Download - Internet Marketing In Dynamics Crm
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Internet Marketing in Dynamics CRM
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www.DynamicsCRMUserGroup.com
Dynamics CRM User Group Meeting #3
Agenda
Dynamics CRM Marketing Classic Traditional Internet Marketing Internet Marketing using Dynamics CRM Toolkit: Web-to-Lead
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Dynamics CRM Marketing Classic
CRM 4.0 On-Premise Implementation This is a subset of what Dynamics CRM Online
offers Marketing Campaign is the central entity Campaigns have Marketing Lists (Accounts,
Contacts and Leads) Campaigns also have Campaign Activities –
customer-touching stuff (emails, phone calls, faxes, letters…)
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Campaign Execution
Campaign Activities get distributed- Emails get sent out, phone calls are assigned & made, faxes get
faxed…
And if you’re lucky…Campaign Responses get created- Email recipient clicks Reply- Sales Rep Converts a Phone Call activity
Campaign Response can be converted to Opportunity…which can turn into a sale
The Campaign Response is the link between marketing and sales
Big Gap in Classic CRM Marketing
How do Campaign Response records get created?
Direct replies to campaign activity emails are the only way to get automatic campaign responses
What about Internet Lead Capture? 1. Drive traffic to a Landing Page2. Visitor submits a form3. “Lead” record created in CRM
With Internet Lead Capture…
Campaign email
Reply
Campaign Response
In addition to this
Internet Ad
Landing Page Form
Campaign Response
We’d also get this
Traditional Internet Marketing
Pay-per-click model Search word bidding Banner or persistent ads
Email marketing Inbound links
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Web 2.0 Internet Marketing
Blogs and podcasts Micro-blogs like Twitter Social networking sites like Linkedin, Facebook,
MySpace… Videos on YouTube, slide shows on
SlideShare.net…All of these can be great traffic drivers…but how
do you measure effectiveness? And how do you integrate them into your overall marketing strategy?
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With Internet Lead Capture…
Landing Page Form
Campaign Response
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So how ‘bout them Landing Pages?
Dynamics CRM Online now has them out of the box! Hosted by Microsoft, or a snippet-generator
you can use to host yourself No code required
Dynamics CRM on-premise still requires some work (in the form of server-side code)
CRM Online March 2009 Service Update
Wizard-generated Landing Page Easily create custom landing pages that are hosted with the CRM
Online service and used to capture leads from the Internet
DIY Scenario: Embedded Lead Submission For organizations with their own lead capture landing pages in
place, wizard can automatically generate an embeddable HTML code snippet that will submit lead details into CRM Online.
Sales and Marketing scenarios enabled Landing Page may be tied to multiple campaigns Landing Pages for non-campaign purposes (e.g. sales events)
Lead Staging – form submits go into “Internet Lead” staging area so you can filter out the asdf leads before importing
Lead Tagging Leads are tagged with the original source… Tagged with generating Campaign for Campaign Response
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Benefits of Internet Lead Capture
•Wizard-based solution ensures that anybody can build custom web-site landing pagesEasy to use
•Eliminate the time and effort required to manage leads in multiple places
Increase productivity
•Eliminate dead data and leads before they become information that is acted upon by sales and marketing.
Improve data quality
•You can focus in the right areas by understanding which campaigns are more or less successful
Improve decision-making
•Eliminates need for IT development, new servers and page maintenance by automating the process for end-users end-to-end.Reduce cost
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Internet Lead Capture with Dynamics CRM Online
Demo will show: Create Landing Page Drive traffic with…
A banner Ad A Twitter Tweet
What happens after form gets submitted
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Internet Lead Capture with Dynamics CRM Online
Two versions:1. Create Landing Page to be hosted2. Create a “Snippet” of code to pop into
one of your pages for more control
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Demo: CRM Online Internet Lead Capture
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Internet Lead Capture with Dynamics CRM On-Premise
For this we have to get our hands dirty:1. Register the CRM 4 web service proxy2. Turn on server-side “code blocks”3. Open up security4. Open our SharePoint web site with SPD5. Create our WebToLead.aspx page within the site
Let’s do it…and if you have questions, email [email protected] !
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Snippets on DCRMUG Site
Two for webconfig:Parserpaths.txtTrustlevel.txt
One to register the web service proxy:Createcrmdll.bat
The landing page/form:Webtolead.aspx