cmcrm feature presentation

Applications A/SSoftware Experts

Applications A/S – Kokkedal Industripark 14, DK-2980 Kokkedal, Denmark – Tel: +45 49 11 88 60 – WWW: www.applications.dk

Seamless integration between Campaign Monitor and Microsoft Dynamics CRM



What it does» No need to login to, or even know about Campaign Monitor

» Use the power of Advanced Search to created segmented lists, and CMCRM will automatically synchronize the list with your subscriber lists in Campaign Monitor – and keep them in sync!

» Get all the insights from your e-mail campaigns delivered directly in Microsoft CRM, and connect those insights with the rest of your CRM data to create a 360-view of your prospects and customers.

» Links your Marketing Lists with subscriber lists in Campaign Monitor» Connects your Campaigns in Microsoft CRM with your e-mail campaigns in Campain monitor» Automatically downloads the campaign summaries directly to Microsoft CRM:

» Recipients, Clicks, Unsubscribes, etc.» Keeps your lists synchronized - Automatically:

» Add new list members as subscribers in Campaign Monitor» Remove unsubscribes from from Marketing Lists» Add new subscribers coming from Campaign Monitor to your Contact/Lead base and marketing lists

» Detailed tracking automatically appears in Microsoft CRM as Campaign Responses:» Opens, Bounces, Unsubscribes, Click-Throughs (Links Clicked)» Campaign Responses are automatically linked to the Contact/Lead and the campaign



How it works

» CMCRM Extends your CRM Solution:» Campaign, is exteded with a new ”Link to Campaign Manager” button and attributes

for Campaign summary from Campaign Monitor» Marketing List, is extended with a new ”Link to Campaign Manager” button and

attributes for list details from Campaign Monitor» Campaign Response, is entended with Campaign Monitor specific information for

Open tracking, Link trancing, etc.» A new entity called Field map is created, enabling you to map custom fields in

subscriber lists to contact and lead attributes in Microsoft CRM» The Engine: CMCRM Synchonization Service

» This high-performace multi-threaded Windows service is installed directly on the CRM Server and performs all the synchonization directly on your CRM Server

» The CMCRM Service Controller application lets you control all aspects of the synchronization



CMCRM Service Controller

» Lets you specify what to synchonize» How often you want data synchonized» Lets you specify what organization to perform synchonization

for, in multi-tenancy installations (CRM Enterprise Edition)» Runs securely as a Windows Service» Uses the Windows Event log, which lets you monitor

performance and track any anormalies» Your API Key is stored encrypted, so no one can take advantage

of the key



The campaign list shows the new attributes added to your campaigns. All these statistics will be synchonized at the specified intervals, by the CMCRM Service

Details about how your subscriber lists are configured in Campaign Monitor, is available directly on your Marketing Lists



Click on the new ”Link with Campaign

Monitor” button

Select the campaign from Campaign

Monitor and Click ”Connect”

1

2

Your campaign is now connected, and will

automatically be kept in sync. with Campaign

Monitor

3



All events from Campaign Monitor is automatically created

as Campaign Responsenses



Events are registrered as new Response

Codes

Both the Click Count and the actual URL is

synchronized from Campaign Monitor



Do you have Custom fields in your Campaign Monitor lists?

No problem. Just create the Custom Fields in your Marketing Lists, and map those fields to Contact or Lead attributes in your CRM database.

This is also a great way to enrich existing CRM data automatically



Use the Power of advanced search to create subscriber lists directly from Microsoft CRM!In the example above, we are created a segmented list of the recipients from the ”New Year greetings” campaign, so we can target those specific contacts directly, based on marketing behaviour combined with our CRM data.

Select recipient from this campaign…

…Who has unsubscribed…

…And where we have an open opportunity



Further customization

» Use the Reporting tools, to create custom reports accessible from within Microsoft CRM

» Use the built-in CRM workflow engine, to automate events and notifications based on the behaviour tracked in your campaigns

» Use the built-in Customization tools, to further customize the solution



Version 1.0 RTM is out now!CMCRM is available in two editions:Agency: You pay a one time flat-fee of 1.450€ excl. VAT, which covers all features of CMCRM for one server installation, and allows you to connect to any Campaign Monitor account.

Free: You get all features of CMCRM for free! This editions requires a client account for Campaign Monitor, setup in our Campaign Monitor agency account.

With both editions, there are NO LIMITS on how many CRM or CM users may use the integration or how much data you may synchronize

Are you a Campaign Monitor or Dynamics CRM re-seller?Contact us, and find out how you can offer CMCRM to your customersEmail us: [email protected] Send us a Tweet: http://twitter.com/appldevContact us on our website: www.applications.dk (Danish)



Free Edition or Agency Edition?If you are already using Campaign Monitor, or have an account with a Campaign Monitor agency, you should use the Agency Edition, which allows you to setup CMCRM for any type of Campaign Monitor account

If you want to use the Free Edition, you can create a free Campaign Monitor account with us. You will then access your Campaign Monitor from http://crm.applications.dk . Send an email to [email protected], to get your free Campaign Monitor account.

Are you a Campaign Monitor or Dynamics CRM re-seller?Contact us, and find out how you can offer CMCRM to your customers

Email: [email protected] – Twitter: http://twitter.com/appldevweb: www.applications.dk (Danish)



Want to try CMCRM for free?

Do not just take our word for it – Try CMCRM for yourself for 14 daysSend an e-mail to [email protected], and we will provide you with CMCRM 1.0 RTM and a trial

licence key for the Agency Edition, so you can check out all the great features in the comfort of your own systems environment.

Are you a Campaign Monitor or Dynamics CRM re-seller?Contact us, and find out how you can offer CMCRM to your customers

Email: [email protected] – Twitter: http://twitter.com/appldevweb: www.applications.dk (Danish)

cmcrm feature presentation

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