Summary

In this chapter, we have seen how Microsoft Dynamics CRM 2013 can target marketing at highly specific customer segments, which can help deliver relevant messaging to build loyalty and grow the market share while retaining the existing customers. We started out by segmenting customers based on the revenue and frequency attributes such as the last purchase date, purchase frequency, size of purchase, and profitability. We drilled down and built the customer profile based on all the available data in Microsoft Dynamics CRM 2013 to identify correlating patterns. The next step will be to execute campaigns with specific tailored offers and messages. We used the analytics and business intelligence tools in Microsoft Dynamics CRM 2013 to effectively measure the relevance of the campaign and further refine the segmentation process. In the next chapter, we will see more on how to plan and execute marketing campaigns using Microsoft Dynamics CRM 2013.

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