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Friday, June 21, 2024

Comparison of the key differences between outbound and real-time Dynamics365 marketing

 Here is a comparison of the key differences between outbound and real-time Dynamics 365 marketing:

Limitations of Real-Time Marketing

1.        Data management: Real-time marketing requires up-to-date and accurate customer data to be effective. This can be a challenge if data is siloed across different systems or if there are gaps in the data that need to be filled.

2.        Technical capabilities: Real-time marketing requires advanced technical capabilities to collect, process, and analyze customer data in real-time. This can be a challenge for businesses that lack the resources or expertise to implement and maintain such capabilities.

3.        Privacy and security: Real-time marketing requires the collection and storage of large amounts of customer data. This can raise privacy and security concerns, especially if the data is sensitive or if regulations are not being followed.

4.        Scalability: Real-time marketing requires the ability to process large amounts of data and deliver personalized content to a high volume of customers in real-time. This can be a challenge for businesses that do not have the infrastructure or resources to scale their marketing efforts to meet the demands of real-time marketing.

5.        Campaign management: Real-time marketing requires advanced campaign management capabilities to deliver personalized content to customers based on their behavior and interactions with the business. This can be challenging if a business is not equipped to create, manage, and execute real-time campaigns.

6.        Resources: Real-time marketing require high technical know-how, personnel and resources, which not all

Limitations of Outbound Marketing

1.        Timing: Outbound marketing campaigns are typically planned and executed at specific times, which can make it difficult to reach customers when they are most engaged and receptive to marketing messages.

2.        Personalization: Outbound marketing campaigns are often based on demographic and behavioral data, which may not always accurately reflect the current interests and needs of individual customers.

3.        Lead scoring: Lead scoring in outbound marketing is based on historical data and attributes and may not reflect recent changes in customer behavior.

4.        Relevancy: Outbound campaigns often have generic approach and messaging which might not be relevant to all the recipients, decreasing the open and conversion rate.

5.        Channel preference: Outbound campaigns may not take into account that customers prefer different channels of communication and not all of them may be reached through outbound marketing.

6.        Data Management: Outbound marketing often uses large data sets and need a proper system to manage it, which can be a challenge if data is siloed across different systems or if there are gaps in the data that need to be filled.

7.        Opt-out: With the rise of "Do not disturb" laws and regulations, it may be harder to reach out to customers via phone or mail without the risk of them opting out of the communication.

8.        ROI: Outbound campaigns are more expensive to run and may have a lower return on investment than other marketing methods.

Industry best practices of using real time marketing in dynamics365

1.        Segmentation: Segment customers based on their behavior and interactions with the business. This will enable you to deliver personalized content to different segments of customers, which can improve engagement and conversion rates.

2.        Data Management: Ensure that customer data is accurate and up-to-date. This will enable you to make better decisions about the content that should be delivered to individual customers.

3.        Personalization: Use real-time data to deliver personalized content to customers based on their behavior and interactions. Personalized content can increase engagement and conversion rates.

4.        Lead Scoring: Use real-time data to update lead scoring models and prioritize leads based on their likelihood to convert.

5.        Targeted Marketing: Use data to deliver targeted marketing campaigns to customers based on their behavior, needs and interests.

6.        Multi-channel approach: Use multiple channels (e.g. email, SMS, push notifications) to reach customers where they are most active.

7.        Test and optimize: Continuously test different variations of your campaigns and use the data to optimize your campaigns. This will help you identify what works best and improve the ROI.

8.        Automation: Use marketing automation to streamline the personalization and delivery of real-time content. Automation will help you create and execute campaigns more quickly and efficiently.

9.        Compliance and Data Governance: be sure to comply with data privacy laws and regulations and establish guidelines and policies to ensure that data is used responsibly and ethically.

10.     Integration: Integrate real-time marketing with other systems and tools, such as customer relationship management (CRM) and analytics, to gain a comprehensive view of customer interactions.

Using real-time marketing in Dynamics 365 can be a powerful way to engage customers and increase conversion rates, but it requires a strategic approach and the right tools and resources to be successful.

A real-time marketing journey in Dynamics 365 might involve the following steps:

1.        Tracking: Use web tracking or tracking pixels to collect data on customer behavior, such as pages visited, products viewed, and time spent on the website.

2.        Segmentation: Use the collected data to segment customers into different groups based on their behavior, such as those who have viewed a specific product or spent a certain amount of time on the website.

3.        Personalization: Use the segmentation data to create personalized content, such as targeted product recommendations or personalized emails, that will be delivered to customers in real-time.

4.        Lead scoring: Use real-time data to update lead scoring models and prioritize leads based on their likelihood to convert.

5.        Targeted Marketing: Use data to deliver targeted marketing campaigns, such as Abandoned cart campaigns, personalized product recommendations, or personalized email campaigns, to customers based on their behavior, needs and interests.

6.        Delivery: Use marketing automation to deliver the personalized content to customers in real-time, using multiple channels such as email, SMS, push notifications, and web.

7.        Analytics: Use analytics tools to track the effectiveness of the real-time marketing campaigns and measure key metrics such as open rates, click-through rates, and conversion rates.

8.        Optimization: Use the analytics data to optimize the real-time marketing campaigns, test different variations of the campaigns, and refine the targeting and messaging to improve results.

An example of this journey could be as following:

·         A customer visits an e-commerce website and views a specific product page.

·         Using web tracking, Dynamics 365 captures this behavior and segments the customer into a group of people who have viewed that product.

·         Using data, Dynamics 365 sends a personalized email to that customer with a special offer on that product, along with related products they might be interested in.

·         The customer clicks on the email and returns to the website, and Dynamics 365 updates the lead score of that customer.

·         Dynamics 365 send real-time abandoned cart campaign with a reminder of the products they were interested in and a special offer, to encourage customer to complete the purchase.

·         customer makes the purchase, Dynamics 365 sends a personalized post-purchase email and suggest complementary products to the purchase.

·         All of these interactions are tracked and analyzed by Dynamics 365 to understand customer behavior and optimize future marketing campaigns


 

Overall, real-time marketing is more responsive to customer interactions, more personalized and adapt to customer needs while outbound is more planned, and based on historical data. Both type of marketing plays different role in business and should be used accordingly.

 



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