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Keeping Track Of Customers: Key To SMB Profitability

In the rush for revenue, businesses often forget the customer.  The focus is on the invoice or transaction and the time it takes, instead of the relationship and ‘lifetime’ opportunity of a particular...

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Closed Loop Marketing Reports in Microsoft Dynamics CRM

By Allen Hardon, CRM Practice Consultant  I can imagine that in this economy you might want to turn up your marketing efforts to attract new leads that could turn into long term customers. How about if...

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Talking CRM with your Marketing Manager

To effectively design compelling marketing campaigns that present new products and services to customers and new prospects, your marketing manager needs powerful, easy-to-use tools with which to...

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The Different Spectrums of Microsoft Dynamics CRM: Sales, Marketing, and...

Microsoft Dynamics® CRM has come a long way since its early days. Sure, it’s a great customer management tool and everyone knows it. But what many of you don’t realize is that it can now do so much...

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Unleashing the Marketing Power of Microsoft Dynamics® CRM Part 2: Feeding the...

“What were the results of our last email campaign?” “Why should your marketing budget be increased?” “Where are all my leads?” If you’re in the marketing world, it’s likely that you have heard these...

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Microsoft Dynamics CRM 2011 is Finally Here…Now What?

Product launches are exciting times, but sometimes the hype has a negative effect on something that requires action. Some of you may have already been introduced to the great new features of Microsoft...

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Microsoft Dynamics CRM Brings You the Cloud for Less

The much anticipated Microsoft Dynamics CRM 2011 is here and available to power your cloud.  And, for a limited time, Microsoft is offering special pricing to bring you the cloud for less - get $200...

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Effective Customer Segmentation Helps Move Sales Quickly Through Cycle

I was invited on-site to meet with a new client's marketing department and hear about their challenges with customer segmentation.  They are an international distribution company, headquartered in...

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Five Ways Microsoft Dynamics CRM Software Drives Lead Generation

The consumer environment is changing dramatically. Consumers are constantly bombarded with marketing and sales messages so much so that they tend to ignore most, if not all, of what is out there....

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When One More Spreadsheet is One Too Many: Connecting Fragmented Departments...

We recently completed a  Microsoft Dynamics® CRM 2011 XRM project with a supplemental educational services (SES) provider who helps students do better in school through online tutoring. They currently...

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Targeted Marketing with Microsoft Dynamics CRM

What’s better than a marketing campaign with all the bells and whistles?  A marketing campaign with all the bells and whistles that’s targeted to a segmented audience who actually wants to hear what...

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Take the Guesswork out of Marketing with MarketingPilot and Microsoft...

Late last year, Microsoft announced the acquisition of MarketingPilot. If you’re not familiar with it, MarketingPilot is a company that’s made a name for itself in the marketing automation industry,...

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Marketing Automation with Dynamics CRM and SilverPop: Intro Q&A

When it comes to Marketing Automation, there are a lot of great solutions out on the market to consider. Customer Effective has worked closely with Silverpop. Silverpop is a digital marketing...

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Everything Your Sales and Marketing Teams Need to Get Started with Microsoft...

Earlier this month, I wrote a blog post that shared a variety of general videos and ebooks to help you get started with Microsoft Dynamics CRM 2013.  If you missed it, you can view it here.  Now, I’d...

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Dynamically Updated Marketing Lists in Microsoft Dynamics CRM Are Pure Magic!

List management used to be a chore. It was like a ball and chain around the ankle of every marketer. Now it’s pure magic, except that you don’t even have to wave a magic wand or twitch your nose like...

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Retain Customers with CRM2Emails and Constant Contact

We are very excited to announce the release of the updated CRM2Emails. CRM2Emails offers organizations that use Microsoft Dynamics CRM the opportunity to have seamless Email Marketing capabilities....

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New Features in the Microsoft Dynamics CRM Spring 2014 Release

Focusing on the customer, check. Continuing to enhance cloud computing software, check. Working with industry leaders to enhance social and mobile functionality, check. Microsoft Dynamics CRM is...

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What’s New in Microsoft Dynamics CRM Spring ’14 Wave: Social

A couple of weeks ago, I wrote a post on the wealth of new Marketing features included in the recently released spring update for Dynamics CRM. If you missed it, catch up here. Today, I’d like to...

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New eBook Increase your Impact with Microsoft Dynamics Marketing

Are you looking for a way to plan and execute effective marketing campaigns to reach your customers and build your sales pipeline? Do you need tools to measure how your campaigns are performing?  Do...

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5 Reasons Not To Miss the Marketing with MSCRM Idea Conference

  You’re a marketer. You (always) need good ideas. Let’s face it... we could all use some marketing inspiration now and then. If your “tried and true” marketing campaigns are not bringing in the...

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Improve Your Marketing in 2015 with Microsoft Dynamics CRM and Dynamics...

In today's increasingly connected world, a marketer’s job is never done. Gone are the days when campaigns had a finite beginning and ending date. Now, with content marketing we must constantly be...

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Advanced Find: Some Common Needs

Microsoft Dynamics CRM’s Advanced Find feature is a powerful tool for searching and sorting through the data a records in your CRM. On a basic level, all you have to do is specify some criteria and run...

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2015 Marketing w/MSDynCRM Idea Conference

Are you a marketer using CRM? The Marketing with Microsoft Dynamics CRM Idea Conference is a completely virtual experience dedicated to marketing with Microsoft CRM. The presenters will be marketing...

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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...

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Improve the Customer Experience with CRM

Today’s marketplace is fast-paced and highly competitive. Businesses not only need to offer high quality products and services, but also offer an experience that keeps customers engaged and loyal....

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Dynamics 365 – it’s not just for the sales team

When a company implements a CRM system such as Dynamics CRM, the first users are usually the sales team. This is logical as historically, CRM systems have focused on helping salespeople to track their...

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Overview of Dynamics 365 for Marketing | 2018 Release Notes | Marketing...

Overview of Dynamics 365 for Marketing October '18 release Dynamics 365 for Marketing delivers comprehensive capabilities for creating and running multi-channel campaigns to generate leads for your...

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