Marketing List Manager for CRM 2011

The Problem

Microsoft Dynamics CRM does not provide a facility that automates adding or removing Members from a Marketing List . This prevents us from creating workflow processes which automatically maintain our marketing lists.

The Solution

Marking List Manager for CRM 2011 provides components that can be inserted into your workflow processes to add or remove a Lead, Contact, or Account to a Marketing List.

How It Works

Let me show you how we capture Leads when someone downloads the Marketing List Manager trial version:

The new Lead ( which could be you ) is automatically added to the Marketing List we use to send out follow-up product information. Since this workflow executes whenever a new lead is created, we are ensured that the contents of our Marketing List Manager Leads Marketing List is always up-to-date.

This small addition to our New Lead workflow saves about us about 10 seconds per Lead. 10 seconds doesn’t sound like a huge amount, and it is not, but what if you have 25, 50, or 100 leads per day. Now you are talking real money, and quite honestly, you have better things to do than to be manually maintaining Marketing Lists.

Documentation

Download the documentation here.
Watch a short video (4:05 ) of how to configure and use the Marketing List Manager here.

Note: To watch the screencast you may need the latest version of iTunes or Windows Media Player because the video format is in MP4 format.

Demonstration/Trial Version

If you would like to run the Marketing List Manager on the Microsoft Dynamics CRM 2011 demonstration virtual machine, you can download trail version and the license for the Contoso organization here.

Make a Purchase

The Marketing List Manager is priced at $98.00 per organization, per year.

Note: You must provide the organization unique name when purchasing the Marketing List Manager. If you don’t know how to locate your organization unique name, follow these instructions.