Professional Marketing Features
The Dynamic DSM energy rebate tracking software was designed from the ground up with Marketing in mind. Built on the powerful platform of Microsoft Dynamics CRM, we are able to leverage (a) the numerous OOTB (out of the box) Marketing Features within the Dynamics family of products and (b) the abundance of best-of-breed 3rd Party Marketing Tools that are available.
As a marketer, you need to create amazing customer experiences across all your channels. At the same time, you need to understand the impact of your marketing investments. Microsoft Dynamics Marketing helps you drive revenue by planning campaigns more strategically, executing across channels more effectively, and measuring the impact of your marketing investments in real-time. Now you can manage and optimize your marketing and sales funnel with a single integrated solution based on Microsoft Dynamics CRM and Microsoft Dynamics Marketing.
Dynamic DSM provides Mass Email, including tracking.
- Creation of Templates
- Sending of Emails
- Tracking of Opens
- Tracking of Clicks
- Tracking of Click-throughs
- Tracking of URLs
Dynamic DSM provides Mail Merge functionality with custom fields.
- Merge to Word Documents
- Merge to PDF Documents
Mobile Notifications via SMS
Dynamic DSM provides the ability to send notifications to users and contacts via SMS.
- Creation of SMS Templates
- Sending of SMS messages
- Sending of SMS blasts
You can send SMS (text) messages in bulk to Microsoft CRM marketing lists. The messages are sent to the mobile numbers of the lead and/or contact records on the marketing lists. CRM activity records are created to document that the message was sent. The SMS messages can take advantage of data in CRM for personalization. You can also trigger SMS messages from CRM workflow and merge lead or contact data into the message contents. A personalized message is sent to recipients and logged in CRM as a closed activity associated to the lead and contact records.
Market and Website Tracking
Dynamic DSM provides the ability to track which Leads, Contacts, Accounts have been visiting the website. Marketing Managers can see who has been clicking around. Other KPIs include:
- How often have they clicked.
- How many pages.
- How much time spent.
- What was their most recent activity.
Lead Scoring As Dynamic DSM tracks individual visitor activity on your website, each visitor accumulates a score based on his or her visits, page views and more. Scoring is based on default values you set, but you may also score certain pages higher or lower based on their importance in showing visitor intent. Using the lead score, your sales team can quickly and easily determine which leads to pursue. And, we should also clarify some semantics while we have your attention; Dynamic DSM scores all visitors: anonymous, CRM Leads and CRM Contacts.
- Set your own default score values.
- Customize the Scores by page
- Each Lead is scored automatically.
- If the score reaches the designated threshold, an automatic email notification gets sent to a representative.
Dynamic DSM allows marketers to build nurture programs using an easy drag-and-drop interface. Prospects can be fed a stream of relevant messages and sales can be notified as prospects begin to respond to your messaging.
Nurture programs are a great way to keep your message in front of prospects without committing valuable sales resources. Marketers can easily build nurture programs and sales people can easily nurture prospects who are not yet ‘sales ready.’ A relevant stream of messages will be sent and a variety of automated actions can be triggered as the prospects begin to respond.
Marketers begin by building a nurture flow in our drag-and-drop nurture builder. No knowledge of CRM workflow is required. Once the nurture program is built, it can be published so that users can enroll leads and contacts in nurture programs directly from the lead and contact screens. Leads and contacts can be added to nurture programs in bulk by associating marketing list(s) with the program and adding leads and contacts to those lists.