Microsoft Dynamics for the Marketing Professionals

Manage campaigns, build a loyal customer base, and drive revenue and market share

Marketing departments are responsible for developing and implementing marketing strategies, successfully conveying key messages to target audiences, and refining future marketing efforts based on past results. The complex task of managing campaigns is a day to day effort. A centralized system for coordinating these campaigns is necessary to successfully manage the direct customer communications, print media advertising, event sponsorship, and other marketing-led activities that often inundate marketing managers and staff. Marketing departments can benefit from a highly automated business management solution that connects marketing with Sales, Finance, and other departments, which helps to effectively manage campaigns and track results.

The Marketing Executive

The Vice President of Sales and Marketing is responsible for a company’s overall marketing strategy. Increasing your market share and decreasing that of your competitors is a universal goal. Monitoring the effectiveness of your marketing efforts and constantly striving to improve ongoing and future campaigns is integral to achieving that goal.

Meetings with staff to discuss tactical issues, working with other executives to develop strategy, and tracking sales trends and responses to marketing campaigns are vital components of a successful sales and marketing strategy. Even a highly talented and creative staff needs enough information to point them in the right direction. Microsoft Dynamics CRM offers a holistic overview of your customers and sales that help hone marketing activities.


Microsoft Dynamics enhances marketing activities in several key areas; such as enabling market research and analysis, managing campaigns, and tracking the effectiveness of those campaigns. Throughout the entire marketing cycle, Microsoft Dynamics CRM allows your people to put their creative talent to work by freeing them from routine tasks.

  • Analyze opportunities. Microsoft Dynamics CRM provides vital information to Marketing executives and managers so they can accurately target their marketing campaigns, improve results, and ultimately help drive sales. Campaigns launched with Microsoft Dynamics CRM include market segmentation profiles that provide statistical feedback on the success of the campaign, while the Campaign Performance report tracks the progress and completion of campaign-associated tasks. The Campaign Performance data, which includes dates, targets, responses, and financial returns, allows for a comprehensive retrospective view of each campaign.
  • Build marketing campaigns. Microsoft Dynamics CRM helps simplify the often complicated task of putting together a multifaceted campaign. Campaign setup wizards and tools are available to track the campaign’s progress. Marketing automation functions help you plan and execute each campaign phase, from communications and advertisements to events and follow-up. Advanced contact management allows for the easy personalization of communications through direct sales, call centers, email, the Web, and mobile devices.
  • Better analysis and reporting. Microsoft Dynamics CRM provides the hard data needed for analysis and reporting. You are able to associate the campaign with a project to monitor real time return on investment, as well as details including response rates, revenue, and cost with Microsoft Dynamics CRM. Campaign Activity Status reports provide a campaign summary, including planned and actual time parameters and parent campaign details. The Campaign Comparison report lists the company’s most and least successful campaigns, allowing for comparison between campaigns based on a number of parameters, such as cost effectiveness and customer response.

For more information on Microsoft Dynamics CRM for marketing professionals please contact JourneyTEAM.