Data - Manage your data effectively
• Effortlessly import data from other sources into Microsoft Dynamics CRM.
• Use predefined data-mapping rules or create new ones on the fly.
• Confirm data import status with automatic e-mail notification.
• Intelligently cleanse your data to eliminate duplications and decrease your cost per engagement (CPE).

Segmentation - Pinpoint your marketing efforts
• Use natural language queries to instantly segment customers or prospects.
• Create highly targeted lists and associate them with campaigns.
• Set up personal or public data views for reuse. Easily share target lists with colleagues or vendors.
• Export lists into multiple formats for bulk e-mail or direct-mail communications.

Planning - Streamline campaign planning
• Plan and track activities, tasks, budgets, and details for each marketing activity.
• Tailor messages and offers to highly targeted lists.
• Save time and money with reusable campaign templates.
• Set up product catalogs, price lists, and discounts for optimal offers.
• Use predefined workflows to streamline approvals.

Execution - Simplify campaign execution
• Initiate and distribute campaigns and communications instantly.
• Use embedded Mail Merge capabilities to instantly send mass communications.
• Manually or automatically assign tasks or leads to individuals or groups.
• Create on-the-fly campaigns with the Quick Campaign Wizard.
• Create rules to trigger responses based on customer interest.

Response - Improve response management
• Capture and store responses and leads in one place for easy tracking.
• Score responses using predefined algorithms.
• Instantly assign leads with full interaction history to the right sales person.
• Track responses across communications channels, linking them to campaigns and lead sources.
• Convert responses to leads and opportunities with a few mouse clicks.

Events - Manage events efficiently
• Track and manage all event and customer details on one central platform.
• Holistically manage event planning and execution from beginning to end.
• Track details related to venues, rooms, event sessions, speakers, and sponsors.
• Track key metrics and measure the return on investment to optimise future events.

Productivity - Extend value with Microsoft Office
• Use Microsoft Dynamics CRM within Microsoft Office Outlook to be more productive.
• Eliminate redundant e-mail tracking through Office Outlook synchronisation.
• See co-workers’ availability with the presence feature.
• Create documents and mail-merges with embedded Office Word capabilities.
• Add Office Outlook contacts to marketing lists with a few mouse clicks.

Workflows - Automate workflows
• Boost productivity with personal, team, or organisational workflows.
• Dynamically assign tasks to the right person using configurable rules.
• Accelerate approvals using predefined workflows.
• Automate actions with triggers based on events, time, or business logic.
• Set alerts and reminders of campaign milestones to inform appropriate people.

Mobility - Mobile Express for Microsoft Dynamics CRM
• Access customer data from any Web-enabled device anywhere, anytime.
• Track budgets and push through approvals while on the road.
• Update or create campaigns on the fly.
• Update, qualify, or assign leads while on the road.
• Analyse responses, leads, and campaign ROI with rich offline reporting.

Analytics - Gain insights for decision making
• Measure your marketing success with key performance indicators (KPIs).
• Track key campaign indicators with built-in reports.
• Identify trends and allocate resources with powerful predictive analytics.
• Use robust data cubes for trending analyses.
• Proactively create offers with 360-degree customer views.

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