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

 
 

Posts Tagged ‘CRM Marketing’

Migrate to the Cloud with Customized Support from JourneyTEAM | Sherpa Program

Relocating your on-premise solutions to the cloud is a massive undertaking. Not to mention expensive. But with COVID-19 still a major concern, businesses need to ensure their data and services are available at all times to remote employees. Because data migration is such a big project, many organizations use cloud consulting services to make the […]

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Creating Lead Nurtures with Microsoft Dynamics and Marketing Automation

Understanding the roles best played by Microsoft Dynamics and marketing automation platform is key to developing technically strong lead nurture campaigns. Let’s set the actual content and design of your campaign aside for a minute and think about the technical makeup of how it will be executed.   But first a quick reminder of why […]

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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 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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Selecting the Best CRM Software

Selecting the best CRM software for your business can be a challenging process. Get it right and your chance of success goes up significantly. CRM or Customer Relationship Management is essentially a business software that helps individuals and teams maximize their productivity by improving customer communications and marketing/sales/customer service effectiveness overall. Primarily, CRM is a […]

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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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“Dynamic” RFP responses: set yourself apart

If you're a B2B VAR of MSFT Dynamics CRM and you get an RFP to answer ASAP... you have far too many acronyms to sort through. In all seriousness, if you are this person, you likely know one thing above all else when an RFP hits your inbox: YOU ARE NOT ALONE. In fact, a […]

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Easier ROI in CRM (via CPQ)

If you're in sales, you likely use your Dynamics CRM solution to send sales proposals. And, if you're like most salespeople, you probably view these documents as necessaries, a cost of doing business, etc. Which they are. But there's more. Seeing proposals as simply a cost may be misguided. Imagine if, instead, you thought of […]

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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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