Connect Learn Share WELCOME Q 2 CRMUG Chapter

Connect Learn Share WELCOME! Q 2 CRMUG Chapter Meeting

Agenda 8: 30 – 9: 00 Registration and Networking 9: 00 – 9: 20 Chapter Business CRM 2011/2013 Marketing 9: 20 – 10: 20 Automation 10: 20 – 10: 30 Break 10: 30 – 11: 30 Click. Dimensions 11: 15 – 12: 00 Networking @CRMUG

Get to Know Your CRM Peers Introductions • Name • Company (describe Company/Industry) • Your role in the company • What version are you on? • What do you hope to accomplish by attending this and future meetings? @CRMUG

About CRMUG Founded in 2008 Officially recognized by Microsoft rs icr os of t Users M The largest, independent group for users of Microsoft Dynamics CRM Partne Over 3, 800 company members (11, 000+ individual members) @CRMUG

An online community that is your one-stop-shop for all things CRM. community. crmug. com @CRMUG

October 14 -17, 2014 America’s Center – St. Louis, MO Pre-conference Training - Oct 13 -14 Experience Learning Focused, interactive sessions offer valuable content for all Microsoft Dynamics® CRM users, no matter your product version or experience level. Experience Networking Benefit from the real-world expertise of others in your role, your industry, or with similar goals. Experience It Together There’s more to CRMUG Summit than one person can soak in alone - attend with your teammates and go home with actionable solutions and ideas! crmugsummit. com @CRMUG

Regional Conferences Available Dallas, Texas Minneapolis, Minnesota June 9 -10 Starts Noon on June 9 th Ends at 5: 00 pm on June 10 th June 19 -20 Starts Noon on June 19 th Ends at 5: 00 pm on June 20 th Embassy Suites – DFW South 4650 W. Airport Freeway Irving, TX 75062 Embassy Suites - Minneapolis Airport 7901 34 th Ave. S. Bloomington, MN 55425 Premium Member - $129; Basic Member - $299 Additional Academy Courses Available http: //www. crmug. com/regional-conferences/ @CRMUG

Upcoming Virtual Events Date Availability CRMUG Partner Showcase: Insideview (June 2014) June 17 Open CRMUG Webinar: Microsoft Dynamics Marketing Overview (June 2014) June 17 Open CRMUG Workshop - Customer. Source - New and Improved (June 2014) June 23 Open CRMUG SIG: Non-Profit - Using Dynamic Pivot Tables and Sheets (June 2014) June 24 Open CRMUG St. Louis Summit Preview (June 2014) June 24 Open CRMUG Partner Showcase: Broadlook Technologies (June 2014) June 25 Open CRMUG SIG: Technical/Developer - Unit Testing Plug-ins in Dynamics CRM 2013 (June 2014) June 26 Premium CRMUG SIG: Technical/Developer – Unit Testing Custom Workflow Activities in Dynamics CRM 2013 (July 2014) July 8 Premium CRMUG Partner Showcase: Higher Logic (July 2014) July 15 Open CRMUG Partner Showcase: In. Genius (July 2014) July 16 Open CRMUG Webinar: Using Goal Management in Dynamics CRM 2011 or 2013 (July 2014) July 17 Premium CRMUG SIG: Technical/Developer – Integration Testing Plug-ins in Dynamics CRM 2013 (July 2014) July 29 Premium CRMUG SIG: Non-Profit - Event Management Best Practices in CRM for Non-Profits (Aug 2014) Aug 5 Premium CRMUG SIG: User Adoption - Preparing to Lead a CRM Rollout (August 2014) Aug 13 Premium Event @CRMUG

CRMUG Membership Basic Member CRM end users only FREE Premium Member Small Business 1 -9 CRM Licenses Mid-Market 10 -99 CRM Licenses Enterprise 100+ CRM Licenses USD/year $400 $700 $1, 200 § Weekly email newsletter § Unlimited Workshops, Webinars & Roundtables § Level 100 Webinars § Free Regional Chapters § CRMUG Summit Invites § Special Interest Groups § Paid access to Regional Chapters (Nominal Fee) § Microsoft Conduits § Partner Showcase Webinars § Full access to CRMUG Collaborate & Member Directory § Discounted Summit Registrations § Discounted Academy Courses § And so much more! Upgrade Today: email membership@crmug. com @CRMUG

Next Meeting? Date: 9/12/2014 Time: 8: 30 -12 Place: UW Fox Valley Future Topics: @CRMUG

Connect Learn Share CRM 2011/2013 Marketing Overview Jason Lattimer Ledgeview Partners, LLC @CRMUG

Overview Ø Dynamics CRM Marketing Ø Review of the basic functionality Ø Microsoft Dynamics Marketing Ø High level features and functionality @CRMUG

About Me Jason Lattimer CRM Development Consultant @ Dynamics CRM MVP @JLattimer http: //jlattimer. blogspot. com http: //www. linkedin. com/in/jasonlattimer @CRMUG

Dynamics CRM Marketing Key Areas: Ø Marketing Lists Ø Campaign Activities/Responses Ø Reporting @CRMUG

CRM – Marketing Lists List Type: Static or Dynamic Can’t be changed later Targeted At: Account, Contact, or Lead No other system or custom entities Locked: Yes or No @CRMUG

CRM - Campaigns Quick Campaigns Multiple marketing lists Multiple campaign activities Cost & performance tracking Relate to products, sales literature or other campaigns Ad-hoc from lead, account or contact views Single campaign activity No cost or performance tracking Faster to create @CRMUG

CRM – Campaign Activities/Responses Channel determines what type of CRM Activity is created Responses can be manually generated or automatically created from email responses @CRMUG

CRM - Reporting Campaign Performance Looks at response rates and costs/revenues Campaign Activity Status Overview of assigned campaign activities Campaign Comparison Side by side comparison of 2 campaigns @CRMUG

Questions @CRMUG

Microsoft Dynamics Marketing Formerly known as Marketing. Pilot Highlights: Ø Campaign Automation Ø Event Management Ø Digital Asset & Media Management Ø Project Tracking (tasks/time/workload) Ø Budgeting & Accounting Ø Dynamics CRM Integration @CRMUG

MDM – Campaign Automation Ø Drag and drop interface Ø Send emails & post to social media Ø Triggers based on email and landing page events Ø Create tasks Ø Perform lead scoring Ø Modify marketing lists @CRMUG

MDM – Digital Asset Management Ø Store, organize, and secure digital assets Ø Versioning & approval Ø Annotate files Ø Create thumbnails @CRMUG

MDM – CRM Integration Base set of fields are synchronized + limited number of additional fields Requires Microsoft Azure (Service Bus) Entity Sync Behavior Customer/Account MDM CRM Contact MDM CRM Lead MDM CRM Campaign MDM CRM Marketing List Member MDM CRM @CRMUG

Questions @CRMUG

BREAK @CRMUG

Connect Learn Share Marketing 2. 0 Meghan Burner Click Dimensions @CRMUG

Marketing 2. 0 The convergence of CRM and Marketing Automation

Let’s Talk About Enabling the Modern Marketer! What is Marketing Automation and why is it important to your business? Strategy: Tips for your team Click. Dimensions overview

What is marketing automation? Why is it important to your business? Image source: Cloudtimes. org

Raise your hand if… Your company has the ability to send marketing emails. You can trigger emails to go out based on specific behaviors. Did they download content from your website? Have they purchased from you before? Your marketing team set up all of the emails for a specific campaign and let it run in an automated fashion. The flow includes logic and branching conditions. You can prioritize your leads based on interest level and likelihood to purchase. You can measure the return on investment for each of your marketing campaigns.

Who is the modern marketer? Influences IT budget Knows and uses CRM Takes ownership of prospect and customer data Tracks critical points for segmentation Knows value of each lead and can track ROI Closes the gap between sales and marketing by providing usable data Image source: Bing images

Traditional Marketer’s Tools Basic lead/contact integration; constantly synching, exporting, importing ? Email Marketing List ≠ List Campaign ≠ Campaign Lead (Prospect) ≠ Lead Web Forms Surveys Web Site Analytics

Marketing Automation Integration to CRM Native/ Embedded • • • 1+1=1 All in one place MA is an extension of CRM Connected • • • Separate data, separate UI, UX Synchronized Scheduled or Manual Imports None • • Completely Separate Requires 3 rd party middleware

Still not convinced? By 2020, customers will manage 85% of their relationships without taking to a human. (Gartner Research) 50% of qualified leads are not ready to purchase immediately. (Gleanster Research) Companies that invest in marketing solutions see 70% faster sales cycle times, and 54% improvement in quota achievement. (Bulldog Solutions) Companies that excel at lead nurturing generate 50% more sales ready leads at 33% lower cost. (Forrester Research)

Strategy Tips for your team “How you gather, manage, and use information will determine whether you win or lose. ” Bill Gates

Content Creation Blog – Social - Email

Newsletter Response Rates Month List Size Unique Open Rate Click Rate Day of Week January 100 28% 16% Wednesday February 164 30% 15% Wednesday March 170 31% 14% Tuesday April 193 33% 16% Tuesday May 216 36% 18% Wednesday

Always be list building! Auto-signature All web pages During webinars At seminars Keep your marketing lists clean and up to date!

Personalize Your Message

Dynamic Content Emails

Content Marketing

Landing Page Targeted content Singular call to action No extra navigation

Campaign Metrics Visits Blogs Search Social Engine Direct Traffic Email Metric Landing page click through rate 10. 7% Sign-up rate (% of campaign targets) 5% Landing page conversion rate 46% Time (GMT-5) Registered Attended Interest 8 am 32% 56% 34. 68 11 am 37% 50% 40. 44 2 pm 18% 55% 27. 71 7 pm 13% 53% 36. 52

Online Ad Tracking

Click. Dimensions Overview

Demonstration Email Marketing Web Tracking Social Discovery Campaign Tracking Nurture Marketing Landing Pages Lead Scoring Web Forms Surveys SMS Messaging Search/Advertising Subscription and Profile Management

Connect Learn Share Networking/ Roundtable Discussion @CRMUG

Roundtable Discussion • Have you integrated marketing strategies into CRM 2013? • If not, what is holding you back? • What excites you the most? • What do your local users like best? • What ISV solutions do you use? • What challenge do they help you solve? @CRMUG

Thank You @CRMUG