Microsoft Dynamics

CRM
Jeanett Heller
Product Marketing Manager, Dynamics
Microsoft Danmark
Agenda

Integrated
Marketing
The New Managemen MarketingPil
Mission Customer t ot
Our Mission: Enabling the Dynamic
Business

Help organizations attract, win

and retain customers through
solutions that delight users and
proactively help them do
business.
Connecting to the New
Customer NEW CHANNELS,
EMERGING MARKETS

CHANGING BUYER
BEHAVIOR

SHIFTS TO ONLINE &

DIGITAL ENGAGEMENT

SEO, CONTENT
MANUAL PROCESSES
MARKETING &
DON'T KEEP UP
SOCIAL MEDIA
MarketingPilot is Integrated
Marketing Management (IMM)
software
IMM is a strategy that increases IMM includes Microsoft
marketing effectiveness by using planning, Dynamics CRM
software to integrate marketing financial, is a critical
operations, automated performance, element of IMM,
campaign execution, and people, as it provides
analytics in a
closed loop. processes, the
content, and transactional
IMM includes Marketing procurement. repository for
Resource Management all customer
marketing planning, creative and prospect
project management, digital information.
asset management, routing and
approvals, and budgeting and
MarketingPilot closes the
Marketing 360
Companies that

Ex
ng
have an IMM

e cu
ni

tio
strategy will have
Create Execute

an
marketing
plans and
Analysis campaigns
and

n
Pl
set generate

a 50% higher
budgets. leads.

return on
marketing
investment (ROMI)
Evaluate
and analyze
results
and ROI.

than those who

dont. Gartner
Integrated Marketing
Management- IMM Three areas comprise an Integrated
Marketing Management Solution:
Marketing Resource Management (MRM)
Multi-Channel Campaign Management
MRM MCM (MCM)
Customer Relationship Management (CRM)

All three areas constitute an IMM solution, and

CRM are all important as they constitute the entire
end-to-end process of uniting people, process
and tools across the entire Marketing
ecosystem and driving Demand and top line
growth. Closing the loop with CRM Sales and
Service to increase ROMI is key.

7
 For sales, marketing, and customer care
Purchase Shopping cart Website Budget and
knowledge is power
history wish list visits spend
management

Page views Search engine Offers received Customer

search terms and offers service cases
redeemed

Ideal next Satisfaction Sales E-mail

contact index/survey interactions subscription list
date/time results membership

Demographic Social media E-mail

profile participation marketing
messages
received
MarketingPilot brings
a new level of marketing
functionality to Dynamics
Marketing Pilot
EFFECTIVE DATA DRIVEN,
MARKETING MULTI-CHANNEL CUSTOMER
MGMT ENGAGEMENT FOCUSED

Resource, Campaign, Customer

budget lead segmentation
management management
Workflow & Advertising Marketing
collaboratio & social analytics
n media

Digital asset CRM Integration Behavioral

managemen & closed loop analysis
t ROI
Integration Marketing Management, a
closed loop EXTERNAL
CHANNELS

EFFECTIVE MULTI-
MARKETING CHANNEL NURTURE DATA DRIVEN,
PLAN MANAGEMENT EXECUTE ENGAGEMENT CUSTOMER
& MEASUREFOCUSED
Digital Workflow & CRM Integration Advertising & Behavioral Customer
Asset & Closed Loop ROI Social Media Analysis Segmentation
Managemen Collaborati
t on

Resource Management Campaign Management

Media Buying & Planning Spend Management

INTEGRATED MARKETING MANAGEMENT

Customer Relationship Management
Revenue
Acquire Retain Grow
CUSTOMER
Communiti
ENGAGEMENT Social Phone Email Chat Web
es
Partner

Marketing performance
Revenue Performance Install base Management
management

MARKETING
Sales planning & Management Multi-channel campaigns Multi-channel service

SERVICE
SALES

Sales prospecting &

Digital asset management Knowledge management
collaboration
Quotes, order & pricing
Resource management Contact center Management
Management

Opportunity Management Brand management Case management

CUSTOMER Transactional Networked Implied behavioral Loyalty &

EXPERIENCE profile Influence patterns affinity
MarketingPilot Connector for Microsoft
Dynamics CRM Data
Business scenario
Sales execution Demand generation
integration
Master data

Customers
Leads Account
Contact

Transactional data
Effective Data driven,
marketing Multichannel customer
mgmt engagement focused

Resource Campaign, Behavioral Campaign

management lead
management
analysis Lead
E-mail
SALES FORCE AUTOMATION Workflow and Advertising Marketing
collaboration and social analytics marketing
media Behavioral data
Digital asset CRM Integration Customer Tasks
management and closed-loop segmentation
ROI Opportunities
Microsoft Dynamics CRM

DEVICES
Tablet Desktop Phone

WORKLOADS Extended
Sales Marketing Service CRM
Relationships | Interactions | Process | Insights
Framework

DEPLOYMENT
Cloud On-Premises
Why MarketingPilot and Dynamics CRM

Productive & Multi-

Insightful Connected
Collaborative Channel
Real-time data and Share information, Execute and Closed loop
behavioral analysis foster creativity monitor marketing and
and automate campaigns across CRM
processes channels
MarketingPilot is IMM
Marketing
Resource
Strategy & Digital Asset Budget Project Vendor
Management
Planning Management Management Management Management

Marketing
Segmentatio
Marketing
n
segmentation CRM Database Demographics

Marketing
Automation Multi-Channel Advertising & Email Campaign Event
Campaigns social media Marketing Automation Management

Sales
Enablement Lead Landing CRM
Management Pages Integration
MarketingPilot
Marketing
Analytics Marketing Behavior Reports &
analytics Tracking Dashboards
Our Unique Value Proposition

MRM MCM Competition offers solutions

Content
for IMM including MRM and/or MCM or
offer CRM suites without rich Marketing
capabilities
s Le
l y tic ad
Ge
A na CRM n
But only Microsoft offers a solution that
includes rich IMM capabilities integrated to a
comprehensive CRM solution - all offered as
an Online Service
Coming soon, stay
tuned