The marketing module of Dynamics CRM is designed to track all the marketing activities. It mainly consists of Marketing Lists and Campaigns. This module helps in analyzing the marketing efforts, which can be tracked back in the future. The Marketing module keeps track of all the marketing expenses and tracks the Return on Investments(ROI) gained from the marketing efforts.
Marketing
Marketing life cycle
The marketing life cycle starts with creating Marketing Lists and distributing Campaign to Marketing List. Marketing List is made up of records in accounts, contacts, and leads. One can market new products to the existing customers or contacts and other references:
The responses from the campaigns are recorded and new leads are generated. After lead generation, marketing executives can pitch your product or service to those leads.
Marketing list
Marketing in Dynamics CRM generally starts with having marketing lists on place. A marketing list is a collection of accounts, contacts, and leads. Marketing lists are created to distribute a campaign.
Marketing lists can be static or dynamic:
- Static list: In a static marketing list, members are added manually.
- Dynamic list: In a dynamic marketing List, members in the list are added using an advanced find. When a new record is created that meets the criteria in the query, then it is also added to the marketing list.
Campaigns
Campaigns are a part of the Marketing module in CRM. Campaigns are conducted for the promotion of products/services provided by the business. It is a coordinated series of steps that includes the promotion of your products/services, which will eventually increase your sell. It is a way of reaching out to customers, building your brand, introducing your product in the market, and having a positive impact on the customers and leads.
Microsoft Dynamics 365 makes things easier as it provides you end-to-end help, from planning different activities to accounting your Return on Investment (ROI) from each campaign.
