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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

What’s the Difference Between a CRM and a Marketing Automation Platform?

It probably won’t surprise you to learn that customer relationship management (CRM) software and marketing automation software are VERY different from one another. Yet, it seems that many people still get the two confused. It’s understandable, because on the surface each one can appear to be somewhat similar. A closer look will show us that […]

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How to Do Sales Nurturing with a Marketing Automation Platform

You’ve just launched your inbound campaign and high-quality leads are beginning to flow into your Dynamics environment. Your work here is done, right? Of course not! This is only the beginning. Now you have to make sure those CRM-ready leads remain high-quality by developing them into sales-ready prospects. And sometimes, that can take a while. […]

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What to Consider for Your CRM and Marketing Automation Platform Integration

It’s finally time to get serious about integrating your Dynamics 365 Customer Engagement and marketing automation platforms. Way to go! Aligning sales and marketing is a critical component of maintaining success and achieving sustainable, long-term growth. And a key part of this alignment is making sure your marketing and sales systems align as well.   […]

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How Marketers Can Get the Most Out of the Competitors Entity in Microsoft Dynamics 365 for Customer Engagement/CRM

When it comes to Microsoft Dynamics 365 for Customer Engagement/CRM, the core sales entities, such as Lead, Account, Contact, and Opportunity, usually get most of the attention. But one of the more overlooked and underappreciated entities that can provide a wealth of important marketing and sales data is the Competitor Entity. This entity is where […]

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How to Use Multiple Lead Scoring Models

By Bruce Coffman, emfluence Marketing Platform Channel Sales Manager Lead Scoring. Most of us have heard about its importance, for marketers and salespeople alike. Which potential buyers have taken interest and are window shopping, either glancing as they walk by, or peering in with both hands wrapped around their eyes for focus. Not through actual […]

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User Adoption for Microsoft CRM/365 and Marketing Automation

So, your organization has just successfully completed an integration of their marketing automation system and Microsoft CRM/365. Fantastic! You now stand ready to reap the many benefits of two powerful technologies working in concert to maximize ROI. But before you and your business can fully realize all of the amazing aspects of a seamless platform […]

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How to Use CRM Campaigns to Prove Your Worth as a Marketer

I’ll let you in on a secret: in most organizations, marketing is a cost center. We’re the department of spending money. The department of pretty pictures and “branding” campaigns. The department where budget goes to disappear.   The good news is we can beat that perception by better putting to use the CRM Campaigns entity—all […]

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A Marketer’s Guide to Talking About CRM

I’d like to dedicate this post to all the marketers out there who are confused or intimidated by their CRM systems.   Like you, I once stared down the seemingly limitless options and customizations of Dynamics CRM (before the days of 365) and wondered how I was supposed to understand any of it. If you’re […]

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Close More Deals by Uniting Sales, CRM, and Marketing Automation

By Bruce Coffman, emfluence Marketing Platform Channel Sales Manager Every salesperson wants things right now. Quality leads, effective marketing materials, pricing or contract concessions. Whatever is needed to close more deals, reach their goals, earn more commission.   The problem is, not every prospect or client, even if showing initial interest, is on their same […]

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How to Leverage Scoring in CRM – Action Items for Sales, Marketing and Customer Service Teams

The concept of assigning a Score to an individual Contact, Lead, or Account in CRM is not new, but it is seldom used to its full potential.   Scoring is designed to give an indication of the engagement level of the members of your target audience. That can include prospects or current clients. Once you […]

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