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 [...]
Dynamics 365/CRM on-demand workflows are like little racehorses waiting inside the starting gate for the gun to go off. You may have dabbled with them previously for CRM functions, but [...]
ClickDimensions' Senior Director of Pre-Sales Consulting and 12-time Microsoft MVP Matt Wittemann shares his latest Dynamics 365 news and insights. If you have been following the recent news, browsing social [...]
Campaign automations are an effective way to streamline a variety of marketing actions, and are especially powerful and useful when combined with native CRM functionality. By using workflows, you can [...]
Marketing dashboards are designed to provide teams with instant and continuous visibility into marketing performance. Taking this data-centric approach allows for specific email marketing campaigns. Instead of simply blasting an audience [...]
The most efficient method to find a group of people who have been excluded on an email send due to hard or soft bounces is through a series of quick [...]
Microsoft Dynamics 365 offers the ability to create visually interesting and useful charts and reports on records in your system. One easy way you can put these to work for [...]
Have you ever wondered how to create a case in CRM from a posted form? Let this blog post be your guide! Note: This blog post contains CRM workflows which [...]
I think we can all agree that knowing when and from where our CRM contacts and leads originated can be invaluable -- especially if they were created via ClickDimensions entities [...]
ClickDimensions has many great system views included with the solution that let you see anyone who has clicked a link in an email, registered for an event or taken other actions. [...]
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