Today, we are going to take a look at Microsoft Dynamics Marketing and the tools it offers to the busy marketer of today. We’re going to hone in on what we perceive as the 5 most important basics to MDM, and what you need to know to make an informed decision on if this tool would add value to your organization.
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Ready for an overview of how to Connect with customer, clients, and prospects using Microsoft Social Engagement? This entry details Direct Publishing, Assignments, and how the tool links with CRM.
So let's jump right in!
Marketing Technology is a vast landscape, full of platforms, processes, and the vendors who want to sell them to you. This article sheds a little light on Marketing Automation Platforms (MAPs) and equips you with the questions you’ll want to ask potential partners/vendors before making any buying or upgrading decisions.
Earlier this March, all the long hours and late nights of the Microsoft SharePoint team came to fruition with the announcement of the release of SharePoint 2016 on May 4, 2016. As you start planning for a potential migration to SharePoint 2016, we have put together a checklist to ensure your project success. Continue reading to understand how projects fail and how to avoid this fate!
In this entry, we are going to finish the last piece of our LUCK Principle and discuss how to Know your results using Social Engagement. This last piece of the puzzle is vital for marketers because knowing your results is crucial to understanding if your efforts are yielding benefits. Read on for the analytics end of this powerful tool!
The Salesforce Apex Data Loader is a downloadable tool that runs on the desktop. It is a free download from Salesforce and can perform Inserts, Updates, Upserts, Deletes and Exports of data. Read on for instructions on ways to use the Data Loader to get the most out of your data!
The Salesforce platform is not lacking in ways to import new data into your organization. Is it an embarrassment of riches? Or too much of a good thing? The jury is still out … but understanding the benefits and limitations of each method is crucial before beginning any data import. To get you pointed in the right direction, we've outlined the high-level use cases of each import method, beginning with the most user-friendly and moving toward the more robust.
Recently I was working on a project and I needed to deliver a presentation to a client. But for this particular presentation, the standard old PowerPoint wasn't going to cut it. We needed a more interactive experience, mobile friendly, a way to incorporate video and images along with my topical content. After reviewing the available options, I decided to investigate Microsoft Sway. Recently out of preview, Sway is now a free part of the Office 356 service portfolio (or can be used separately outside of 365). I was able to map my ideas in the tool canvas quickly and efficiently and within a short time I knew I had found the right tool.
Let's take a look at what it can do for you!
SharePoint has had “Announcements” for a very long time now. The idea is good, you want to let people know what’s going in your department, division, location, site, project, whatever the case might be. You put the Announcements on the homepage of your site, but they don’t exactly blow you away. Today I’m going to show you an easy way to use Announcements for Critical News that will with style that get a lot more visibility.
Using CRM for tracking your pipeline, accounts and contacts? Great! But if you’re not using it as a tool to plan your day, week, month – or more – then you’re missing out. You’re leaving valuable referral sources in the cold. You’re letting opportunities slip through the cracks. And you’re letting your competitors snap up your best customers.
These 4 proven quick tips will help you to make your CRM solution into a strategic planning tool.
SharePoint Add-Ins, though very interesting, are very tricky. Let me get directly to the point. If you are developing a SharePoint Hosted add-in, that needs to make a call outside the app web, be it host web or any other API call, there are certain things that need to be completed. Otherwise, you will have everything in place but will keep producing the Error-Not Found message when you run your SharePoint hosted add-in.
Focus on Content was a feature that emerged with the release of SharePoint 2013 and is also in SharePoint Online. What this little button does is hides some structural parts of the rendered page to allow more room for the library, list or page content. With custom branding, you might have issues.
I’ll show you a quick and easy way to overcome this and get your users more screen real estate!
Tired of the same old meetings? We have some good news for you. Meetings can actually be productive, dare we say, exciting and meaningful! Read on to learn how to use the tried and true LUCK Principle™ paired with dynamic LUCKSTORMING™ sessions.
With the imminent release of SharePoint 2016 in the coming months, now is an excellent time to reflect on the current landscape of BI.
Does this sound familiar? “I need a cool dashboard for manager and other executives. Can SharePoint do that?”
This post will outline options and give guidance when you have SharePoint and are looking to enhance with graphs and charts to build dashboards.
Microsoft Social Engagement is at the forefront of social media monitoring tools to help marketers of today work smarter, not harder. Today, we are talking about what it means to Understand customers, clients, prospects, and competitors using Social Engagement and why social-media-conscious marketers should give this tool a second look!
Most CMOs feel like they’re running their own IT department. When you look at the amount of technology that it takes to run an effective marketing department, it’s overwhelming. Read on for an overview of every marketing-related acronym we could think to compile - MAPs, CRM, CMS, SMM, SPICE, and then some!
Factoid: The average US worker spends 19% of their time searching for the knowledge that they need to get their jobs done (Harvard Business Review, “Social Media’s Productivity Payoff,” August 2012). In a 1,000 person organization with an average salary of $50,000, that’s $10 million spent on searching for stuff! So how can we put this information easily into the hands of customer service? In the most recent release of Dynamics CRM, Microsoft has put a ton of attention into the features used by call centers and customer care teams.
What is collaboration? No, don’t Google it. I don’t want Webster’s definition; I want your definition. Hard question, isn’t it? Now imagine trying to actually measure whether or not you are actually doing a good job of collaborating. How do you measure something you can’t clearly define? Impossible, pointless, meaningless? Trust me, I get it – it might seem that way – but we think measuring collaboration is possible, but it’ll take some work. In fact, this isn’t the first time we’ve touched on this subject, but it’s still something we hear often, and I believe is critical if an organization is going to maximize their investment in collaborative technologies.
One of the top drivers of CRM success is integrating it across Sales, Marketing and Customer Care teams. Prior to CRM 2013, few companies chose Microsoft CRM as their customer care solution. Since Microsoft Dynamics CRM 4.0, however, Microsoft has steadily added new functionality to boost the customer service portions of the application. And now, with the rollout of CRM 2016, it is time for organizations to reconsider using the same platform for Customer Care that they also use for Sales and Marketing.
Many marketers rely on CRM for Outlook to track their interaction with leads and prospects in CRM. If you've been getting this permission error, read on for the simple security permission fix so you can get back to tracking leads and keeping tabs on prospects!
No, that doesn't say Government gone too far (though that would certainly make for a very debated article). In our daily work, we see a lot of governance plans, and oftentimes an organization will come to us to help them “untangle” their governance plan, or with a challenge such as user adoption, that ultimately leads back to a governance issue. What I want to discuss in the article is something I have been seeing for the past few years, and talk about often. Governance that goes too far.
Even the top performers in today's business world have some looming questions about Marketing Automation Platforms. How can you best approach technology as a marketer to stay focused on lead and revenue generation without getting bogged down? Read on for a primer in digital marketing.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.