Email Tracking for Microsoft CRM
November 14, 2008 by JFerguson · Leave a Comment
In the new era of electronic marketing, tracking email statistics, specifically when an email was opened, has become a marketing imperative.
So using Microsoft CRM, how can you track email opens?
The PowerObjects CRM Blog has an excellent suggestion:
Microsoft Dynamics CRM does not track if a person opens an e-mail or if they clicked on a link. One way to handle this is to pay an e-mail tracking company to send the e-mails for you. This can be expensive and take time to plan and send out an e-mail campaign.
Sounds like a business problem, lets find a solution.
Whenever we solve problems we solve 80% up front then enhance the solution as needed. In my case I wanted to simply know who is opening our e-mails. We send out 5000 e-mail every month, who should my sales people be calling first, the people that have opened the e-mail of course.
A simple way to track who has opened an email is to use an HTML e-mail that pulls an image with a tracking token. Sounds easy. Lets look at what has to be done.
You can read more on their site and feel free to contact us for assistance, if you’d like to implement this solution!
How to Categorise Email in Microsoft CRM
November 3, 2008 by JFerguson · 1 Comment
Joel Lindstrom a Microsoft CRM MVP has written a great article about managing your flood of emails with Outlook and Microsoft Dynamics CRM.
To quote:
You are a busy professional who sends and receives a large quantity of e-mail messages. Fortunately, you have Microsoft Dynamics CRM, so you track these messages from Microsoft Office Outlook and associate them with the account, contact, or opportunity that they pertain to.
But say that you want to further categorize these e-mail messages, so that when you look through a mile-long list of e-mails on a contact record, you can see those tagged as, for example, “Product Question”.
Learn how by clicking here to read the whole article!
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