internet marketing in dynamics crm

www.IMGinc.com www.DynamicsCRMUserGroup.com www.DynamcisCRMTrickBag.com

Internet Marketing in Dynamics CRM

www.IMGinc.com [email protected]

www.DynamicsCRMUserGroup.com

Dynamics CRM User Group Meeting #3

mailto:[email protected]


http://www.dynamicscrmusergroup.com/

Agenda

Dynamics CRM Marketing Classic Traditional Internet Marketing Internet Marketing using Dynamics CRM Toolkit: Web-to-Lead


Dynamics CRM Marketing Classic

CRM 4.0 On-Premise Implementation This is a subset of what Dynamics CRM Online

offers Marketing Campaign is the central entity Campaigns have Marketing Lists (Accounts,

Contacts and Leads) Campaigns also have Campaign Activities –

customer-touching stuff (emails, phone calls, faxes, letters…)


Campaign Execution

Campaign Activities get distributed- Emails get sent out, phone calls are assigned & made, faxes get

faxed…

And if you’re lucky…Campaign Responses get created- Email recipient clicks Reply- Sales Rep Converts a Phone Call activity

Campaign Response can be converted to Opportunity…which can turn into a sale

The Campaign Response is the link between marketing and sales

Big Gap in Classic CRM Marketing

How do Campaign Response records get created?

Direct replies to campaign activity emails are the only way to get automatic campaign responses

What about Internet Lead Capture? 1. Drive traffic to a Landing Page2. Visitor submits a form3. “Lead” record created in CRM

With Internet Lead Capture…

Campaign email

Reply

Campaign Response

In addition to this

Internet Ad

Landing Page Form

Campaign Response

We’d also get this

Traditional Internet Marketing

Pay-per-click model Search word bidding Banner or persistent ads

Email marketing Inbound links


Web 2.0 Internet Marketing

Blogs and podcasts Micro-blogs like Twitter Social networking sites like Linkedin, Facebook,

MySpace… Videos on YouTube, slide shows on

SlideShare.net…All of these can be great traffic drivers…but how

do you measure effectiveness? And how do you integrate them into your overall marketing strategy?


With Internet Lead Capture…

Landing Page Form

Campaign Response


So how ‘bout them Landing Pages?

Dynamics CRM Online now has them out of the box! Hosted by Microsoft, or a snippet-generator

you can use to host yourself No code required

Dynamics CRM on-premise still requires some work (in the form of server-side code)

CRM Online March 2009 Service Update

Wizard-generated Landing Page Easily create custom landing pages that are hosted with the CRM

Online service and used to capture leads from the Internet

DIY Scenario: Embedded Lead Submission For organizations with their own lead capture landing pages in

place, wizard can automatically generate an embeddable HTML code snippet that will submit lead details into CRM Online.

Sales and Marketing scenarios enabled Landing Page may be tied to multiple campaigns Landing Pages for non-campaign purposes (e.g. sales events)

Lead Staging – form submits go into “Internet Lead” staging area so you can filter out the asdf leads before importing

Lead Tagging Leads are tagged with the original source… Tagged with generating Campaign for Campaign Response


Benefits of Internet Lead Capture

•Wizard-based solution ensures that anybody can build custom web-site landing pagesEasy to use

•Eliminate the time and effort required to manage leads in multiple places

Increase productivity

•Eliminate dead data and leads before they become information that is acted upon by sales and marketing.

Improve data quality

•You can focus in the right areas by understanding which campaigns are more or less successful

Improve decision-making

•Eliminates need for IT development, new servers and page maintenance by automating the process for end-users end-to-end.Reduce cost



Internet Lead Capture with Dynamics CRM Online

Demo will show: Create Landing Page Drive traffic with…

A banner Ad A Twitter Tweet

What happens after form gets submitted


Internet Lead Capture with Dynamics CRM Online

Two versions:1. Create Landing Page to be hosted2. Create a “Snippet” of code to pop into

one of your pages for more control


Demo: CRM Online Internet Lead Capture


Internet Lead Capture with Dynamics CRM On-Premise

For this we have to get our hands dirty:1. Register the CRM 4 web service proxy2. Turn on server-side “code blocks”3. Open up security4. Open our SharePoint web site with SPD5. Create our WebToLead.aspx page within the site

Let’s do it…and if you have questions, email [email protected] !



Snippets on DCRMUG Site

Two for webconfig:Parserpaths.txtTrustlevel.txt

One to register the web service proxy:Createcrmdll.bat

The landing page/form:Webtolead.aspx

internet marketing in dynamics crm

Technology

marketing campaign

internet marketing blogs

dynamics crm onpremise

dynamics crm onlinedemo

dynamics crm toolkit

internet lead staging

marketing scenarios

lead details