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Старый 17.04.2012, 11:11   #1  
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Gareth Tucker: Email Marketing add-ons for Microsoft CRM 2011

Microsoft CRM 2011 supports basic email capabilities that allow sending of bulk emails to customers and prospects.   However, if you want to track the receipts/bounces/clicks on those emails or want a tool for creating rich HTML emails or Landing Pages you will need to pick up one of the many 3rd party products that have been integrated into MSCRM.

Not sure whether this is of value to you?  Start with this video and see if the features presented resonate:

Firstly, here’s a quick run through on the sort of functionality that you can add to your CRM system.  I have taken screenshots from different products, but each feature is not specific to that one product, most of these features are common…


HTML Email Designers:

(image: Click Dimensions)

Design high quality emails incorporating images, links, text and dynamic content from MSCRM.  A point and click designer experience plus support for direct HTML entry.

Analytics on Opens, Bounces & Clicks, per Email Send:

(image: Campaign Monitor)

Gain insight on how many of your email recipients opened the email, how many clicked a link, and how many of those emails bounced.  Learn who is opening your email and when.  Learn which links are being clicked and how many links each recipient is clicking.

Opens, Bounces & Clicks per CRM Contact/Account/Lead:

(image: Core Motives)

View against CRM customer record not only what emails have been sent but which of those emails did they open and what links did they click.  Plus support for opt out tracking and enforcement.

Email Client Display Tests:

(image: inxmail)

Preview your email in a number of email clients, including Outlook, Gmail, Hotmail, and iPhone.  Address any formatting issues to ensure the maximum impact of your email regardless of where your customer opens it.


Website Analytics:

(image: Click Dimensions)

View site visits, link clicks, and referral information on how visitors came to your website.  Where the visitor has identified themselves on your website and they exist in your CRM see all of that history associated to their CRM record.   See anonymous visitors associated to Organisations based on IP address and view how many visitors from that company are viewing your site and learn what they are looking at.


Landing Pages and Web Forms

(image: Click Dimensions)

Design and build the campaign landing pages that you direct customers and prospects to in your email campaigns.  Use a Word style format editor or copy and paste in raw HTML.  Configure forms and embed those into your website and have the data captured written directly into MSCRM.


Here’s a quick overview of the 3rd party Email Marketing add-ons available for Microsoft CRM:


Exact Target

Exact Target is the big daddy of email marketing, they do it all, and they work with all the big CRM applications.   Their pricing is at the top of the end of the scale.  Their integration to Microsoft CRM is mature.  The selection of your target list and then send of the email can be executed from within Microsoft CRM.  The design of the email and landing page are performed in ExactTarget but can merge data from CRM and conditional content rules can refer to CRM segmentation information.  If highly personalised email campaigns are your thing or you are after an enterprise level solution then Exact Target is for you.


CRM integration info:


Click Dimensions

Click Dimensions is a specialist email marketing product for Microsoft CRM.  They seem to be quite popular in the US, at least amongst my company.  They look to be the most integrated into Microsoft CRM (I don’t think you can use their product without MSCRM).  I expect Exact Target beats them on overall product functionality, although Click Dimensions looks to pack a lot of capability and there ease of use looks excellent and I suspect they may have a couple of MSCRM specific features that Exact Target is missing.  I would have Click Dimensions on my short list and be looking hard for a reason why to go with something else.


10 minute product overview video:




CoreMotives is another email marketing add-on that is dedicated to Microsoft CRM.  It appears to cover the same areas as Click Dimensions but I suspect it is the inferior product.  Check out both companies’ websites and you will see what I mean.   On the surface I would prefer to use Click Dimensions, but maybe there is a feature difference or a price difference that’s in CoreMotives favour.



Inxmail are a big player in Europe and have 1000 customers worldwide.  They provide an email designer, inbox testing, landing page designer, email delivery, and integration to several CRM systems, including Microsoft CRM.  They look to have a fair bit of functionality and I believe they are well priced.  I am not convinced their MSCRM integration is all that comprehensive though.


Features:  Overview of Functions

CRM integration info:


Campaign Monitor

Campaign Monitor is aimed at designers.  Designers can either construct their emails externally or use Campaign Monitor’s authoring tool.  Campaign Monitor supports email format testing across a range of email clients, email delivery, and email tracking.  It doesn’t appear to support landing page generation or dynamic content.  Their MSCRM integration is a via a 3rd party and doesn’t look very mature.


CRM integration info:


Mail Chimp & BizMiners

I love Mail Chimp!  It is just the coolest little web app ever.  It’s suited more to the mid market and small business but it could not be easier or more fun  to use, yet still offers a bunch of functionality.  BizMiners have developed integration between Microsoft CRM and Mail Chimp, but being a 3rd party integration its an inferior experience to the likes of CoreMotives and Click Dimensions.   If you want something simple, easy and cheap then this may be the answer. 


CRM integration info:


If I have missed a product that you think should be here or you think there is a key differentiator I need to call out just let me know.



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