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International panel of Microsoft Dynamics CRM experts provide reviews, comparisons and opinions to professionals in the CRM software selection process.

 
 

Archive for the ‘Marketing Automation’ Category

Looking to Have Multiple CRM Instances; Why Not Try Dynamics CRM?

Sometimes you may have separate Dynamics CRM installations or instances to help better run your organization. Different departments use CRM software for different reasons. For example, your marketing and sales departments will use it for your customers, suspects and prospects. In order to manage the payroll side for your sales department, Human Resources may use [...]

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Miami Marlins Chooses Green Beacon Solutions for CRM Upgrade

Marlins will leverage Green Beacon Solutions’ expertise to deliver greater marketing and sales ROI by upgrading to Microsoft Dynamics CRM 2011  Green Beacon Solutions, a leading provider of Microsoft Dynamics® customer relationship management (CRM) and enterprise resource planning (ERP) solutions and business technology consulting and managed services, today announced that they have been selected by [...]

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Yammer and Microsoft Dynamics CRM 2012

The last news we've heard on the long awaited CRM 2012 upgrade is that its general availability has been pushed to January 2013. One of the features we're very excited about in this newest Dynamics CRM is the native Yammer integration. According to Microsoft, though, you'll have to wait a little longer—it will be ready [...]

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Microsoft Dynamics CRM: A Customer Relationship Management System Integrating With Excel

One of the enhancements hinted at for the pending update to Microsoft Dynamics CRM 2012 is improved integration with Microsoft Office. While Dynamics CRM support for Outlook is already solid, some are expecting new capabilities for working with CRM records in Excel and possibly Word.  Obviously this will be welcome news, but many Dynamics CRM users [...]

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Convert Internet Leads Quickly with Microsoft CRM

As we all know, internet searches are growing by leaps and bounds. There are 3 billion searches conducted per day, and the number has steadily doubled every 2 years. Simply put, people are searching!  While the majority of searches are not business related, many are. In fact, 78% of all products purchased today were researched [...]

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B2B Marketing To-Do List for 2013

As we approach the beginning of a new year, it's important as profesisonal marketers to reflect on what we were able to accomplish in 2012, where our marketing team could have performed better, and what tools, processes, and initiatives we can undertake in 2013 to perform at a higher level. I compiled what is, in [...]

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Pre-defined Sales Processes Come to Microsoft Dynamics 2012

Microsoft Dynamics CRM has always bundled in some templates and other workflows. For the update to Dynamics CRM 2012, there are powerful pre-defined workflows for sales processes. Specifically, the Dynamics team has included three workflows for lead, opportunity, and sales management. Of course, you will still be able to customize these built-in workflows, but what [...]

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Customer-Centric Marketing Automation in Microsoft Dynamics CRM

What is customer-centric marketing automation? Simply put, it's the ability to execute and track all of your email and digital marketing efforts right in your CRM, where your customers live. While Microsoft Dynamics CRM does have basic email activity tracking, it lacks important features you'll need for true marketing automation. Fortunately, several add-on solutions are [...]

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Drip Email Marketing Simplified

As more and more companies move towards fully integrated marketing automation systems, marketing end-users can sometimes struggle with getting their heads around the more feature-rich email marketing applications, such as SalesFUSION.  Many industry pundits believe that single, bulk email blast campaigns are all but useless in the grand scheme of lead management and lead nurturing.  [...]

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New Series: The Value of CRM, Dashboards, Cloud Technology, SharePoint, and ClickDimensions.

What are these tools and how do they benefit my business? Technology today offers businesses of all sizes a wide range of tools to better organize and manage their business. These tools are no longer just for corporations – they provide a competitive advantage to those businesses who actively implement and utilize them. The challenge is [...]

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