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Posts Tagged ‘marketing automation’

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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How to Leverage Scoring in CRM – Action Items for Sales, Marketing and Customer Service Teams

The concept of assigning a Score to an individual Contact, Lead, or Account in CRM is not new, but it is seldom used to its full potential.   Scoring is designed to give an indication of the engagement level of the members of your target audience. That can include prospects or current clients. Once you […]

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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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Begin the Year With a Bang With These Marketing Tips

Out With the Old, In With the New As we begin the new year, it’s time to review your previous marketing strategies and strategize for the upcoming year.  Here is a list of 6 proven marketing tips that will boost your business. We hope you find our marketing tips useful. 1 - Sell Benefits, Not […]

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Working with Data is Easy with Microsoft Dynamics CRM

One of the most ubiquitous business applications is Microsoft Excel. It’s practically synonymous with “spreadsheet” and the de-facto program almost everyone uses for data manipulation. If you’ve ever worked with it, then you’re already halfway to being an expert working with data in Microsoft Dynamics CRM. CRM users generally need to do three things with […]

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Campaign Automation, Power BI Included in ClickDimensions Quarterly Release

ClickDimensions, the Microsoft-certified email marketing and marketing automation solution for Microsoft Dynamics CRM, announced the release of new features in its latest quarterly update. Highlights in this version of ClickDimensions include: Campaign Automation Builder ClickDimensions’ new campaign automation builder enables marketers to design multi-channel, dynamic marketing paths for CRM leads or contacts. The drag-and-drop interface […]

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Tips,Tricks and Best Practices for Marketing with Dynamics CRM

As marketers, we are always looking for new ideas to stimulate our creativity. This September, nine marketing and CRM experts shared their stories, best practices, tips and tricks at the 2015 Marketing with Microsoft Dynamics CRM Idea Conference. The presentations are now available to view on-demand for free at www.ideaconference.com. Information shared by the speakers includes: How […]

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CRM and Marketing Automation Integration: 3 Key Benefits

Customer relationship management (CRM) solutions have been around for many years and have changed the way sales and customer service operate - from the early days of the Rolodex and databases to the modern times of today’s software-as-a-service (SaaS) giants. While CRM systems are great for organizing information and tracking sales, they do not provide the end […]

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