Marketing is the lifeblood of any business, powering growth and paving the way to success. But let’s face it – getting it right can be a real challenge. There are many moving parts to consider, from lead generation, content and campaign management to measuring results. It can be tough to know where to focus your energy to get the biggest bang for your buck. With all these tasks vying for your attention, it’s no wonder that many marketers feel like they’re drowning in a sea of emails, spreadsheets, and never-ending to-do lists. 

But fear not, because automation is the key to reducing these disconnected manual tasks. In fact, a recent survey found that over 30% of marketers would like to automate tasks like data entry and tracking, while another 28% are eager to automate lead management. 

That’s where Dynamics 365 Marketing comes in, offering easy-to-use tools that can help streamline your marketing efforts and boost conversion rates. So, if you’re looking to simplify your workload and increase your ROI, Dynamics 365 Marketing is the solution for you. 

1. Unlocking the Power of Personalisation 

Let’s get personal! In today’s digital world, personalisation is king. Did you know that 80% of customers are more likely to engage with a brand if they’re offered a personalised experience? And that’s not all – 68% of people are happy to share their personal data in exchange for a personalised experience. It’s clear that customers want messages that speak to their individual needs and preferences. 

Thankfully, marketing automation has made it easier than ever to deliver personalised messages to your customers. Dynamics 365 Marketing comes with comprehensive marketing automation tools and it’s recognised by the experts at Gartner as a leading solution for businesses looking to deliver personalised messaging at scale. 

Using Dynamics 365 Marketing, you can easily segment and target audiences based on their behaviours, interests, and preferences. This means you can create detailed customer profiles and tailor your marketing messages to each and every customer. That personalised touch can work wonders. It can help you achieve higher engagement rates and even increase your conversion rates.  

2. Connecting Sales and Marketing with effective Lead Management 

Did you know that 80% of marketing professionals believe that having automation software is a key ingredient to improving lead nurturing performance? And it’s no wonder – managing leads can be difficult without systems talking to each other, and can be made especially difficult with the love-hate relationship between sales and marketing teams. But with marketing automation, they can come together and work cohesively. 

Enter Dynamics 365 for Marketing – this app has all the tools you need to manage your leads effectively. With its automated lead-scoring system, you can easily qualify leads at every stage of the customer journey, based on email engagement, website visits, and event registration etc. The sales team can then use this data to continue nurturing the lead until they’re ready to convert. 

And that’s not all – Dynamics 365 for Marketing also offers customisable lead dashboards that give you an overview of your lead health. You can keep track of important interactions and pipeline progression, and adjust your strategy as needed. 

3. Agile Campaign Management 

Managing campaigns can be a daunting task, but Dynamics 365 Marketing streamlines the process by providing a single platform for creating and managing campaigns. With the app’s automation workflows, you can simplify complex tasks, such as email sends, social media posts, and follow-up actions. The app’s real-time campaign performance tracking feature allows you to monitor campaign performance and make adjustments for better results. This level of control and optimisation enables businesses to drive conversions and achieve their marketing goals efficiently. 

Dynamics 365 Marketing is a comprehensive solution that enables businesses to launch and manage multi-channel campaigns with ease. With the app’s intuitive templates and design tools, you can quickly create professional-looking branded emails, lead capture forms, and dynamic landing pages.  

4. Marketing Analytics through one pane of glass 

We all know that measuring the success of our marketing campaigns is key to making those killer data-driven decisions. But let’s not forget that collecting the right data is equally important. According to HBR-AS, only a quarter of companies gather customer data across different channels to get a unified view of their customers and prospects.  

Dynamics 365 for Marketing, with its comprehensive and intuitive analytics tools, can collect and analyse all the important metrics like email open rates, click-through rates, and conversion rates and collate it in one place. And not just that, but you can also dive deep into customer engagement and behaviour to spot trends and patterns. This will help you fine-tune your strategies and tactics to generate more leads and achieve your goals.  

5. Integrate with other Microsoft Applications: 

Dynamics 365 Marketing connects and syncs with other Microsoft apps to make your marketing game stronger. No more juggling multiple platforms, no more tedious data entry, just pure efficiency and productivity. Plus, with all your valuable data pulling through to one central location, you’ll have the insights you need to make data-driven decisions and hit your marketing goals. 

Here’s six native integrations and how they work: 

  1. Dynamics 365 Sales: Get ready to boost your sales game! Dynamics 365 Marketing and Sales integration is the perfect power couple. Transform the way you manage leads with real-time lead tracking that automates the assignment process and ensures that your sales reps are equipped with the right information to close the deal. With Dynamics 365 Marketing, you’ll be able to effortlessly monitor your leads through the sales funnel, keeping your finger on the pulse of each opportunity. 
  2. Power BI: Are you ready to take your marketing efforts to the next level? With Dynamics 365 Marketing’s Power BI integration, you can harness the power of real-time analytics and insights to supercharge your campaigns. Leave guesswork behind and move forward with data-driven decisions. The integration allows you to visualise your campaign performance through dashboards, pinpoint areas that need improvement, and adjust your strategies were needed. The best part? You can do it all from one central location in Dynamics 365.  
  3. Power Automate: Supercharge Your Marketing Workflows and reduce tedious manual tasks and increase efficiency with Dynamics 365 Marketing’s integration with Power Automate. This powerful combination empowers marketers to automate a range of marketing workflows, from email campaigns to lead nurturing and data management. With Power Automate, marketers can focus on strategy and creativity, while streamlining their marketing processes and ensuring consistency and accuracy every step of the way. 
  4. Microsoft Forms: Looking to collect customer feedback and data for your marketing campaigns? Look no further than Dynamics 365 Marketing’s integration with Microsoft Forms. With this powerful tool, marketers can easily create custom surveys and forms to collect data directly from customers. Gain valuable insights and feedback to help optimise your marketing campaigns and drive even greater success. 
  5. SharePoint: With Dynamics 365 Marketing’s seamless integration with SharePoint, marketers can now have a one-stop-shop for all their marketing assets and collateral. Imagine having all your images, captivating videos, and informative documents in one centralised location, easily accessible to you and your team. You’ll no longer have to spend hours searching for that one elusive piece of content. Plus, with easy sharing capabilities, you can ensure that your marketing messaging is consistent across all channels, ensuring maximum impact and engagement with your target audience. 
  6. Microsoft Teams: Dynamics 365 Marketing’s integration with Teams is a game-changer for marketers. It provides a powerful collaborative platform that allows them to communicate and work with other team members in real-time. With the in-person event management feature and Teams webinars, marketers can effortlessly manage their events from the same platform they use for all their other marketing activities. No more juggling multiple platforms and tools – everything is integrated seamlessly. And with the ability to automate event registration, send calendar invites, and track attendance, organising events has never been easier or more streamlined! 

Dynamics 365 Marketing’s powerful integration with other Microsoft 365 apps unleashes the full potential of your marketing team. Say goodbye to siloed systems and hello to streamlined workflows, seamless collaboration, and data-driven insights. With Dynamics 365 Marketing, marketers can easily capture leads, automate workflows, create stunning campaigns, and track their performance, all from one unified platform. 

Conclusion: 

Marketing can be a challenging and complex task for organisations, but with Dynamics 365 Marketing, many of the manual day-to-day tasks can be reducedWith personalised marketing, lead management, campaign management, marketing analytics, and seamless integration with other Dynamics 365 apps, you can easily reduce pain points and increase sales conversion. By tapping into these amazing capabilities, you can supercharge your marketing efforts, boost customer engagement, and drive business growth like never before. Let’s get started on this exciting journey. 

To succeed in the digital world, it’s crucial to quickly utilise available tools and make informed decisions that support your business ambitions. The contentious chemistry between Sales and Marketing teams is what makes the commercial world go round. Getting it right isn’t always easy, but it holds the key to big business impact and organisational growth.

In fact, organisations with closely-aligned sales and marketing teams see 24% faster growth.  When these two teams are not aligned, it can lead to a number of problems that can cause friction and stunt growth. For example, 80% of leads generated by marketing are not contacted by sales.  In this blog, we will explore the benefits of connected sales and marketing and how businesses can implement it using business applications from Microsoft.

What is Connected Sales & Marketing?

Connected sales and marketing is a process that aligns the efforts of the sales and marketing teams to achieve common goals – driving revenue and building client relationships. The goal is to provide a seamless experience for the customer, from the moment they become aware of a product or service until the point of purchase, and beyond.  It is also to ensure that a hot lead gets straight to the right available sales person, and that everyone in the business knows what part they play in bringing in revenue, and no step falls between the cracks. The process involves the sharing of data, insights, and strategies between sales and marketing teams.

Benefits of Connected Sales & Marketing

There are a number of benefits of implementing a connected sales and marketing process, including:

  • Better Understanding of the Customer: Gain a better understanding of customer needs and behaviours, so you can provide personalised and targeted messages.
  • Increased Efficiency: Streamlining the sales and marketing process eliminates duplication of efforts, reduces errors, and increases productivity.
  • Improved Lead Generation: Generate better, more quality leads by providing targeted messages that are more likely to resonate with potential customers. Only 56% of B2B companies do any validation of leads before passing to sales. If marketing is generating leads that are not a good fit, the sales team will end up wasting their time on activities that are not producing revenue and will likely not appreciate or accept any leads being sent their way in the future.
  • Improved Customer Experience: Companies with superior customer experiences bring in 7 times more revenue than other competitors. Connected sales and marketing provides a seamless experience for customers from the moment they become aware of a product or service until the point of purchase. This provides a positive customer experience that leads to increased sales and loyalty.

Implementing Connected Sales & Marketing

To implement connected sales and marketing, businesses need to follow these steps:

  • Define the Sales and Marketing Process: Businesses need to define the sales and marketing process and establish a common language between the two teams.
  • Share Data and Insights: Businesses need to share data and insights between sales and marketing teams. This allows both teams to gain a better understanding of the customer and the buying process.
  • Establish Common Goals: Businesses need to establish common goals and key performance indicators (KPIs) between sales and marketing teams. This provides both teams with a common goal and clear metric to measure their success.
  • Use Technology: This is likely stating the obvious when I say that it is important to align processes and goals with technology to automate and provide shared insight and experiences. Indeed, there are a shed load of CRM solutions and marketing solutions out there, as well as having integrations between the two. Fortunately, Microsoft Dynamics 365 also has two applications in its arsenal for businesses that are truly connected, working together natively on the same Dataverse.

Microsoft Dynamics 365 Sales and Marketing

Dynamics 365 Sales is a customer relationship management (CRM) application that helps sales teams manage their leads, opportunities, and accounts. And from lead->opportunity->quote->order->invoice, it is a complete sales force automation solution. It provides a single view of customer data, allowing salespeople to better understand their customers and personalise their sales approach and automate many levels through the sales cycle.

Dynamics 365 Marketing, on the other hand, is a marketing automation application that helps businesses generate and nurture leads. It allows marketers to create and manage marketing campaigns, manage events, website content pages, track customer interactions real-time (and nurture through a journey), and measure the effectiveness of their marketing efforts.

Together, these applications allow seamless handover of leads from origination, nurturing and qualification through to sales. Marketing can easily receive back disqualified leads and lost opportunities into a re-nurture path, and the sales team can see all the interactions in a single place. Built-in business process flows manage the steps from warming a lead through; automated marketing, marketing qualified, sales accepted, sales qualified, and then various opportunity stages through to close.

Conclusion

Connected sales and marketing is a process that aligns the efforts of the sales and marketing teams to achieve a common goal. By implementing connected sales and marketing, businesses can gain a better understanding of their customers’ needs and behaviours, increase efficiency, generate better quality leads, and provide a seamless customer experience. Microsoft Dynamics 365 can provide you with the full lead to cash process, end to end, from a completely anonymous visitor, through to a fully-fledged loyal customer. If you’re looking to achieve growth and profitability, connected sales and marketing is definitely worth considering.

Our people are what makes Transparity special. So, we’d like to introduce you to some of our team so you can get to know the people who make it all happen. Introducing Marc Hadley-Smith, Head of Practice: Business Applications.

1. What are your career highlights so far on your journey to Head of Practice: Business Applications?

Most of my highlights involves meeting a massive business challenge head-on.  And none so big a challenge faced as that experienced by a global commodities producer and trading business. At the time, the market in was suffering a 15-month downturn in demand and our client was looking to redesign their entire digital footprint, building out their sales automation and supply chain as well as finance and manufacturing processes.  There were a few nay-sayers that didn’t think it could be done, but needless to say, we landed the multi-million dollar contract.

Another example was with a prospect that had previously been struggling with digital transformation.  I was pitching Microsoft Dynamics to a particularly tough crowd and was pleasantly surprised to be offered a job by the CEO there and then.

2. What does a typical day look like for you and what are you working on at the moment?

Having a lockdown puppy has put paid to my leisurely start to the day – I am now up for the early dog walk on days that don’t clash with my newfound love for CrossFit, followed by the requisite protein shakes, a strong coffee and ready for the workday.

Currently I am getting around all the Transparity folk to introduce myself and understand what makes them tick. The business has grown massively over the last few years and I want to make sure that the secret sauce flows into Business Applications as successfully as it has everywhere else.

3. What’s one thing people don’t know about you?

I love the sea.  I started off-shore sailing at university a million years ago and really enjoyed the excitement of the high-energy racing as well as the peace and tranquillity of sailing in the middle of the night with just the sound of the waves and the phosphorescent glow in the wake.   Admittedly I don’t get out on a boat as much as I used to, but I’ve made a promise to myself to get back behind the wheel more this year.

4. What is your favourite part of your day?

I can’t say I was ever a morning person and frankly the monotonous London commute very rarely set one up the right way for the day.  Fortunately, our Winning from Anywhere™ setup now means I can enjoy the satisfaction most mornings of sitting down at my desk with a cup of coffee at home, knowing that I’ve already done 80% of my steps goal and appreciated the calm Kent countryside.

5. If you could switch jobs with someone, who would it be?

My guilty love of spy thrillers – be it reading Clancy, Ludlum, Baldacci or more recently watching Slow Horses on the telly – I would love to be the head of GCHQ.  Definitely an ever-evolving and challenging job, managing intelligence and dealing with global threats including the increase of disinformation on the world-stage.

6. If you didn’t work in IT, what would you be doing?

I studied Biomedical Sciences at university.  If the lecturer didn’t do such a bad job at our IT familiarisation training that made me realise I had a flair for tech, I’d likely be working in a lab, cooking up the latest miracle drug.  Or a boatswain on a luxury yacht!

7. What is your motto or personal mantra?

Focus on what matters and what you can control.

It’s too easy to get pulled in to doing everything all at once, not doing any of it well and worrying about things you cannot change.  I was introduced to the 4 quadrants of time management early on in my career by a great manager and it has always stuck.

8. What do you like to do when you’re not working?

I have a deep wanderlust and find travel both soothing and exciting.  Right now though, after planning my next ski trip I’ll be window shopping through boating magazines and finding the next Netflix season to binge-watch.

9. If you could have any superpower, what would it be?

Teleportation!  I could have chosen something corny like being able to read people’s minds (frankly, I find that idea utterly terrifying!), but to me, now that we are working more and more remote any commute in traffic is such a bore and waste of time.  Plus, I could get to South Africa for some R&R much quicker than a jumbo.

10. What is the best part of working at Transparity?

Working with such highly motivated people, who are customer centric is the greatest joy – I have only just dipped my toes in, but already can tell I am at home here.  I’ve been really impressed with the people and the respect Transparity has in the industry.  I am looking forward to making my own mark in the business and taking the company to the next level in growth.

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