Recently i got an ebook of Microsoft Dynamics CRM 2013 Marketing Automation from Packt Publishing for review. I must say this is one of the best books on the subject. The authors have clearly explained each and every feature that is there in Microsoft Dynamics CRM 2013 as a part of marketing module. The chapter on ClickDimensions and CoreMotives is a welcome addition. It is must read for any CRM Professional.
The target audience of this book is anyone who wants to implement effective marketing strategies using Microsoft Dynamics CRM 2013. It starts with the current marketing analysis and concluded the important of Target Marketing: "Marketing is now a revenue process that is not about broadcasting the product information to all, it's about targeting and nurturing relationships with prospects from an early stage until they become ready to buy."
The book then reflects the present Marketing challenges in which the right automation tools can help to run the modern Marketing activities, as well as closing the gap between Sales and Marketing by providing a shared customer data repository which is where CRM coming from, follows with what can CRM also help on Marketing activities, such as Targeting, Automation and Execution, Close looping and Revenue Management by Collaboration with Sales. And then explains how CRM can help to effectively manage Leads and render Lead Funnel in each stages (Lead generation >> Lead nurturing >> Lead scoring and conversion >> Sales opportunity and recycling >> Post sale loyalty.
This book begins with overall how CRM can help on Marketing Automation, and then introducing how Microsoft Dynamics CRM 2013 can be used to implement those activities.
The book uses the step-by-step approach to demonstrate the following Marketing activities with Microsoft Dynamics CRM 2013: * How to build a Marketing list with target customers, examples like the revenue, size of purchase and profitability. * How to build and execute flexible Marketing Campaign and keep everything on track. * How to measure the Marketing Campaign with ROI, as well as reconcile the campaign response. * How to manage the Campaign Response and its lifecycle, as well as converting them into lead and opportunities. Also measuring the response with CRM reports. * How to virtualise and analyse Marketing data with CRM chart and dashboard, as well as managing goals using key metrics. * How to enhance CRM Marketing with ISV solutions: ClickDimensions and CoreMotives, using email marketing and web tracking, social integration and nurture marketing features.
The only down size I found in the book was not clear (need more details) about How to bind your Marketing strategy and measure ROI with Dynamics CRM in more detail, maybe some real world example could help here.
Overall, this is a kind of book I like and enjoy to read - easy reading with screenshots, small but focused. It can drive you through from Theory to Implementation for a particular area, in this case it's the Marketing module in CRM.
This is a hot topic at the moment with the Microsoft release of Microsoft Dynamics Marketing (MDM). However this book is not about Microsoft Dynamics Marketing but addresses specifically the Marketing functionality that is out of the box in Dynamics CRM 2013. It all also touches on integration with the third party marketing software add-ons ClickDimensions and CoreMotives.
This book is a must have for anyone wanting to understand and implement the core marketing functions available in Dynamics CRM 2013. So if you are new to Dynamics CRM and want to get up to speed on what can be achieved with the marketing function this book is for you. With the release of Dynamics CRM 2013, Microsoft has not released Microsoft official Courseware (MOC) for the marketing function; this book addresses that gap.
It covers some of the challenges that marketers find themselves facing when it comes to addressing the channels used for marketing and segmenting those channels with marketing lists, through to campaign management, of both Campaigns and Quick Campaigns. It also covers reporting.
I have to agree with other reviews on this book, while I found it extremely helpful and rewarding it didn’t cover everything about MS D-CRM2013. The one pitfall mentioned was using HTML in outbound email communications and thankfully an addition was recommended that covered this gap. I’m completely new to this system and while I’ve done some other basic marketing activities through my career this really gave me a lot to talk about in our sit down sessions. One of my favorite things about the book was the step by step approach that always seems work well with my brain.
The approach to the different marketing channels was nifty, and I now understand why there are so many drop down options in the software systems we use to “drill down” into each segment. I highly recommend this book if you want to start learning about marketing automation.