Presented by InfoGrow Corporation

Email Marketing For Dynamics CRM Introduction and Demonstration

Introduction• CRM2Emails is a solution for seamless Email marketing campaign

integration between Microsoft Dynamics CRM and Constant Contact.®

1. It allows for an upload of one or multiple marketing list(s) in CRM to link automatically into Constant Contact for email delivery.

2. Once sent, the email messages and statistics from each email campaign are automatically returned and downloaded into CRM.

3. Campaign Analytics are downloaded into CRM for the review results, confirm outcomes, and to make smarter marketing decisions.

Demonstration Agenda

• Email marketing campaign overview• Benefits of CRM2Emails• Features of CRM2Emails• Execute a campaign• Chart Views of CRM2Emails• How to get started

CRM2Emails Benefits

• Share campaign results within CRM to the appropriate users• Every email message and delivery status is automatically linked

to the recipient’s record in CRM• Track every click-through action taken by each recipient• Display a CRM dashboard of recent email broadcast statistics• Integrate email broadcasts into CRM Marketing Campaigns• Eliminate Excel Spreadsheet distribution files• Use past behavior to better target leads, contacts, or accounts

CRM2Emails offers organizations that use Microsoft Dynamics CRM the opportunity to have seamless bulk Email Marketing capabilities.

CRM2Emails Benefits

Test and improve broadcast performanceEmail broadcast results are immediately available for authorized

CRM usersTest list-segmentation impact for refined campaignsPinpoint targeting of the right message to the right recipient at the

right timePowerful reporting to show how campaigns are performing

CRM2Emails Features

Move current Leads, Contacts, and Accounts from CRM Marketing Lists into Constant Contact in near real-time data synchronization for each scheduled email broadcast

Coordinate follow-up conversation by sales team with recipients that open, opt-out, or bounce

Define field mappings between CRM Lead, Contacts, or Accounts with Constant Contact

15 user-defined fields between CRM and Constant Contact

CRM2Emails Features

Schedule Campaigns from within CRMDialogue-driven CRM2Emails campaign creation for consistent user

experience and outcomeView email broadcast history for Leads, Contacts, or Accounts

directly within CRMTailor emails to reflect business branding

How to execute a campaign

Step 1 – Create your email message in Constant Contact, Same as Always

Step 2 – From your CRM2Emails Campaigns area, click Get Email Campaign

This will initiate a CRM dialogue to properly create the CRM2Emails Email Campaign record.

A. Select the Constant Contact Email.A. This will add a draft email message to the list of CRM2 Emails

campaigns.

Step 3 – Open/Edit the CRM2Emails Email Campaign that was just created and add your CRM Marketing List(s).

Step 4 – Select Schedule Email Campaign button and set the day and drop time of message.

Sample Chart Views

Email Opens by Recipient Type

Email Opens by Campaign Type

Email Sends, Bounces, and Opens Trends by Campaign Type

Email Sends, Bounces, and Opens Trends by Sender

How to get started

Easy To Get StartedCRM System and Administration Highlights

Microsoft Dynamics CRM 2011 or 2013

Dynamics CRM 2011 Online or On-Premise

• InfoGrow installs the CRM-tested solution

• Not necessary for the User to make any changes to CRM.

• Important: the auto-customizations will not change or alter configuration settings already in place on the CRM Server.

CRM2Emails Terms and Pricing

Server-based pricing and licensing

Annual software assurance that includes unlimited email support

Payment MethodBy Credit Card

Setup time: 1 hourTraining Time: 1 hourAdditional Training Available

upon Request

$68.50/month/server

Contact InfoGrow for Details:

800-897-9807

Thank You!

Call 800-897-9807 for seamless bulk email marketing capabilities

www.CRM2Emails.com

Presented by InfoGrow CorporationAccelerating Growth Through Better Sales & Marketing Decisions