Managing Marketing Lists in Microsoft Dynamics CRM 4.0 Made Easy

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Smart List Manager automates Marketing List management so that the right people are always on a marketing list. List management is done automatically in the backgound once it is configured by the Marketing Manager

If you have a nurture marketing system Smart List Manager simplifies the process of moving members through the stages.

CRM Innovation has released Smart List Manager an add-in solution for Microsoft Dynamics CRM.

Smart List Manager (SLM) provides the Microsoft Dynamics CRM user with the ability to dynamically manage the list members by associating Advanced Find views (My Views) and System views with Marketing Lists.

Once the views are associated with the Marketing List users don’t need to worry about manually adding/removing members. SLM will automatically do it in the background in real time. Smart List Manager will track down any new member that needs to be added or removed from a Marketing List.

  • SLM works with the following implementations of CRM 4.0: On-Premise and Partner Hosted.
  • CRM 4.0 implementations using SSL, non-SSL and IFD mode are supported.
  • All the built-in marketing list member types are supported - Accounts, Contacts, Leads.

Get a Smart List Manager Trial Today.

CRM Innovation is a Microsoft Gold Certified Partner for Microsoft Dynamics CRM.

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Jerry Weinstock
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