Marketing Automation Success with Microsoft Dynamics 365

A review of marketing automation and your marketing options when using Microsoft Dynamics 365

marketing2Customer Relationship Management solutions should give you a full view of how your clients interact with you, usually across your entire organization, from the first contact.  This should include the marketing activity that often is responsible for first finding the prospect, and also for much of the ongoing nurturing both before the initial sale and during the entire lifecycle of the customer. 

Marketing automation makes that so much easier.  This e-book gives you an overview of the main options for marketing automation with Microsoft Dynamics 365 - including Dynamics 365 for Marketing, ClickDimensions, PowerObjects Power Pack, Adobe Marketing Cloud and HubSpot.

Marketing automation software indicates to you when a prospect’s timing is changing - to your advantage.

This e-book is for you – if you are using, or thinking of using, Microsoft Dynamics 365 and want more success from your marketing! It explains marketing automation and distils the options for you.

 

 

What Is Marketing Automation?

  • Is it email marketing? 
  • Is it inbound marketing?
  • Is it something else?
  • Is it all of that?
  • What does it mean to YOU as a marketer of high-value products? 

Marketing Automation and CRM - at face value, they seem to be very similar, and they are often confused. In fact, they serve two distinct purposes. Marketing Automation lets you follow a prospect’s top-of-funnel activities. CRM typically takes over once the person has become at least a prospect. CRM stores information including how long a contact has been a customer, past purchase records, the dates and notes of any phone conversations you’ve had with them – anywhere in the organisation. Marketing automation software helps you build a relationship with people that are not yet ready to buy from you.

Your buyers today are empowered and want to control their own discovery process. Marketing automation attracts top-of-funnel traffic through inbound and outbound email activity and helps to convert leads with landing pages and progressive forms. Marketing automation attracts prospects to the top of your funnel and then maintains their interest with additional contact.

 

 

Published by Gill Walker

Why Opsis?

Opsis is all about the clarity, security, and success of your Microsoft Dynamics 365. 

Gill Walker - Dynamics 365 trainer (MCT) and CRM Success Catalyst

Hello, I'm Gill Walker, the Principal of Opsis.  My commitment is your success with Microsoft Dynamics 365.

My knowledge and experience are available to you through education, consulting, training your team, and speaking at conferences and other events.  I speak and train in person and virtually / online. 

I am a Microsoft Certified Trainer (MCT) and the President of the NSW chapter of Professional Speakers Australia (PSA).  I have been a Professional Member of PSA for several years.  I am a Microsoft Certified Professional and I hold the Microsoft Dynamics 365 Sales Functional Consultant Associate, the Microsoft Dynamics 365 Customer Service Functional Consultant Associate, and the Microsoft Dynamics 365 / Power Platform Solution Architect awards. I am also a ClickDimensions Certified Consultant.

  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  • 1

Opsis is an expert Microsoft Dynamics 365 consulting company. Our focus is your Microsoft Dynamics 365 success - not licence sales or billable hours. As Principal CRM Success Catalyst, Gill oversees all business operations, strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions.  We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  We offer Microsoft Dynamics 365 strategy, Microsoft Dynamics 365 scoping, Microsoft Dynamics 365 implementation, Microsoft Dynamics 365 technical support, Microsoft Dynamics 365 advice and guidance, Microsoft Dynamics 365 training and mentoring for CIOs and other decision makers tasked with implementing Microsoft Dynamics 365.