Dynamics CRM Online Dezember Update–Polaris

Dynamics CRM Online Dezember Update–Polaris
Source: http://www.dynamicsconsulting.de/dynamics-crm-online-dezember-update-polaris/
Es ist soweit das neue Release des Dezember Updates für Microsoft Dynamics CRM Online (Codename “Polaris”) ist nun angekündigt und auch der Dezember 2012 als Releasedatum bestätigt.
die Highlights des Dynamics CRM 2011 Updates:

• Neue vordefinierte und konfigurierbare Verkaufs- und Service-Prozesse
• neu angepasste Dynamics CRM UI
• Kompatibilität mit Microsoft Office 2013 und dem Dynamics CRM 2011 Client
• Erweiterte Browser-Unterstützung
• Unterstützung fpr Apple Ipad
• Skype Integration on Top zur vorhandenen Lync Integration
• Neues Import Interface für großen Datenmengen
• Support von Custom Workflow Activities in Dynamics CRM Online

Zum Abschluss noch eine kleine Sammlung der Links mit den Ankündigung zum Polaris Update:
Source: Dynamics CRM 2011 Online Service Update

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Social Discovery & Dynamics CRM 2011

Social Discovery & Dynamics CRM 2011

ClickDimensions uses the latest social discovery techniques to find publicly available prospect information from the social web. ClickDimensions social discovery can often find the individual’s exact LinkedIn profile and brings the individual's picture into CRM along with job title updates.

Social CRM - Make your CRM social

Web tracking, form capture and social data all add to what you know about a prospect and how effectively you can appeal to them. As personal and professional personas converge there is an increasing amount of information available on the social web. We make that available to you within Microsoft CRM so you have as much information about your Leads and Contacts as possible.

Download the ClickDimensions Marketing Automation Data Sheet

Stay informed on changes in your LinkedIn network with the ClickDimensions Daily

The ClickDimensions Daily is a daily email notification of all job changes in your LinkedIn network. In addition to keeping you informed about what is going on in your network this daily update also helps you keep the data in your Microsoft CRM system up to date. Sign up at http://daily.clickdimensions.com

So what?

Knowing more about your Leads from the social web can be helpful in understanding their fit with your qualification criteria. However, there is a more expansive vision here. What if you could cross reference the knowledge of your visitors’ social identities to their social interaction with your brand or market category? Done correctly, this would tell you who in your CRM is voicing their opinions, positive or negative, about your products and services or your industry/category in general. From this you’d be able to develop an understanding of specific individuals that can help you promote your brand and others that need special handling. CRM + Lead/Contact Social Information +Brand/Market Sentiment. We’ll make those a powerful combination

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Landing Pages for Microsoft Dynamics CRM 2011

Landing Pages for Microsoft Dynamics CRM 2011

ClickDimensions makes it easy to create and host landing pages within Microsoft CRM. ClickDimensions will automatically track all of the visits to your landing page, just like any other page one your website. You can also embed ClickDimensions forms and surveys in the landing page for certain marketing campaigns.

Create Landing Pages without knowing HTML

ClickDimensions makes it easy to create landing pages from within Microsoft CRM. You can create a new landing page using our easy landing page designer and we host it for you. Click here to learn more....

Associate the Landing Page with a Campaign

Are you creating a landing page for a certain marketing campaign? You can track all of your page views inside a Campaign record in Microsoft CRM. When creating your landing page, simple associate it with a Microsoft CRM campaign record.

Embed ClickDimensions Forms and Surveys in Landing Pages

You can easily embed forms that have been created with the Form Builder into ClickDimensions landing pages. Copy the iframe script in the form and paste it into the HTML of the landing page. In a few easy steps, you now have a landing page and form created and tracked inside Microsoft CRM.

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Surveys for Microsoft Dynamics CRM 2011

Surveys for Microsoft Dynamics CRM 2011

ClickDimensions makes it easy to create surveys with our drag and drop survey designer. The surveys may be emailed to Leads, Contacts and Accounts and may even be linked to Case records. Surveys may also be posted as pages so they can be completed by Anonymous Visitors. When a respondent completes a survey all the data the visitor submits is linked to their CRM record.

Simple Survey creation process

Create your questions, drag them onto a page and make it look how you want with a custom header, footer and confirmation message. That's all it takes. ClickDimensions drag and drop survey designer makes it easy to create surveys without having technical skills.

Configure flexible questions

Create various types of survey questions including rating scale, list, single-select (radio Button), multi-select (check boxes) and text. Arrange the questions however you want on the survey.

Skip Logic on survey questions and pages

ClickDimensions surveys have configurable skip logic at both the page and question level. This allows you to skip past individual questions or entire pages of questions based on which responses the respondent chooses. Configuring ClickDimensions skip logic is simple and flexbile

Style your survey page

Easily configure your survey page header and footer to have any look and feel you desire using our 'what you see is what you get" editor. Configure any confirmation text or HTML to be displayed when the survey is submitted.

Easily automate processes based on survey responses

When someone completes a survey you can easily automate processes based on certain responses. For example, if you ask the respondent to rate your service on a scale of 1 to 10 you can use CRM workflow notify people internally of any rating below a certain threshold.

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Form Capture for Microsoft Dynamics CRM 2011

Form Capture for Microsoft Dynamics CRM 2011

ClickDimensions makes it easy to create web forms with our drag and drop designer or to integrate your web site’s existing forms into Microsoft Dynamics CRM. When a visitor completes a form, his or her email address is checked against all email addresses in CRM to avoid duplicate data. Lead or Contact records can be created for visitors who are not already in your CRM and all the data the visitor submits on the form is linked to their CRM record.

Drag and drop form designer

ClickDimensions drag and drop form designer makes it easy to create a form without having technical skills. Simply drag the fields you want onto the form, order them how you want and then specify the message to be shown to the visitor upon form completion. Any fields you specify to be required will be enforced on the web form automatically and the visitor’s email address will be checked to ensure that it is valid. The form designer provides the iframe code to embed the form in any of your web pages and also provides the full form HTML for those who want to edit the form further.

Configure your global form fields

The first step to integrating your web forms to CRM is to add the form fields you use on your site into our form fields area with Microsoft CRM. For each field (e.g. email, city) simply create a web form field entry and map the values to the appropriate values on CRM Lead and Contact records. You only need to create one ClickDimensions form field record per field (e.g. create ‘city’ once and use on all forms). Next step, create your form capture records (this is also the last step).

Map your field values

Because visitors to your site will either not be in your CRM already or will be in your CRM as a Lead or Contact, ClickDimensions will either create a new, de-duplicated, Lead record or update an existing Lead or Contact record if a match is found. Our form mapping mechanism allows you to specify how you would like the values the visitor provides to flow into the CRM Lead or Contact record.

Build your forms or link existing forms to CRM

Once you have configured your web form fields, you then use our drag and drop designer to create your forms. Or, if you want to link existing forms, you simply create ClickDimensions form capture records for the forms you want to link. If you use the drag and drop designer our solution produces iframe code that you can embed in any existing web page. If you are linking existing forms, you simply enter the name of the form you want to link to CRM, associate one or more of the form fields you configured in CRM and tell the form capture where to re-direct the visitor when the form has been submitted. ClickDimensions will generate a URL that can be substituted for your existing form action. 

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Campaign Tracking for Dynamics CRM 2011

Campaign Tracking

ClickDimensions emails, web visits, page views and form captures records can be linked to CRM campaign records.

Link emails, web visits, page views and form captures to CRM Campaign records

For different types of marketing it is helpful to be able to link landing pages web forms to your Microsoft Dynamics CRM Campaign records. This will allow you to associate all activity and conversions to the campaign record in CRM so you can see and analyze it in one convenient place. Creating the link between CRM campaigns and ClickDimensions emails, web forms and landing pages is as easy as point and click and allows you to track everything back to the CRM campaign.

Download the ClickDimensions Marketing Automation Data Sheet
Watch the ClickDimensions Overview video

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Marketing Automation for Microsoft Dynamics CRM

Marketing Automation for Microsoft Dynamics CRM

ClickDimensions is the top rated, Microsoft-certified Marketing Automation solution for Microsoft Dynamics CRM. ClickDimensions is the easiest way to:

• Empower your marketers to generate and qualify high quality leads
• Provide your sales team the ability to prioritize the best leads and opportunities
• Allow your management to measure everything

ClickDimensions helps you learn more about your prospects by showing you what interests them on your site as well as making it easy to capture information about them through web forms once they are ready to share. We like to say that we add new dimensions of data to your Microsoft CRM.

For Marketing - Generate, Qualify, Nurture

Email marketing embedded into Microsoft CRM and perfectly linked to Leads, Contacts, Campaigns, Marketing Lists, visitor web tracking and more? Imagine what you can do with that. Surveys built into CRM - wow! Marketers familiar with Microsoft CRM will appreciate being able to easily connect forms on their web site to CRM - without creating duplicates. Tying landing pages to campaigns is easy and triggering workflow from form submissions, file downloads or a Lead’s general web activity is simple and familiar. Having all data in CRM is a welcome change because everything is nicely tied together and available for an endless realm of possibilities.

For Sales - Prioritize, Connect, Close

Sales will be relieved to finally have an idea (before they call) of how interested a Lead may be and what, in particular, caught their attention. ClickDimensions' Lead and Contact profiles show each visitor's score as well as the individual web and email events that indicate interest and intent. In addition, our social discovery provides information to help understand the Lead and tailor your message.

For Management - Measure, Refine

Management will like that guess work is now replaced by quantifiable campaign metrics. A quick review of a CRM marketing campaign record will easily reveal the number of form submissions, visits or page views that the campaign generated. When a marketing email is sent, it is easy to see (in real time) which recipients are coming to your site, specifically what interested them and how many converted.

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Nurture Marketing & Dynamics CRM 2011

Nurture Marketing

ClickDimensions allows marketers to build nurture programs using an easy drag-and-drop interface. Prospects can be fed a stream of relevant messages and sales can be notified as prospects begin to respond to your messaging.

Put your prospects on auto-pilot

Nurture programs are a great way to keep your message in front of prospects without committing valuable sales resources. Marketers can easily build nurture programs and sales people can easily nurture prospects who are not yet 'sales ready'. A relevant stream of messages will be sent and a variety of automated actions can be triggered as the prospects begin to respond.

Drag, drop and nurture

Marketers begin by building a nurture flow in our drag-and-drop nurture builder. No knowledge of CRM workflow is required. Once the nurture program is built it can be published so that users can enroll leads and contacts in nurture programs directly from the lead and contact screens. Leads and contacts can be added to nurture programs in bulk by associating marketing list(s) with the program and adding leads and contacts to those lists.

Download the ClickDimensions Marketing Automation Data Sheet
Watch the ClickDimensions Overview video

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Lead Scoring - Quantify your visitors' interest

Lead Scoring - Quantify your visitors' interest

As ClickDimensions tracks individual visitor activity on your web site each visitor accumulates a score based on his or her visits, page views and more. Scoring is based on default values you set but you may also score certain pages higher or lower based on their importance in showing visitor intent. Using the lead score your sales team can quickly and easily determine which leads to pursue. And, we should also clarify some semantics while we have your attention; ClickDimensions scores all visitors; anonymous, CRM Leads and CRM Contacts.

Watch an overview video of ClickDimensions Lead Grading and Scoring

Scoring vs. Grading

To explain scoring vs. grading there is a simple analogy to which we all can relate. If you’re picking your perfect mate you’ll have criteria whether you realize it or not; smart, funny, stable – whatever floats your boat. In the world of marketing automation we refer to this as grading or defining qualifying criteria. Scoring, on the other hand, comes in once you’ve identified that perfect match. Now the question becomes ‘how interested in me are they?’ Because all ClickDimensions data is stored within Microsoft CRM, you can use queries and workflow to surface visitors that best meet your criteria. With that information in hand you can prioritize which are the most interested based on their interest in you as quantified by their score.

Customize scores by page

Some pages are better than others at indicating visitor intentions so we’ve given you the ability to specific custom score values on a per page basis. Want to customize the score so a visit to your pricing page adds 50 points? Want to take 25 points off for visitors who go to your careers page (i.e. job hunter vs. true prospect)? No problem.

Set your own default score values

With ClickDimensions you set the default scoring values based on which tracking events are more important to your organization.

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Web Tracking - Know who is visiting your site(s) and what interests them..

Web Tracking - Know who is visiting your site(s) and what interests them...

With ClickDimensions you discover who is interested in your products and services because you will see the actual web activity of anonymous and identified visitors on your web site. Interested in which companies and organizations are browsing your site and what interests them? Want to know what a specific prospective customer has viewed on your site before making the opening call? ClickDimensions allows you to do all this and more.

Download the ClickDimensions Marketing Automation Data Sheet
Watch the ClickDimensions Overview video

Connecting visitors to your CRM records

ClickDimensions tracks every visitor on your web site, attempts to discover the company/organization from which they are visiting and reports this information to you on our marketing dashboard. When the visitor becomes identified, by completing a form or clicking on a link in a marketing email (or an email sent from Outlook or other email software), all his or her past anonymous browsing activity is available on their CRM record with their identified browsing behavior.

Get a complete visitor picture

ClickDimensions' Profile screen gives CRM users a complete view of the visitor Lead or Contact including their web browsing details, lead score, email interaction, social networking information and web site form completion data. Our integrated tracking summary allows CRM users to visually distinguish tracking events from visits to priority page views (pages you want CRM users to notice first) to form completions, opportunity resolutions and more. And, because many visitors have multiple email addresses, ClickDimensions appends them to the CRM record and captures the tracking information accurately.

See site visits, page views and form captures in real time

The ClickDimensions serivce operates in real time thus showing you site visits, page views and form captures often within a second of when they occur on your site. The data is brought into Dynamics CRM so you can immediately trigger workflow from it and/or include it in CRM reports and Advanced Find Views.

Identify companies that visit your site

As anonymous visitors browse your site ClickDimensions identifies the organizations from which they are visiting as well as their location. ClickDimensions tracks all visits to as many of your web sites, blogs, etc. that you want to track.

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ClickDimensions Email Marketing for Microsoft Dynamics CRM 2011 & 4.0

ClickDimensions Email Marketing for Microsoft Dynamics CRM 2011 & 4.0

ClickDimensions built-in email marketing capability provides an intuitive experience that allows users to create and send bulk HTML emails with all send, open, click and bounce data reported at the mailing (aggregate) as well as individual recipient level. Our easy to use HTML editor makes creating an email simple for anyone. Our built-in library includes pre-formatted email templates that are pre-tested to look good no matter what email client your recipients use. Send bulk email, email individuals or trigger email from workflow. ClickDimensions Email Marketing works with Microsoft Dynamics CRM 2011 & CRM 4.0 in online, on-premise and partner hosted environments.

Download the ClickDimensions Marketing Automation Data Sheet
Watch the ClickDimensions Overview video

Email Marketing Deployed from the Cloud

ClickDimensions email marketing is deployed from the cloud so there is no software to install. Send a single email or bulk emails easily. Trigger emails to send automatically from workflow and link email templates to forms so that, when a visitor completes a form, they receive an auto-responder email confirming their submission and linking them to the resource they have requested.

The ClickDimensions email editor: Powerful yet easy to use

Creating an email with the ClickDimensions email editor is easy. Start with one of our easy to edit layouts and quickly apply your own branding, content and links. Upload graphics and documents, import your own layouts, quickly and easily format text. You'll find that the emails you create with our editor look great in any email program.

The ClickDimensions block editor: An alternative for the rest of us

Most marketers aren't HTML gurus so why do most email creation tools force marketers to understand and be able to edit HTML code? Our block editor solves this problem. The block editor allows marketers to create emails one block (i.e. section) at a time without having to get into the mechanics of HTML. Watch the 2 minute video...

OutlookCast: An easy and personal alternative way to prepare, send and track emails

If you want to broadcast a marketing email quickly without building HTML, then simplify your life with our OutlookCast feature. Simply create your email using Microsoft Outlook or any other email application, then go to your Microsoft CRM marketing list and click on our OutlookCast icon. ClickDimensions will give you an OutlookCast email address representing your marketing list. All you have to do is send your email to the OutlookCast email address.

Split (A/B) Testing

Split testing allows marketers to test two versions of their email with varying subject lines, content (i.e. template) and/or 'from' address. The two versions are referred to as the A version and the B version. The marketer determines what percentage of the recipients should receive the A and B versions until a winning version is chosen automatically by our system or manually. The winning email version, A or B, is then sent to the remainder of the recipients. Click here to learn more....

Subscription Management

As a marketer you are familiar with the concern of sending a marketing email to someone and then having them unsubscribe from all of your emails. Ideally you'd be able to keep them on some of your lists so you can keep marketing activity going with them. This is where ClickDimensions' subscription lists feature comes in handy. Instead of having a single unsubscribe page where the recipient unsubscribes from all of your email lists, the recipient is presented with subscription lists so they can decide to continue to remain on one or more lists. Click here to learn more....

Inbox Preview

Want to know what your email will look like to your recipients? ClickDimensions inbox preview feature lets you test any email and see what it will look like in a variety of email clients including Outlook, iPhone, iPad, Android, Gmail and more. In the ClickDimensions email editor simply click the inbox preview button, and the inbox preview screen will launch with a 'test' button. Once the results run you can use the tabs on the left side to see what the email will look like in the various email client applications. It really is that easy! Click here to learn more....

Dynamic Content: If you can dream it, you can do it

Need to make the content of your email different for different recipients? Perhaps you want a single newsletter to publish in multiple languages. Or, maybe you want to show one graphic for people over 30 and another for people under 30. With our advanced Dynamic Content feature you can do all this and more. Click here to learn more....

Your domain in your email links, not ours

ClickDimensions makes it easy to have the links in your emails show your domain address (i.e. your website), not ours. In the ClickDimensions settings area you can specify any subdomain name for your links and we provide instructions for how your webmaster can make the necessary changes to support this (a simple CNAME entry). This feature improves your email deliverability because your email links will match your domain and not look like ‘phishing’ emails that pretend to be from one sender but are actually from another.

Email with a focus on deliverability

ClickDimensions email is delivered by dedicated email servers managed and monitored by a team of deliverability experts. Our email links provide vanity URLs with your domain so emails aren't perceived as phishing emails. In addition, our service provides reputation monitoring, sender authentication, feedback loop processing and more. Large senders can have dedicated IP addresses at their request. In short, deliverability is our focus.

Built-in integration with Google analytics

Since marketing emails can serve as a significant source of web site traffic our pre-built integration to Google Analytics will allow you to quickly and easily see the number of visits coming from your emails. By simply associating a Microsoft CRM campaign record to your ClickDimensions email sends the campaign will automatically show up as a traffic source in your Google Analytics account. Click here to see how

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