Ways to use Direct Mail in Microsoft Dynamics
- Use Marketing Automation to send Direct Mail to Leads without an activity in 10 days
- Send Direct Mail, such as a Thank You Card, to all Contacts in an Account
- Add Direct Mail tracking data e.g. received date, visited PURL, to a Contact’s record.
- Copy a Direct Mail campaign and re-use with stale opportunities
- Automate sending a Direct mail postcard to an opportunity’s Primary Contact
How to send Direct Mail from Microsoft Dynamics
- Trigger Direct Mail when a new lead is created
- Integrated into your imported contact lis
- On a lead to contact conversion
- One click to send Direct Mail to your entire contact list
- Trigger that runs when an opportunity is set to closed-los
- Workflow rule on change in lead or contact’s job title
Earn The Conversation
You can get so much more value from Microsoft Dynamics by triggering Direct Mail to leads, contacts, accounts and opportunities. Direct Mail in Microsoft Dynamics is a proven way to get your audience’s attention.
About Microsoft Dynamics
Dynamics CRM is a leading customer resource management and enterprise resource planning software.
About Postalytics
Postalytics gives you the power to integrate Direct Mail into Microsoft Dynamics and hundreds of other apps to stand out from the crowd and earn engagement with your prospects.