Manage Your Data Effectively

• Effortlessly import data from other sources into Microsoft Dynamics CRM.
• Use predefined data-mapping rules or create new ones on the fly.
• Confirm data import status with automatic e-mail notification.
• Intelligently cleanse your data to eliminate duplications and decrease your cost per engagement(CPE).

Pinpoint Your Marketing Efforts

• Use natural-language queries to instantly segment customers or prospects.
• Create highly targeted lists and associate them with campaigns.
• Set up personal or public views for reuse.
• Easily share target lists with colleagues and vendors.
• Export lists into multiple formats for bulk email or direct-mail communications.

Streamline Campaign Planning

• Plan and track activities, tasks, budgets and details for each marketing activity.
• Set up product catalogues, price lists and discounts for optimal offers.
• Tailor messages and offers to highly targeted lists.
• Save time and money with reusable campaign templates.
• Use predefined workflows to streamline processes and approvals.
• Create Internet landing page for campaigns without any coding.
• Easily create marketing plans with embedded document management capabilities.

Simplify Campaign Execution

• Initiate and distribute campaigns and communications instantly.
• Track and manage all event and customer details in one central platform.
• Use embedded Mail Merge capabilities to instantly send mass communications.
• Manually or automatically assign marketing tasks and leads.
• Create on-the-fly campaigns with the Quick Campaign Wizard.
• Create rules to trigger responses based on customer interest.

Improve Response Management

• Centrally capture and track responses for marketing campaigns.
• Automatically capture and categorize responses from Internet landing pages.
• Score responses using predefined rules.
• Instantly assign responses to most qualified resources for follow-up.
• Instantly convert responses to leads.

Streamline Lead Tracking

• Better coordinate with sales by tracking leads in one centralized system.
• Automatically assign or score leads based on predefined workflows.
• Instantly light up the most promising leads with conditional formatting.
• Use guided dialogs to streamline the lead qualification process.
• Ensure your marketing staff is working on the most current leads with bidirectional data synch with Excel.

Extend Value with Microsoft Office

• Use Microsoft Dynamics CRM within Microsoft Office Outlook for improved productivity.
• Instantly find the information you need with preview panes, personal views, record pinning and Most Recently Used lists.
• Eliminate redundant email tracking through Office Outlook synchronization.
• Better collaborate with co-workers with embedded presence feature.
• Streamline mass mailings with built-in mail-merge capabilities.
• Add Office Outlook contacts to marketing lists with a few mouse clicks.

Automate Workflows

• Boost productivity with personal, team, or organizational workflows.
• Dynamically assign tasks to the most appropriate resource using configurable rules.
• Accelerate approvals using predefined workflows.
• Automate follow-up with predefined triggers.
• Set alerts and reminders for campaign milestones.

Mobile Express for Microsoft Dynamics CRM

• Access customer data from any web-enabled device anywhere, anytime.
• Track budgets and push through approvals while on the road.
• Create or update campaigns on the fly.
• Update, qualify or assign leads while on the road.
• Track key marketing metrics while on the road with rich offline reporting.

Gain Key Insights for Decision Making

• Measure your marketing success with key performance indicators (KPIs).
• Gain business insight with flexible dashboards and inline data visualization.
• Follow key marketing objectives with comprehensive goal-tracking capabilities.
• Track key campaign indicators with built-in reports.
• Identify trends and allocate resources with powerful predictive analytics.
• Use robust data cubes for trending analysis.