Canadian Anti-Spam Legislation. What YOU need to know.
The first part of long awaited Canadian Anti-Spam Legislation (CASL) comes into effect on July 1, 2014. This is the main piece and governs key aspects around the sending of commercial electronic messages (CEMs) to contacts and with the heavy fines that are associated with this legislation, it is important for all companies across Canada …
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Marketing with Dynamics CRM – Enhance your sales efforts
The line separating the sales and marketing teams is becoming less and less clear. At our recent BDO Connections Conference, keynote speaker George Brown talked about how the marketing team is actively disrupting the sales team. While these still remain two separate functions, this disruption is a sign about how valuable your marketing team’s activities …
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Marketing with Dynamics CRM – Why tracking your customers is the key to understanding them and their needs
We are in the age of data and as more of our activities integrate with the digital world, the data that is available to us increases. The more data that we have at our fingertips, the better we can engage with and bring added value to our customers. When we think about marketing, particularly digital …
How to display Microsoft CRM records with no recent Activities
Has a client ever asked you to show records that haven’t had any activity? Microsoft CRM’s list of available filter criteria for views is fairly extensive, but this is the one frustrating gap that functional consultants encounter with almost every client. With my last client, a co-worker and I were determined to find a solution. …
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Implementing Microsoft Dynamics CRM 2011. Is Agility a good thing? Part 2
Back in May I wrote a blog about our first time decision to use an Agile approach to implementing MS Dynamics CRM at two BDO clients. I wrote of the characteristics of these clients and why we felt they were good candidates for an Agile project. Both projects are ongoing and the sponsors are …
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