marketing and what it can do for your company, contact our experts at Velosio.

By Velosio, www.velosio.com

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