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The Microsoft CRM Implementation Blueprint

Want to see how ClickDimensions uses Microsoft CRM and ClickDimensions? Then download our Microsoft CRM Implementation Blueprint document. In the document we go into detail on what parts of Microsoft CRM we use and how we use it. We talk about the business processes we support and how we use our own marketing automation solution. Whether you are in the software business like us or in a totally different line of business, you are bound to get some good ideas from this document. The guide covers the implementation of the following business processes:

  • Dashboards and key metrics
  • Lead management
  • Account and Contact management
  • Inside Sales
  • Outside Sales
  • Marketing
  • Opportunity management and forecasting
  • Customer Service
  • Webinar Tracking

About the Author:

The ClickDimensions marketing team is committed to helping marketers using Microsoft Dynamics 365 achieve their goals.

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