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Microsoft dynamics CRM 2013 marketing automation : implement effective marketing strategies using Microsoft dynamics CRM 2013 /
An easy-to-follow guide with step-by-step examples on implementing your marketing plan using Dynamics CRM 2013 and other marketplace solutions such as Click Dimensions and Core Motives. If you are a marketing manager, business analyst, or a CRM functional expert who wants to leverage Microsoft Dynam...
| Clasificación: | Libro Electrónico |
|---|---|
| Autores principales: | , |
| Otros Autores: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Birmingham, England :
Packt Publishing,
2014.
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| Colección: | Professional expertise distilled.
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| Temas: | |
| Acceso en línea: | Texto completo |
Tabla de Contenidos:
- Cover; Copyright; Credits; About the Authors; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Getting Started with CRM Marketing; Present day marketing; Marketing challenges; Spamming; Automation; Targeting; Execution; Close looping; Collaboration; Dirty Data; Marketing automation with CRM; Targeting; Automation and execution; Close looping; Revenue management by collaboration; Understanding lead funnel; Lead generation; Lead nurturing; Lead scoring and conversion; Sales opportunity and recycling; Post sale loyalty; Summary
- Chapter 2: Segmentation with Marketing ListsMarketing lists and types; Member type; Marketing list type; Other attributes; Assembling marketing lists; Assembling the static list; Adding the members using lookup; Using advanced find to add the members; Using advanced find to remove the members; Using advanced find to evaluate the members; Directly adding records to the list; Assembling the dynamic list; Managing marketing lists; Multiple cross record associations; De-duplication of members; Merge members; Copy to the static list; Member import; Summary; Chapter 3: Marketing Campaigns
- CampaignsQuick campaign; Target audience; Channel activity; Activity distribution; Marketing campaign; Creating the campaign; Planning activities; Campaign activities; Channel activities; Non-channel activities; Target lists; Sales literature, products, and price list; Sales literature; Target products; Price list; Executing campaign; Contact preferences; E-mail templates; Close campaign activity; Campaign templates; Related campaigns; Tracking campaign costs; Summary; Chapter 4: Campaign Response and Performance; Capturing a campaign response; Creating a campaign response
- Managing a campaign responseConverting a campaign response to a lead or an opportunity; Measuring a campaign response; Summary; Chapter 5: Marketing Metrics, Analysis, and Goals; Key marketing metrics; Marketing charts; Marketing reports; Report Wizard; Out-of-the-box marketing reports in Microsoft Dynamics CRM; Marketing dashboards; Designing dashboards; Out-of-the-box marketing dashboards in Microsoft Dynamics CRM 2013; Marketing Goals and Goal Metrics; Goal Metrics; The Goals entity; Goal charts and reports; Summary; Chapter 6: Enhance CRM Marketing with Marketplace Solutions
- Marketing Automation with ClickDimensionsRun an e-mail campaign; Set up web tracking; Drip marketing; Analytics; Marketing automation with CoreMotives; Mailings and subscriptions; Web Intelligence; Nurture marketing; Facebook posts; Summary; Index