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

Chapter 5. Marketing Metrics, Analysis, and Goals

Microsoft Dynamics CRM 2013 provides platform features for active analysis and visualization of data. In this chapter, you will learn to understand key marketing metrics, how to visualize and analyze marketing data with Microsoft Dynamic CRM 2013 views, and how to use charts, reports, and dashboards. In addition, you will also learn about the goal management feature in Dynamics CRM 2013. Goal management allows the setting of goals in a hierarchical fashion for users and teams with predefined metrics. The performance can then be measured by continually tracking the metrics at regular intervals or after specific events such as marketing campaigns.

We will cover the following topics in this chapter:

  • Key marketing metrics

  • Marketing charts

  • Marketing reports

  • Marketing dashboards

  • Goals and Goal Metrics