Automate Sales and Marketing Processes with Microsoft Dynamics Integration

Aligning gross sales and advertising to work seamlessly collectively is nonetheless the holy grail for many B2B companies. And it comes with its personal units of challenges.

Research reveals that 43% of individuals working in gross sales and advertising lack correct, shared knowledge on accounts and prospects, whereas 37% see gross sales and advertising processes as damaged or flawed. These are fairly appreciable percentages.  

Businesses typically don’t phase their audiences (or don’t do it precisely sufficient), which suggests entrepreneurs can’t create and supply content material that’s tailor-made to their prospects’ wants. On the opposite hand, salespeople don’t get the best, certified leads they'll shut. And a vicious cycle is created. 

Many organizations don’t have the info or ways in place to reply questions like:  

When will we assume the lead is able to be handed to the gross sales staff?  What does a Sales Qualified Lead imply inside our group? What occurs when the lead doesn’t purchase from us after X makes an attempt or a month of private contact with a salesman? Many organizations disqualify prospects like these and by no means talk with them once more. 

Top it off with the handbook dealing with of information in excel spreadsheets that takes time and effort and is liable to errors.  

Add all of it up and this immediately impacts the corporate’s backside line. 

In this text, we’re taking a look at sensible options on how know-how may help carry gross sales and advertising processes collectively – and automate them utilizing the main integration between Microsoft Dynamics CRM and GetResponse MAX advertising automation platform. So that each groups share a harmonious and collaborative workspace.

Table Of Contents

Use the lead scoring to establish Sales Qualified Leads (SQLs)

With GetResponse MAX, you may automate advanced situations to nurture your viewers with related, personalised communications.  

All your prospects’ actions and interactions along with your model can turn into a supply of significant insights, however solely in the event you can observe and interpret the info at scale. That’s the place advertising automation and lead scoring are available in, permitting you to automate the interpretation of your prospects’ actions (or lack of actions) at scale and mechanically. 

The lead rating is a measure of how possible a person prospect is to transform to a buyer. It’s primarily based on their traits indicated by the info they present your enterprise with once they enroll utilizing a kind, and their habits akin to interactions with your web site and emails. 

Lead scoring opens the door to higher collaboration between your gross sales and advertising groups, permitting them to work in lockstep towards frequent objectives with all the data, insights, and knowledge they might want. 

Here’s how you should use it in your GetResponse MAX account: 

To begin, decide what worth (variety of factors) to assign to sure actions and behaviors, like visiting a selected web page, downloading sure content material, or watching a video. Then, together with the gross sales staff, set up a threshold for qualifying a lead. Once the rating is the same as or higher than a selected worth, it’s time to cross that lead onto the gross sales staff. This method, gross sales can concentrate on certified leads solely, whereas the advertising staff continues nurturing the unqualified ones with content material that slowly will get them prepared to purchase. 

Marketing automation makes the entire course of fast, easy, and easy as a result of the rating is assigned mechanically throughout the advertising automation workflows you create in GetResponse MAX, all primarily based on buyer actions and behaviors.  

Here’s what a workflow assigning scoring factors would possibly appear to be: 

Use the engagement rating to establish essentially the most energetic and inactive prospects

The engagement rating is a GetResponse software that identifies and scores your contacts’ exercise primarily based on their interactions along with your emails. 

We course of the knowledge in real-time to offer you a prediction of your contacts’ curiosity in your emails. Based on that, we put contacts on a sure engagement degree, selecting from a 5-step scale

Not engaged At threat Neutral Engaged Highly engaged 

Here’s how one can use that in your advertising campaigns: 

Segment your contacts primarily based on their engagement ranges mechanically utilizing dynamic segmentation. You solely must create engagement-based segments as soon as. Use your segments to ship better-targeted emails primarily based on the engagement rating. For these whose engagement is low, you may attempt profitable again their curiosity with a reactivation marketing campaign. For these engaged, create content material that maintains their excessive engagement. 

Pass Sales Qualified Leads to your gross sales staff mechanically

When you may have your lead scoring and engagement workflows in place, you may automate the method of passing SQLs to your gross sales staff with the GetResponse MAX Dynamics CRM integration 

Follow the straightforward steps: 

Set up an automation workflow to maneuver certified contacts to a selected listing in the GetResponse MAX account. This listing is then mechanically synced with the Dynamics CRM, making all your contacts’ knowledge and details about their habits accessible to your gross sales staff in real-time.  
Moving engaged qualified leads into a dedicated list in GetResponse MAX marketing automation workflow.

Here’s what that appears like in the Microsoft Dynamics panel: 

Miscrosoft Dynamics panel with active GetResponse contacts.

Create dynamic advertising lists in Dynamics CRM  

In B2B organizations, each lead is precious, particularly in the event you’re promoting high-value services with excessive CPAs. A single sale can make a large impression on the ROI.

To keep away from dropping promising leads, use the Dynamics CRM to automate your lead analysis course of.

With the combination, you can discover specified teams and phase them in a snap, primarily based on all of the accessible info in real-time, transferred to the Dynamics CRM out of your GetResponse MAX account.  

How does that work?

Your contacts are added dynamically to the segments and up to date in real-time in your CRM. So in the event you create a phase on Monday, and launch a gross sales marketing campaign on Wednesday, folks in that time-frame might be added mechanically, and the listing might be up to date.

Managing dynamic list members in Microsoft Dynamics.

Create automated workflows for remarketing campaigns  

A typical situation in B2B firms would possibly appear to be this:  

Marketing develops and runs lead nurturing campaigns.  Then passes certified contact information to gross sales for private, 1-on-1 contact. The course of both leads to a purchase order or no alternative created.   

What occurs when a contact is deserted?  

The advertising price range spent on acquisition, like costly LinkedIn advertisements, exhibitions, and different advertising prices, may have labored for model consciousness however didn't usher in any income for the trouble, cash, and time spent.  

To keep away from that, we advocate establishing an automated course of, sending all of the contacts who didnpurchase again to the advertising staff for additional nurturing. This will optimize your ROI and cut back buyer acquisition prices. 

Here’s how you are able to do it in Dynamics CRM: 

Create a dynamic listing with all of the contacts fulfilling specified necessities, just like the time taken for private contact with the gross sales staff that didn’t lead to a sale. 
Managing Dynamic List Members in Microsoft Dynamics.

Using the combination with GetResponse MAX, cross them again mechanically to the advertising nurturing circulate.  
Nurturing List in Microsoft Dynamics.

GetResponse nurturing list in Microsoft Dynamics.

Let the advertising staff create a nurturing e mail sequence in GetResponse MAX to ship precious content material to the leads who didn’t convert.
Marketing automation workflow in GetResponse MAX using a nurturing list.

Marketing automation will deal with the remainder of the remarketing marketing campaign.  

You can set these processes up as soon as, they usually’ll give you the results you want for so long as you want them to. And you’ll have time to focus on the artistic a part of gross sales and advertising and optimizing your campaigns.  

Summing up 

Marketing automation and main integration of the advertising and gross sales stack may be highly effective in aligning gross sales and advertising processes, ensuring no promising leads fall by way of the cracks.  

The entire level is to not reinvent the wheel, utilizing up time and sources, however to comply with established processes confirmed to assist develop and scale companies. And they’re accessible by way of the Microsoft Dynamics CRM integration you may check out with your GetResponse MAX account.

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