Email marketing automation integration with Microsoft Dynamics CRM

With interaction and behaviour data from Spotler and CRM data from dynamics you can start delivering the right message, to the right person at the right time for very personalised journeys and campaigns.

Within Dynamics, track all the details of your paid ads including search terms and the accounts who have clicked on your ad – giving you more leads, insights and a much clearer campaign ROI.

Spotler gives you a complete view on the individuals and companies who visit your website directly within Dynamics, not just the contacts that fill out a form.

This means you can start to see all the new leads for your sales team within Dynamics and what your current pipeline is interacting with on your website, over emails and social channels.

You can segment your data within an inch of its life. Whether you want to break down your data based on demographic data (location, business size, industry, job title) or you want to prioritise your sales calling time based on website or email activity.

It’s all readily available to query in Advance Find. Now you can effortlessly segment your email campaigns and increase your engagement through targeted marketing communications.

With our Microsoft Dynamics integration, you can create multiple dashboards that reflect your killer values for all teams to access. From marketing funnels to sales pipelines, you make the criteria as complex as you like.

Whether it be leads from specific marketing channels, or leads based on their position in the buying journey. Ensuring your sales & marketing teams are targeting the right leads with the right information.

See website, social, paidads, email activities in real time from your Dynamics CRM. From your leads very first interaction with your website to their entire website journey and their total lead score.

All data collected is fed directly into your CRM as it happens, creating one single view at your fingertips. That includes who owns the account and all notes collected along their buyer journey.

Report on the progress and results of your marketing campaigns across all channels. Create multiple reports based on your chosen criteria to analyse your key marketing efforts and identify your performing channels.

Ensure sales are following up your leads and identify where they are in the buying process from one simple view. Manage everything around your marketing in one place.

Sending out via Spotler means you will have your own dedicated sending domain, and you will be able to predict your deliverability before you send your email campaign.

Our AI also learns your data and measures audience reactions, which helps you create the most effective email campaigns going forward

At Spotler we are advocates of practicing what we preach. Users of Microsoft dynamics ourselves, we know the nifty tricks of the trade to maximise your lead generation and marketing automation via Dynamics.

Through a support team you can get help via phone, email and live chat. You also have access to a help site and great marketing content to push you forward.

You get onboarding, product training, template development and a carefree start (data import, account set-up, domain mapping, etc…). We also help you set up the key Advance Finds you’ll need and get you data syncing so you can build segments straight away.

A dedicated Account Manager will be your point of contact for the duration of your contract; helping you get the most of of not only the Spotler platform but also Dynamics!