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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Marketing Automation

5 Dynamics CRM Sessions to See at 2017 CRM Conference

On May 4th the doors of the Harley-Davidson Museum in Milwaukee, WI will open to business leaders and CRM enthusiasts from across the United States for the 2017 CRM Conference hosted by Ledgeview Partners. This annual conference was born in the fall of 2013 in Chicago to help current users of Microsoft Dynamics CRM make […]

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Microsoft Dynamics 365 supports CRM and data-driven marketing

There are many ways to judge the success of a marketing campaign, but Microsoft Dynamics 365’s CRM components help businesses follow the metrics they prefer. A large number of businesses will measure the effectiveness of advertising against increased sales. Modern CRM solutions offer organizations opportunities to measure factors that were once thought of as intangible, […]

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Make “Know Your Client” Compliance Easier with CRM

Is Know Your Client compliance (KYC) a challenge for you or your financial advisor clients? Would you like to automate the process of gathering information, updating clients and sending reminders? Do you want to turn the KYC process into actionable business intelligence rather than a regulatory burden? If so, you’ll want to look at our […]

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4 Ways to Transform Your Business with a Modern CRM Solution

In the last few years, automation has become more than a luxury for keeping up with customer expectations, it's a necessity. Our digital world simply provides too many avenues for sales and marketing teams to focus on manually. Even large firms that had seemingly perfected their processes for working with legacy CRM solutions have seen […]

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The Role of the Modern CRM Platform – Loyalty and the Customer Experience

There was a time when leads and opportunities were managed within Excel sheets, or by using simple contact management software. Sales teams reacted to customer demands and worked from a set of scripts that helped direct them to what they needed. “The bulk of B2B purchasing decisions take place before a customer contacts a supplier.” Today’s customers are much more […]

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Quelques questions à se poser avant d’implanter le module de marketing de Dynamics CRM

Une fois que tous les comptes et contacts de votre organisation ont été entrés dans Dynamics CRM, il est temps de tirer profit de ce système et d’en apprendre plus sur les habitudes de consommation de vos clients et prospects, et ainsi éviter que votre application CRM ne se réduise qu’à un carnet d’adresses de […]

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Questions to Ask Before Implementing the Marketing Module in Dynamics CRM

Once your organization has entered all of its accounts and contacts into Dynamics CRM, it is time to leverage the capabilities of this system to learn more about the buying habits of your clients and prospects to ensure that your CRM application doesn’t just become a fancy rolodex. The marketing module has a variety of […]

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Campaign Automation, Power BI Included in ClickDimensions Quarterly Release

ClickDimensions, the Microsoft-certified email marketing and marketing automation solution for Microsoft Dynamics CRM, announced the release of new features in its latest quarterly update. Highlights in this version of ClickDimensions include: Campaign Automation Builder ClickDimensions’ new campaign automation builder enables marketers to design multi-channel, dynamic marketing paths for CRM leads or contacts. The drag-and-drop interface […]

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CRM 101 – Back to the Basics

“A business absolutely devoted to service will have only one worry about profits. They will be embarrassingly large.” – Henry Ford While the term customer relationship management (CRM) has been around for more than a decade, customer relationships are much different today than they were then. With the right partner, Dynamics CRM can deliver improved […]

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