Dynamics CRM/365 Training

emfluence Marketing Platform's Logo Microsoft Dynamics' Role in Mapping the Customer Journey

As marketers, we talk a lot about the importance of maintaining quality customer data and its fluidity. If your data isn’t fresh, up-to-date, and easily accessible across your organization, the value of that data is potentially compromised. Having a central repository to store and manipulate your data isn’t a “nice to have” option. It’s absolutely …

Microsoft Dynamics' Role in Mapping the Customer Journey Read More »

Strava Technology Group's Logo Microsoft Dynamics 365 Training

Microsoft Dynamics 365 Training Have you and your team had proper Dynamics 365 training? Unfortunately in many cases, the answer to this question is no. Training is critical to CRM user adoption. Over 18+ years of experience helping businesses plan, implement and support Dynamics 365 (CRM) we have observed businesses that provide ongoing training achieve …

Microsoft Dynamics 365 Training Read More »

emfluence Marketing Platform's Logo Sales and Marketing Alignment with Marketing Automation

Want to improve the relationship between your sales and marketing teams? Your marketing automation platform and Microsoft Dynamics integration is a great place to start. Sales and marketing alignment can be best facilitated with both teams are working with the same information. Whether you use Microsoft Dynamics CE, CRM, or Sales, you can leverage your …

Sales and Marketing Alignment with Marketing Automation Read More »

emfluence Marketing Platform's Logo How to Build a Customer Journey Map with Microsoft Dynamics

Want to send highly targeted (and better performing) marketing campaigns? Start by mapping your customer journey. The customer journey is broadly defined as the steps a potential buyer could take toward becoming your customer. For most brands, this will be comprised of Awareness, Consideration, Conversion, Loyalty, and Advocacy: Taking the time to map your customer …

How to Build a Customer Journey Map with Microsoft Dynamics Read More »

Aha Apps's Logo Do startups need Microsoft Dynamics CRM?

Do you think that it is better to keep everything in an old-fashioned file system and store all the leads or contacts in an excel sheet? Do you think that it’s an easy job for a salesperson to prioritize work, touch base with existing customers, and follow up with potential clients using these archaic methods …

Do startups need Microsoft Dynamics CRM? Read More »

Aha Apps's Logo Kanban and Calendar view of Dynamics 365 activities

With the new Unified Interface of Dynamics, there are many new features that became available, which we wanted to see for so long but were never enabled in the platform. One of those features is the Kanban view and Calendar view of an Entity. For those who may not know, Kanban is a Japanese manufacturing term where the supply of components is regulated …

Kanban and Calendar view of Dynamics 365 activities Read More »

Strava Technology Group's Logo Free Training - How to Leverage Sales Intelligence to Improve Sales & Marketing Performance

Join us for this free training session and learn how to leverage sales intelligence technology to improve sales performance. Date: March 18th  Time: 12-1pm Eastern     Research has proven that incorporating intelligence technology in sales & marketing significantly improves performance. Harvard Business Review found that top-performing sales & marketing teams cite intelligence as a key …

Free Training - How to Leverage Sales Intelligence to Improve Sales & Marketing Performance Read More »

Aha Apps's Logo Challenges of working without a CRM in an SMB

For all kinds of businesses, large conglomerates or small and midsize ones, CRM is a familiar term. Anywhere you go, you get to learn about different kinds of CRM software in the market. So why is this craze for CRM that seems to have upsurged in the past few years? What is the need for …

Challenges of working without a CRM in an SMB Read More »

Aha Apps's Logo Importance of Integrating SharePoint and Dynamics 365 in an SMB

Most often small and mid-sized business (SMB) customers who are implementing (or planning to implement) Dynamics 365, enquire about a platform to store their files, documents, etc.  And another request that comes along with it (obviously) is the integration of that document management system with the CRM system. Now, although Dynamics CRM provides a way …

Importance of Integrating SharePoint and Dynamics 365 in an SMB Read More »

Aha Apps's Logo 10 Benefits of Integrating Outlook with Dynamics 365 for an SMB

Microsoft Dynamics CRM is one of the foremost customer relationship management tools owing to its flexible, scalable, and comprehensive features. One of the best traits of Dynamics 365 is its ability to integrate with several other applications. Now as a small and mid-sized business (SMB) if you are using Outlook already, integrating it with Dynamics …

10 Benefits of Integrating Outlook with Dynamics 365 for an SMB Read More »

 

Show Buttons
Hide Buttons