Marketing Capabilities with Click DimensionsAdnan JaleesMicrosoft Dynamics CRM Solution Consultant

Session agenda

Business Activities overview

Purpose of the Presentation

Click Dimensions overview

Marketing Automation

Microsoft Customer Engagement Solutions

Personalized | Proactive | Predictive

Market smarte

r

Customer engagement

Careeverywher

e

Social for everyone

Comprehensive business & technology platform

Selleffectivel

y

Business Activities of Companies Today

Marketing

Sales

Customer Service

Operations

Engineering

Human Resources

Finance

Line of Business Activities of Companies Today

RELATIONSHIP MANAGEMENT

PROCESS AUTOMATION

INTERACTION TRACKING

LOB MANAGEMENT

CustomerConstituentDonorAssociateMemberPartnerVendorDistributorAgentVolunteerDealerAlumniTenantClientFan…

EventsFacilitiesGrantsPropertyProductsServices…

AppointmentsTasksTouch PointsRequestsProfile UpdatesRemindersNotifications…

DEVICESTablet Desktop Phone

WORKLOADS

DEPLOYMENT

Microsoft Dynamics CRM

Sales Marketing ServiceExtended

CRM

Cloud

Relationships | Interactions | Process | InsightsFramework

On-Premises

What is marketing automation? Why is it important to your business?

Marketing Execution

Evaluate and analyze

results and ROI.

Create marketing plans and

set budgets.

Execute campaigns

and generate

leads.

Integration Marketing Management, a closed loop

EFFECTIVEMARKETING MANAGEMENTPLAN

Digital Asset

Management

Workflow &

Collaboration

MULTI-CHANNEL ENGAGEMENT EXECUTE

CRM Integration & Closed Loop ROI

Advertising &Social Media

NURTURE & MEASURE

DATA DRIVEN,CUSTOMER FOCUSED

CustomerSegmentation

Behavioral Analysis

EXTERNALCHANNELS

Media Buying & Planning Spend Management Resource Management Campaign Management

INTEGRATED MARKETING MANAGEMENT

Prospect to Customer scenarioCampaign Email Sends Response

Lead - Contact - Customer

Marketing List

PriceProduct

Quotes Order Win Analyze / ROI

Click Dimensions Solution

Plan

Mobile Social InsightDynamics CRM Platform

Analysis

Execution

Email MarketingWeb FormsSurveysWeb Site Analytics

Thanks