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Consider the following scenario: You have Dynamics 365 / CRM and you utilize Click Dimensions to track your marketing campaign’s effectiveness. You want to be able to generate awareness for your campaign, but more importantly want to learn which channel is most effective to help shape and target your marketing efforts. For example, you want to drive traffic to a promotion page or product page on your website that...

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Dynamics 365 CRM Innovations - Boost Sales-Productivity

C. William Pollard, Chairman of Fairwyn Investment Company and bestselling author once said “Information is a source of learning. But unless it is organized, processed, and available to the right people in a format for decision making, it is a burden, not a benefit”. A 2015 study from Hubspot discovered that unsuccessful sales teams are 2 times more likely to be using Excel, Outlook, or physical...

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10 Things Digital Transformation Leaders Do

In a new MIT Sloan Management Review and Deloitte University Press report, Aligning the Organization for Its Digital Focus, nearly 90% of more than 3,700 business executives, managers and analysts from around the globe say they anticipate their industries will be moderately or greatly disrupted by digital trends. Less than half, however (44%), believe their organization is adequately preparing for this digital disruption. Waiting to see...

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Unify Your Sales and Marketing Teams

Businesses who have struggled to successfully convert leads to loyal customers usually have a disconnect between their sales and marketing team. Often, the amount of information that is handed off between the two departments gets lost, is updated incorrectly, or is unavailable to the sales and marketing staff who need it. This disconnect goes further than just customer data however. Lack of communication between sales...

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Drive Sales-Improve Productivity-Microsoft Dynamics 365

For small to medium size businesses (SMB), the statistics for success can often be discouraging. With so many resources and information available to foster success, why in 2016 are roughly 50% of small businesses failing in the first four years? (Bureau of Labor Statistics). Scouring the internet for answers, you’ll find some common trends are a lack of cash flow, growing revenue, proper staffing, etc. Currently,...

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Recently, I was tasked with installing one of Microsoft’s new solutions, namely an updated Fantasy Sales Team, into a few of our CRM systems. I started off with our demo sandbox instance because that is the playground for all of our testing needs. Importing and installing the solution in there was a breeze, mostly because everyone has system administrator roles in that system. I then...

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