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Intelligent Technologies, Inc.

Everything Your Sales and Marketing Teams Need to Get Started with Microsoft Dynamics CRM 2013

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Earlier this month, I wrote a blog post that shared a variety of general videos and ebooks to help you get started with Microsoft Dynamics CRM 2013.  If you missed it, you can view it here

Now, I’d like to follow that blog up with some Dynamics CRM 2013 resources that are specific to the needs of users who work in Sales and Marketing roles.    So, if you work in either of those departments and use Microsoft Dynamics CRM 2013, or plan to in the near future, keep reading…  Below you’ll find everything you need to get started with the latest version of Dynamics CRM. 

Microsoft Dynamics CRM 2013 How Tos for Sales and Marketing Professionals:

Get started with Marketing in Microsoft Dynamics CRM 2013

If you’ve never performed any Marketing related tasks in Dynamics CRM, this article is a great place to start.  It describes the steps required to import contacts, create marketing lists, set up marketing campaigns and more. 

 

Stay up-to-date with customer news with the activity feed

The activity feed feature in Microsoft Dynamics CRM 2013 makes it easy to stay current with your organization’s fast-moving sales, customer projects, and marketing campaigns. This webpage explains how to set up and use activity feeds in Dynamics CRM.

 

Add a campaign or planning activity to a campaign

If you’re a marketing professional, you’re well aware that pulling off a successful campaign means coordinating resources from several departments in your organization and communicating across a variety of channels.  That’s a lot to keep track of manually, so Dynamics CRM gives you tools to automate certain tasks, or to assign responsibility for them to other team members.  This article illustrates how those features work.

 

Want more how tos like these?  Visit the Microsoft Dynamics CRM Best Bets pages for Marketing and Sales.

 

Microsoft Dynamics CRM 2013 Video Demos for Sales and Marketing Professionals:

Are you more of a visual learner?  Just for you, here are some quick videos that demonstrate how Dynamics CRM can help you make the most of your sales and marketing efforts.

 

 

  1.  Microsoft Dynamics CRM Powers Sales Teams On The Go

 

If you’re like most sales professionals today, you don’t want to be tied to your office chair.  This short video shows how Dynamics CRM helps you get work done no matter where you are.

 2.  Microsoft Dynamics CRM for Sales Professionals

 

This video gives a high level overview of the sales functionality in Dynamics CRM 2013.  See for yourself how this customer relationship management system gives your people the information they need, whenever and wherever they need it, all so your employees are empowered to make a difference.  

 

If you have any questions about Microsoft Dynamics CRM and whether it’s the right solution for your business, contact our friendly experts today!  They can help you assess your organization’s unique needs.

 

By: Laura Heinbockel, Intelligent Technologies, Inc., A NC Dynamics CRM Partner

www.inteltech.com

 

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