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

Planning activities


Once the marketing campaign is created in Microsoft Dynamics CRM 2013, the marketers can start to identify and create planning activities that refer to the prerequisite tasks required to be completed before launching the campaign. The following are some of the planning activities:

  • Booking of stalls for an event

  • Deciding on vendors for procurement of supporting products and samples from vendors

  • Other event management activities

  • Reminders for scheduling the marketing activities

The planning activities do not have any budget or direct cost involved that will contribute to the campaign cost. The following screenshot shows the association of the planning activity to the campaign:

Adding planning activities to campaign