Do you know what is the best tool for your email marketing?

Step #1: Get you CRM contact number

• E.g. at SSW we have 40,000 contacts records

Step #2: Get the number of emails sent per year

• E.g. at SSW we have 500,000 sent emails per year

**Step #3: ** Get your requirements in order.

• E.g. for SSW it is:
  1. See what links in a newsletter they clicked on
  2. See this data from a CRM record)

Built-in Options

1. Dynamics CRM the built-in option is CRM | Marketing | Quick Campaigns + SendGrid (basic mail server with basic reporting)

• Nice - editing of email
• No opening emails
• Nice - Dynamics CRM Integration (Built-in)
• No end to end tracking of a purchase
• Very cheap - $10 per month

❌ Figure: Bad example - Does not match requirements

3rd Party Options:

1. Mail Chimp (basic)

• Nice - editing of email
• Nice - can see opening an email
• No Dynamics CRM integration
• No end to end tracking of a purchase
• Cheap - $240 per month

❌ Figure: Bad example - Does not match requirements

2. Campaign Monitor (basic)

• Nice - editing of email
• Nice - can see opening an email
• No Dynamics CRM integration
• No end to end tracking of a purchase
• Average price - $1,250 per month

❌ Figure: Bad example - Does not match requirements, expensive

3. Active Campaign (used at SSW)

• Nice - editing of email
• Nice - can see opening an email
• No Dynamics CRM integration
• Nice - end to end tracking of a purchase
• Cheap - $65 month

❌ Figure: Bad example - Does not match requirements, quite expensive

4. CRM Click Dimensions (on premise)

• Nice - editing of email
• Nice - can see opening an email
• Nice - Dynamics CRM Integration
• Other parts are sub-strandards (Functionality and UI/UX)
• Craig Bailey SEO expert says "I have found the UI clunky and the support issues painful"
• Nice - end to end tracking of a purchase
• Average price - $1,000 per month

✅ Figure: Good example - Match requirements

5. Infusionsoft

• Nice - editing of email
• Nice - can see opening an email
• No Dynamics CRM integration
• Nice - end to end tracking of a purchase
• Average price - Unknown (requires quote)

❌ Figure: Bad example - Does not match requirements

6. Hubspot

• Nice - editing of email
• Nice - can see opening an email
• Nice - Dynamics CRM Integration
• Other parts are sub-strandards (Functionality and UI/UX)
• Craig Bailey SEO expert says "I have found the UI clunky and the support issues painful"
• Nice - end to end tracking of a purchase
• Very Expensive - $3,200 per month + Integration cost $500 per month

✅ Figure: Good example - Match requirements, but expensive