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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’

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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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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You Connected Your CRM and Your Marketing Automation Platform…Now What?

Congratulations! You’ve successfully joined the ranks of marketers who have an integrated CRM and marketing automation platform. Things are going to be awesome—just as soon as you figure out what you’re supposed to do now…   If you’re in that boat, you’re not alone. In fact, the number one challenge for B2B marketing automation users […]

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Top Quotes From Microsoft CEO Satya Nadella

It's a great time for Microsoft and the company is in good hands under the CEO Satya Nadella's direction. The organization is growing around Dynamics 365, Office 365, Power BI, Azure, and the complete Digital Transformation strategy.   Satya Nadella offers great insight into Microsoft's tremendous growth. Here are a few top quotes from Satya […]

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