Sales & Marketing Articles
Leverage Marketing Lists Across Your Team
Microsoft Dynamics CRM includes search features you can use to manage and filter accounts, contacts, and leads. Use these features to set up and share custom searches and lists that your whole team can use. Target your marketing efforts by setting up...
Campaigns from Start to Finish
Marketing campaigns can span months, years, and dozens of tasks and activities. Here's one example of how a marketing team can use Microsoft Dynamics CRM to plan, run, and track its campaigns from start to finish. A new product launches Benjamin is...
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Sales & Marketing Blogs
Dynamics CRM Sales Manager Dashboard
Last week's post focused on defining a baseline for Sales Analytics. This week, I wanted to follow up with a concrete example for Sales Managers. Future posts will focus on some alternative views to this display as well as views that are critical...
Voicing expectations
By Chris Bucholtz 15 years ago, when I was young journalist with the somewhat oxymoronic title of “Software and Intelligence Editor” for a big telecommunications magazine, the term “voice-data convergence” was impossible to escape. Every person in the...
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