Microsoft Dynamics CRM 2013 Marketing Automation

Microsoft Dynamics CRM 2013 Marketing Automation
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Table of Contents
Sample Chapters
  • Hands-on and illustration focussed guide for beginners and expert marketers.
  • Detailed features of marketplace solutions explained to help marketers understand advanced email marketing concepts and capture profile and product usage data through web and social channels
  • Step by step information on creating marketing lists, campaigns, campaign responses, dashboards and reports with lots of screen shots for easy illustration.

Book Details

Language : English
Paperback : 128 pages [ 235mm x 191mm ]
Release Date : April 2014
ISBN : 1782177221
ISBN 13 : 9781782177227
Author(s) : Alok Singh, Sandeep Chanda
Topics and Technologies : All Books, CMS and eCommerce, Enterprise Products and Platforms, Other, Enterprise

Table of Contents

Chapter 1: Getting Started with CRM Marketing
Chapter 2: Segmentation with Marketing Lists
Chapter 3: Marketing Campaigns
Chapter 4: Campaign Response and Performance
Chapter 5: Marketing Metrics, Analysis, and Goals
Chapter 6: Enhance CRM Marketing with Marketplace Solutions
  • Chapter 1: Getting Started with CRM Marketing
    • Present day marketing
    • Marketing challenges
      • Spamming
      • Automation
      • Targeting
      • Execution
      • Close looping
      • Collaboration
      • Dirty Data
    • Marketing automation with CRM
      • Targeting
      • Automation and execution
      • Close looping
      • Revenue management by collaboration
    • Understanding lead funnel
      • Lead generation
      • Lead nurturing
      • Lead scoring and conversion
      • Sales opportunity and recycling
      • Post sale loyalty
    • Summary
  • Chapter 2: Segmentation with Marketing Lists
    • Marketing lists and types
      • Member type
      • Marketing list type
      • Other attributes
    • Assembling marketing lists
      • Assembling the static list
        • Adding the members using lookup
        • Using advanced find to add the members
        • Using advanced find to remove the members
        • Using advanced find to evaluate the members
        • Directly adding records to the list
      • Assembling the dynamic list
    • Managing marketing lists
      • Multiple cross record associations
      • De-duplication of members
      • Merge members
      • Copy to the static list
      • Member import
    • Summary
  • Chapter 3: Marketing Campaigns
    • Campaigns
    • Quick campaign
      • Target audience
      • Channel activity
      • Activity distribution
    • Marketing campaign
    • Creating the campaign
    • Planning activities
    • Campaign activities
      • Channel activities
      • Non-channel activities
    • Target lists
    • Sales literature, products, and price list
      • Sales literature
      • Target products
      • Price list
    • Executing a campaign
      • Contact preferences
    • E-mail templates
    • Closing a campaign activity
    • Campaign templates
    • Related campaigns
    • Tracking campaign costs
    • Summary
  • Chapter 4: Campaign Response and Performance
    • Capturing a campaign response
      • Creating a campaign response
    • Managing a campaign response
    • Converting a campaign response to a lead or an opportunity
    • Measuring a campaign response
    • Summary
  • Chapter 5: Marketing Metrics, Analysis, and Goals
    • Key marketing metrics
    • Marketing charts
    • Marketing reports
      • Report Wizard
      • Out-of-the-box marketing reports in Microsoft Dynamics CRM
    • Marketing dashboards
      • Designing dashboards
      • Out-of-the-box marketing dashboards in Microsoft Dynamics CRM 2013
    • Marketing Goals and Goal Metrics
      • Goal Metrics
      • The Goals entity
      • Goal charts and reports
    • Summary

Alok Singh

Alok Singh is a senior consultant for CRM at Neudesic, a Microsoft National Systems Integrator and Gold Certified Partner. He is a specialist on Microsoft Dynamics CRM and has been consulting with Fortune 500 clients on the technology for the past several years. For more than five years, he has been involved in creating various CRM-based enterprise solutions spanning multiple industries and domains such as sales and marketing, telecom, retail, and finance. In addition to Microsoft Dynamics CRM, he has been working on several other Microsoft technologies, including .NET, Azure, and SharePoint. His areas of interest include gamification, Internet of Things, mobile development, smartphone ecosystems, and haptic devices.

Sandeep Chanda

Sandeep Chanda is the Director of Solutions at Neudesic, a Microsoft National Systems Integrator and Gold Certified Partner. He has been working on several Microsoft technologies (including but not limited to .NET, Azure, BizTalk, SharePoint, and Dynamics CRM) for the past ten years, building large-scale enterprise applications spanning multiple industries. He is a technology enthusiast and speaks at various corporate events and public webinars. He has authored several articles on Microsoft Dynamics CRM 4.0 in DevX, and is the author of Microsoft Windows Identity Foundation Cookbook, Packt Publishing and Beginning ASP.NET 4.5 Databases, Apress. Recently, he has been involved in evangelizing aspects of Application Lifecycle Management (ALM) and developer collaboration using Team Foundation Server, and has been the speaker on these subjects at the Great Indian Developer Summit since 2012. He holds an M.S. degree in Software Systems from BITS, Pilani, and his areas of interest include service-oriented computing, cross-platform mobility, pervasive computing, haptic devices, and cloud computing. He is also a blogger for the DevX Issues column at DevX (

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Sample chapters

You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

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What you will learn from this book

  • Implement basic marketing concepts such as lead funnel and close loop marketing
  • Create and manage targeted marketing lists tailored towards your audience
  • Plan, create, and execute your marketing campaign
  • Capture the campaign response of your marketing campaign
  • Measure the performance of your marketing campaign
  • Understand the marketing analytics reports and dashboards
  • Enhance out-of-box CRM marketing capabilities with marketplace solutions

In Detail

This practical guide offers you a clear business perspective of Microsoft Dynamics CRM 2013 and helps to make your marketing efforts more profitable. The book is organized into six chapters with the intent of helping you become an effective marketer. Beginning with an introduction to marketing concepts in Microsoft Dynamics CRM 2013, you will learn about marketing lead funnel and the concept of targeted and customer-centric marketing lists.

You will be able to plan, create, and execute marketing campaigns in Microsoft Dynamics CRM 2013. You will then move on to capturing and managing the campaign responses to measure the campaign performance. You will use CRM analytics and dashboards to manage your marketing goals. Finally, you will learn to enhance the capabilities of your campaign using third-party tools. In short, you will be guided in every phase of your marketing efforts.


An easy-to-follow guide with step-by-step examples on implementing your marketing plan using Dynamics CRM 2013 and other marketplace solutions such as Click Dimensions and Core Motives.

Who this book is for

If you are a marketing manager, business analyst, or a CRM functional expert who wants to leverage Microsoft Dynamics CRM 2013 to create effective marketing strategies and run efficient campaigns, this book is for you. The book provides several step-by-step, hands-on examples and exercises for beginners to learn marketing concepts and create advanced marketing strategies for experts, respectively. There are no specific prerequisites but an awareness of basic marketing and CRM concepts will be useful.

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