Getting the Most Out of Microsoft Dynamics CRM Integration

August 14, 2014

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Speakers

Karalee SlaytonSenior Product Marketing Manager

kslayton@exacttarget.com

@cablemaven#ETWEBINARS

Speakers

Hilary SchwartzbachAssociate Product Manager, CRM Integration

hschwartzbach@exacttarget.com

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1. Learn how to personalized, targeted emails.

2. Best practices and simple use cases for success

3. New features available now in the integration

KeyTakeaways

• What version of Microsoft Dynamics are you are using today?

Poll Question #1

Two Apps, One Solution

A Decade of Integration Experience

600+Integrated customers since 2005

2014Many new Features

2005 2007 2011 20152009 2013

Understanding your Customers

A real-time, event-driven lifecycle marketing solution

The Single View in Microsoft Dynamics

b1234@email.com

EVENTATTENDEE

EVENTINVITE

LAST COMMUNICATION:RESPONDS TO:

TODAY

Microsoft Dynamics CONTACT

Brian Ford

1 week ago2 weeks ago

Drive the Customer Journey

Relevance is Revenue

• Right Message

• Right Person

• Right Time

Execute your email campaigns without data synchronization Send emails to individual Accounts,

Leads, Contacts, Marketing Lists, Campaigns, and custom entities

See individual and aggregate tracking results in Microsoft Dynamics CRM

Integrate – Sending from Microsoft Dynamics

Plan OptimizePersonalize

Planning the Customer Journey

Four Questions to Ask Yourself

Do you know who your

customers are?

Do you know where they are in

their journey?

Are you driving engagement to move

them along that journey?

Are you able to measure the

impact on your business goals?

• Are you taking advantage of Microsoft Dynamics Workflow to send ExactTarget Emails to automate your customer journeys?

Poll Question #2

Marketing Automation

Possible Use Cases

Lead Nurturing

Subscription / Membership Management

New Account Activation

Password Resets

Transaction Confirmations

Create automated marketing interactions with your customers and prospects

Build Individualized Relationship with each Prospect

Customer Journey

Send a three-part welcome series:

• Confirm their subscription and set expectations

• Gather preferences

• Provide an incentive

• Drive EngagementAcquire Onboard Engage Retain

Work smarter and focus efforts on the right subscribers

Engagement Based on Interactions

A/B Testing

Send to a Microsoft Dynamics Report or Campaign and use ExactTarget A/B Testing to automatically randomize segments, measure and select the best option, and send the winning email to the remaining subscribers

A/B Testing: Test Everything

Create an A/B Test email from the ExactTarget

Marketing Cloud

Select a marketing list or Campaign; then run the test

ExactTarget randomly selects Contacts from your report to receive

sample A and sample B

Automatically monitor the

performance of each sample

The system will determine a winner

based on the selected metric–Open Rate or Click-through Rate

The winning email is sent to the remaining Contacts

from the marketing list

Manage the Enterprise

• Approval process Ensures each email send is correct before sending

Send Approval

Approve/deny email sends Designate approver View sends awaiting approval

Letterhead Sends

• Send to a single person

using a branded template

• Quickly and easily send

professional custom emails

Create template in ETMC

Create email in Microsoft Dynamics

Client receives branded email

Event Management

• Increase attendance with sophisticated marketing campaigns

• One click RSVP option

• Dashboard to view metrics and trends across all your events

• Easily export RSVP lists

Performance Tracking & Interactions

• Customers can drill down for detailed subscriber data and easily add/create a marketing list for those subscribers

• Your team now has one place to measure, analyze, and optimize campaign performance

• Easily view click through rates by campaign, email send, and open rates—all the way down to links that were clicked

Interactions organized by where customers are in their journey with

your brand

Marketing Lifecycle Stages

Live DemonstrationHilary Schwartzbach Associate Product Manager, CRM Integration

2015Q3-4

Roadmap Timeline: Microsoft Dynamics Integration

2 0 1 4

Q1-2

Event Registration & Tracking

UI improvements

Dynamic send preview

AB Testing

Letterhead Sends

Send SMS

Cloud Pages integration with CRM

Enhanced Analytics and Reporting

Journey Builder

integration

SMS Tracking data in

CRM

2014 Q1-2

2 0 1 5

• Tell us what you think about the material presented in the session today?

Poll Question #3

Questions?Please type questions in the chat panel to ‘All Panelist'

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Upcoming Webinars:

August 19th @ 2:00 pm EDTConnecting the Clouds to Drive

the Customer Journey

http://www.exacttarget.com/resource-center/webinars

August 21st @ 12:00 pm EDT

Love at First Site: Charm Customers into Loving your

Brand

August 26th @ 12:00 pm EDT

5 Trends for Designing an Effective Customer Onboarding Strategy

August 28th @ 12:00 pm EDTRefresh your Approach to 1:1

Marketing: Elevate the Discussion with Personalization

Learn more:

Experience Digital Marketing Like Never Before

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For one incredible week, the world’s best marketers come together to:

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