www.orbitone.com

Orbit One BVBARaas van Gaverestraat 83B-9000 GENT, BELGIUM Website www.orbitone.com

E-mail info@orbitone.com Tel. +32 9 330 15 00VAT BE 456.457.353Bank 442-7059001-50 (KBC)

Dries Vandenhoeck21 June, 2011

OneCaféMarketing Automation with Dynamics CRM 2011 and ClickDimensions

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Dries Vandenhoeck

Project Manager at Orbit OneTechnology

Dynamics CRM SharePoint

Contact Mail: dries@orbitone.com Twitter: @DriesVDHoeck LinkedIn: http://www.linkedin.com/in/driesvandenhoeck

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Who is Orbit One?

18 passionate web & IT professionalsBased in GhentSince 1995Strong believers of the New World Of WorkMission:

“Optimize your communication & collaboration by using internet technologies.”

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Services

Advice, design, implement and maintain:

Information websitesSelf-Service portals, online forms, payments

Intranet & document managementFacebook for the enterpriseCRM - Contact ManagementUnified MessagingSocial integration & e-mail marketing

Custom development

Experts in

WEBSITE CMS

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IntroductionEmail Marketing (Break)Web Tracking & Form

capturingLead ScoringTips & TricksDrinks, fingerfood &

networking

Agenda

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6 Marketing Automation with Dynamics CRM 2011 and ClickDimensions10 April 2023

1. How to send mass emails

2. How to measure opens & clicks in emails

3. How to track website visits

4. How to capture data from forms on your website

5. How to recognize quality leads

What you’ll learn

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EMAIL MARKETING

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Generate more businessKeep existing contacts informedAttract talented people

Why email marketing?

Honey pot model

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WebsiteVisitor CRM

Communicate

?

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What is a CRM platform?

Customer

Relationship

Management

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What is ClickDimensions?

Add-on for Microsoft Dynamics CRM 2011Compatible with the CRM on-premise and CRM onlineComplete solution for:

Email marketing Web tracking Form capturing Lead scoring

Starting at € 262/month ($ 375/month)

Orbit One is preferred Belgian ClickDimensions Partner

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Your Experiences

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Does your company send bulk emails?

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Bulk email in Microsoft Dynamics CRM

Sent from OutlookNo statistics

Small volume

IN THE BOX

External solutionExport/import

No stats in CRM

External solutionwith CRM integration

Users CRM contact dataExport/import

No stats in CRM

ClickDimensionsBuilt for Dynamics CRM

Embeded in CRM

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16 Marketing Automation with Dynamics CRM 2011 and ClickDimensions10 April 2023

No export or synchronization of contactsUp-to-date contact informationReports & overviewsCapture user data into your CRM environment (no duplication)Technical simplification (only 1 platform to maintain)

Benefits : email marketing in CRM

Dynamic Content Emails

Easily send marketing emails using Microsoft Outlook

OutlookCast

Single Email Sends

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Break

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WEB TRACKINGFORM CAPTURING

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Know what content is hotWho is visiting and what are they visiting?Does your website meet your goals?

Why should you track visits on your website?

Honey pot model

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Forms

WebsiteVisitor CRM

Clicks

Communicate

Social mediaBlogs

Search engines?

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Your Experiences

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Are you tracking visits to your website?

Do you use forms on your website?

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Tracking and form submits on contact/lead levelStatistics and 360° view (on contact level) in CRMPinpoint problematic area’s of your website

Benefits: Web tracking / Form capturing in CRM

Online Ad Tracking

ClickDimensions Form and Survey Builder

LEAD SCORING

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Know who shows interest in what you doSegment your visitors by interestKnow how & when to interact

Why should you rate the actions of your visitors?

Honey pot model

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Forms

WebsiteVisitor CRM

Clicks

Communicate

Score Count

!

Score adds up

Qualified lead

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Your Experiences

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How do you know when a visitor or contact becomes a qualified lead?

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Valuable leads emerge proper opportunitiesProfile overview shows history of interactionsAssociates interactions of anonymous with contact/lead

Benefits: Lead scoring in CRM

TIPS & TRICKS

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Tips & Tricks

Categorize your contacts in CRMSend specific emails depending on categorizationCreate landing pagesStructure your websiteList building

Other use case: Job opening / attract talent Check-in email

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What we covered in this OneCafé

Sending effective email marketingTracking email marketing resultsTracking website visitors & form submitsScoring leads

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Conclusion

ClickDimensions and CRM combined: Added value for your data in CRM Embedded in 1 platform for customer data Easy to implement and use Affordable solution

What’s next?

Give me a call to Buy or upgrade to Microsoft Dynamics CRM 2011

Install ClickDimensions Ask for our advise and expertise for the implementation

… but let’s have some drinks first!

Contact Mail: dries@orbitone.com Phone: 09/330.15.38 Twitter: @DriesVDHoeck LinkedIn: http://www.linkedin.com/in/driesvandenhoeck

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