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Kim Archer Sales Manager Extending the Marketing Capabilities within Microsoft Dynamics CRM 26th March 2009

Kim Archer Sales Manager Extending the Marketing Capabilities within Microsoft Dynamics CRM 26th March 2009. Agenda Who are we at 2B.net? Why is marketing important within CRM strategy? What’s the word on the street about marketing in MS CRM? How have we have responded to demand?

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Kim Archer Sales Manager Extending the Marketing Capabilities within Microsoft Dynamics CRM 26th March 2009

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  1. Kim Archer Sales Manager Extending the Marketing Capabilities within Microsoft Dynamics CRM 26th March 2009

  2. Agenda Who are we at 2B.net? Why is marketing important within CRM strategy? What’s the word on the street about marketing in MS CRM? How have we have responded to demand? Open Forum

  3. A little bit on us at 2B.net...... Microsoft Gold Partner Primary Focus Microsoft CRM Implementations CRM Strategy Specialised Technical Team Passionate about successful delivery

  4. Marketing is the management process that identifies, anticipates and satisfies customer requirements profitably The Chartered Institute of Marketing (CIM)

  5. Just Retirement Case Study Supply Financial solutions to over 60s Fair, attractive and personalised service Use marketing to mine data & create marketing lists Use 3rd party e-mail broadcaster Benefit in having whole process handled by a single application Identified distribution & response as weak spots

  6. Why is e-mail marketing coming up? • Arguably more important than website • Drive traffic to website • Segmentation of data • Targeted, personalised Communications • Account Management & New business • Perspective • Demonstrate learning relationship

  7. Data Mining We Like..... Bulk Import Campaign Tasks Preferences Reports Quick Campaigns Budget and expense tracking

  8. We would like..... Distribution HTML Flyer Response Track e-mails Send bulk attachments Centralised solution Measure e-mail campaigns

  9. How have we responded to demand? eCampaign Create HTML Flyer Open rate, click thrus, bounces Store history Image & template library Bulk attachments Fully integrated within MS CRM 4.0

  10. Screenshots of eCampaign

  11. Marketing is the management process that identifies, anticipates and satisfies customer requirements profitably The Chartered Institute of Marketing (CIM)

  12. Open Forum kima@2bconsulting.net suen@2bconsulting.net 0207 877 5001

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