Constant Contact Integration for Microsoft Dynamics CRM

One of the out of the box Microsoft Dynamics CRM modules is the marketing module. And, one of the features inside the marketing module is the ability to create and manage marketing campaigns. In today's internet era, one of the most common types of marketing campaigns is conducted via e-mail marketing and is a must-have for most companies.

While Microsoft Dynamics CRM provides the functionality (via the marketing module and e-mail capabilities) to complete an e-mail marketing campaign, it is a very messy process and is missing some very common features that most companies expect, and need, when they talk about e-mail marketing.

While Microsoft Dynamics CRM and most other competitive CRM solutions all offer very basic e-mail marketing capabilities, there are other companies that only focus on e-mail marketing. Since that is all they do, they offer up a slew of features that you don't find with out of box CRM solutions. And, most of these features are in high demand. This had led companies that are leveraging a CRM tool to select one of these third-party companies and run their email marketing campaigns through the third-party solution. This has its downside because you are now working with two sets of data: one in your CRM database, and the other inside the e-mail marketing tool. Traditionally companies will export a list from their CRM database and then import that list into their -email marketing tool. Every time they want to send out a marketing campaign via e-mail they will go through this process. Additionally, the e-mail marketing solution offers up statistics (how many e-mails were opened, forwarded, etc.), unsubscribe features, campaign history, etc., that are important, and that customers would like to get back into their CRM database. Unfortunately, this very complicated. As you can already tell by now, this ends up being painful, costly, and complicated.

To help our customers, what we have done at hostedMScrm is researched the various e-mail marketing solutions available, selected the solution we thought was best, and integrated that solution with Microsoft Dynamics CRM. Our selection is a product called Constant Contact, and was based off some of the most common requests from our customers. Our plug-in allows you to do everything you need to do from within Microsoft Dynamics CRM.

Features:

Here are some of the features our tool provides:

  1. Dynamic Marketing Lists.
    • Create marketing lists inside Microsoft Dynamics CRM and have them automatically created/synchronized in Constant Contact.
    • Anytime you update your marketing list in CRM, it will be updated in Constant Contact.
    • Add/remove members(contacts) via the marketing list and that also will be done automatically.
  2. Upon creation of a campaign activity in Microsoft Dynamics CRM, our plug-in will automatically push the campaign activity with the marketing list (and associated contacts/leads/accounts) into Constant Contact. If the campaign already exists in Constant Contact, it will simply be updated, and if it does not exist, a new one will be created.
  3. Ability to easily create HTML e-mails inside Microsoft Dynamics CRM. These will then be automatically uploaded into Constant Contact.
  4. Historical data. We provide the ability to synchronize all the historical information inside Constant Contact pertaining to an e-mail campaign back into Microsoft Dynamics CRM.

Essentially what we have done with our plug-in is focused on allowing a Microsoft Dynamics CRM user to stay within the Microsoft Dynamics CRM product to quickly create and execute an e-mail campaign, and of course leverage the powerful features of Constant Contact at the same time.

Here are some of the features Constant Contact provides:

  1. Easily create the message that's right for you
  2. Customize it to make it look like your brand
  3. Build and grow your own e-mail list
  4. Get your e-mail in their inbox
  5. Track your results
  6. Get live help from real people

Pricing:

We make our tool available to our hosted customers for a onetime fee of $500 per organization. Our hosted customers that would like to take advantage of our plug-in will be required to create a new Constant Contact account upon use. Additionally, the cost of the Constant Contact service is borne by the customer. The following link will provide Constant Contact pricing:

Constant Contact Pricing

We offer a 30 day free trial. Click here for more details or click here to sign up now.