Peter was a pioneer in the Client Issue Management project based on MS Dynamics that we initiated mid 2008. He has progressed from the role of the lead IT Consultant leading a team of about 4-6 from Fujitsu Services to eventually taking on the overall Project Management of the project. The project is one of the most successful projects at the Bank which reached a user base of 3000 users in just over a year. He had liaised with both the IT technologists at the Bank from different areas as well as the varied user groups. A truly consummate professional.
Classroom course dates · 2 days prices exclude VAT
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When is this course most useful?
This course is most useful during these Sure Step phases:
This course is most useful for Marketing professionals and administrators who need to design and deploy digital marketing campaigns aligned with Dynamics CRM or 365.
Course overviewPrint this overview
CRM Campaign Management
What CRM can provide in marketing capabilities
Campaigns and Campaign Responses
ClickDimensions - an overview
CRM Advanced Find and Query building
Understanding the CRM data model and relationships
Working with Lead data
Working with Contact data
Working with Accounts
Understanding preferences in CRM
Building Marketing Lists and Subscription Lists
Importing list data to CRM
The ClickDimensions email model
Preparing an email template and the editor types
Images, links, personalisation, dynamic content
Sending emails - in bulk and individually
Tracking email events
Managing global unsubscribes
Managing subscriptions and the subscription centre
Form development using Landing pages
Automatic record creation and submitted pages
Linking an email template to a Landing page
Text messages - individual and bulk and personalising
Events and Webinars
Nurture v Campaign Automation
Web page tracking and conversion from anonymous to known
Reporting from ClickDimensions data