CRM Overview

Uncover the Value of CRM

What happens when a visitor comes to your website and downloads a piece of content? If you don’t know the answer to that, then you are missing out on a goldmine of data and potential sales. Buying behavior has changed and marketing automation is the next step to understanding your buyer’s needs and interests better.

At the end of the day, providing timely and valuable information will ultimately attract a buyer who is looking for a product or service like yours. With marketing automation, you can track everything a website visitor does and use that information to bring them through the buying cycle until they eventually buy from you. If a visitor shows interest in a particular product or service by clicking a link in an email or downloading a piece of content from that specific page, you can send them on an automated nurture path to consistently receive relevant emails about that product or service. Your sales team will have full visibility into what they have shown interested in so when the time comes for a conversation, they can create a personalized experience for the prospect.

Make the Move to Marketing Automation

The goal of marketing automation is to nurture prospects with highly personalized, useful content that eventually converts them into a customer. So, successful marketing automation programs are a mixture of marketing and sales. Before you consider investing the time and money into marketing automation software, make sure you have a consistent flow of leads coming in the door or a large database of leads at various points of the buyer’s journey, as well as a database to keep track of your leads, opportunities, and customers (i.e a Customer Relationship Management (CRM) system). Once you have that, you’re ready to go.

When marketing automation is done right, it can be used to:

  • Better align sales and marketing
  • Generate highly qualified leads
  • Build brand awareness
  • Collect valuable data on your prospects, website, and marketing programs
  • Convert leads into paying customers
  • Engage with existing customers and improve the customer experience
  • Establish credibility and trust with targeted nurturing programs
  • Improve communication via multiple channels
  • Save time and resources while managing marketing programs and progress in one single solution
  • Take action at the right time!

Marketing Automation Software that Integrates with Microsoft Dynamics CRM

There are a lot of marketing automation software options out there so it’s important to do your research and find the right fit based on your current technology set-up and needs. As a Microsoft Partner, Rand Group uses Microsoft Dynamics CRM to manage leads and customers. When it came time to decide on what marketing automation tool we should use for better engagement, conversions, and ROI, ClickDimensions was a natural fit.

ClickDimensions is a marketing automation solution built natively inside Microsoft Dynamics CRM. All of your data is integrated with Dynamics CRM, including incoming leads, closed opportunities, email marketing, surveys, nurture programs, campaign management, forms, landing pages, event tracking, reporting – everything you need to run your marketing program successfully. Plus, you know the CRM interface already, so there is no learning curve when it comes to navigation and understanding the system.

Here is an overview of the marketing automation features ClickDimensions provides, seamlessly embedded in Dynamics CRM:
Clickdimensions - Marketing Automation

Save Time, Effort, and Resources with the Rand Group

At Rand Group, our team of certified CRM experts are client dedicated and success focused. We help you gain real intelligence and actionable insight from your CRM solution. With extensive experience in oil and gas, manufacturing, wholesale distribution, and professional services, we take the time to understand your business processes and deliver a solution that will fit your sales team, your marketing team, and your customers. Contact us today for a personalized estimate integrating marketing automation with your CRM system.

Schedule a Meeting with the Marketing Automation Software Specialist

Kevin De Pree

Kevin De Pree

Vice President, CRM at Rand Group

Call (866) 714-8422
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