Dynamics 365 Marketing: 5-Wk Implementation

Crm - Konsulterna i Sverige AB

Implementing Dynamics 365 Marketing creates the conditions to provide the best customer experience for your customer. You as a company get a systematic approach to doing it the right way.

Customize the customer interactions using Dynamics 365 Marketing

This is the tool for you who work with marketing and sales. We know that you have a central role in e-mail marketing, forms, surveys and several other contact points with your target audience. Having Dynamics 365 Marketing connected to the CRM system provides better conditions for creating a unified multi-channel experience for your customer.

Implement Dynamics 365 Marketing

We start by conducting five workshops (3 h each) linked to the areas that you need to activate in the Marketing module. We at CRMK guide you - you need to invest your time, insights about your customers and your way of working. We recommend the below workshops but the steps can be changed depending on your needs and set-up. Connections to Customer Voice (for e.g. customer evaluations) can be added.

Workshops - Agenda

Week 1: Configuring Marketing settings

  • Start-up meeting with those involved (can be different business areas, markets, agencies, etc.)
  • Review of the existing set-up, including lead management
  • Technology set-up overall

Week 2: Managing segments and lists, managing marketing forms and pages

  • How to create web forms, 3 forms included
  • Initial segmentation, 5 segments included
  • How to create landing pages

Week 3: Managing leads, creating, and managing marketing emails

  • Initial leads management
  • How to create and configure e-mail management

Week 4: Managing customer journeys, social posting

  • Basic customer journey set-up, 2 journeys included
  • Set up connection to social media

Week 5: Configuring and analyzing customer responses

  • Insights
  • Discussion about next steps, Customer Voice etc.

Producing marketing content is out of scope and not included within this offer.

The price is estimated from a basic level. It may change if more functionalities are requested.

At a glance