Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.
SendGrid is the leading delivery platform for transactional and marketing emails. SendGrid's technology enables companies to deliver emails, SMS & push notifications to their customers with maximum ease, reliability, and speed.SendGrid Integrations
Autotask + Microsoft Dynamics CRMAdd every new Autotask account to Microsoft Dynamics CRM Read More...
Pendo + SendGridSend SendGrid Emails to New Pendo Visitors (from Report) Read More...
It's easy to connect Microsoft Dynamics CRM + SendGrid without coding knowledge. Start creating your own business flow.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Sends an Email.
Microsoft Dynamics CRM is an enterprise software application used by many organizations to manage their sales, marketing, and customer service processes. SendGrid is a cloud-based email infrastructure as a service (IaaS. provider that enables organizations to send emails through a variety of channels such as websites, apps, and APIs.
SendGrid’s Email Delivery API was created to give developers more contrp over their email campaigns. This allows them to connect with a company’s existing systems to send emails within different applications. It connects with Microsoft Dynamics CRM to provide tracking capabilities for data such as opens, clicks, bounces, and unsubscribes.
Microsoft Dynamics CRM is the core of the Microsoft Customer Engagement Cloud. It provides features that include account management, analytics, and marketing automation. It integrates with third party applications like SendGrid to increase its functionality.
In this case study, SendGrid will be used to analyze the success of email campaigns sent out by a fictitious company called ‘Acme Widgets’. Acme Widgets uses Microsoft Dynamics CRM to manage their customer relationships and track inbound and outbound communication.
Acme Widgets has been using SendGrid to send automated emails based on actions such as sales or contact information changes. The company has found that it is very difficult to keep track of the engagement of their customers through the use of the default email notifications in Microsoft Dynamics CRM. With the help of SendGrid’s tracking capabilities, they are able to see when their customers have opened the emails or clicked any links provided in them.
Since Acme Widgets started using SendGrid, they have seen a significant increase in their email deliverability rate and clickthrough rates. By using SendGrid’s integration with Microsoft Dynamics CRM, Acme Widgets has verified that their customers are reading the emails sent from the web interface, which allows them to tailor their campaigns more specifically towards their audience.
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