Book Image

Microsoft Dynamics CRM 2013 Marketing Automation

By : Alok Singh, Sandeep Chanda
Book Image

Microsoft Dynamics CRM 2013 Marketing Automation

By: Alok Singh, Sandeep Chanda

Overview of this book

<p>This practical guide offers you a clear business perspective of Microsoft Dynamics CRM 2013 and helps to make your marketing efforts more profitable. The book is organized into six chapters with the intent of helping you become an effective marketer. Beginning with an introduction to marketing concepts in Microsoft Dynamics CRM 2013, you will learn about marketing lead funnel and the concept of targeted and customer-centric marketing lists.</p> <p>You will be able to plan, create, and execute marketing campaigns in Microsoft Dynamics CRM 2013. You will then move on to capturing and managing the campaign responses to measure the campaign performance. You will use CRM analytics and dashboards to manage your marketing goals. Finally, you will learn to enhance the capabilities of your campaign using third-party tools. In short, you will be guided in every phase of your marketing efforts.</p>
Table of Contents (13 chapters)
Microsoft Dynamics CRM 2013 Marketing Automation
Credits
About the Authors
About the Reviewers
www.PacktPub.com
Preface
Index

Quick campaign


Quick campaigns are extremely focused single-message delivery campaigns designed to deliver specific information to a specific group at the specific time. Quick campaigns are more of an ad hoc information delivery program rather than a nurture program. Let's consider a scenario where a company receives an award of excellence. The sales team can use quick campaigns to deliver a single e-mail to all partners informing them about the recognition. As described, quick campaigns can only have one activity for distribution and do not support planning activities, association of products and sales literature, campaign templates, or the financial ROI calculations.

Executing the quick campaigns involves the execution of the following in a sequence:

  1. Selecting the audience who will be the target for the quick campaign.

  2. Selecting the channel activity for delivering the message to the targets chosen.

  3. Creating activity instances for each target by distributing the channel activity to users and...