getting the most out of microsoft dynamics crm integrations
DESCRIPTION
Take full advantage of your CRM data and build 1:1 customer relationships with the powerful combination of ExactTarget Marketing Cloud and Microsoft Dynamics CRM. Learn how to leverage your tracking data in Microsoft Dynamics CRM to target and automate future communications and develop real relationships with your customers, though every step of their customer journey. We be highlighted new features and shared some fun and useful Tips & Tricks for using ExactTarget Marketing Cloud and Microsoft Dynamics CRM.TRANSCRIPT
Getting the Most Out of Microsoft Dynamics CRM Integration
August 14, 2014
#ETWEBINARS
Your active participation is encouraged Please use the chat function and send to ‘All Panelist’ to ask questions
Webinar Follow-up
Watch your inbox:
Presentation is being recorded and will be shared in a follow-up email.
Safe HarborSafe Harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of Microsoft Dynamics.com, inc. could differ materially from the results expressed or implied by the forward looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statement concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new product and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our web hosting, breach of our security measures, the outcome of any litigations, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, or relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-alesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of Microsoft Dynamics.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filing's section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered in time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Microsoft Dynamics.com, inc. assumes no obligation and does not intend to update these forward looking statements.
Speakers
Karalee SlaytonSenior Product Marketing Manager
@cablemaven#ETWEBINARS
Speakers
Hilary SchwartzbachAssociate Product Manager, CRM Integration
#ETWEBINARS
1. Learn how to personalized, targeted emails.
2. Best practices and simple use cases for success
3. New features available now in the integration
KeyTakeaways
• What version of Microsoft Dynamics are you are using today?
Poll Question #1
Two Apps, One Solution
A Decade of Integration Experience
600+Integrated customers since 2005
2014Many new Features
2005 2007 2011 20152009 2013
Understanding your Customers
A real-time, event-driven lifecycle marketing solution
The Single View in Microsoft Dynamics
EVENTATTENDEE
EVENTINVITE
LAST COMMUNICATION:RESPONDS TO:
TODAY
Microsoft Dynamics CONTACT
Brian Ford
1 week ago2 weeks ago
Drive the Customer Journey
Relevance is Revenue
• Right Message
• Right Person
• Right Time
Execute your email campaigns without data synchronization Send emails to individual Accounts,
Leads, Contacts, Marketing Lists, Campaigns, and custom entities
See individual and aggregate tracking results in Microsoft Dynamics CRM
Integrate – Sending from Microsoft Dynamics
Plan OptimizePersonalize
Planning the Customer Journey
Four Questions to Ask Yourself
Do you know who your
customers are?
Do you know where they are in
their journey?
Are you driving engagement to move
them along that journey?
Are you able to measure the
impact on your business goals?
• Are you taking advantage of Microsoft Dynamics Workflow to send ExactTarget Emails to automate your customer journeys?
Poll Question #2
Marketing Automation
Possible Use Cases
Lead Nurturing
Subscription / Membership Management
New Account Activation
Password Resets
Transaction Confirmations
Create automated marketing interactions with your customers and prospects
Build Individualized Relationship with each Prospect
Customer Journey
Send a three-part welcome series:
• Confirm their subscription and set expectations
• Gather preferences
• Provide an incentive
• Drive EngagementAcquire Onboard Engage Retain
Work smarter and focus efforts on the right subscribers
Engagement Based on Interactions
A/B Testing
Send to a Microsoft Dynamics Report or Campaign and use ExactTarget A/B Testing to automatically randomize segments, measure and select the best option, and send the winning email to the remaining subscribers
A/B Testing: Test Everything
Create an A/B Test email from the ExactTarget
Marketing Cloud
Select a marketing list or Campaign; then run the test
ExactTarget randomly selects Contacts from your report to receive
sample A and sample B
Automatically monitor the
performance of each sample
The system will determine a winner
based on the selected metric–Open Rate or Click-through Rate
The winning email is sent to the remaining Contacts
from the marketing list
Manage the Enterprise
• Approval process Ensures each email send is correct before sending
Send Approval
Approve/deny email sends Designate approver View sends awaiting approval
Letterhead Sends
• Send to a single person
using a branded template
• Quickly and easily send
professional custom emails
Create template in ETMC
Create email in Microsoft Dynamics
Client receives branded email
Event Management
• Increase attendance with sophisticated marketing campaigns
• One click RSVP option
• Dashboard to view metrics and trends across all your events
• Easily export RSVP lists
Performance Tracking & Interactions
• Customers can drill down for detailed subscriber data and easily add/create a marketing list for those subscribers
• Your team now has one place to measure, analyze, and optimize campaign performance
• Easily view click through rates by campaign, email send, and open rates—all the way down to links that were clicked
Interactions organized by where customers are in their journey with
your brand
Marketing Lifecycle Stages
Live DemonstrationHilary Schwartzbach Associate Product Manager, CRM Integration
2015Q3-4
Roadmap Timeline: Microsoft Dynamics Integration
2 0 1 4
Q1-2
Event Registration & Tracking
UI improvements
Dynamic send preview
AB Testing
Letterhead Sends
Send SMS
Cloud Pages integration with CRM
Enhanced Analytics and Reporting
Journey Builder
integration
SMS Tracking data in
CRM
2014 Q1-2
2 0 1 5
• Tell us what you think about the material presented in the session today?
Poll Question #3
Questions?Please type questions in the chat panel to ‘All Panelist'
#ETWEBINARS
Upcoming Webinars:
August 19th @ 2:00 pm EDTConnecting the Clouds to Drive
the Customer Journey
http://www.exacttarget.com/resource-center/webinars
August 21st @ 12:00 pm EDT
Love at First Site: Charm Customers into Loving your
Brand
August 26th @ 12:00 pm EDT
5 Trends for Designing an Effective Customer Onboarding Strategy
August 28th @ 12:00 pm EDTRefresh your Approach to 1:1
Marketing: Elevate the Discussion with Personalization
Learn more:
Experience Digital Marketing Like Never Before
Join the journey at Connections 2014—transforming customerinteractions into exceptional brand experiences for your business
For one incredible week, the world’s best marketers come together to:
Explore emerging connected
technologies
Hear from the brightest innovators and biggest brands
Experienceworld-class education
and entertainment
exacttarget.com/connectionsSeptember 23-25