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

 
 

Dynamics CRM for Marketing

Dynamics 365 Business Edition Canceled Before it Ever Saw the Light of Day

If you are waiting for the Business Edition of Dynamics 365... On Monday at the Directions Conference in Orlando, Marko Perisic gave a keynote that set Microsoft partners on their heels. He announced that the product formerly known as Microsoft Dynamics CRM, Dynamics 365 for Financials and Operations Business Edition, formerly known as Dynamics 365 […]

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3 Compelling Reasons Why CRM Makes You a Smarter Marketer

It’s not hard to see why your CRM data, made up of customers, prospects and influencers is your most important marketing asset. After all, how can a marketer be successful without the right data? And how can a marketer discover or fine tune a message without insight into behaviors and their service needs? But, keeping […]

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ClickDimensions Adds Social Engagement – And it’s really powerful

ClickDimensions is the leading marketing automation tool for Dynamics 365. The solution is resident in Dynamics 365 allowing marketers to perform marketing tasks without leaving Dynamics 365. ClickDimensions offers a multitude of marketing tools including email marketing and recipient tracking, web site visitor tracking, web form integration, nurture campaigns and more. One area that ClickDimensions […]

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Give Your Customers Self-Service – Your “Portal” to Success in the Digital Economy

The Digital Economy Demands Customer Self-Service Portals Are you finding yourself hiring more sales associates to meet volume demand, sorting through scattered records of frequently asked questions and service requests, and pulling at strings trying to facilitate customer engagement? Well stop. Today’s customers expect service at their fingertips. In fact, 90% of customers in the US […]

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Customer Self-Service – Your Portal to Success in the Digital Economy

The Digital Economy Demands Customer Self-Service Portals Are you hiring more sales associates to meet volume demand, sorting through scattered records of frequently asked questions and service requests, and pulling at strings trying to facilitate customer engagement? Well stop. Today's customers expect service at their fingertips. In fact, 90% of customers in the US expect […]

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Customer Voice Propels Microsoft’s Business Forward Movement

I recently watched the live streaming session “Microsoft Business Forward” featuring Satya Nadella, James Phillis and a few others. They discussed some interesting concepts around understanding and satisfying customer needs, simplifying your operations and streamlining your processes, growing loyalty with your customers, and how to find the right customers and close deals faster.   Satya […]

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If You’re App-y and You Know It, Clap Your Hands

Come one, come all! It’s the newest show in town! There’s sure to be something for everyone, a smorgasbord of enticing apps to pique your interest, with free trials to boot!   I know what you’re thinking… and no, the digital circus isn’t pulling into a website near you. I’m actually referring to the Microsoft […]

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Where Did My Leads Go? Using Account-Based Sales & Marketing in CRM

A strategy to win new accounts and strengthen relationships with existing customers.   Account-based Sales & Marketing programs are gradually being adopted by B2B organizations to target their best-fit accounts and deliver personalized communications to decision makers through a variety of media channels.  The account-based strategy approach flips the B2B sales funnel and aligns the […]

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CRM Optimization: 5 New Ways To Grow Existing “Customer” Relationships

I began this series on CRM optimization and the evolving needs of our clients by writing about the shift in focus and expectations regarding CRM systems. When an organization changes their mindset from viewing CRM as a tool to seeing it as a performing asset, they see, as many of our clients have, that their […]

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Dynamics 365 – it’s not just for the sales team

When a company implements a CRM system such as Dynamics CRM, the first users are usually the sales team. This is logical as historically, CRM systems have focused on helping salespeople to track their leads and opportunities, and give sales managers better insight into the performance of the sales team. But with more modern CRM […]

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