mailworx CRM Online Connector

Our mailworx CRM Online Connector assures the perfect synchronisation between the email marketing software mailworx and Microsoft Dynamics CRM systems.

YOUR BENEFITS

KEY FEATURES

WORKFLOW

COMPATIBILITY

 

YOUR BENEFITS

REAL-TIME DATA

Bidirectional synchronisation guarantees the fully automated actualisation of your data in both directions and prevents duplicate data.

HUGE SAVINGS

By automating your data synchronisation with mailworx CRM Online Connector, you can look forward to saving time and money whilst streamlining communication with your customers and within your company.

Excellent data quality

Customer information is critical to the success of your business. Use it to grow your business and learn more about your customers with comprehensive response statistics from your email campaigns. Target active recipients and address those with no response separately to reactivate them.

 

customer retention

Connecting MS Dynamics CRM and mailworx will allow you to create tailored marketing campaigns to improve your customer relations.

absolute security

We use a highly secure encryption algorithm that's also used by banks to transfer your customer data.

Easy installation

Our quick-start installation guidelines will lead you through the installation and configuration step-by-step.

 

Key Features

PERFECT SYNCHRONISATION

Subscribers, contacts, leads and accounts – but how do they all fit together? There's no need to worry. The mailworx CRM Online Connector ensures the synchronisation between mailworx and MS Dynamics CRM is accurate and keeps your database free of duplicates. When a new subscriber fills out your online registration form, the connector verifies if this email adress is already in the system. If this is the case for any of the categories leads, contacts or accounts, the new subscriber in mailworx is linked to the existing data record.

CAMPAIGN RESPONSES

Every click tells you something about your customer. Even if some of them don't react at all, this information will help you to learn more about their habits or needs. With mailworx CRM Online Connector you can make use of this knowledge and initiate further workflows and activities within the CRM system. There is also a dashboard that gives you a clear insight into all mailworx email marketing stats.

Workflow

This graphic gives you a general idea how the systems work together.

 

 

 

 

 

MS Dynamics CRM

Add leads, accounts or contacts to your CRM as usual. Create campaign activities and distribute them to transfer your recipients to mailworx.

Online registration

Use forms on your website to attract new subscribers to your mailworx email marketing system.

mailworx

Create and send your email campaign in mailworx. Recipient responses including customer information updates will be recorded in mailworx and transmitted to your CRM system.

mailworx CRM Online Connector

When a new subscriber fills out your mailworx online registration form, the connector verifies if this email adress is already in the system. The responses to your email campaigns are transmitted to your CRM system automatically.

mailworx CRM Online Connector

The mailworx CRM Online Connector transfers your leads, contacts and accounts and of course basic data regarding your CRM campaign from the CRM system to the email marketing software mailworx and includes the information in the selected email campaign.

MS Dynamics CRM

Draw conclusions out of the campaign responses and generate new marketing lists to send exclusive information depending on the reaction.

 

Compatibility

CRM Versions

  • Microsoft Dynamics CRM 2016
  • Microsoft Dynamics CRM 2015
  • Microsoft Dynamics CRM 2013
  • Microsoft Dynamics CRM 2011

mailworx CRM Online Connector

  • Latest Version: mailworx CRM Online Connector V5

Models of installation

 

 

Model 1: CRM Online & Connector Online

 

CRM System

You are using the online version of Microsoft Dynamics CRM. To install the connector, you have to import a solution
into your CRM system. The remaining components of the connector are integrated into mailworx.

Internet

The mailworx CRM Online Connector communicates via the internet with your CRM system and mailworx to transfer data between the systems.

mailworx System

The other components of the mailworx CRM Online Connector - a Windows service and Web services - are already integrated in mailworx.

Model 2: CRM ON-PREMISE & CONNECTOR ONLINE

CRM System

This installation model is suitable when you run your CRM system on your own CRM server where there is only company-internal access to it. To install the mailworx CRM Online Connector you have to import the solution into your CRM system. The remaining components of the connector are integrated in the mailworx system. You also need to enable external access to your CRM system so that the connector can communicate with it.

Internet

The mailworx CRM Online Connector communicates via the internet with your CRM system and mailworx to transfer data between the systems.

mailworx System

The other components of the mailworx CRM Online Connector - a Windows service and Web services - are already integrated in mailworx.

Model 3: CRM On-Premise & Connector On-Premise

 

Internet

The mailworx CRM Online Connector communicates via the internet with your CRM system and mailworx to transfer data between the systems.

CRM System

If you choose this intallation model all components of the mailworx CRM connector reside on your server. The solution has to be imported in the CRM system, whereas the Windows service and Web services have to be installed on your CRM server.