Marketing List Hierarchy

Add hierarchical keywords to accounts, contacts and leads with a simple click

Marketing List Hierarchy Marketing List Hierarchy

Add hierarchical keywords to accounts, contacts and leads with a simple click

Start situation

Do you work with marketing lists in Microsoft Dynamics CRM?
Have you ever felt irritated at the amount of time it takes to assign a marketing list (and with it, a property, a key word or a mailing list) to a company, a contact or a lead ?

Solution

Thanks to the MarketingListHierarchy AddOn, you can create hierarchies of marketing lists easily and quickly (trees with branches).

Sample

You can define the hierarchy level at which the user can assign properties (e.g., if the user selects the "Hotel" property, he must also specify whether it is a 1, 2, 3, 4 or 5 star hotel). For obvious reasons, the higher level marketing lists are then linked to the company, contact or lead automatically.

Furthermore, the AddOn offers the user search options on the basis of the tree.
To do this, he only needs to click on the key words in the hierarchy tree and select the logical connector type (AND/OR). By doing so, the user has created a new personal view in no time.
I want to search e.g., all hotels with an event area and all restaurants with discos. Or all hotels with an events area that also have a restaurant with disco facility.

Another highlight of the AddOn : Such logical AND connections of marketing lists are normally not possible in Microsoft Dynamics CRM.

Account View
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Tree Editor
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Query Builder
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Additional Information

No documents available

Always the adapted AddOn version!

The Software Assurance ensures smooth and trouble free running of the AddOns. Profit from always up-to-date technology updates, like new versions of Microsoft Dynamics 365, functional updates and patches.

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Prices

AddOn MarketingListHierarchy
Server license < 51 User 900 CHF
Server license < 101 User 1350 CHF
Server license < 201 User 1800 CHF

Annual Software Assurance is 18% of the license price

In case your CRM has a higher amount of users or you would like to receive an individual offer, please contact us directly.

Releases
Version 7.1.0
Date of publication 18.03.2015
Language * DE / EN

* Additional languages can be provided on request