Microsoft Dynamics CRM 2013 Marketing Automation -- Table of Contents -- Microsoft Dynamics CRM 2013 Marketing Automation -- Credits -- About the Authors -- About the Reviewers -- www.PacktPub.com -- Support files, eBooks, discount offers, and more -- Why subscribe? -- Free access for Packt account holders -- Instant updates on new Packt books -- Preface -- What this book covers -- What you need for this book -- Who this book is for -- Conventions -- Reader feedback -- Customer support -- Errata -- Piracy -- Questions -- 1. Getting Started with CRM Marketing -- Present day marketing -- Marketing challenges -- Spamming -- Automation -- Targeting -- Execution -- Close looping -- Collaboration -- Dirty Data -- Marketing automation with CRM -- Targeting -- Automation and execution -- Close looping -- Revenue management by collaboration -- Understanding lead funnel -- Lead generation -- Lead nurturing -- Lead scoring and conversion -- Sales opportunity and recycling -- Post sale loyalty -- Summary -- 2. Segmentation with Marketing Lists -- Marketing lists and types -- Member type -- Marketing list type -- Other attributes -- Assembling marketing lists -- Assembling the static list -- Adding the members using lookup -- Using advanced find to add the members -- Using advanced find to remove the members -- Using advanced find to evaluate the members -- Directly adding records to the list -- Assembling the dynamic list -- Managing marketing lists -- Multiple cross record associations -- De-duplication of members -- Merge members -- Copy to the static list -- Member import -- Summary -- 3. Marketing Campaigns -- Campaigns -- Quick campaign -- Target audience -- Channel activity -- Activity distribution -- Marketing campaign -- Creating the campaign -- Planning activities -- Campaign activities -- Channel activities -- Non-channel activities -- Target lists.

Sales literature, products, and price list -- Sales literature -- Target products -- Price list -- Executing a campaign -- Contact preferences -- E-mail templates -- Closing a campaign activity -- Campaign templates -- Related campaigns -- Tracking campaign costs -- Summary -- 4. Campaign Response and Performance -- Capturing a campaign response -- Creating a campaign response -- Managing a campaign response -- Converting a campaign response to a lead or an opportunity -- Measuring a campaign response -- Summary -- 5. Marketing Metrics, Analysis, and Goals -- Key marketing metrics -- Marketing charts -- Marketing reports -- Report Wizard -- Out-of-the-box marketing reports in Microsoft Dynamics CRM -- Marketing dashboards -- Designing dashboards -- Out-of-the-box marketing dashboards in Microsoft Dynamics CRM 2013 -- Marketing Goals and Goal Metrics -- Goal Metrics -- The Goals entity -- Goal charts and reports -- Summary -- 6. Enhance CRM Marketing with Marketplace Solutions -- Marketing automation with ClickDimensions -- Run an e-mail campaign -- Set up web tracking -- Drip marketing -- Analytics -- Marketing automation with CoreMotives -- Mailings and subscriptions -- Web Intelligence -- Nurture marketing -- Facebook posts -- Summary -- Index.