ClickDimensions Summer release
There is a host of great new features available in ClickDimensions Summer release. Version 8.8 was made available in the US back on 10th July and all other regions on 1st August. Version 8.9 was released in the US on 7th August and will be available elsewhere on 27th August. That is a Bank Holiday weekend in the UK, so we have our calendar set to upgrade first thing on Tuesday. Most ClickDimensions customers will be able to use the auto-update feature to download or initiate the update. SeeLogic customers can contact us if they need any further assistance.
Let’s take a look at the new functionality:
Social Posting from within Dynamics 365
ClickDimensions users will now be able to post to major social media platforms from within Dynamics 365! Not only can you post to Facebook, Twitter, LinkedIn and Google+ you will be able to see special Page View records for any clicks on links within the post. To use the latest solution file, setup a CNAME and connect to your social profiles. Of course, if you are a SeeLogic customer, you can also speak to our support team for further advice.
Improvements to Email Send experience
When you upgrade to the new version and go to email send entity, you may notice that things are laid out differently. The fields are still there, they have been rearranged based on feedback, to make the send process easier. Once the email is sent, the send statistics will be easier to see, with a new position at the top of the screen. This should make it even easier to set up, send and analyse performance.
Improvements to Email Statistics
Social statistics graphs have been moved to the Email Statistics button at the top of an email send plus the overall look of the graphical stats window has been updated. There has been an update to security and now users must have full read permission in order to see the Email Send Record Ribbon.
Web Visits Generated
ClickDimensions Summer release sees a completely new field that will show the total number of visits that were generated from an email sent. This new field is added in “Web Visits Generated” and automatically counts all visits associated with the send.
Pending Email Sends
Once the new version is released it will be even easier to follow along with where your email is in the sending process. A new Pending view has been added to the list of views on the email send. This shows all email sends that are pending, in progress, or throttled.
There are lots more updates, here is a very quick overview:
Quick send email templates
There is a new view called Quick Send Email Templates which displays only the templates marked for quick send.
Survey & Import Enhancements
It will be possible to import and export survey questions from one environment to another. Form fields now import and export with their mapping and show a list of fields that failed to map.
Separate Solution File for Dynamics 365
There is now a separate ClickDimensiosn solution file for Dynamics 365 environments. There is also an app in Dynamics 365 to see all ClickDimensions in one place.
Sun-setting Nurture Campaigns
As with all upgrades, there are some features which no longer make the grade. After the Summer release, the Nurture Program feature will be phased out in favour of Campaign Automation feature. If you use Nurture Program feature regularly then you may want to review this ClickDimensions help article here. advice.
This is just a quick tour of the exciting features in the ClickDimension Summer release. You can find out more about all the new features by visiting ClickDimensions here for version 8.8 or version 8.9.
SeeLogic customers can contact the support on 01296 328 689 or email@example.com for further.
If you do not currently use ClickDimensions for your marketing automation and are now intrigued, we would be delighted to arrange a demonstration for you. Contact us on 01296 328689 or email firstname.lastname@example.org
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Marketo 2017 Spring Release
The latest Marketo 2017 Spring release release will be available soon. Marketo is the market leading Marketing Automation platform for Medium to large Enterprise organisations. If you are already a user of Marketo, then read on for exciting releases due this month. Remember to check your Marketo edition for feature availability.
Latest release features:
LinkedIn Lead Gen Forms
This feature will allow you to capture information within LinkedIn and then sync to Marketo. Follow up actions and notifications can then be automated using a new trigger.
Expire MSI Template
This feature will enable you set an expiration date when you publish an email and it will be automatically ‘un-published’ on the expiration date.
Bulk Extract APIs for People and Activities
This feature will help you transfer large amounts of Person and Activity data from Marketo to external systems.
There will be a number of ABM enhancements available which enable integrations and plug-ins with external systems to enhance marketing and sales effort. Features include:
- Account Insight for Sales
- Custom Fields on ABM named Accounts
- Percentile Scoring on ABM Named Accounts
- ABM Account List APIs
Web Personalisation Enhancements
There are a number of Web Personalisation Enhancements available that will extend the ways in which Marketo Web Campaigns can be personalised. Features include:
- Web Campaign Upon Scroll
- Web Campaign Upon Exit Intent
- Dialog Close Button Customisation
- Archive Web Campaigns and Localisation
Bulk Extract APIs for People and Activities
This feature will help you transfer large amounts of Person and Activity data from Marketo to external systems. To read the full article on the latest Marketo 2017 Spring release, please click here or follow: http://docs.marketo.com/display/public/DOCS/Release+Notes%3A+Spring+%2717
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CRM, GDPR and You: An overview from SeeLogic
With the GDPR now a year away, businesses must be prepared for the changes to data protection rules that will become enforced in May 2018. The system at the centre of most companies data collection, processing and storage is their CRM. With this in mind, SeeLogic will release updates and best practice advice for optimising CRM with the GDPR in mind. In this first article, we provide a general overview.
What is it all about?
The EU General Data Protection Regulation (GDPR) will become law in the UK, and across Europe, on 25th May 2018. This legislation lays down rules regarding how companies can use an individual’s personal data within the European Union. In the UK it will replace the Data Protection Act 1998.
What about Brexit?
Britain voted to leave the EU in July 2016 and invoked Article 50 in March 2017 to commence the parting of ways. However, the UK will still be a member of the EU on 25th May 2018, and any company trading in the EU must abide by the GDPR. In addition, the Information Commissioner’s Office have said they will retain the regulations as set out in the GDPR even when Britain has left the EU. Brexit doesn’t make any difference. You will still need to be compliant.
What does the GDPR mean for you and your business?
The GDPR document runs to 220 pages detailing the rules and regulations that must be followed or face hefty fines. The fines for non-compliance will be up to €20,000,000 or 4% of global turnover. That is enough to put most SMEs out of business.
So, what are the key issues?
The major issues are Consent and the Right to be Forgotten.
A company is required to prove it has consent to contact an individual. This means you must be able to prove that an individual has deliberately and specifically opted in to receive your material. It will not be acceptable to pre-tick opt-in boxes in small print hidden away so that it’s not noticed.
You must also state clearly, at the point of collecting a person’s data, what that data will be used for. For example, for marketing, for product support, or for accounting purposes.
And, of course, individuals on your list must be able to opt out of being contacted at any time.
Right to be Forgotten
The Right to be Forgotten requires you to remove all trace of an individual when they request it. And this doesn’t just mean deleting them from your contact database but also from any other files that may have been archived.
There are eight rights outlined in the GDPR, it is important to be aware of the implications for all of them, we recommend reviewing the latest legislation here: https://ico.org.uk/for-organisations/data-protection-reform/
How can your CRM help?
Many companies hold personal data on their customer relationship management (CRM) system. This data may have been manually entered, it could have been annotated with notes following visits or phone calls.
Your first consideration will be to clean up your existing data. Ask yourself where did this data come from, is it still valid, and do you still have permission to contact this person?
Then you need to have processes in place to ensure that future data is collected with specific opt-in permissions, with all activity date stamped. You must be able to demonstrate accountability for all activities.
If you are running an older on-premises version of a CRM, it may require modifications to fields or work flows in order to be compliant with GDPR. For your own peace of mind, it is important to check the functionality, as well as whether your existing data is compliant. If you are running a highly customised CRM, be aware it may require more time and resource to update.
Microsoft is confident that anyone signing up for their cloud services, will fully comply with the data security aspects of GDPR. Microsoft is providing continual information on the GDPR, which includes a shared a 5-step plan to begin the journey to data compliance:
Identify what personal data you have and where it resides
Manage how personal data is used and accessed
Establish security controls to prevent, detect, and respond to vulnerabilities and data breaches
Action data subject requests and keep required documentation
Analyse your data and systems, stay compliant, and reduce the risk of being fined
If you have any doubts about your current CRM system, or you don’t have an existing CRM system at all, then contact us today to discuss your requirements. We can help you find the best solution to manage your customers’ personal data.
Download our exclusive White Paper: GDPR and Your CRM System
In this report we explore details of GDPR, the importance of CRM systems and practical steps to take. We asked our customers to pose us their burning GDPR questions which we put to legal experts and answered. You can find out more here.
Don’t miss out, download the report today. Sources and useful reading:
CRM, GDPR and You will be a series of articles designed to explore more of the issues and solutions surrounding data regulation changes.
This article has been pulled together to provide a general overview of the GDPR and considerations with CRM technology. It is not intended to be an authority and does not replace the need to read and understand the full GDPR guidelines. All information was correct as of 24th May 2017 but may be subject to further legislation change.
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Infor and Marketo team up to transform customer experience
Marketo and Infor Partner to Transform Customer Experience for Global Enterprises
This Infor Marketo partnership article is taken from a press release by Infor on 8th March 2017
Marketo, Inc., a leading provider of marketing software and solutions, and Infor, a leading provider of beautiful business applications specialized by industry and built for the cloud, today announced their global strategic partnership to deliver engagement solutions that enable enterprises to build lasting relationships and drive revenue in the Engagement Economy.
“The explosion of digital technologies and touchpoints has made it challenging for enterprises to deliver the experiences that customers demand today,” said Steve Lucas, chief executive officer, Marketo. “Marketers are looking for solutions that enable a seamless and meaningful experience across devices and channels. Our partnership with Infor, a global leader in customer experience, provides market-leading engagement technologies that enable brands to create personalized and authentic experiences at scale for their customers. The partnership also broadens distribution of engagement technologies to meet the increasing global market need.”
This strategic partnership brings together two market leaders who are delivering innovative customer engagement solutions unmatched by the legacy marketing stack vendors. More specifically, the strategic partnership will:
- Create more value for the market by integrating Marketo’s Engagement Platform with Infor’s Customer Experience Suite to provide marketers with a more complete view of their customers so they can create personalized and authentic experiences that engage them across channels and devices
- Broaden the reach of Infor and Marketo engagement solutions across their combined customer base
- Drive greater sales and marketing alignment by providing account teams with a deep, holistic view into their customers’ journeys, and enabling them to deliver the best experience to every customer at scale
- Leverage an experienced sales engine focused on CMO relationships
“Engaging with target buyers today means doing so on their terms. Gone are the days of ‘spray and pray’ marketing. The Infor + Marketo solution aligns with our overall digital transformation strategy providing customers speed to transform while adding value to relationships at the right time, through the right channels – better than anything else available,” said Charles Phillips, CEO of Infor.
Infor’s market leading Customer Experience (CX) platform with key customer interaction points across departments, combined with Marketo’s Engagement Platform will change the role of the CXO and redefine the delivery of customer advocacy and engagement across the enterprise.
“Enterprises are desperate to simplify and coordinate all of their customer engagement technologies,” said Gerry Murray, research director, Sales and Marketing, IDC. “Managing customer experience requires a holistic approach across all customer-facing departments and systems such as marketing, e-commerce, sales, finance, and service and support. Innovative partnerships, like the one between Marketo and Infor, will change the game in the enterprise by enabling seamless, scalable engagement solutions that drive business impact.”
SeeLogic is excited about the partnership and has already helped a global enterprise see the benefits of using Infor and Marketo combined. We look forward to future developments.
This press release was first published by Infor on 13th March 2017, click here to read the original.
Marketo provides the leading engagement marketing software and solutions designed to help marketers develop long-term relationships with their customers – from acquisition to advocacy. Marketo is built for marketers, by marketers and is setting the innovation agenda for marketing technology. Marketo puts Marketing First. Headquartered in San Mateo, CA, with offices around the world, Marketo serves as a strategic partner to large enterprise and fast-growing small companies across a wide variety of industries. To learn more about Marketo’s Engagement Marketing Platform click here
Infor builds business software for specific industries in the cloud. With 15,000 employees and over 90,000 customers in more than 170 countries, Infor software is designed for progress. To learn more about Infor iCRM click here
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Integrated Live: Marketing conference 16 & 17 November
Integrated Live: 16th & 17th November, London, formerly known as The Digital Marketing Show.
I have been to a good run of conferences recently, from FELTAG to Future Decoded to Integrated Live. I thought I’d give a quick overview of Integrated Live.
The agenda was packed with sessions with seven theatres and sessions running every half an hour from 10:30. There was content on all aspects of marketing from AdWords to VR. Most were full, so my top tip is decide on the key sessions you want to attend and go early. There were some illustrious speakers from Mark Wright (The Apprentice 2014 winner) to Lord Bilimoria.
There were at least three sessions on Digital Transformation, sadly I could not make it to all. I thoroughly enjoyed Paul Stevenson, Head of Enterprise Marketing Services at O2 UK, talk regarding “Digital Transformation within Business Marketing”. Paul talked about the 4 Ps of transformational change which are: People, Process, Priorities and Platform. O2 UK now use Salesforce CRM together with Eloqua for marketing automation as their combined platforms of choice. At SeeLogic we provide impartial advice on both systems, so it was great to hear Paul’s take on them.
I joined one session regarding content to find that there had been a last minute change and a new session brought in on shoppable video. It turned out to be an informative session, as I was not previosuly aware how far interactive video has come. Viewers can make real time decisions about choices characters make in film. They can also can change elements within music videos and hit images within film that immediately connects to an eCommerce platform if a viewer sees a product or item they like. For more information visit Smartzer
There were a number of talks on augmented and virtual reality. The consensus was that VR will be a fantastic tool for marketers in the future however it is not yet an easily accessible option. One talk showed how augmented reality like Pokemon Go had huge popularity but a very short shelf life. Ran Berger of Flat Rock Technology explained that a major challenge will be creating “stickability” with consumers amongst so many new options.
There was a great case study given about John Lewis who have used HoloLens to bring Buster’s Garden to life. Buster being the bulldog star of the 2016 John Lewis Christmas advert campaign. I have to admit as Bond Street was on the way back between ExCel centre and Marylebone, I did pop into their flag ship store. I visited the VR garden but stopped short of joining the queue to have a go. Impressive stuff nonetheless.
This has been a very short precis of a many, many interesting sessions. You can view highlights of the day from #IntegratedLive and of course, follow directly @IntegratedLDN. The conference is free to register, so definitely one to remember.
My final tip would be take a large bag as there were so many goodie bags and giveaways at each stand.
In conclusion, it was a fantastic two days and great to bump into some familiar faces. Perhaps I’ll see you there next year?
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Important changes to Microsoft Dynamics Marketing
Microsoft Dynamics Marketing is changing.
Writing in their blog on 24th October, Microsoft outline their plans for Dynamics 365 and Dynamics Marketing. Please see excerpts from the blog below:
“In preparation for Dynamics 365 and the opportunities it opens up to our customers around the world, we have taken years’ worth of customer feedback, internal experience, and industry refinements in the marketing space to bring forth the next generation of marketing from Microsoft. Today, we are pleased to announce that our vision for the future of marketing will be realized in our Spring 2017 release cycle with the availability of a new marketing application “Dynamics 365 for Marketing, Business Edition”.
The new marketing application that will accompany this release will bring our marketing automation tools and features to a whole new level, while also ensuring that they harness the power of Azure and are hyper-scalable for customers of all sizes. While we are very excited about this release and its many features, it also means that our existing marketing application, Microsoft Dynamics Marketing, will no longer be sold to new customers as of November 1st, 2016 in order to prepare for the debut of this new application.
Although Microsoft Dynamics Marketing will no longer be available for purchase, Microsoft is continuing to invest in Marketing solutions.
Microsoft is planning to release a new marketing app as part of the Dynamics 365, Business edition. This solution is planned for the Spring of 2017. Pricing and licensing details will be made available prior to release. The new Marketing application will include features and benefits that Dynamics Marketing customers will find very appealing including functionality to model and manage customer journeys across marketing and sales, lead management across marketing and sales, and sharing the same Dynamics 365 platform as the Sales app. Additionally, the Marketing app in the Spring 2017 release of Dynamics 365 for Marketing will include email marketing, event management, landing pages, and lead management.”
Existing Microsoft Dynamics Marketing customers:
The blog continues:
“Microsoft Dynamics Marketing customers who wish to transition to the new Dynamics 365 Marketing app should evaluate the solution in Spring 2017 and plan their transition in the following 6 to 12 months.
For our existing Dynamics Marketing customers, we want to be crystal clear about our intentions, what the transition between these two applications will look like, and what this means for your business. Below is a brief summarization of the methods in which Microsoft Dynamics Marketing can be purchased today:
- MOSP (web-direct): Dynamics Marketing licenses purchased directly via the Office 365 portal
- CRM Online Enterprise: All existing CRM Online Enterprise licenses include Dynamics Marketing
- Enterprise Agreements: Dynamics Marketing licenses may have been included within your EA
In line with our support policy, existing customers in an Enterprise Agreement or those who have purchased licenses directly through MOSP (web-direct) will have the option to request renewal of their existing agreements until October 31st, 2017. Existing customers can also continue to purchase additional seats and Dynamics Marketing add-on capabilities – such as additional email messages and data storage – for the duration of their agreement. Microsoft is committed to providing support for Dynamics Marketing until October 31st, 2020 in order to honor and facilitate any renewed Enterprise Agreements.
Furthermore, we want to highlight a few of the most important points below:
- If you have purchased Microsoft Dynamics Marketing Enterprise directly through MOSP (web-direct) will be able to continue to use Microsoft Dynamics Marketing for the duration of their agreement.
If auto renewal is enabled, the renewal of the Dynamics Marketing Enterprise will be automatically taken care of but only until the 31st January 2017. Customers may also request their subscriptions renewal through Billing & Subscription support until October 31st, 2017.
- Customers who have CRM Online Enterprise licenses that include Microsoft Dynamics Marketing can continue using CRM Online and their existing Microsoft Dynamics Marketing instance throughout the license period.
If auto renewal is enabled, the renewal of CRM Online Enterprise will be automatically taken care of but only until the 31st January 2017. This renewal includes the Dynamics Marketing license.
For a renewal after this date customers will need to transition the licenses to a Dynamics 365 licensing plan. Microsoft Dynamics Marketing will not be included within the new plan. In this case, customers who had activated Dynamics Marketing should contact Billing & Subscription support to convert and if needed renew the license for their existing Dynamics Marketing instance. Renewal can be requested Billing & Subscription support until October 31st, 2017.
- Customers with an Enterprise Agreement will be able to request renewals based on their individual renewal dates until October 31st, 2017 by working through their assigned Microsoft Solution Sales Professional (SSP) or the Volume Licensing Service Center.
In the near future, we will be sharing further details on the new marketing application included with all “Dynamics 365 for Marketing, Business Edition” plans. Please monitor this website https://blogs.msdn.microsoft.com/crm/ for future updates and details as they become available.”
- Microsoft Dynamics Marketing will no longer be available to new customers from 1st November
- A new Marketing App will be rolled out in Spring 2017 as part of the Dynamics 365 ecosystem
- Existing customers have different transition options and timelines
- Microsoft will stop supporting Dynamics Marketing from 1st November 2020
SeeLogic will contact all existing Microsoft Dynamics Marketing customers to advise them on the different options. If you have any questions, please don’t hesitate to contact us
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Lead Forensics can boost your sales!
In addition to being the leading provider of CRM solutions, we are also able offer ongoing marketing consultancy in order for you to maximise your CRM investment.
Did you know that only 2% of B2B website visitors make an inquiry whilst browsing a website? This means that sales are missing out on hot leads to target as they don’t have the contact information they need to follow up.
As business partners of all the leading marketing software companies, we would like to introduce you our Partner Lead Forensics, which can help your business maximise the return from lead generation activity by identifying the visitors to your website and turning them into hot leads. The Lead Forensics solution gives you the anonymous visitors business name, address, phone number, industry, turnover and employee numbers, as well as the pages viewed on your website. As well as gaining contact data for business visitors, Lead Forensics can help track the impact of your marketing efforts. Watch the Lead Forensics Video to find out more.
Key features of the Lead Forensics tool include:
- Access to full business contact details of your visitors.
- Create triggered alerts for specific visitor activity on your website.
- Truly measure the volume of traffic to your website and the sources they came from.
- Track the impact from non-digital campaigns by setting up trigger alerts for mailed contacts.
The Lead Forensics software is easily installed by adding a simple tracking code to your website. The data can be instantly accessed through the online portal, or by integrating it with your CRM platform including Salesforce, Sage CRM and Microsoft Dynamics CRM.