With Dynamics CRM you can seamlessly capture any activity, including automated emails, and record it to the customer record. This helps create a 360° view of every touch point that you have with a potential customer. It facilities an informed, unified front whether it’s your sales team prospecting a lead or a customer service rep upselling an existing client. You’ll never have to say to a client, “Oh, I didn’t realize…” or, “I’m sorry, I didn’t know.” That’s why connecting sales, marketing, and customer service is crucial to retaining existing clients.
One of the ways MS Dynamics CRM can smash through your organizational silos is through the use of automated marketing campaigns. Automating emails can strengthen your organization’s relationships with existing clients while increasing your ratio of converted sales.
The best part of creating automated anything is that it works in the background. Automation is a huge timesaver in any business. Using automated marketing in MS Dynamics CRM helps your sales team focus in on what they’re supposed to be doing – closing deals. It also frees up the time of your marketing team to work on other things.
HubSpot quotes Statistica as saying 86% of consumers would like receiving monthly emails from companies they do business with. Instead of relying on a sales team to consistently reach clients, automated marketing in MS Dynamics CRM can help you fulfill this customer need.
Here are some tips for how to use automated marketing in MS Dynamics CRM.
As a CRM, Microsoft Dynamics is clearly at the top of its game. It lets you capture client and target information with ease, and then keep it updated for your list marketing efforts.
But any marketing or sales executive knows that every automated email campaign starts first with the list you use. Biz Community says, “The single most important factor for a successful email marketing campaign is the quality of the data.”
Having a CRM like Microsoft Dynamics allows you to capture an extensive amount of sales and marketing data on your customers. Then you can segment your list by behavior and buying patterns, demographics, or other details. That way your email automation will be more effective at personalizing your response to individual consumers. Why is this important? Because today’s customers demand that kind of individualized attention.
Personalizing your response to fit the customer shows your organization “understands” the end user and cares about them. Experian did a survey a few years ago that showed some of the challenges related to creating personalization in email campaigns. They found that creating the kind of 360° view needed to keep today’s customers satisfied was often stymied by the:
Having the ability to personalize your automated marketing in MS Dynamics CRM means that your customers will feel more actively involved in your business. Creating this personalized attention begins with an accurate list. Without that data accuracy, you will not be as effective in converting prospects into customers.
The list you hold in MS Dynamics CRM is a potential gold mine of information if you know how to use it properly. There are four key things you can do today to improve the quality of data in your MS Dynamics CRM:
Improved data combined with automated marketing in Dynamics CRM will yield incredible returns for your organization. Now let’s look at ways to use the automated email features in the software.
We suspect you’ll come up with lots of reasons and ways to automate emails in MS Dynamics CRM. Here are five typical methods for using automated emails to engage prospects – or reengage former customers in your business:
Automated marketing in MS Dynamics CRM can be set up to track key performance indicators (KPIs) for your email campaigns. You can track, analyze, and run reports on these and other metrics:
Microsoft has a good page here that shows exactly what these metrics mean and how to access them. We particularly like the performance over time; it allows a chart or a graph view that makes for simple data visualization that any level user can grasp immediately.
Finally, make sure you’ve set up rules that allow you to track these emails directly back into the CRM record before automating your first campaign. This is crucial so that your sales team knows what customer contact has occurred before they pick up the phone. Check out this Dynamics 365 page that explains exactly how to set up these rules.
Now that you understand the importance of automated marketing in MS Dynamics CRM, we hope you will consider taking the time to explore these tools thoroughly. IES is standing by if you need Dynamics CRM training or assistance in ways to use automated emails in MS Dynamics CRM to accelerate your marketing efforts and increase sales. Contact us today to learn more.