Microsoft Dynamics CRM (now known as Dynamics 365) is a Customer Relationship Management (CRM) software solution that manages all interactions with customers, prospects, stakeholders, and all other contacts for your company. What does Microsoft Dynamics 365 CRM? Microsoft Dynamics 365 CRM delivers the latest generation of intelligent end-to-end business applications...
To maximise the benefits of your email marketing campaigns you have to stand out from the crowd! In this article, you will find some tips that you can implement to improve your audience engagement rates. Audience engagement Audience engagement is a vital success metric for any business...
Quote Revision Quote revisions should be used when the quote is for the same customer/prospect where the existing quote requires minor modifications e.g. add or delete a product or change one or more of the quote line details. If there are major changes required or, if...
With the new ClickDimensions version 10.5, custom fonts can be added to email templates. Custom fonts can improve the appearance of your emails, create and sustain brand image and increase the click rate of emails.This article will show you how to easily add custom fonts...
How Charities and Advocacy providers can use Dynamics 365 to streamline their operations?For charities, advocacy providers, carers and residential homes, data and the safe and easy management of it are critically important. If information and contact data is not managed properly, and, for instance, spread across multiple spreadsheets...
How to Automate Birthday Emails?Sending an Automated Email to a Contact on their birthday - this can certainly be achieved with Dynamics 365 and ClickDimensions Marketing Automation platforms. However, it is not as simple as it might first seem.Here we compare two different methods of...
Microsoft Dynamics 365 provides an ideal platform to support pipeline management, and customer-centric interactions including quoting and order management.There are a number of 3rd party addons for Quoting with Dynamics 365 including CRM Dynamics Ltd's Quote Manager CPQ. In this blog we compare our own...
The implication of Qualification: 3 Sales Methodologies to qualify your Sales Following on from our recent article which discussed Sales Process vs Sales Methodology and how implementing CRM can help you improve your Sales Velocity . This time we will be looking at three leading methodologies for helping you qualify your sales. Qualifying your potential leads/prospects...
5 Tips to help you focus your Marketing to get the best results - The Scattergun Approach Rarely Works! In another blog, we talked about “low hanging fruit” and making sure you don’t use valuable resources getting new customers when you could be getting more business...
Email marketing messaged need to be read - not just delivered. Email, newsletters are still very popular and some people subscribe to many newsletters, so how do you ensure that yours gets read? Many senders make fundamental mistakes that could easily be avoided. If they do not...