Those are the emails our sales team is receiving on a regular basis since we fully implemented CoreMotives at Neal & Associates. The practice of consistently emailing our newsletter to Contacts and Leads in Microsoft Dynamics CRM via CoreMotives has given us a basis of information that allows the system to track who opens the newsletters and which links they click through on our website.
To enhance that data we implemented Web Intelligence from CoreMotives and that has given us the ability to recognize when one of the contacts in our Dynamics CRM has been to the site and what pages they visited.
The above is great information, but of little value straight out of the box. To leverage that information we had to assign scores for each interaction the contact had with the system via Lead Scoring. Since we now had a score we had to create a workflow to check that score and send emails to the owner of the record when they hit a predetermined score. That is why our sales team now knows when to call their contacts because they have been reading our blog posts, emails and visiting the website.
The great part about all of this is now that it is setup we don’t have to think about it again, well that is unless you would like us to add CoreMotives to your Microsoft Dynamics CRM system.
Copyright © 2014 Dave Neal
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