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FastTrack for Microsoft Dynamics CRM/365 Marketing
FastTrack for Microsoft Dynamics 365 Marketing is a rapid, fixed cost implementation service for the Marketing or ClickDimensions area of the platform.
FastTrack is also available for the Sales and Customer Service areas of Dynamics 365.
Each FastTrack program includes full implementation services beginning with a planning session. During planning, we review your marketing processes and requirements. The plan is created including detailed configuration information and handed off to our service team. Once your solution is built, we conduct a full review with you. We collect feedback on any changes, make the changes and then have you test the system. Once the system is ready, we then perform training and go-live.
Our FastTrack program comes with a complete pre-configured template for marketing. The template is built from over 15 years experience implementing Dynamics CRM/365. We realized long ago that most businesses need the same base level configurations so we built a template that provides hundreds of configurations that you would typically pay for with other implementation partners. With FastTrack you get our full template and ongoing updates as we enhance these on a regular basis. 15 years of best practice configurations are included in our FastTrack templates.
Schedule a live demonstration
Profile Your Leads, Accounts and Contacts
Effective marketing begins with making sure you have the right information about your leads, accounts and contacts.
We work with you to create the best profiles with all the necessary information to enable you to perform powerful, targeted marketing.
Keep Marketing Lists Up to Date
No more exporting/importing contacts into a marketing program. Because the marketing functionality is in the same system as your sales information, you have a completely centralized marketing solution.
We work with you to build your marketing lists and create automatic updates. For example, if you would like lists for each industry you target, we will create dynamic marketing lists that automatically add leads/contacts based on the industry field on their record.
Send Powerful Multichannel Marketing
We work with you to design your base templates.
Full training on maintaining templates. Easily design powerful marketing communications, no HTML experience needed.
Drag and drop email template builders.
Automated Drip Campaigns
70% of leads that did not convert will convert within 6 months with a proper drip/nurture campaign.
We work with you to design your drip/nurture campaigns.
Full training on drip/nurture functionality.
Easily Create Landing Pages that Convert
Your landing pages are critical to lead conversion. Easily create landing pages with no HTML experience. Simple drag, drop and publish!
Pages are hosted on Microsoft’s Azure environment so you don’t need any web developers.
We work with you to create landing pages and train your team on managing landing pages.
Track Visits to Your Web Site
Track who is visiting your web site and alert sales team to follow up.
Monitor visits, page views, referrers and more right within Dynamics 365.
We set up web visitor tracking and provide pre-built dashboards to analyze visit information.
Automated workflows are included to alert sales team by email when someone visits your website.
Training is included on managing website visit functionality.
Powerful Marketing Analytics
Track what works vs. what does not work so you can focus budget and effort on high converting marketing campaigns.
FastTrack includes pre-built marketing dashboards.
Training on building dashboards is included.
FastTrack for Dynamics CRM/365 Marketing
We offer two options for Marketing – Dynamics 365 for Marketing or ClickDimensions
Dynamics 365 for Marketing
ClickDimensions
Full implementation of the main areas of marketing
Create Lead, Contact & Account Profiles
Build Marketing Lists
Design Email Marketing Templates
Design Drip/Nurture Campaigns
Setup Lead Scoring
Configure Web Visitor Tracking
Full Training
Template includes:
Pre-built Marketing Dashboards
Lead Management Process
Best Practices for Marketing
Full implementation of the main areas of marketing
Create Lead, Contact & Account Profiles
Build Marketing Lists
Design Email Marketing Templates
Design Drip/Nurture Campaigns
Setup Lead Scoring
Configure Web Visitor Tracking
Full Training
Template includes:
Pre-built Marketing Dashboards
Lead Management Process
Best Practices for Marketing