Campaign Monitor integration with Microsoft Dynamics CRM 4.0

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Applications A/S Software Experts

Seamless integration between Campaign Monitor and Microsoft Dynamics CRM

Applications A/S – Noerregade 28D, DK-1165 Copenhagen K, Denmark – Tel: +45 33 37 93 33 – WWW: www.applications.dk


Applications A/S Software Experts

What it does »

No need to login to, or even know about Campaign Monitor » »

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Links your Marketing Lists with subscriber lists in Campaign Monitor Connects your Campaigns in Microsoft CRM with your e-mail campaigns in Campain monitor Automatically downloads the campaign summaries directly to Microsoft CRM: »

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Recipients, Clicks, Unsubscribes, etc.

Keeps your lists synchronized - Automatically: » » »

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Use the power of Advanced Search to created segmented lists, and CMCRM will automatically synchronize the list with your subscriber lists in Campaign Monitor – and keep them in sync! Get all the insights from your e-mail campaigns delivered directly in Microsoft CRM, and connect those insights with the rest of your CRM data to create a 360-view of your prospects and customers.

Add new list members as subscribers in Campaign Monitor Remove unsubscribes from from Marketing Lists Add new subscribers coming from Campaign Monitor to your Account, Contact or Lead database and marketing lists

Detailed tracking automatically appears in Microsoft CRM as Campaign Responses: » »

Opens, Bounces, Unsubscribes, Click-Throughs (Links Clicked) Campaign Responses are automatically linked to the Contact/Lead and the campaign Applications A/S – Noerregade 28D, DK-1165 Copenhagen K, Denmark – Tel: +45 33 37 93 33 – WWW: www.applications.dk


Applications A/S Software Experts

How it works » CMCRM Extends your CRM Solution: » Campaign, is extended with a new ”Link to Campaign Manager” button and attributes for Campaign summary from Campaign Monitor » Marketing List, is extended with a new ”Link to Campaign Manager” button and attributes for list details from Campaign Monitor » Campaign Response, is extended with Campaign Monitor specific information for Open tracking, Link tracking, etc. » A new entity called Field map is created, enabling you to map custom fields in subscriber lists to contact and lead attributes in Microsoft CRM

» The Engine: CMCRM Synchonization Service » This high-performace multi-threaded Windows service is installed directly on the CRM Server and performs all the synchronization directly on your CRM Server » The CMCRM Service Controller application lets you control all aspects of the synchronization Applications A/S – Noerregade 28D, DK-1165 Copenhagen K, Denmark – Tel: +45 33 37 93 33 – WWW: www.applications.dk


Applications A/S Software Experts

Applications A/S – Noerregade 28D, DK-1165 Copenhagen K, Denmark – Tel: +45 33 37 93 33 – WWW: www.applications.dk


Applications A/S Software Experts

CMCRM Service Controller » Add integration between one or more CRM Organizations » Supports both On-Premise and IFD Deployments of CRM » Runs securely as a Windows Service » Runs synchronizations in parallel Applications A/S – Noerregade 28D, DK-1165 Copenhagen K, Denmark – Tel: +45 33 37 93 33 – WWW: www.applications.dk


Applications A/S Software Experts

The campaign list shows the new attributes added to your campaigns. All these statistics will be synchonized at the specified intervals, by the CMCRM Service

Details about how your subscriber lists are configured in Campaign Monitor, is available directly on your Marketing Lists

Applications A/S – Noerregade 28D, DK-1165 Copenhagen K, Denmark – Tel: +45 33 37 93 33 – WWW: www.applications.dk


Applications A/S Software Experts

1 Click on the new ”Link with Campaign Monitor” button

Select the campaign from Campaign Monitor and Click ”Connect”

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2

Your campaign is now connected, and will automatically be kept in sync. with Campaign Monitor

Applications A/S – Noerregade 28D, DK-1165 Copenhagen K, Denmark – Tel: +45 33 37 93 33 – WWW: www.applications.dk


Applications A/S Software Experts

All events from Campaign Monitor is automatically created as Campaign Responsenses

Applications A/S – Noerregade 28D, DK-1165 Copenhagen K, Denmark – Tel: +45 33 37 93 33 – WWW: www.applications.dk


Applications A/S Software Experts

Events are registrered as new Response Codes

Both the Click Count and the actual URL is synchronized from Campaign Monitor

Applications A/S – Noerregade 28D, DK-1165 Copenhagen K, Denmark – Tel: +45 33 37 93 33 – WWW: www.applications.dk


Applications A/S Software Experts

Do you have Custom fields in your Campaign Monitor lists? No problem. Just create the Custom Fields in your Marketing Lists, and map those fields to Contact or Lead attributes in your CRM database. This is also a great way to enrich existing CRM data automatically

Applications A/S – Noerregade 28D, DK-1165 Copenhagen K, Denmark – Tel: +45 33 37 93 33 – WWW: www.applications.dk


Applications A/S Software Experts

Select recipient from this campaign…

…Who has unsubscribed…

…And where we have an open opportunity

Use the Power of advanced search to create subscriber lists directly from Microsoft CRM! In the example above, we are created a segmented list of the recipients from the ”New Year greetings” campaign, so we can target those specific contacts directly, based on marketing behaviour combined with our CRM data. Applications A/S – Noerregade 28D, DK-1165 Copenhagen K, Denmark – Tel: +45 33 37 93 33 – WWW: www.applications.dk


Applications A/S Software Experts

Further customization » Use the Reporting tools, to create custom reports accessible from within Microsoft CRM » Use the built-in CRM workflow engine, to automate events and notifications based on the behaviour tracked in your campaigns » Use the built-in Customization tools, to further customize the solution Applications A/S – Noerregade 28D, DK-1165 Copenhagen K, Denmark – Tel: +45 33 37 93 33 – WWW: www.applications.dk


Applications A/S Software Experts

Version 2.0 RTM is out now! CMCRM is available in three editions: Agency: You pay a one time flat-fee of 1.450€ excl. VAT, which covers all features of CMCRM for one server installation, and allows you to connect to any Campaign Monitor account. Free: You get all features of CMCRM for free! This editions requires a client account for Campaign Monitor, setup in our Campaign Monitor agency account. Organization: If you have multiple CRM organizations in your CRM Deployment (multi-tenancy), you can add new organizations for a one-time flat fee of €520, excl. VAT.

With all the editions, there are NO LIMITS on how many CRM or CM users may use the integration or how much data you may synchronize

Are you a Campaign Monitor or Dynamics CRM re-seller? Contact us, and find out how you can offer CMCRM to your customers Email us: info@applications.dk Send us a Tweet: http://twitter.com/appldev Contact us on facebook: http://www.facebook.com/appldev Applications A/S – Noerregade 28D, DK-1165 Copenhagen K, Denmark – Tel: +45 33 37 93 33 – WWW: www.applications.dk


Applications A/S Software Experts

Free Edition or Agency Edition? If you are already using Campaign Monitor, or have an account with a Campaign Monitor agency, you should use the Agency Edition, which allows you to setup CMCRM for any type of Campaign Monitor account If you want to use the Free Edition, you can create a free Campaign Monitor account with us. You will then access your Campaign Monitor from http://crm.applications.dk . Send an email to info@applications.dk, to get your free Campaign Monitor account. Are you a Campaign Monitor or Dynamics CRM re-seller? Contact us, and find out how you can offer CMCRM to your customers Email: info@applications.dk – Twitter: http://twitter.com/appldev web: www.applications.dk (Danish) Applications A/S – Noerregade 28D, DK-1165 Copenhagen K, Denmark – Tel: +45 33 37 93 33 – WWW: www.applications.dk


Applications A/S Software Experts

Want to try before you buy? Do not just take our word for it – Try CMCRM for yourself for 30 days Visit http://apps.applications.dk to get your free 30 day trial license

Are you a Campaign Monitor or Dynamics CRM re-seller? Contact us, and find out how you can offer CMCRM to your customers Email: info@applications.dk – Twitter: http://twitter.com/appldev web: www.applications.dk (Danish) Applications A/S – Noerregade 28D, DK-1165 Copenhagen K, Denmark – Tel: +45 33 37 93 33 – WWW: www.applications.dk


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