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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

How to Run a Content Download Campaign with Marketing Automation and Microsoft Dynamics

Ready to ramp up your lead generation efforts? As more of your marketing strategy moves online, it’s more important than ever to create downloadable, education-oriented content that can deliver more early funnel leads into your pipeline.   How and When to Gate Your Content One of the questions we hear frequently is when should content […]

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How to Customize the Account Entity for Marketing and Sales

Making the most of Microsoft Dynamics CE/CRM means having forms that support both marketing and sales efforts. Whether you’re triggering campaigns in your marketing automation platform based on field in Microsoft Dynamics or building marketing lists based on the data entered in each entity, your success starts with how you customize each entity to match […]

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The Ultimate Strategy Guide for Microsoft Dynamics and Marketing Automation

Want to make the most of your Microsoft Dynamics and marketing automation platform integration? You'll need a strategy that considers data, execution, and integration points first. One of the things we love most about Microsoft Dynamics is how customizable the solution is for sales and marketing departments. It's flexible enough to match up with just […]

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How Custom Fields in Microsoft Dynamics Connect to Your Marketing Automation Strategy

Whether you’re using Microsoft Dynamics CRM or CE/Sales in Dynamics 365, you’re probably using custom fields to capture information that’s relevant to your business model. Out of the box, Dynamics offers lots of fields that are common to most business types, like First Name, Company, Email Address, and mailing address information—but the beauty of Dynamics […]

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Segmentation Strategies for Microsoft Dynamics Marketers

There’s an old saying: Knowledge is power. And for marketers, knowing as much as possible about our customers empowers us to create messaging that truly resonates. If you can develop an understanding of each of your clients or leads as individuals, you can deliver a more personalized message that will end up paying big dividends […]

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Marketing Lists Built to Feed Your Marketing Automation Platform

Marketing Lists built from sales data in your Microsoft Dynamics 365 environment can be invaluable marketing tools if assembled and utilized properly. These lists are especially effective when integrated into your marketing automation platform. Doing so allows you to efficiently target the most appropriate audience for any given campaign. What’s more, once you’ve linked your […]

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Triggers from Dynamics that Can Feed Your Marketing Automation Platform

So, you’ve successfully integrated your Microsoft Dynamics 365/CRM and marketing automation platform and both are working together seamlessly. Your marketing campaigns are faithfully sending more high-quality leads to your sales team and successful conversions are on the rise. Take a bow. You deserve it! Then, once you’re finished celebrating, it’s time to get back to […]

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How to Use Your Microsoft Dynamics Sales Data to Power Marketing Automation Platform Campaigns

You probably already know that the purpose of a marketing automation system is to generate and feed as many qualified leads to your sales team as possible. But a marketer’s job doesn’t end there. In fact, if you’re not mining the sales data being generated by those leads, then you risk leaving additional sales and […]

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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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