PowerObjects Proudly Presents: How PowerObjects Uses Microsoft Dynamics CRM for Lead Gen

Are your sales and marketing teams stuck in individual silos? At PowerObjects, we use Microsoft Dynamics CRM to join our teams together with one goal: Lead Generation. Leads are the name of the game, but not all leads are created equal. One solution is to use Dynamics CRM and marketing automation to gather and report data about individual marketing campaigns, lead funnel, and more!

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Join us on Tuesday, September 27, for a webinar that dives deeper into how PowerObjects uses our PowerPack Add-ons and Microsoft Dynamics CRM to help our marketing team nurture our leads to sales-ready. There is no lead gen solution or strategy that will magically create leads of quality, but this is a good example of how we found a tailored solution perfect for our needs.

The webinar will be presented by Chris Baldock, our Digital Marketing Data Analyst (aka our Data Dude). Chris knows data inside and out, and the great thing about Dynamics CRM is that data is the lifeblood and that makes everything flow. Get a little sneak peek about a few of the topics Chris will be going over by checking out this episode of The CRM Minute.

This is the first webinar we've put on of this kind, and you won't want to miss it! REGISTER NOW! This webinar is a bonus webinar in our Getting Started with Marketing Automation and CRM series. You can watch part one here and register for parts two and three as well. Don't miss a minute of this exciting topic.

Can't make the webinar? No worries! A recording of this webinar will be published on our website for anyone who can't attend. Register for the webinar and we'll send you a follow-up email with a link to the recorded presentation. That way you can watch it when it's convenient for you!

Happy CRM'ing!

Using Related Records to Help Segment a Marketing List

Marketing lists in CRM can be used to send communications to Lead, Contact, or Account records in the system, which is awesome, but can sometimes be limiting. Did you know that you can use records directly related to Leads, Contacts, or Accounts to add some depth to your marketing list queries? If not, you've come to the right place! In today's blog we will show you how to use related records to help segment marketing lists in CRM.

Let's look at an example where we want to build a marketing list for Accounts based on certain values in Opportunities related to Accounts. Maybe we want to create a targeted email blast for Accounts that have purchased bundles worth $20,000 or more of our marketing software in Q2 of this year. First, let's look at all the closed Opportunity records we have for this year:

marketing list

You can see the Opportunities we want to target boxed in red. We want exclude Accounts from the other Opportunities because they are either a) purchasing a software bundle other than marketing, b) made a marketing software purchase that is less than our $20,000 threshold, c) their purchase is outside our target date range of Q2 2016, or d) the Opportunity was lost instead of won. Now that we have an idea of what to expect in our marketing list, let's go through the process of building it out.

In CRM, navigate to Marketing -> Marketing Lists and click the "New" button in the command bar.

There are three required fields when creating marketing lists: Name, which is the record name of the marketing list in CRM; List Type, which has us choose between "Static" where the list members must be manually updated or "Dynamic" where the list members automatically change based on changes to data in the CRM system; and Targeted At, which is where we dictate what type of record we want included in the marketing list (Lead, Contact, or Account). We'll use the following values for our marketing list:

marketing list

Be sure to save the marketing list record, and then we'll be able to add members to the dynamic marketing list by clicking the "Manage Members" button in the command bar. If you've ever used Advanced Find in CRM, this screen will look very familiar. In this screen, we'll essentially be setting queries for two different, but related, record types: Accounts and the related Opportunities.

For Accounts, we want to make sure that the Accounts are currently active, that they have an email address associated with them, and that they have consented to receive emails, so we'll start with the following query:

marketing list

Now on to the Opportunity portion of the query, which can be a little tricky to find. What we want to do for our next query value is to scroll down past the Field section:

marketing list

Scroll to Related, which is where we'll find the query fields for our Opportunity relationship with Accounts:

marketing list

marketing list

Once we've selected Opportunities as our related entity, we can start adding queries based on the field values from Opportunities. As stated above, we're interested in a very particular sub-section of Opportunities for Accounts that have purchased at least $20,000 worth of Marketing Software in Q2 2016. We would use the below queries for the related Opportunities portion of our query:

marketing list

With the combined Account and related Opportunity portions, our full dynamic marketing list query should look like this:

marketing list

If we click the User Query button, we can see that the three Accounts we expected to see are reflected in our list members view:

Marketing List

Note: When creating a marketing list using related records, it's important to know that results are shown when at least one of the related records meets our query criteria. An example of where a search like this wouldn't apply would be if we wanted to create a marketing list for Accounts that haven't had a won Opportunity since before a certain date. This search would still show Accounts that had won Opportunities after our specified date threshold if that Account had at least one previously won Opportunity that was before the date threshold. In short, these queries are best used in situations where we want to include any Lead/Contact/Account record whose related record meets our criteria rather than one where we may want to exclude some of those records if at least one of the related records do not meet our criteria.

If you keep the above in mind, you can add some extra complexity and flexibility to your marketing list segmentation! Now it's time to take things a step further. Use your marketing lists to send great looking emails with PowerMailChimp. PowerMailChimp is a MailChimp CRM integration tool that connects the powerful, robust, and affordable third-party bulk email platform, MailChimp, with Microsoft Dynamics CRM. Use static or dynamic CRM marketing lists to send out bulk emails such as newsletters, special offers, and more, all from within CRM.

Happy CRM'ing!

Monday Media Madness! Added Media and Other New Features in Microsoft Social Engagement

What we can't capture in words, we can sometimes convey through imagery. Now, in Microsoft Social Engagement (MSE), we can do both! Along with a slew of other product enhancements that have been introduced to the platform, the ability to include media with published posts on Twitter and Facebook has made engagement with customers all the more streamlined and centralized. In today's blog, we'll take a look at these enhancements in more detail!

In the last few major updates for MSE, we were given the ability to publish social posts straight from the application. This lent to a much more efficient model of engaging a customer base, but in this, the age of the meme, we were left wanting a little more in terms of what were able to publish. Now, with the last update (1.2), we can add a little visual flair to our posts. So, you and your users might now go from this:

Microsoft Social Engagement

To this:

 Microsoft Social Engagement

Microsoft Social Engagement will publish JPEG, PNG, and GIF files too, so you've got some options. All you need to do is navigate to a post somewhere in your instance (for this example, we'll use one in our Analytics area in the layout on the right). In the image below, we are doing the following:

Microsoft Social Engagement

1. Hitting Reply on the post to jump into a social post.

2. Adding in message content and any trends or hashtags.

3. Clicking on the new Add Media button to look for what we'd like to publish with our message.

From here, a file explorer will open and we can select our media (in this case, a PNG image), which will then be queued up to publish along with our post.

 Microsoft Social Engagement

Outside of adding media to posts, users can also do the following with Microsoft Social Engagement:

Put all this alongside some of the newly added functionalities like enhanced post filtering and routing, intention analysis (a step beyond the already-powerful sentiment values within MSE), and budding automation rules, and you've got a robust social platform that can help drive your channel marketing, customer service, and overall customer engagement strategies as well as provide top-notch social analytics and collaboration capabilities.

Microsoft Social Engagement

The best part about everything here is that with the newer linking ability to send information to Microsoft Dynamics CRM we get a vastly more integrated Social CRM system that's continually innovating and adding value to sales, marketing, and customer service teams of all flavors. Want to learn more about MSE? Check out this blog!

Happy CRM'ing!

How Sales and Marketing Can Get the Most out of CRM . . . Together!

Competition is good; it motivates, it makes us better, and weeds out poorly executed ideas or plans. But sometimes competition within different business departments can be harmful to the business as a whole. A great example of this is the discord that can exist between sales and marketing. Today we'll be talking about how to get your sales and marketing teams to work better together with CRM!

Sales and Marketing

The Great Divide

Technology has helped bridge the great divide between sales and marketing but often these two departments are placed in silos and have zero communication. Customer relationship management (CRM) tools have helped businesses bridge that gap. Through a company's CRM, you can monitor a lead's journey from new to closed-won. Of course, as you may know, it is easier said than done. To get the most out of your CRM there needs to be an understanding, a contract if so inclined, between sales and marketing. This agreement helps the sales team and marketing team understand and remember what their goal is: business growth.

The Question

There are regular discussion topics when marketing and sales have a meeting. Well, really just one: LEADS. How many leads do we have? Where are we getting more? When are we getting more? How much have these leads bought? What is the return-on-investment (ROI) for this campaign?

Answering the last question is our focus and is the blueprint for bringing sales and marketing together. Why? Finding the ROI brings the cost of the campaign (marketing) and how it turned into business (sales) together to give us an answer. On the flip side, if you think about the answers to the other questions we asked there would be blame thrown on either sales or marketing. Blame is how the divide grows but ROI is something everyone can get behind. ROI helps make business decisions.

So we turn this on you. Do you know what the real ROI is on your marketing campaigns? If you're not sure, it's time to find out.

The Tool

If you're on our blog, you most likely have a CRM or have worked with a CRM. If you don't have a CRM, welcome! It's never too late to begin receiving information about your organization from CRM software. By 2017, the CRM market worldwide will hit $36.5 billion. With that type of money there are plenty of options to choose from, and Microsoft Dynamics CRM is one of the top choices.

Whichever you choose (we recommend Microsoft Dynamics CRM obviously) it's important to make sure you can get the most of your CRM data. Most CRMs can give you basic information on leads, lead source, phone calls, status, and plenty more right out-of-the-box. The one thing you need to make sure you have is the ability to score your leads. Being able to score leads helps you understand where individual leads are in your pipeline, how long does it take to closed-won, what content the lead has consumed, and most importantly, your ROI.

At PowerObjects, we have developed add-ons for Microsoft Dynamics CRM that help us understand the data behind the leads. Some of the top add-ons we use include PowerWebForm, PowerWebTraffic, PowerScore, PowerMailChimp and PowerNurture. With these add-ons we can see where the leads came from, how many times they've visited the site, what the lead's score is within our funnel, and create personalized marketing materials for each persona. We use all of this information to make better business decisions and understand our ROI through CRM.


Within a blog of 1,000 words or less, there isn't a lot of time to discuss the behind the scenes work that goes into getting the most out of your CRM. To this day our PowerObjects team meets on a weekly basis to discuss our plans for lead generation and understand what is working and what isn't. Before we even began our own projects, we sat down with multiple stakeholders within the organization. We discussed what works with our lead process and what doesn't. We created rules that outline the project's objectives. We used data and an understanding of our business to create persona buckets that we can place our leads into and nurture them with personalized content. We created nurture campaigns for each persona. Plus, we created a sales and marketing macro funnel to help visualize where a lead enters and where it goes as it interacts with our content.

To get started, keep the process as simple as possible. Keeping it simple can help you implement a minimal solution quickly. Getting it started ASAP will help you collect data and modify your marketing and sales campaigns to better fit your leads' desires. This process needs to be monitored constantly and reported on, at least, bi-weekly.

Pro Tip: Find someone that understands the capabilities of your CRM. This person can be in-house or a company of record but you should have an expert that can create the rules and edit the lead scoring without issue.

The Answer

The answer to how sales and marketing can get the most out of CRM together isn't easy. Some will say it's a sales problem, others will say it's a marketing issue, but it's important to remember that your problem isn't an individual department one, it's a business problem. CRM is the glue for your sales and marketing departments. It will help you find your ROI and then optimize your lead generation. Giving you a process to create customers more efficiently but most importantly grow your business! Learn more about CRM and all the ways it can help your organization with these interactive videos!

Happy CRM'ing!

A New (CRM) Hope: 12 Reasons You Need PowerPack Add-ons for Marketing Automation

A long time ago in a galaxy far, far away you dreamed of becoming a true master of marketing automation. While most organizations have the marketing part down—the automation part can get tricky. (Search your feelings, you know it to be true.)

We can help you get your marketing in CRM automated with our powerful suite of PowerPack Add-ons that will take your marketing to the next level. From bulk email to lead scoring to surveys to web forms – we’ve got just the tools you need, young Padawan!

Here are 12 reasons why you need PowerPack Add-ons for marketing automation:

1. Never wonder if your emails will reach the Rebel Alliance when you use PowerEmail! You can track what emails are opened and which URLs were clicked by the recipient all within CRM.











2. Become a master of bulk email with PowerMailChimp and track statistics back to contacts, leads, and accounts in CRM. Size matters not.










3. Put those campaigns on autopilot! You can easily create drip campaigns in CRM with PowerNurture and watch the add-on automate everything for you.









4. Stay on target with PowerScore! You can automatically score CRM leads and contacts based on their behavior and ensure you’re following up with the right people.










5. Pass on your wealth of knowledge with the PowerShare add-on, which allows you to bundle and share documents with contacts and then track when they open them.










6. Use the Force…or PowerSMS to send text messages to contacts, leads, or other custom entities all within CRM!









7. Keep the CRM conversation going on Twitter and post directly from CRM with PowerSocial.










8. Use PowerSurveyPlus to build, configure, and send surveys from CRM so you can understand how your leads and contacts really feel about you.










9. Need a creative way to engage an audience at an event or for a promotion? You can build and track a trivia game from contacts or leads in CRM with PowerTrivia—just remember to let the Wookie win.











10. With PowerWebForm you can put forms on your website and pull information straight into CRM—eliminating the need to export/import lists from other databases.










11. Don’t underestimate your web traffic data! Combine the power of website analytics with the power of CRM by using the PowerWebTraffic add-on. #UnlimitedPower










12. Throw the perfect event and capture all of your RSVPs in CRM by using PowerZapEvent for your online event registration management in CRM.










What’s great about our PowerPack add-ons is that they are developed based on the needs and feedback from our customers. These add-ons are not just simple customizations for sales force and marketing automation, but offer true features to help you get the most out of your Microsoft Dynamics CRM investment.

Our PowerPack add-ons for marketing automation will set you on the right path to becoming a marketing automation master. Each of our PowerPack add-ons help reduce manual processes, and streamline many marketing-related procedures. Another great benefit is that you can pick and choose which tools will work best for your organization—wherever you are in your CRM journey. As your operation grows, you can add on other tools as you see fit.

Start a free 30-day trial of any of our add-ons today!

Happy CRM’ing and “May the Fourth” be with you…



The B2B Marketing Final Four

B2B marketing isn't easy, but it's also not impossible. When a company finds its groove, it can be fun! There are different things you can do to find that groove, however, there are certain pillars that every B2B organization must pay attention to. These four pillars are what we'll cover in today's blog with a perfectly timed "Final Four" reference.

Content: The #1 Seed

Content is king, but it is also a #1 seed in our B2B marketing Final Four. Content for B2B marketing shouldn't just be fliers or single-sheet case studies. Your content should explain why your service is important to potential buyers and should be written with SEO in mind so people searching for your product can find your content.

Your website should receive regular attention just like any other piece of content you create. Your website gives your visitors a sense of understanding, and when you're selling on a national or global level, a well-run website puts your visitor at ease. Make the time to consistently create good, relevant content and you'll receive a large return on your investment.

Some examples of B2B content every company should have include:

This list isn't comprehensive and it shouldn't be taken as gospel. What works for one company might not work for another. That's why it's important to monitor your ROI with individual pieces of content to find your own sweet spot. Ask yourself: what content is converting into leads? If you don't know the answer, make sure you find out as soon as possible to help make educated and time commitment decisions.

Social: The Underdog

Social is a beast…or in our B2B Final Four, it's the underdog. You can never trust an underdog because one day it could surprise you and without proper planning bite you in the butt. That's why as a B2B marketer you need to think long and hard about the pros and cons of your social activity. To put it plainly, you need a plan. You need to know what you'll say, when you'll say it, and have a contingency if someone doesn't like what you do or have to say. Also, just like Vegas loses big on an underdog's success, you will lose to social unless you pay to play. It's getting harder to win just on organic posts alone. But, because of the demographic data social media platforms collect, you can make it worth your while by targeting your personas with social ads. Social ads are also cheaper, on average, per click than AdWords.

So what should your plan include? The first thing to look at as a B2B company is LinkedIn. LinkedIn provides companies a way to get in front of their potential customers easier than other platforms. Using a company page to post company news and other company culture material will allow you to brand your company properly. LinkedIn also provides the best capabilities to target your audience with advertising. Using job titles, location, skills, and business names allows you to make sure you're hitting your target market but also allows you to test different segments for the best ROI.

The second platform you should look to is Twitter. While the downfall of Twitter has been documented thoroughly (maybe prematurely) it is still a great tool to broadcast your business and show authority within your space. Twitter advertising can also pay dividends for your advertising ROI. Every post on Twitter should include a shortened link, text, and a related image (if you have one that makes sense). Using all three gives your post the best opportunity to be shared or, even better, clicked on. When creating a shortened link, make sure you use a tool that allows for click tracking like Bitly or Google. For an even better sense of how your campaigns are doing, use the Google URL Builder to add a campaign tracking code, then use the shortener to make it Twitter friendly. This extra step allows you to dig deeper into your social visitors' session in Google Analytics.

Following your social visitors' sessions within Google Analytics allows you to understand what is working not only with your social campaign, but also your website. Is your landing page working? Is your CTA (call to action)? What is the user experience (UX) these visitors are having? With these questions you can test and modify your website to gain conversions and a better overall ROI on all your B2B digital marketing campaigns.

With LinkedIn and Twitter in the fold, there are other social networks you can consider, but make sure you have time to manage them and that they make sense for your business. Some of the other top platforms include:

Email: The Cinderella

Every Cinderella has a great story to tell. From the bottom to the top. From the gutter to the penthouse. The same goes for email marketing. Email has taken the same type of path as digital marketing techniques have grown the past several years. I'm sure you've read posts that deny the benefit of email campaigns, but like eating eggs and personal health, email is good for your business, which is why it's our Final Four Cinderella.

Just like any Cinderella story, there is a lot of work that goes into winning. Before you can start sending emails to your leads and contacts, you need an email address. Email addresses are the glass slipper of B2B digital marketing. Hard to get, easy to lose, but in the end worth your time due to the potential benefits of it. Ways to collect email address from your website visitors include:

So you have the email, now what? Well, it's time to nurture this lead from pumpkin to carriage. When discussing email nurture or drip campaigns, you should remember that every customer base is different. The amount of emails sent by one company may be more tolerated than from another company. So finding your groove is important in creating a sequence for sending emails to your list. A great tool to use for understanding email nurture/drip campaigns is a guide called "How to Send Email Like a Startup" by SendWithUs.com. It provides a great breakdown of creating all kinds of emails and how/when to send them. They also update the guide regularly to keep you informed on new techniques.

The most important thing to remember about email is you need to provide value and use the activity of your lists to dictate the next email. Doing this can move your leads down the funnel faster and in turn shorten your sales cycle, which is what we should all want!

CRM: The Dynasty

With your to-do list a mile long and your digital marketing campaigns ready to go, how do you plan on tracking leads? Maintaining your email list? Sharing ROI with executives? All of these questions can be answered by implementing a customer relationship management system, or CRM. CRM can always be trusted to be there when you need it. That's why it's our dynasty in the B2B marketing Final Four. CRM helps the sales team manage their leads through the funnel but it can also help marketing track campaign success, nurture your marketing qualified leads down the funnel, and give you reports to share.

When doing research on CRM for your business, it's important you find one that allows you to implement workflows across departments and other tools. One near and dear to our heart is Microsoft Dynamics CRM. Dynamics CRM allows any sized company to implement a great process for tracking leads, customer service touch points, and successful marketing campaigns. But, just like any business decision to be made, make sure you're doing your homework on the customer support you'll receive. With proper support you can quickly resolve any issues that arise and educate yourself and your team on how to use CRM.


We hope you have found today's blog useful. Mainly, we hope we've given you motivation. Motivation to create something special for your company. Motivation to do research and testing to find the best ROI, but also motivation to increase your knowledge on B2B marketing in general. So with the end of the post near…what is your company's marketing groove? Sound off in the comments below!

Happy CRM'ing!

The CRM Minute: It's a Marketing Automation Double Feature! [VIDEO]

We have a marketing automation double feature for you today! Marketing is more than just generating leads. Marketing involves engaging with all your customers, but in order to do that successfully, you have to be using the right tactical tools for the job. CRM is one of those tools, and with the right strategy, you can seamlessly integrate your marketing efforts with Dynamics CRM and other PowerObjects PowerPack Add-ons.


Want to learn even more about Marketing Automation and how CRM fits into your overall marketing strategy? Check out Dean's webinar, PowerTrivia: The Fun and Interactive Way to Engage with Customers, where he dives deeper into the differences between marketing automation and digital marketing and shows you how to take PowerTrivia, one of our latest PowerPack Add-ons, to market to your customers in a new and unique way.


Additional Resources


Hi, my name is Dean. I’m a Senior Vice President here at PowerObjects and today I want to talk to you about marketing. Today, organizations are trying to figure out how to use marketing in their CRM. We use tactical tools such as web traffic, email, SMS, web forms, surveys, and scoring to be able to handle the tactical aspect of your marketing message. Read More

The CRM Minute: Marketing 101 with Dynamics CRM [VIDEO]

Marketing is more than just generating leads. Marketing involves engaging with all your customers, but in order to do that successfully, you have to be using the right tactical tools for the job. CRM is one of those tools, and with the right strategy, you can seamlessly integrate your marketing efforts with Dynamics CRM and other PowerObjects PowerPack Add-ons.

Additional Resources


Hi, my name is Dean. I'm a Senior Vice President here at PowerObjects and today I want to talk to you about marketing. Today, organizations are trying to figure out how to use marketing in their CRM. We use tactical tools such as web traffic, email, SMS, web forms, surveys, and scoring to be able to handle the tactical aspect of your marketing message. Read More


5 Tips for Using Onsite Surveys to Improve Your Conversion Rate

In today's blog, we'll touch on the power of onsite surveys and some tips to get the most out of them. But first, let's take a step back to cover the basics.

What is an onsite survey?

For the purposes of this blog, an onsite survey is a quick survey that asks website visitors some questions about their website experience. Other names for it include consumer survey, website feedback survey, or just a plain old website survey. Many companies have them pop up in the bottom right-hand corner of the site, or load them if you navigate away from the website. You can see some examples below:

Conversion Rate

Google Consumer Survey

Conversion Rate

Qualaroo Website Survey

Conversion Rate

PowerSurveyPlus CRM Add-on by PowerObjects

Why do we do onsite surveys?

Onsite surveys are typically used to help with conversion rate optimization, or CRO. In short, conversion rate optimization is a fancy marketing term for improving the rate at which people "raise their hands" for your products and/or services.

In terms of your website, raising a hand usually means filling out a web form, engaging in live chat, or purchasing your products. It's a process by which someone is willing to give you their personal information or even their money—which may be very dear to them—in exchange for something. Once you have that info, they are "converted"—they're in your system, and by system, we of course mean CRM.

There's a special distinction to make before we get any further. When someone fills out an onsite survey, they are not actually raising their hand. An onsite survey is not typically a lead generator itself, even though it is technically a web form. Instead, it's designed to give you information about the visitor's experience so that you can improve and refine your website to get more people to raise their hand in the future. Onsite surveys can give you customer/prospect intelligence without asking the visitor to give away precious data such as their name and email.

What are some common things to ask in an onsite survey?

You can ask anything you want in an onsite survey. Think of things that you may not be able to glean from analytics—this is typically more qualitative data such as:

Okay, now on to the good stuff!

5 Tips to Setting Up Onsite Surveys

1. Keep it simple.

They should be short and sweet. REALLY short and sweet. This is not an interrogation. People are doing you a favor by filling out this form (unless you've given them some incentive) so make sure you're not asking too much of them! It should be roughly 1-5 questions that visitors can fill out in less than a minute.

2. Don't box your visitors in.

If you have a question and offer a number of choices for an answer, consider leaving an area for an "other" answer that is not in your drop-down—a blank field where the user can enter their own answer. This may open your eyes to something you hadn't previously considered.

3. Get qualitative data you can't get through analytics.

In theory, you shouldn't need to ask them what type of device or browser visitors are using. You want to know more about their feelings. Did they have a good experience? What didn't they like? What did they hope to find, and did they find it?

4. Test your survey!

Not seeing anyone fill out your form? Try making changes to the form, one variable at a time. You could try changing the wording of a question. Or switch up a question type from drop-down to a multiple choice. Or make your survey shorter. Give each test some time and see how your response rate changes!

5. Consider running different surveys for different web properties or areas of your site.

If you have a very large site, the data you're looking for may vary greatly from area to area. Tailor your onsite surveys to the specific data you're looking for and you may get even more value!

Finally, consider using PowerSurveyPlus for your onsite surveys. This CRM add-on by PowerObjects pulls survey data back into CRM for you automagically—who wouldn't love that?

Happy CRM'ing!

The CRM Minute: The Power of Content [VIDEO]

Content is what drives the power behind your marketing, which means that it should be integrated into your marketing strategy. When developing content, it's important to make sure that it's original, consistent, and genuine. Learn the importance of making your content fit those qualifications and see how PowerObjects incorporates those characteristics with our own unique marketing strategy.

Additional Resources


Hi, my name's Jeff and I'm the Director of Marketing here at PowerObjects. Today I'm going to spend a little bit of time talking about the power of content in your marketing strategy. Read More

Dynamics Marketing Crash Course: Creating Job Templates and Social Media Management

Microsoft Dynamics Marketing is a great tool that helps you maximize your marketing efforts within Dynamics CRM. In today's blog, we are going to give you two handy tips for using MDM: how to create job templates within MDM and how to manage your social media with MDM. It's marketing madness today! Let's begin!

How to Create Job Templates in Dynamics Marketing

Organizations often need to manage routine jobs and the tasks associated with completing those jobs. The jobs and tasks are often the same, but the individual who is assigned to complete the task could be different based on their availability at the time.

You can manage these types of routine jobs and task assignments through Microsoft Dynamics Marketing by using Job Templates and Virtual Teams.

1. To create a new Job Template, first navigate to the Projects tile, then click on Job Templates.

This is the main page for Job Templates. Here you will find all of the Job Templates currently in the system.

2. Create a new Job Template by clicking the + button in the upper right hand corner of the page.

3. On the Job Template creation form, specify the required fields to get the Job Template started. Set the status to In Process, create a name for the Job, and select the Company, Start Date, Due Date, and any additional information to help identify the Job.

4. After you complete all of the required fields, click Save at the bottom of the screen. Notice that below the Specifications text box, there is a dotted line with the word Details underneath it. This is the entity selector dropdown. In the Details section, you can specify additional information about the Job. For example, if this Job is related to a marketing program, you can specify that here.

For now, click on the entity selector (Details dropdown) and select Tasks. To create a new Task, click on the + sign. A new screen will open and prompt you to set up the Task.

5. Specify a name for the Task. In this example, the Task is to create a brand logo for the website, so we created a name accordingly. Specify your required fields. Notice that in Assigned to, we've added the name of a Virtual Team called Graphic Design, rather than User. When we use this Job Template in the future, we'll be able to specify the User who is responsible for Tasks assigned to the Graphic Design Virtual Team.

Note: To set up Virtual Teams in Dynamics Marketing, navigate to Settings, My Company, and then Virtual Teams.

6. Now, save your Task and return to the Job Template form. Continue to add tasks until all of the required tasks to complete your job are entered into the Job Template.

Now that all of our tasks have been entered, we need to specify the teams that are involved in this job.

7. Click the entity selector and select Teams. Then we will add in the teams that we have included in our tasks and select Assigned to for each role, since we'll be assigning tasks to these teams. When the job is created, this is where we will go to select a specific contact to assign the tasks to for each team.

8. We are now ready to use the Job Template to create a job. Click Submit, then navigate to Projects and then Jobs. Click the + button to create a new job.

9. After clicking the + button to create a new job, Dynamics Marketing will prompt us to either create a new job or select from an existing Job Template. We're going to create the job using the Job Template that we just created. After selecting the Job Template, click Submit.

10. You will notice that the job form looks almost identical to the Job Template form. Edit the Start Date for the job and click Save. A pop-up notifies us that the job duration has changed. To adjust the dates for the tasks as well, click Shift job and task dates.

11. Now we're ready to assign the tasks to specific contacts in the system. Click the entity selector and select Teams.

12. Next, replace the Team Name with a Contact Name and click Save.

13. A message will ask whether we'd like to reassign all tasks to the new contact. Click OK.

14. Click the entity selector and select tasks. Notice that the tasks that were previously assigned to the Copywriting team are now assigned to a contact.

That's it! As you can see, using Job Templates and Virtual Teams can be very helpful when assigning tasks to get routine jobs done!

Managing Social Media Accounts with Dynamics Marketing

Setting up your social media account is the first step to managing social media in Dynamics Marketing.

1. First, navigate to the Assets & Media tile in the main navigation and select Media Outlets.

2. Add a new Media Outlet by selecting the + icon at the top right hand corner of the screen. Notice the different types of media that you can manage within Dynamics Marketing. To manage a social media account, select Social Media and click Submit.

3. Specify Twitter or Facebook and the Account/Login/URL for the account.

If you have Programs or Campaigns that have their own social media account, you can specify those here as well. When you look at your Programs or Campaigns, you'll be able to toggle through the Social Media outlets that are related to the Program or Campaign. You can also include an expense and billing account, events or jobs.

4. When you have completed entering the information, click Save, click Authorize Access, and follow the prompts by the social media network to access the account.

Now that we have authorized access on our social media account, we can begin posting to it from Dynamics Marketing.

5. To create a social media post, navigate to the Marketing Execution tile, select Social Media, and click Social Media.

6. On the main screen for Social Media Messages, click the New button in the upper right hand corner.

7. Now you're ready to compose your post or tweet. Select whether you want to send the post now or at a specified time in the future, and check which site you'd like to post to. Enter your post in the large text box and specify hashtags, tags and links within the message. You can also upload a photo or video by clicking the upload icon.

8. When you have finished composing your message, click Post, and then head over to your social media site to see your published post.

That's all for the blog today! You can learn more about Microsoft Dynamics Marketing on our website. And as always, happy CRM'ing!

Microsoft Social Engagement: New Look, New Feel, New Features

Whether you're the CMO of your organization, a customer service representative, or someone who needs to leverage social data, Microsoft Social Engagement equips users with a powerful, easy-to-use, and robust platform to gain an edge in the social media landscape. A lot has changed since Microsoft first introduced the tool (originally titled Microsoft Social Listening) and with the new updates in place, users will get to jump into a whole new social experience, rich with customization, collaboration, and automation. In today's blog, we will take a look at the new features and functionality!

1. Improved and Streamlined UI

Some of you may remember the Microsoft Social Listening of days past, with its default landing screen that had a unique, spherical design with various tools and data included. Now, Microsoft Social Engagement offers up an intuitive, modern feel that aims to reduce noise while simultaneously showcasing the added analytics enhancements. As an added bonus, there's the option of choosing between light and dark themes as you can see in the examples below.

Microsoft Social Engagement

Microsoft Social Engagement

Microsoft Social Engagement

2. Search

The search functionality has been simplified to create a better user experience all around. Create new search categories and get a breakdown of the topics included in each of those categories. The two-page redesign is paired with a handy Quota snapshot. This provides users with insight on how a new search will impact the monthly post quota allotted by the system.

Microsoft Social Engagement

Microsoft Social Engagement

3. Enhanced Analytics

The amount of data you can pull into Microsoft Social Engagement can be a bit overwhelming at times, but with the new features comes a more powerful analytics engine that allows users to pinpoint the valuable social data they're really after. With one click, users are able to transform and visualize social data through interactive widgets, filter and refine data streams on the fly, and navigate and drill down into new Conversations, Sentiment, Location, and Sources insights.

Conversations is a new addition to Microsoft Social Engagement, complete with key phrases, phrase source breakdowns, and trends.

Microsoft Social Engagement

Microsoft Social Engagement

Sentiment has been beefed up with improved location insights, a fans and critics breakdown, and the most frequently used phrases based on your search, including both positive and negative.

Microsoft Social Engagement

Microsoft Social Engagement

4. Social Center

Here's where the power of collaboration takes shape in Microsoft Social Engagement. Within the Social Center, users are able to see social data feeds based on defined filters; give specific posts a status label and assign them to users; and engage directly with any post:*

Microsoft Social Engagement

Microsoft Social Engagement

*Not all users have this functionality out-of-the-box. User roles can be defined in Settings --> User Management to assign different levels of Configuration and Interaction roles. Users must also have social profiles established for interactions.

5. Activity Maps

Activity Maps are one of the newest additions to Microsoft Social Engagement. With Activity Maps, users can create heat-map-like depictions of their social data across the globe. From there, it's easy to drill down into specific areas; parse that data by time, sentiment, or specific search topic, and navigate to the Analytics area with one click.

Microsoft Social Engagement

Microsoft Social Engagement

Microsoft Social Engagement

6. Message Center

Do you want to know whenever someone tweets about one of your products or services? Or maybe just when that tweet contains some positive or negative content? Alerts and alert frequency can be created in the Social Engagement Message Center. This automation is extremely useful for sales, marketing, and customer service teams looking to bolster their social media presence and customer or prospect engagement. With the ability to be notified of specific phrases, sentiment, or any other search parameters, teams will never be caught off guard if there's a developing social trend or negative sentiment being posted. On top of that, you can designate multiple recipients of the alerts, even if they're not an active user in the system.

Microsoft Social Engagement

Microsoft Social Engagement

Of course, the true value of Microsoft Social Engagement comes from its pairing with Microsoft Dynamics CRM. When integrated, users open up a brand new way to analyze and manage leads, accounts, cases, and more. Not only that, but users can interact directly with the data being pulled into Dynamics CRM for another level of insight.

The inherent value is striking: social dashboards for sales, marketing, or customer service teams that provide up-to-date posts, trends, advanced analytics reviews, and more to be able to tailor sales, campaign, or service strategies on the fly; immediately available social insights on lead or account records to equip your sales team with knowledge on a potential customer's product trends; and the ability to jump to between Dynamics CRM and Social Engagement in one click and deep-dive into specific trends or sentiment indices. All of that can be done with Dynamics CRM and Social Engagement!

Given the gamut of the new and powerful features found within Microsoft Social Engagement, it's easy to see just how much value it brings to the table, especially when used with Microsoft Dynamics CRM. Check out our webinar, What's New in Microsoft Dynamics Marketing, for more great marketing tips!

Happy CRM'ing!