Retail Marketing

FirstTech Solutions has extended the features of Dynamics RMS through a custom integration with Microsoft Dynamics CRM marketing components.

Introductory Offer

Now, all customer data can be tracked in CRM and updated in both applications

FEATURES:

• Ability to create, copy, relate, close, and reactivate campaigns.
• Campaign description includes timeline, campaign code, status, price list, offer information, supplier information, and sales literature.
• Campaign Templates provide componentization and re-use of campaign communication templates. Extend out functionality to Office Word 2007 and Office Excel 2007.
• Offers can be assigned to campaigns both through list management as well as wizard. Create rules to trigger e-mail responses based on the nature of the inquiry or customer-supplied information.
• Ability to create product catalog including price lists, discount lists, unit groups, and associate products with campaigns. Immediate access to detailed information about each product item purchased, product number, quantity, purchase date, and price for each company.
• Link, manage, and update collateral documents associated with campaigns and campaign targets. Ability to easily attach and send documents to contact and/or accounts.
• Creation, re-use, and assignment of tasks or activities. Monitoring and tracking of tasks. Scheduling of tasks or activities.
• Ability for business user to easily create new lists against database, use existing list/view, or specify external list.
• Budget definition, tracking and approval process. Ability to create custom approval process through robust workflow engine.
• Execute and distribute campaign; activity record for each customer associated with target list. Save and close. Can automatically send e-mail messages when campaign launched and ability to bulk close generated activities when complete.
• Campaign Wizard provides an End-to-end guided campaign tool for easy campaign creation and execution.
• Campaigns can be created against leads, accounts or contacts.
• Offers can be assigned to campaigns both through list management as well as wizard. Create rules to trigger e-mail responses based on the nature of the inquiry or customer-supplied information. Can be done manually or automatically through rules.
• Ability to set up professional looking HTML e-mail templates for your marketing team and sales staff, personalize and distribute them. E-mail templates can include company branding and graphics for maximum impact.
• Outlook synchronization, e-mail management and mail-merge. Association of e-mail messages to Microsoft Dynamics CRM contact and Office Outlook e-mail messages.
• Promoting/sharing e-mail messages between Microsoft Dynamics CRM and Office Outlook 2007, sharing records, synchronizing and uploading data, tasks and calendar items.
• Support for Most Recently Used List in Office Outlook 2007 and bulk tracking of multiple selected items.
• Bulk Operation Support Allows asynchronous processing of long-running operations/processes (batch operations), custom code and workflows. Examples include bulk-e-mail operation and bulk import.
• Allows companies to run heavy-processing operations at non-peak hours to optimize system performance. Collaboration Marketing and sales can collaborate through campaigns and accounts. Users can see what campaigns an account is involved in and history of campaigns. See which campaigns were run against which individuals/companies.
• Central repository of responses. Response capture can be done manually or through external sources.
• Explicit or implicit measurement, ability to score and segment responses. Multi-Channel Communications Association of phone calls, e-mail messages, faxes, and other communications to specific campaigns and lead source.
• Robust workflow engine allows users to define and execute custom processes in relation to scoring of responses, assignment of responses, etc.
• Create rules to trigger e-mail responses based on the nature of the inquiry or customer-supplied information.
• Smart e-mail matching based on configurable algorithm which allows system to intelligently match and score incoming e-mail messages.
• Monitor the usefulness and popularity of individual templates.
• Convert responses to leads, opportunities, accounts, quotes, or orders, either manually or automatically.
• Monitoring of leads end-to-end from response receipt to conversion.
• Automatic date/time stamping, lead source tracking, lead status change, and lead management. Online forms enable the capture of leads from specific Web sites.
• Marketing Analytics Dashboards can be customized around key marketing KPIs including response rates, budget tracking, and revenue generated from marketing activities, lead source.
• Get an at-a-glance overview of the entire business through single Corporate Scorecard. Ability to select own dashboard for homepage and integrate dashboards with other systems.
• Standard Reports Through multitude of out-of-box marketing reports (response rate, ROI analysis, win/loss, lead source, etc.), marketing staff able to quickly assess success of campaigns, tweak existing campaigns, or use data to improve success of future campaigns. Strong multi-language capabilities. Can set up re-occurring reports. Easy scheduling and distribution of reports and strong offline capabilities.
• Scoring and modeling of responses, etc. through SQL Server Analysis Services, allows non-technical users to build complex scoring models. Ability to import from SAS/SPSS.
• Through intuitive Reporting Wizard, users able to quickly and easily create custom reports against any field in database. Can easily define object and create any report on the fly, add custom charts with easy-to-use wizards.
• Trending and historical comparison.
• Drill-Through Capability Support full drill-through within CRM reports. Also provided within business scorecards that can be created with Microsoft Business Scorecard Manager (Analytics Foundation).
• Data Mining Through strong OLAP functionality and unified data model, marketing staff able to export data around marketing activities to external sources (such as Microsoft PivotTable? dynamic reports), slice and dice data, and create customized views.