Challenged with Effectively Tracking Your Marketing Results?

My colleague, Sarah Anderson, has been working with a couple of partners to develop some training to enable you to use Microsoft Dynamics CRM as an internal marketing tool. Attend these web seminars to gain insight into best practices from your own peers.

If you’re a marketer in a Microsoft partner organization (which includes Microsoft Dynamics, platform partners, and ISVs) but you’re not using Microsoft Dynamics CRM to enter, track and report on marketing campaigns, you’re probably not maximizing the “influence” that marketing can have in your organization and on your job (after all, your manager is looking for ROI, right?).

Join us for this two-part web seminar series designed to introduce marketers in Microsoft partner organizations to the power of CRM.

In this series you’ll actually learn how to setup a campaign, how to import and export a list, how to produce reports, and much more! You’ll even download a workbook that will serve as a reference guide to setting up your own campaigns. Many partners have asked for helpful step-by-step instructions to using Microsoft Dynamics CRM to tracking marketing results. Here’s your chance to learn how from someone who has experienced the “trial and error” for you!

Event Title

Date and Time

Effectively Track Your Marketing Campaigns and Results Using Microsoft Dynamics CRM - Introduction to the Marketing Module of Microsoft Dynamics CRM

1. Why use the marketing function of CRM – the importance of measurement, tracking results and demonstrating ROI.

2. Laying the ground work for CRM.

3. Campaign Management (enter a campaign, create a view, complete side bar functions such as Information, Planning Tasks, Campaign Activities, Workflow, Target Products, Sales Literature, Target Marketing List, etc.)

4. Download a Workbook with step-by-step instructions of the key tasks demonstrated during the webinar.

Thursday, June 10, 2010

11:00 AM PDT

Effectively Track Your Marketing Campaigns and Results Using Microsoft Dynamics CRM - Detailed Campaign Management

1. List Management – how to import and export a list.

2. Lead Management – how to enter a Lead, learning the difference between an Account and a Lead.

3. Reporting functions – pulling data from CRM, campaign performance reports, and predefined reports.

4. Download a Workbook with step-by-step instructions of the key tasks demonstrated during the webinar.

Tuesday, June 15, 2010

11:00 AM PDT

Click on the the links above to register for these upcoming events on the Microsoft Partner Learning Center.
--Kevin