Microsoft dynamics CRM 2013 marketing automation : implement effective marketing strategies using Microsoft dynamics CRM 2013 / Alok Singh, Sandeep Chanda ; cover image by Aniket Sawant.

Includes index.

Online resource; title from PDF title page (ebrary, viewed May 7, 2014).

Cover; Copyright; Credits; About the Authors; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Getting Started with CRM Marketing; Present day marketing; Marketing challenges; Spamming; Automation; Targeting; Execution; Close looping; Collaboration; Dirty Data; Marketing automation with CRM; Targeting; Automation and execution; Close looping; Revenue management by collaboration; Understanding lead funnel; Lead generation; Lead nurturing; Lead scoring and conversion; Sales opportunity and recycling; Post sale loyalty; Summary

Chapter 2: Segmentation with Marketing ListsMarketing lists and types; Member type; Marketing list type; Other attributes; Assembling marketing lists; Assembling the static list; Adding the members using lookup; Using advanced find to add the members; Using advanced find to remove the members; Using advanced find to evaluate the members; Directly adding records to the list; Assembling the dynamic list; Managing marketing lists; Multiple cross record associations; De-duplication of members; Merge members; Copy to the static list; Member import; Summary; Chapter 3: Marketing Campaigns

CampaignsQuick campaign; Target audience; Channel activity; Activity distribution; Marketing campaign; Creating the campaign; Planning activities; Campaign activities; Channel activities; Non-channel activities; Target lists; Sales literature, products, and price list; Sales literature; Target products; Price list; Executing campaign; Contact preferences; E-mail templates; Close campaign activity; Campaign templates; Related campaigns; Tracking campaign costs; Summary; Chapter 4: Campaign Response and Performance; Capturing a campaign response; Creating a campaign response

Managing a campaign responseConverting a campaign response to a lead or an opportunity; Measuring a campaign response; Summary; Chapter 5: Marketing Metrics, Analysis, and Goals; Key marketing metrics; Marketing charts; Marketing reports; Report Wizard; Out-of-the-box marketing reports in Microsoft Dynamics CRM; Marketing dashboards; Designing dashboards; Out-of-the-box marketing dashboards in Microsoft Dynamics CRM 2013; Marketing Goals and Goal Metrics; Goal Metrics; The Goals entity; Goal charts and reports; Summary; Chapter 6: Enhance CRM Marketing with Marketplace Solutions

Marketing Automation with ClickDimensionsRun an e-mail campaign; Set up web tracking; Drip marketing; Analytics; Marketing automation with CoreMotives; Mailings and subscriptions; Web Intelligence; Nurture marketing; Facebook posts; Summary; Index

An easy-to-follow guide with step-by-step examples on implementing your marketing plan using Dynamics CRM 2013 and other marketplace solutions such as Click Dimensions and Core Motives.If you are a marketing manager, business analyst, or a CRM functional expert who wants to leverage Microsoft Dynamics CRM 2013 to create effective marketing strategies and run efficient campaigns, this book is for you. The book provides several step-by-step, hands-on examples for beginners to learn marketing concepts, and exercises to create advanced marketing strategies for experts. There are no specific prereq.

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