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V206 Mail - MS CRM Add-on (technical)

 

Version206 Mail is a bulk email marketing solution designed exclusively for Microsoft Dynamics CRM (MS CRM) 3.0 and 4.0. We used our expert knowledge of MS CRM to design the application the way we would like to use it as a MS CRM end-user, no limitations. We made use of all the existing MS CRM functionality (e.g. campaigns, marketing lists, contacts) and built our application around that functionality. No restrictions or compromises to function with MS CRM.

 

How do you ensure you're leading the field in email marketing?

 

By utilizing your existing MS CRM marketing lists, we provide you the tools not only to send highly customizable bulk email campaigns from within MS CRM, but also track the responses back into MS CRM.

 

This not only provides feedback on the successful of your bulk email marketing campaign, but also feedback on individual contact, account or lead responses across email marketing campaigns.

 

 The result, great two-way communication!

 

 

A successful bulk email marketing strategy consist of sending customized and professional looking emails as well as tracking detailed customer feedback.

 

 

 

A customer is far more likely to read marketing content delivered at a comfortable interval and which relates to their individual interests.

 

 

 

As detailed customer feedback is tracked directly in MS CRM, customers' communication may be optimized in far greater detail than traditional marketing methods.

 

A primary design requirement for V206 Mail was that the MS CRM end-user did not have to endure the slow process of manually uploading a bulk email campaign to a hosted server, log in to a remote server to send a campaign, or manage contacts and email marketing lists through a 3rd party application.

 

We fulfilled this requirement by hosting the client facing portion of our application on the MS CRM server. As a result, even if your network connection is offline, it will not prevent an MS CRM end-user from creating, modifying, or submitting the campaign.

 

 This greatly simplifies the process for a user who is already familiar with managing campaigns using MS CRM. Simply open the V206 form from a campaign record, paste the HTML (or select from an existing template), preview and submit. Email marketing could not be simpler!

 

 

 

Outbound HTML campaigns may easily be previewed, either via an individual preview email or by quickly traversing through target recipients using the 'Tag Preview' functionality. This will display the email as it would appear to the target recipient after custom tags have been populated.

 

 

 

 

 

 

 

 

Extensive tags allows for rich content to be inserted against target email recipients. Related record fields, e.g. fields from the owner of a contact are also accessible. Additionally custom HTML tags that are frequently used may be saved and re-used in future campaigns.

 

 

 

 

Bulk email feedback includes individual campaign performance as well as campaign performance across campaigns, individual email recipient feedback (contact, lead or account) and html link performance, stored directly in MS CRM.

 

This facilitates extensive advanced find possibilities and creation of custom views from within MS CRM. Email management from inside MS CRM.

 

 

 

 

We use a combination of web services and windows services to asynchronously transfer data in (the form of xml documents) to and from the hosted server. This is done as a configurable interval (typically every minute for outbound data) entirely hidden from the end-user. Similarly, inbound data (e.g. campaign results, un-subscriptions, vForm submissions) is collated and synchronised to your MS CRM at configurable intervals, no user intervention required.

 
 Standard MS CRM rules apply. v206 mail upholds the contact exclusion policy as dictated by MS CRM. Additionally, contact duplicate checking is performed on a per campaign basis. Furthermore, campaign and contact specific feedback allows for cleansing of existing data. Over time, your mass email become cleansed email.

For documentation, pricing or any additional information, please complete this form and we will get in touch as soon as possible.

 

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