Are you getting full value from the data and sales opportunities generated by your marketing campaigns?
Does your campaign come to a halt when data has to be manually imported into Dynamics 365, or are you missing automated processes that can capture new sales opportunities and enable insight sharing between marketing and sales?
We help you take your campaigns all the way from idea to execution and data collection – ensuring that data can be shared and further leveraged.
Think about your marketing campaigns and consider whether you need advice or support in one or more of the areas listed in the grey box.
You probably know what the goal of each campaign is, but it’s often difficult to set up the right KPIs. Not because you don’t know what they should be, but because it can actually be challenging to get the right data to measure a specific KPI.
With the right all-round planning, you can free up time from administrative routine tasks — like chasing down information for the sales team to ensure they reach the right people from the campaign — and instead focus on actual marketing.
What does your department spend time on?
How often does the sales team feel they’re not getting valuable data and insight from your campaigns?
Some marketing departments estimate this takes up to 80% of their time.
Look at the campaigns you’re already running today.
Find the most recent campaign you’ve just completed, and take another look at the results.
What was the goal, and did you achieve it?
If we ask the sales department and the individual sales reps — what would they say?
Could each salesperson look into Dynamics 365, find the most sales-ready contacts, and follow up effectively?
Running marketing campaigns in a company using Dynamics 365 isn’t just about planning marketing activities, selecting target groups, and creating a paid media campaign.
It takes something special to run marketing activities when your company uses Dynamics 365.
If you have an existing marketing system integrated with Dynamics 365, you need to explore the possibilities that system offers.
What resources do you actually need when running marketing with Dynamics 365?
Read this overview to make sure you have access to the right resources.
To keep it simple, break your marketing campaign into parts that happen outside of Dynamics 365 and those that need to be handled within Dynamics 365.
Outside Dynamics 365, you have the usual planning: What is the goal? When should the campaign go live? What’s the budget? And what are our expectations for results? You also need an overview of all activities — the type of campaign, which channels to use, and what formats the content should be produced in.
The parts inside Dynamics 365 usually involve data, system knowledge, and can be a bit technical. That’s why we often see marketing departments not focusing much on these areas.
Will the campaign be executed from within Dynamics 365 or via external platforms? If external, how does the data end up in Dynamics 365, who owns the data, and how is it made visible? Who processes the data, and how is insight generated to measure KPIs and make use of the data going forward?
If you want to succeed with marketing in Dynamics 365, you need to think of everything as one unified process — with control over workflows, data, and the necessary resources surrounding the entire campaign.
Then follow this cycle: Strategy, plan, execute, analyse, optimise, execute, analyse, optimise…
We are specialists in all-round marketing campaigns in Dynamics 365.