User – CRM User Posts

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 …

Segmentation Strategies for Microsoft Dynamics Marketers Read More »

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 …

User Adoption for Microsoft CRM/365 and Marketing Automation Read More »

Microsoft Dynamics 365: How to Write Dynamics 365 CRM Plug-ins Using Azure Functions While a lot has changed over the years with Microsoft Dynamics 365 for Sales (formerly Dynamics 365 CRM), there’s one thing that’s been a consistent feature of the software. We’re talking, of course, about plug-ins.   What is a plug-in? Simply put, …

Microsoft Dynamics 365 for Sales CRM: How to Write Plug-ins in Azure Functions Read More »

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 …

How to Use CRM Campaigns to Prove Your Worth as a Marketer Read More »

The world of CRM is populated with all kinds of “solutions.” We use quotation marks here before many of these so-called customer relationship management “solutions” are anything but.   That said, there are only two real options for the vast majority of businesses: Salesforce or Dynamics 365. They’re both industry leaders, and they both have …

The Better CRM: Microsoft Dynamics 365 or Salesforce? Forrester study says Dynamics 365. Read More »

If you missed the webinar you can watch the recording: FREE Training - Microsoft Insights for Dynamics 365 powered by InsideView Technologies, Inc.   Jan 18, 2018 1:00 PM Eastern Time  Microsoft Insights powered by InsideView is included in most Microsoft CRM/Dynamics 365 subscriptions and is one of the most powerful tools in the system.  Join …

FREE Training on Insights for Dynamics 365 Read More »

CRM Adoption 2017 There is no denying CRM solutions are a substantial investment for the average company. As CRM software development begins to focus more on the user experience, adoption rates have increased dramatically. As well, cloud technology has taken CRM, what was once considered an enterprise solution, and leveled the playing field to make …

CRM Adoption 2017 Survey Read More »

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