Microsoft CRM 3.0 Experiences

Monday, October 29, 2007

MS CRM Improved Phonecall Screen for Telemarketing

Our telemarketers at the Chelford Group use CRM Phone Call activities for the majority of their correspondence with prospects and when making a phone call to the prospect they don't want to be clicking around for various bits of information about the prospect i.e. to Account info, Contact info etc and would ideally like all the information at hand on one screen.

We have tried various methods of tackling this issue but have decided to make use of an IFRAME on the PhoneCall screen to contain all of the additional information they might require.

More to follow on how we did this and what information we brought across.......

Wednesday, October 03, 2007

eMail Marketing - Landing Pads

A Landing Pad is intended to maximise conversion rates, it is the element of the campaign where the recipient responds to the call to action, whether that’s a white paper/case study/brochure download, registration for an event or simply data capture/cleanse where a visitor fills in an online form. Landing Pads are sometimes known as a microsite, which is specifically set up for a campaign, typically with its own campaign URL.

Define Landing Pad objectives, for example:
  • Achieve registration typically to generate a lead which leads ultimately to sale.
  • Profile and qualify the visitor in order to deliver more relevant follow-up marketing communications.
  • Explain the value proposition offered by the company to differentiate from other vendors the visitor may visit during the buying process i.e. ‘answer the visitor’s questions’.
  • Communicate the brand values of the organisation running the campaign.
  • If the visitor doesn't want to disclose their details at this time, provide contact details for traditional sales channels such as a phone number, or give the visitor reasons to visit the company website or engage them through other relevant content or offers.

Tips to Improve Your Landing Pad effectiveness

Define Your Conversion

Before you start to design your Landing Pad, define the conversion activity. For a newsletter Landing Pad, the conversion activity is entering an email address into a form and clicking “Accept.”

Repetition of email promotion

45% of Landing Pads don’t repeat the email's call to action. Repeating the email's message on a dedicated Landing Pad will help reinforce the conversion.

Match the creative

This is another way of reinforcing the conversion goal - matching the look and feel of the email will reassure the customer that they have arrived at the right place.

Use of forms

If you have to ask for customer data on the Landing Pad, make it clear why you need this information. Distractions kill conversions. Strip any unneeded elements from the page. Autofill fields where possible.

Research

Build a profile of your ideal visitor. Keep this person in mind when creating your Landing Pad and keep everything “on target.” Your email campaign funnels traffic to your Landing Pad, so visitors are expecting a very targeted message.

Stay Focussed

Avoid the urge to promote or link to other areas of your site. The point of the Landing Pad is to prevent your visitor from wandering. You want them converting, not clicking around to other parts of your site.

Important Elements Above the “Fold”

Pay attention to the virtual fold (the bottom of the screen before scrolling). Place enough content above the fold to allow your visitor to make a decision about your offer.

Lead the Eye

Use typography, colour and images to your advantage. You can be more creative on a Landing Pad than in an email. Place the important stuff (whether it’s your copy or your image) close to the middle, and never distract your user from that focal point.

Test, Test, Test

After you have finished the Landing Pad, test it with a small user group. Go over a checklist:o Is the Landing Pad focussed? o Does the message match the initial email? o Have you reduced all distractions? o Is critical information above the fold?

Monday, October 01, 2007

Exporting Account / Contact data for external e-marketing mailshots in Microsoft CRM

Most marketing departments perform some level of e-marketing email campaigns to try and boost lead levels. There are many companies that provide online portals for you to perform these email campaigns such as Purestone and Communigator.

Typically you would upload a .csv list of target email addresses and other information such as Firstname, Surname, Job Title and Company. Then create the email template to send in both Plain Text and also HTML versions. This template would most likely include a link or links to landing pad web pages on your website.

The portals provide tools for analysing the campaign results. They track email opens, click throughs to the landing pages, replies as well as bounces and unsubscribes.

The question is, how do you get this information back into Microsoft CRM?

Exporting data from CRM using the front-end to an external source is always going to be problematic when you want to re-import the data. You never can be 100% sure that the right record will be updated.

The is a solution however (there are probably lots of other but this is the one I use).

  1. Create a Marketing List in CRM with you targets on.
  2. Run a SQL query on SQL Server Management Studio to return the fields you want from the Marketing List: not only FirstName, Surname, EmailAddress etc but also return the GUID - the unique identifier of the record.
  3. Run your campaign on the portal ensuring that the GUID is a field in your .csv.
  4. Re-import the results back into MS CRM using a tool such as ImportManager from CRM Extensions. This tool allows you to Import Records using the GUID! - CRMs tools do not allow you to this.

Now you can 100% accurate with your re-importing!