Using Microsoft Dynamics To Streamline Your Marketing Processes

Microsoft Dynamics is a set of applications produced by Microsoft which are designed to make businesses more efficient and more effective. They cover a wide range of functions and the system is built in such a way that you can use only the modules you need.

One particularly helpful module for small businesses is the “Marketing Area” module, which is designed to help you centralise your marketing data and manage marketing and sales all in the same place.

If you have never looked at Dynamics previously, this post will serve as an introduction to what can be done, so that you can decide whether Dynamics will be beneficial for your business.

What Can You Do With MS Dynamics?

There is a lot to cover, so we may not manage all of it, but in a nutshell the Marketing Area module allows you to set up campaigns and quick campaigns based on your current marketing efforts and monitor their performance.

Data about sales, income and costs are shared throughout the application which means that you can see which campaigns and which marketing channels have produced sales, and more importantly how much profit they have produced.

msdynamicsCustomer Management

Another crucial aspect of the CRM is that you can track visitors as they progress from a lead to a repeat customer.

Any customer that you ever speak to, you will be able to view their history and see what they have order previously and how they originally found you, as well as any comments or complaints they may have made.

Automation Options

Dynamics is not a cheap option, so it obviously needs to pay for itself, and part of the way that it does so is by automating processes and saving your employees time.

One such saving is the fact that different members of staff can access information from a centralized system. Imagine for instance:

  • You are responsible for marketing, so you set up a campaign
  • You integrate Dynamics with Constant Contact (your email solution)
  • Leads are added automatically so that your sales team can call them
  • As leads become customers they are taken through the system
  • Income and costs are added to Dynamics and associated with sales
  • So that you can see the total income and costs resulting from your marketing

By being able to see how your campaigns are performing your decision making will be automated and you can always ensure that your budget is spent where it makes sense.

A Note About Campaigns

What is handy, is that you can have a ‘quick campaign’ which will often just be one marketing channel used once, such as an Adwords campaign, or SEO where you want to measure the isolated performance of that channel.

Whilst a full campaign will generally be a group of different channels being used in a related way (such as several advertising channels being used to advertise a promotion or sale), which allows you to not only track the performance of each marketing channel, but also the overall success of the sales promotion.

So Is Dynamics For You?

The hardest thing about explaining the benefits of Dynamics is how much it can actually do and obviously for smaller businesses you may not need every aspect of that functionality.

But knowing the numbers can have a powerful impact on your bottom line, so even if you only have 3 or 4 members of staff, dynamics could help your business to be more profitable and grow further.

About The Author
Hi, my name is Mike, I work at Advantage IT services. We specialise in providing support for MS Dynamics. Thanks for reading my post.