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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 ‘marketing automation’

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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Marketing Automation Platform Implementation Guide for Microsoft Dynamics

There are lots of questions to answer as you consider what sort of marketing automation platform to connect to your CRM system, but one question that’s often overlooked is how will you implement the software? Will the process be painful or easy? And what do you need to know about that process before you sign […]

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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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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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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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See the Power of ClickDimensions Campaign Automation

It’s not often that an attendee describes what they are viewing as “Jaw dropping” but that happened to us last Thursday while walking through a demo of ClickDimensions Campaign Automation at Microsoft Marketing Surestep Office hours Content We started off by talking about what marketing automation is and why it is so important in today’s market. We discussed some of […]

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Selecting Marketing Automation for Dynamics 365

enCloud9 and ClickDimensions recently collaborated on a webinar about selecting the right marketing automation solution for Dynamics 365 and here are the takeaways. What is Marketing Automation and Why Is It So Important Today? Marketing automation refers to the software that enables various marketing actions to be automated. This includes many repetitive tasks such as emails, social […]

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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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