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MTC Email-to-Lead
for Microsoft^@ Dynamics CRM 4.0
Outlook 2003/2007 Automatic E-mail Conversion Integration to CRM Lead

The Easy Solution to CRM Marketing Automation

Overview:

E-mail-to-Lead runs as a Microsoft Office Outlook 2003 or 2007 in Windows XP or later add-in with Microsoft Dynamics CRM 4.0 for Outlook on one or more designated CRM User’s computer. This handy solution will automatically detect incoming E-mails in Microsoft Outlook and input them to Microsoft Dynamics CRM Leads based on saved configurations or can be used on-the-fly.

The Lead import process supports e-mails of any format and any field including large text fields and pick-list fields. Input Leads fields can be prefixed with the date or pre-defined text for promotion lead tracking tags. As the email is converted and input to a CRM Lead, an option allows text to be cleansed or normalized for proper upper and lower case formatting to maintain uniform data formats in your Lead management and data quality management programs. Duplicate detection occurs during conversion against any existing open or closed Leads

Processed E-mails in Microsoft Outlook are green color tagged for successful conversion and maroon if stopped by duplicate detection and optionally moved or copied to user selected Outlook storage folders for organization of Outlook e-mails. Log files track all e-mail conversions. Processed e-mail log files and saved configuration files can be stored locally or centrally across a network. E-mail-to-Lead installation allows for Outlook CRM client Users to be able to create new conversation configurations or only be able to process existing saved configurations to control lead input process quality.

z Download Data Sheet
z Download Email-to-Lead User Guide
z Download Free "Lite" Vs. Vista - License activates to Professional version
z Download the Windows XP vs. of Email-to-Lead - License activates to Professional version

z Pricing and Order

Free Lite vs. Features: Add license for Professional

• Convert e-mails to leads in batches by simply highlighting an Inbox list in Outlook
• All types of field match data conversion can be handled
• 2000 character memo field length conversion supported
• Pick-list field match conversion supported

• Stores Configuration and Log files locally
• Automatic text cleansing for Upper/Lower format lead uniformity
• Microsoft CRM Workflow can be run on converted leads to enhance automation
• Conveniently installs in to Outlook CRM 4.0 client tool bar and menu
• Extensive online help
• Complete transaction history and audit capability maintained
• Supports Microsoft Office Outlook 2003 or 2007
• One saved configurations
• Unlimited user license per implementation

Professional vs. Features:
All the features above plus . . .

• Automatically Convert E-mails to Leads as they arrive in Outlook Unattended
• Integrate emails to Leads in Batches or Singly either manually or automatically
• Convert e-mails to leads in batches by simply highlighting an Inbox list in Outlook
• Topic or text field Date Stamping flexibility for handling options
• Saves unlimited conversion "Configurations" - different on different PCs as desired
• Build Sets of Saved "Configurations" to perform sophisticated marketing automation in CRM
• Required field option to trap bad email conversion
• All types of field match data conversion can be handled
• 2000 character memo field length conversion supported
• Duplicate detection against open and closed CRM Leads - colored indicator remains in Outlook
• Copy whole email text to CRM notes or new CRM Email Activity
• Date and or user defined text “prefixing” to any converted text field
• Easy “Copy New” and “Edit” conversion configuration functionality

• Stores Configuration and Log files locally or centrally on a network
• Copy or Move email to Outlook folder upon conversion for easy tracking
• Automatic text cleansing for Upper/Lower format lead uniformity
• Conveniently installs in to Outlook CRM client  tool bar and menu
• Copies after email "@" to form website address automatically
• Unlimited saved configurations
• Unlimited user license per implementation

Uses:
 

• Perfect for processing website form generated e-mail communications into CRM Leads
• Ideal for partner provided e-mail leads
• The right solution for manufacturer provided leads
• Great for automatic processing of buying service leads
• Solves lead generation vender handling issues
• Easy field lead consolidation
   

Support:
 

• Wizard-based installer includes extensive requirement checking, self-setup, and error trapping
• Extensive installation and user guides
• Complete logging for audit, management, and trouble shooting
• Includes 1st year maintenance (all upgrades including to Outlook 2007 version)
• On-line Help
• Free email based support or Live Web Installation/Configuration support for $25.00 on free "Lite" version or just $50.00 on Professional version - Guaranteed!

Screen Shots and Key Feature and Functionality Notes:

The button" is conveniently located on the Microsoft CRM menu bar within Outlook. When an E-mail is selected and this button clicked Email-to-Lead will configure an e-mail based on a "Saved Configuration" or launch Email-to-Lead to configure a new email for Lead conversion.
 

E-mail-to-Lead allows "Settings" from an Email-to-Lead menu line on the "CRM" menu within Outlook. Controlling automatic operation and the associated progress bar allows operation automatically upon incoming email with and without a pop-up notification. Other functions such as text cleansing and text prefixing are controlled in the Settings window.

E-mail-to-Lead allows "Configuring" from an Email-to-Lead line on the CRM Menu within Outlook. Controlling automatic operation and the associated progress bar allows operation automatically upon incoming email with and without a pop-up notification. Other functions such as text cleansing and text prefixing are controlled in the Settings window.

From the Saved Configuration Tab Email-to-Lead can save, copy, and edit configurations. The "New Copy" button only appears if an E-Mail that has been selected in Outlook and compared to a Saved Configuration has matching a source. This function then returns those field headers in the new E-mail Configuration field list that match those within the selected e-mail and selected saved configuration allowing addition of unique fields to the New configuration.

Once configurations are established e-mails can be converted to Input CRM Leads individually, on-the-fly, in batches, or automatically as e-mails are received, with or without the conversion status meter appearing.

E-mails conversion completed are flagged Green and moved to an other folder.
 

A Web form that offers prospects access to valued information resources in exchange for their contact information to be used in other marketing activities such as a e-newsletter mailing begins the automated marketing process.
 

The E-mail with form-data received from website - one of numerous tools to collect prospect/client information.  Note all the marketing information fields that were not visible on the form filled out by the prospect but are added to the form to fill out CRM Lead data that can be determined by the type of web form or resource requested. A lot more valuable marketing data than meets the eye.
 

Text cleansing ensures eye appealing and uniformly formatted data .
 

From the Mapping view during configuration you can see Text Prefix setting using dates or text like program names or formatting characters allows powerful control of automatically managed lead handling.
 

The powerful results of text prefixing, upper/lower formatting, Website URL generation, and handling of hidden fields from the web form can be seen in the Leads view such as the topic information above.  By placing hidden fields in your web form you can cause any settings in CRM lead.

E-mail-to-Lead is sophisticated enough to allow configurations based on field position and not just field name for situations where a form e-mail to be configured does not include the headers.
 

E-mail to lead will Parse First and Last Name if they appear in an e-mail's single Name field if that field is matched to the CRM Lead field "First Name". This automatic functionality allows handling of web forms that have only the full name input and must be re-configured to fit CRM Leads First Name and Last Name fields and System Required Last Name field.

Extensive log creation provides an audit path and rapid solution support.
 

The "About" page . . . Lite and professional version from the same set-up.