Technology Strategies for the Marketing Mind

Margaret Wise, Dynamics Lead, Arke Systems

What’s Up?Dynamics CRM & Dynamics

Marketing

Marketing Technologists, Atlanta based, National coverage65 consultants supporting enterprise customers; 300+ projects, 94% client retention

Microsoft & Sitecore- Gold Partners10 yr Dynamics CRM & Marketing partner, 5 yr Sitecore partner- strong reference stories

InnovatorsStrategy, Methodologies, ISV solution for Franchise Management, Product bought by Sitecore

Vertical Experience- industry leading brandsCPG/Retail, Insurance, FinServ, Public, Media, Entertainment, Utility, Healthcare, Prof Svcs

Arke- Quick Reference

The Basics

• 2 separate systems and databases• Microsoft bought Marketing Pilot (Gartner Quadrant

solution)• Social Listening is also separate but free• Dynamics Marketing can be a standalone solution• Dynamics CRM is the only Dynamics product that Microsoft

has built, not bought

Side by Side

CRM Audience:• SMB Mid Market• Sales Team and Individual contributors• Self generating lead focus• Basic email campaigns, Constant

Contact users• One shot campaigns• Pdf Sales & Mktg Library

MDM Audience:• Mid Market Enterprise• Multi-person teams• Multi region focus• Multiple brands managed• Multiple channel marketing• Repeatable campaigns, events• Content Collaboration

Highlight Demos

Dynamics CRM• Campaign Tracker• Quick Campaigns• Email Template (send

only)

Dynamics Marketing• Calendar• Campaign Planning & Budget• Campaign Design• File Collaboration

Does Dynamics Marketing make sense for you? • Lots of Excel… budgets, checklists, etc• Manage Events, Trade Shows regularly• Lots of unqualified prospect data• Marketing nurtures prospects• Use of 3rd party tools- email, landing pages, PM sites• Differentiation between marketing leads and sales qualified leads• Centralized social media management• File, Content collaboration (internal/external)

Marketing Technology: The Fundamentals

ERP CRM Other

Dynamics CRM for Marketing

CmsDYNAMICS

CRMWeb

MobileTable

SignageKiosk

Marketing Automation

DYNAMICS MARKETING

EmailSms

Social

PortalsSHAREPOINTCommunities

IntranetPartners

CustomersLoyalty

SocialSOCIAL

LISTENING/MDM

ListeningEngagement

MediaData

Acquisition

AnalyticsPOWER BIInsightsResults

Attribution

Personalization Engine

Digital Endpoints

Marketing Technology

Magic

Data Sources

Azure O365

Lite

Industry research and competitive analysis blended with

your goals and metrics

Full

Follow up interviews and joint reviews lead to a 24 month plan

of attach for digital marketing

Trial

Our best and brightest brainstorming with your team

leads to amazing results

The opportunity Quantify the return your organization can achieve with the right people, processes and tools in place.

A true roadmap to marketing technology success!

25-30%Uplift in their stated goal.

Our MTA customers experience a

MTA Strategy Analysis Roadmap

Marketing Technology Alignment TM (MTA)

Thank you!Margaret Wise• mwise@arke.com• 404.812.3123 x131• www.linkedin.com/in/mgtwise• www.youtube.com/arkeuniversity• www.arke.com• www.marketingtechnologyinsights.com• Next month: Migrating to Dynamics Marketing