Introduction to Marketing Automation in CRM 2011
This instructor-led course introduces marketing staff and business owners how to execute and manage marketing campaigns, activities and lists in Microsoft CRM . It also discusses the benefits of integration of marketing campaigns to sales to enable measurement of the effectiveness of marketing campaigns through analytics and dashboards. You will also better understand how to associate sales literature, products and price lists with marketing campaigns. The course will have some introductory hands-on labs.
Agenda
- Creating and using Marketing lists
- Introduction to Marketing Campaigns
- Creating and using Campaign Templates
- Importing Leads
- Creating and using Email Templates
- Sales Literature, Products and Price Lists
- Capturing Campaign Responses
- Closed Loop Marketing - integration of marketing with sales
Audience
This training is recommended for advanced users and technical resourses interested in leveraging the system for business enhancement and process improvement.
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