Marketing ROI for Dynamics CRM

Marketing ROI for Dynamics CRM

By Pankaj ShuklaSr. CRM Pre-Sales Consultant

Agenda:

1. Marketing ROI .

2. Fields and entities involved with tracking Campaign performance and ROI inside Microsoft Dynamics CRM

3. The campaign performance report

What is Marketing ROI

“How do you measure return on investment (ROI) and the effectiveness of your campaigns when you are using MicrosoftDynamics CRM? As marketers we’re accustomed to our bosses asking this question and expecting a cut and dry answer.”

Marketing ROI is simply a measurement of the effectiveness of each dollar spent on marketing efforts (whether it is your company’s website, an email campaign or a trade show.)

Marketing is not directly involved in the sales process, it is incumbent upon the sales staff to gather information about the origin of the lead.

Microsoft Dynamics CRM allows you to define your marketing ROI by connecting marketing campaigns to opportunities.

When a sales person enters an opportunity into Microsoft CRM, he or she will be asked to enter the Source Campaign for the Opportunity or Lead

Fields and entities involved with tracking Campaign performance and ROI inside Microsoft CRM

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