Automating Opportunities with Dynamics 365 and ClickDimensions
One of the most common questions I'm asked as a Product Consultant goes something like this, "How can we automate more of our internal sales processes in CRM with ClickDimensions?" [...]
Campaign Automation: Creating a Performance Chart by Sales Rep
Have you ever wanted to see how different sales representatives compare when it comes to email nurturing? If you're a ClickDimensions customer, measuring engagement by rep is as easy as [...]
Reassigning New Leads with a ClickDimensions Campaign Automation
When a new lead submits a form, ClickDimensions automatically creates the lead record in Dynamics 365/CRM for you and assigns it to the ClickDimensions Service User listed in your account. [...]
How to Use Campaign Automation for SMS Subscription Management
SMS is one of the fastest marketing channels available today. With no spam or other email filters to contend with, messages arrive on mobile devices within a few seconds of [...]
How to Use Suppression Lists in Campaign Automations
Suppression lists have been a possibility for traditional ClickDimensions email sends for a few years, and now they are available for use in campaign automations as well. Suppression lists are [...]
Keeping the Candidate Pipeline Full: How Staffing Firms Can Effectively Nurture Talent
According to Bullhorn, 61 percent of staffing industry professionals cite talent shortages as their top challenge. One way to help mitigate these shortages is to nurture talent so your firm [...]
Managing Sales Opportunities (Part Two): Advanced Reporting via CRM Campaigns
In my last blog post about managing sales opportunities, we walked through a strategy for nurturing leads with potential sales opportunities using a ClickDimensions campaign automation. The campaign automation utilized [...]
Managing Sales Opportunities Via Campaign Automation (Part One)
Most people will do a fair amount of research before buying anything – whether that purchase is something simple, like office pens and paper, or something larger, like software or [...]
Wait Timers and Date Timers: How to Use Them for Effective Campaign Automations
Timing is everything. That statement holds true for many things, including marketing campaigns. That's why the ClickDimensions campaign automation builder offers two different options for controlling when a particular part [...]
Creating Healthy Customer Relationships: How Health Insurers Can Use ClickDimensions
Change has impacted many businesses and industries in recent years, and health insurance companies have been no exception. Many consumers today have more choices than ever when it comes to [...]
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