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Thomas Oriol is a Director at Nimble Apps Limited, the Dublin-based publisher of SalesClic.
Please note: Your first comment as a registered user will be held for moderation up to 24 hours (usually less). A panel of Microsoft Dynamics CRM experts provide reviews and opinions to aid professionals with the CRM selection process. During Microsoft Convergence 2014 in Atlanta, Microsoft presented Dynamics Marketing – a new end-to-end, cloud-based marketing automation suite offered as part of the Microsoft Dynamics product line. This article provides a high-level overview of the functionality included in Microsoft Dynamics Marketing as well as pricing options. Dynamics Marketing is provisioned through Office 365, exactly like Microsoft CRM Online and Microsoft SharePoint, and a dedicated, intuitive web portal enables administrators to set up permission rights and other settings for the Dynamics Marketing users. The Projects section is all about internal organization of work: managing projects, assigning tasks to people, viewing project status and managing approvals. Dynamics Marketing has a solid marketing automation engine with intuitive and easy to use drag and drop functionality that allows users to easily set up complex and intelligent nurture programs that automatically interact with leads and prospects based on pre-defined rules. In addition, Dynamics Marketing has a comprehensive lead scoring functionality that allows marketers to set up and configure lead scoring rules based on a prospect’s interaction with landing pages, emails, websites etc. The Assets & Media section is basically a complete resource management and media planning platform for managing the entirety of an organization’s marketing collateral and media placements.
The Asset & Media section also offers rich media buying functionality allowing marketing departments to easily place ads with external media outlets. The Budgeting section offers financial tools intended to provide day-to-day financial support to marketing professionals such as managing and tracking budgets, expenses, quotes, payments and invoices.
In addition, Dynamics Marketing supports Microsoft Power BI which allows users to slice and dice marketing data (from Dynamics Marketing) directly in Excel with no need for manual data transfers. Microsoft Dynamics Marketing appears as a very solid and comprehensive marketing automation suite. Aesthetically, Dynamics Marketing has a clean and modern look in line with Microsoft’s other online offerings. Along with the recent acquisitions of Marketing Pilot and Parature, the partnership with InsideView, and the new products and features they brought along (Dynamics Marketing, Social Listening, Case Management, Service Desk etc.), Microsoft is introducing a new bundled packaged called Microsoft Dynamics CRM Online Enterprise.
Contact FMT Consultants for more information about Microsoft Dynamics Marketing and Dynamics CRM. New Features in Microsoft Dynamics 2015 – Improvements for Sales, Marketing and More! These enhanced features will be launched within Microsoft Dynamics CRM 2015's Sales, Customer Service, Marketing and Social Media functions as well as its overall Platform. New Visual Sales Hierarchy Reporting - Visually explore key information displayed on tiles which represent accounts and sub-accounts, launch actions or communications from any of the tiles, and query filter records for various types of information. Enhanced Branching Logic - Branching capability during the Sales Process allows organizations to implement complex business rules automatically and across all devices. Improvements to Dynamics CRM for Tablets - CRM 2015 will include personalized home pages, the ability to navigate by hierarchy, and flexible role-tailored dashboards and analytics. Enhanced Case Management - Will allow agents to pause and resume Service Level Agreements (SLAs) and track how long a case was on hold or waiting on the customer to ensure SLAs are met. They will also be able to gain insight into service effectiveness with the ability to track and analyze key metrics like First Response and Case Resolution.
New Email Editor - Marketers can now select from pre-defined templates or create an email from the ground up using an interactive drag and drop build process or an advanced editor for CSS & HTML. New Sales Collaboration Panel - Allows users to provide input into campaigns and targeting. Enhanced Business-to-Business Marketing - Improve lead management capabilities through webinar integration and multiple lead scoring models. New Marketing Calendar for better Marketing Resource Management - Obtain more visibility into your marketing plan with the new Marketing Calendar and improve collaboration with click-to-call ability from Lync.
Improved Automated Workflow Approvals - Design approval processes and track the status to help make your team more aligned to meet deadlines.
Social Listening Now Included - Social Listening is a powerful new service to monitor social media channels and analyze what people are saying (on Twitter, Facebook, blogs and videos) in real time to gain a true understanding of your customers and business across the social globe. Easily Create Calculated Fields - You will be able to run automatic field calculations using a new field type in the standard interface without needing to use custom script. Improved Search Functionality - Universal searches will now be able to be run from any screen.


Improved Business Rules - Microsoft Dynamics CRM 2015 will have "write once, perform everywhere" capability to further customize your needs. New Field-Level Security for Standard CRM Fields adds more Customization - An administrator will be able to restrict access to standard fields in addition to custom fields, making them only viewable or editable by certain users. Enhanced Business Process Flows through a New Client API - A Client API can enable program access to Dynamics CRM 2015.
To find out more about Microsoft Dynamics CRM 2015 and how you could benefit from it, contact the experts at NexusTek. Prior to founding Nimble Apps, Thomas spent 10 years advising European technology companies on mergers and acquisitions.
I agree that the visualization of the client data collected through the social CRM platform, is a crucial element of user adoption. Dynamics Marketing is the offspring of Microsoft’s 2012 acquisition of Marketing Pilot and is expected to be available in Q2 2014.
Office 365 and Dynamics Marketing use single sign-on, so once logged in, administrators and users can quickly switch between all Microsoft applications tied into Office 365. In addition, the Projects section offers a wide range of reporting functionality to provide visibility into job performance, ongoing project statuses and resource allocation. It’s from this section that marketers can set up marketing campaigns, manage leads, contacts and marketing lists, set up landing pages and forms, create email marketing campaigns, manage events, monitor social media sites and much more.
This section shares many of the features of Microsoft SharePoint such as file sharing, versioning and approval workflows, and allows marketers to efficiently collaborate with internal departments (e.g.
The budgeting piece is not intended as a replacement for an actual ERP system but offers a wealth of financial functionality targeted specifically to marketing related activities and planning. The section comes loaded with a wide range of out-of-the-box reports to provide visibility into marketing campaigns, media activities, projects statues, marketing databases and calendars. The example below shows a dynamic time-lapse, visualizing the leads generated by different campaigns throughout the US over a defined period of time.
The product has rich functionality within all areas relevant to marketing professionals, and the many ‘Settings’ options make it easy to configure the system in accordance with company specific needs and business processes.
They intend to do this by further bridging the gap between marketing and sales and allowing each to work better through enhanced solutions that will be included in Microsoft Dynamics CRM 2015 which was announced to launch later next year.
By bundling related products together and providing tailored pricelists, salespeople will have the ability to position the best products at the best price.
For example, if you sell both products and services, for each sales qualification performed, you can implement a rule that creates two branches during the process - one for products and one for services.
For example, salespeople can use calculated fields to automatically apply a discount if the order is greater than a certain amount.
When you click on the new magnifying glass icon in the main navigation bar, this will open a search display. For example, set up records for your salespeople by pre-filling information when a record is created.
Using JavaScript code, processes can be set to improve the transition flow between stages to ensure that users are working on the correct step.
Thomas holds a MS in Political Science from Sciences Po Paris, an MBA from ESSEC Business School and an MPhil in Economics from Sciences Po Paris.
If new users are immediately introduced to a complex dashboard, they are genuinely intimidated by the assumed level of education that may be required. Microsoft Dynamics Marketing comes with a pre-configured connector to Dynamics CRM, so seamlessly integrating the two systems is quite simple. Visually, Dynamics Marketing looks a lot like Dynamics CRM 2013 with a simple top menu bar and color coded navigation buttons. The automation engine allows for very complex nurture programs that are straightforward to set up and manage through an intuitive drag and drop user interface.
From a cost perspective (see next section), Dynamics Marketing is priced very competitively compared to existing marketing automation solutions – especially when bundles with Dynamics CRM Online.
Salespeople will also be able to see recommendations for accessories or substitutes right from the opportunity form.
You can use filters to narrow data features to see posts from specific countries and regions. The user can define a calculated field to contain values resulting from many common calculations, such as simple math operators, and conditional operations, such as greater than or if-else, and many others.


Keywords and (*) wildcard characters can be used to find records across multiple entries and record types. Or apply logic to define more complex rule structures; for example, when a lead is more than 50 units, or if they were referred by an existing customer, then it can be automatically marked as a hot prospect. For example, if a hot prospect is identified on one or more field values, JavaScript can be applied to skip certain stages in order to accelerate the prospect through the process.
It's high time we get software that is built not just to look from our time, but to work like software for this era.This is why companies like JobNimbus, Nimble, and Solo are making waves by taking advantage of the latest technology and design techniques to boost adoption and, therefore, better data and higher productivity.
Business suites offering social CRM like GreenRope, have dedicated themselves to creating a user-friendly UI while offering the necessary applications for a business to succeed.
The menu options and functionality for any given user are defined by that user’s privileges (set by the administrator). Dynamics Marketing supports virtually all file formats and allows users to add comments directly in the browser.
The powerful reporting functionality provides marketers with efficient tools for measuring ROI across virtually all dimensions (geography, medium, campaign, demographics, etc.).
Use the new Advanced Field icon, which will also be added to the CRM navigation bar, to find records using more detailed search criteria. While the success of the SCRM utilized requires effective communication from the platform to business to the business' clientele, the SCRM platform and the business must maintain a customer-centric approach. By selecting a filter from a drop-down list, you will only see matches for certain record types. Moreover, the positive & negative feedback attained through the client service medium, is essential to business growth and flexibility.
They are using these interfaces in their everyday lives and so they expect the same user-friendly designs from their professional tools. Therefore, a customer-centric approach should be a continual priority even after an SCRM platform is adopted.
As a result, they are often disappointed to remain stuck in “spreadsheet world” with their CRM solution.
This frequently results in severe adoption issues for traditional CRM solutions, which require additional training, customization and monitoring. This is bad enough from an administrative perspective but mostly it means that traditional CRM solutions cannot realize their full business intelligence potential. For example, how can a CRM solution improve sales forecasting if opportunity closing dates are systematically outdated?
Traditional CRM solutions tend to distinguish administrative interfaces (used for data input and consultation) and analytical interfaces (used for reporting and management).
As a result, ordinary CRM users (typically sales representatives) rarely consult the dashboards and reports that their managers took so long to build.
They don’t use the wealth of information contained in their commercial database to clarify their priorities and are left with the perception of CRM solutions as an enforcement tool for management.We believe these negative consequences of poor data visualization can be avoided.
Decision theory shows that visualizing abstractions enables people to make better decisions.
This is why CRM solutions should do a better job of respecting the mental models of sales reps and managers. A pipeline is a pipeline, and sales representatives should update opportunities by literally grabbing the corresponding object in the CRM solution and moving it to the right pipeline stage.Visual alerts. Simple visual alerts, appearing in context, should replace as many dashboards and reports as possible.
Would you take a plane whose flight controls were located in one compartment and navigational instruments in another? We believe that sales reps and managers will quickly lose interest in leaderboards and point systems. An improvement to traditional CRM solutions would result from the implementation of game design principles into their information architecture, such as progressive information display, visual but non-intrusive alerts and clear feedback loops.New entrants on the CRM software market have started to implement these ideas, but the larger players haven’t spent enough time improving the visualization of their products.




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