When Email Automation is in the Cards for Your Business

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Even after you’ve chosen a Customer Relationship Management (CRM) system for your business, there are a lot of decisions that need to be made. One of these decisions is whether you want to automate your email marketing right out of CRM or take a disconnected approach.

For a long time, we here at Sherwood Systems took a disconnected approach housing our sales and customer information in CRM, but using a totally separate email management system for marketing. As we know from experience, this approach can work, but it’s the extra time, confusion, and limitations that can end up hurting your business in the end.

The number one pain we felt when enduring this tedious framework was the disconnect between Sales and Marketing. For this reason, we knew email automation was in the cards for us. In order to consistently communicate with prospects and customers, these two departments need to be on the same page at all times. CRM can do so much in connecting business processes and by adding email automation complete with statistical data, detailed marketing lists, and updates to opportunities and lead scoring, sales and marketing can be a more effective team.

The new approach that has already worked tremendously for us at Sherwood Systems is ClickDimensions, a Microsoft certified email marketing and automation solution specifically for Microsoft Dynamics® CRM. After a quick and easy implementation, we’re already seeing and doing much more in regard to communicating effectively with our current clients and prospective customers.

If you’re interested in adding email automation to your Microsoft Dynamics CRM solution, don’t hesitate to contact us at Sherwood Systems for assistance. As someone who has recently undergone the process, we are happy to help: http://www.sherwood.com/contact/.


By Sherwood Systems, Microsoft Dynamics CRM Partner out of Arizona

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