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Extend Microsoft CRM with multi-step cross-channel marketing automation Steve van den Berg, Selligent Dennis Peters, Selligent

Extend Microsoft CRM - Selligent

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Met Selligent Interactive Marketing kunnen, binnen Microsoft Dynamics CRM, krachtige marketingfuncties worden geopend waardoor organisaties de beschikking krijgen over een 360°-beeld van hun klanten. Door de naadloze integratie van de twee systemen worden marketinglijsten probleemloos gesynchroniseerd, acties geautomatiseerd en closed loop campagnes gecreëerd. Maar er is meer…

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  • 1. Extend Microsoft CRM with multi-stepcross-channel marketing automationSteve van den Berg, SelligentDennis Peters, Selligent
  • 2. About SelligentAGILE, PRAGMATIC, ENGAGED Leader in conversion marketing and interactive CRM solutions. Supports companies transforming themselves into customer-driven organizations. Our customer interaction solutions enable organizations to engage with customers as unique individuals by providing a consistent brand experience over all channels. Based on a central 360 view of the customer, this integrated infrastructure allows companies to effectively turn leads into customers and grow life-time relationships while ensuring maximal ROMI and minimal churn. SIM allows you integrating your marketing, sales and service processes and exploit through scenario- based marketing communication & interactive dialogues to get most out of your acquisition, nurturing and loyalty campaigns fully integrated into Microsoft Dynamics CRM.
  • 3. About Selligent European vendor in marketing automation Our solution: Selligent Interactive Marketing (SIM) Offices in Benelux, China, France, Germany, Italy, Spain 400 brands daily operating our solution for customer interaction Customer databases managed by SIM from 50.000 up to 20 million Over 12 billion e-mail messages annually Cross-industry Retail /eCom Media & Publishing Banking Telecom Travel Automotive .....
  • 4. Marketing & CRM Marketing processes today are far more complex then ever before Need more advanced marketing automation offering Traditional push marketing has reached its limits Digital is the new normal.
  • 5. Shift in marketing requirements Customers today have other requirements, resulting in a new set of vocabulary :
  • 6. Selligent Interactive Marketing Designed for marketeers Offering what they expect today and tomorrow
  • 7. SIM Key facts Multi- channel Life cycle 1 solution campaigns Triggered Multi-step campaigns Personali- zation
  • 8. 2 champions meet! NATIVE INTEGRATION
  • 9. Native integration - What?! 1. Where is the customer data? Fully automatic bi-directional data syncronisation You set this up in 15 minutes! 2. What about the 360 view? Your enriched 360 view stats in Dynamics All SIM customer interactions are automatically available in Dynamics 3. What about Marketing lists in Dynamics? Automatic syncronisation: Marketing lists are available in SIM Now you can launch multi-step scenarios on marketing lists 4. What about interactions with customers in Dynamics? Dynamics is a pre-made building block in SIM Closed loop campaigns = SIM + Dynamics
  • 10. Automated data syncronisation Fully productized Automatic reading data from Dynamics with 1 click Define field mapping Define syncronisation direction Define syncronisation interval
  • 11. Complete 360 view within Dynamics
  • 12. Dynamics is a building block in SIM!An example of a simple cross-channel campaign that requires a call center agentinteraction in Dynamics when the customer completed the Call me back form.
  • 13. Dynamics is a building block in SIM! 1. Automatic creation of Dynamics entities Create a contact company lead opportunity Schedule an appointment Create a task for an agent Create an event 2. Closed loop interaction : SIM - Dynamics The SIM scenario can create a task for an agent (e.g. a phone call) Afther the agent executed the task, the automted scenario continues SIM automatically checks the status of the Dynamics taksk
  • 14. A quick tour! Some features
  • 15. Planning & campaign prioritization SIM BENEFITS: Central campaign overview Manage marketing pressure Target optimisation Prevent opt-out
  • 16. Social media SIM BENEFITS: 1-click insertion of social buttons Multiply your exposure Detect your brand advocates Measure social influence
  • 17. Inbox preview & anti-spam checks SIM BENEFITS: Preview messages in different email clients Run anti-spam check before sending Optimise delivery Insight in email client ussage
  • 18. Behavioral profiling SIM BENEFITS: Tracking over email/website Automated data enrichment Build interest profiles Measuring intention to buy
  • 19. Tracking & re-targeting E-MAIL E-SHOP CHECK-OUT SIM BENEFITS: Signal events from website to SIM John shows Re-target after intention to buy 5 days (by e-mail) Define a sales funnel Items in basket, Re-target after Detect drop-out yet abandonning 12 hours (by phone) Re-targeting cross channel John makes Start Welcome first purchase scenario
  • 20. Questions?Meet you again on May 24th: SIM Solution Track @ CRMPartners
  • 21. Programma sessie 4 Microsoft CRM roadmap Nancy Rademaker, Microsoft Grote zaal Starten met CRM Online Arjen Ruitenbeek en Seth van Zaal 2 Ouwerkerk, CRMandMore Analytical CRM Hans de Boer, Piconcepts Zaal 3