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Marketing Automation in Microsoft Dynamics CRM 2011

  • Price £480.00
  • Duration 1 day(s)
All major credit cards accepted

Description

This course introduces you on how to use Microsoft Dynamics CRM to extend the effectiveness of your marketing department and provides context of how to use things such as marketing campaigns, marketing lists, and campaign templates in Microsoft Dynamics CRM. It also discusses the role of campaign activities and marketing lists in campaigns and discusses how to associate sales literature, target products and price lists with marketing campaigns.

This course is designed for new partners and customers of Microsoft Dynamics CRM that want to learn about the available marketing features in the Microsoft Dynamics CRM product.

Prerequisites

Before attending this course, students must have:

General working knowledge of customer relationship management
General understanding of business processes
General working knowledge of Microsoft Windows

Skills

After completing this course, students will be able to:

Examine the benefits of closed loop marketing
Create and use marketing lists
Introduce quick campaigns and marketing campaigns
Plan marketing campaigns and create and use templates
Import leads
Associate sales literature, target products and price lists with marketing campaigns
Capture and manage campaign responses
Create and manage sales goals for individuals and teams within your organization
Use Personal Charts, System Charts, and Dashboards to analyze marketing information

Course Content

Module 1: Introduction

This module introduces you on how to use Microsoft Dynamics CRM to extend the effectiveness of your marketing department and provides context of how to use things such as marketing campaigns, marketing lists, and campaign templates in Microsoft Dynamics CRM.

Module 2: Implementing and Managing Marketing Campaigns

This module discusses the role of campaign activities and marketing lists in campaigns. It also discusses how to associate sales literature, target products and price lists with marketing campaigns.

Module 3: Analysis, Reporting and Goals

This module discusses the built-in marketing reports that can be used to review campaign performance and compare campaigns. It also explains how to create and manage sales goals within the organization.

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