Marketing Automation in Microsoft Dynamics CRM 2011

Introduction

This course introduces you on how to use Microsoft Dynamics CRM to extend the

effectiveness of your marketing department and provides context of how to use things

such as marketing campaigns, marketing lists, and campaign templates in Microsoft

Dynamics CRM. It also discusses the role of campaign activities and marketing lists in

campaigns and discusses how to associate sales literature, target products and price

lists with marketing campaigns.

Outcomes

After completing this course, students will be able to:

• Examine the benefits of closed loop marketing
• Create and use marketing lists
• Introduce quick campaigns and marketing campaigns
• Plan marketing campaigns and create and use templates
• Import leads
• Associate sales literature, target products and price lists with marketing campaigns
• Capture and manage campaign responses
• Create and manage sales goals for individuals and teams within your organization
• Use Personal Charts, System Charts, and Dashboards to analyse marketing information

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