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Infographic: 6 Surprising Statistics About Listening to Customers

We all have a few scatterbrained friends. But when it comes to business, almost every organization is too scatterbrained. These 6 surprising statistics will give you some insight into the problems organizations have with listening across channels.

Infographic - Big Data and Omni-Channel Listening

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Infographic: Digital Transformation

Successful digital transformation projects result in better employee engagement and customer experiences.  But most attempts meet with failure.

This infographic is an overview of the potential – and perils – of digital workplace transformation.

Mini Infographic - Digital Workplace Transformation

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Six Tips To Manage Active Listening In Your Next Meeting

How many times have you facilitated a meeting where you shared all of the information that needed to be covered, only to have people messaging, emailing or calling with questions about the content an hour, a day or a week later? Frustrating right? So how do you achieve the goals of your next meeting, in a meaningful way, that will stick with your audience? Let's examine 6 quick tips.

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Troubleshooting the Dynamics CRM Outlook Client

Experiencing errors with the Microsoft Dynamics CRM for Outlook Client?  This article is a guide to the troubleshooting options.

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Getting the Most Value from Your Data – Lifecycle Services Data Loader

The Microsoft Lifecycle Services Team has been working on a data loader for Dynamics CRM Online for a while now.  It’s been in ‘Preview’ mode but available for Dynamics CRM Online users to use.  Today we are going to look at what this tool can do and how it could help you gain valuable insights from your data.

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Microsoft Outlook and Dynamics CRM Email Tracking

Tracking email clicks in Microsoft Outlook
Knowing a prospect has opened, clicked or interacted with an email can mean the difference between winning a deal, or watching it slip through the cracks and go to a competitor. But most sales reps don't have access to this capability, or find it too time-consuming and complicated to access it in their customer relationship management (CRM) solution. This article reviews to easy-to-use email tracking solutions.

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5 Rules for Business Relationships in the Digital Workplace


Digital Workplace Meets Physical WorldDigital tools are transforming our workplaces and marketing. Keeping up with the new rules of the digital world can feel overwhelming. But the underlying rules for relationship success are timeless and apply to the digital world too.

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One Missing Step to Uncheck Overwrite Existing Files in SharePoint

Discover the missing step needed to uncheck the default "overwrite existing files" for uploading documents to a single document library.

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Importing Business Cards as Dynamics CRM Leads

Cannot scan business cards into CRM as leads

Got a small stack of business cards that you'd really like to get into Microsoft Dynamics CRM so you can start scheduling follow-ups right away ... but dreading the task of getting them into CRM? You're in good company. Now the task can be made as simple as taking a picture of the card with your mobile phone. This article explains how.

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6 Ways the LinkedIn Acquisition Will Improve Microsoft Dynamics CRM

A look at 6 areas where Microsoft Dynamics CRM will improve as a result of the LinkedIn acquisition.

Microsoft Acquires LInkedIn - Dynamics CRM Implications

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3 Ways to Boost Results Using Dynamics Marketing & Social Engagement Together

if your organization is already using Microsoft Dynamics CRM, look no further for useful marketing tools than within Microsoft’s offerings. Microsoft Dynamics Marketing and Social Engagement, together, have the power to ramp up both your marketing efforts and social media presence to truly allow you to do more, faster.  Take a look at this preview to learn more!


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4 Rules for Customer Experience Process Success

Businesses often make the mistake of assuming that customer processes built in CRM or marketing automation solutions are like other business processes. When they do, the results can be a disaster. Learn the 4 rules for creating processes that combine a rigid core with flexible edges.

Customer experience processes


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1 Totally Unexpected Tip to Improve Sales Team Performance

“Ever since I started having my team re-key data before sales meetings, sales performance has improved” … said no Sales Manager ever.

Read on for the cardinal sin of the sales process when using a CRM solution and ideas you can implement TODAY to make a lasting impact on the way your team manages their pipeline and closes sales.

CRM Sales Performance Improvement

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What’s New in Microsoft Social Engagement (Update 1.4)

social media marketersIf there’s one thing Microsoft has been doing consistently, it’s rolling out updates to fast-improving Social Engagement. The latest iteration has managed to address several ongoing complaints about the platform's previous limitations, including: Custom Tags, Source Options, and Private Message options. Read on for the run down!

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Marketing in Dynamics CRM – What works out of the box?

So, you’ve invested in Microsoft Dynamics CRM and you’re itching to pull the trigger on a marketing add-in. Great! But that’s not what we're going to discuss in this blog. Rather, let's take things back to basics and talk about what your marketing team can do from day one, using CRM without any add-ins or even custom configurations.

 

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Hootsuite & Microsoft Social Engagement – Side by Side Comparison

With so many great social media monitoring tools out there these days, how are you supposed to know which one to pick to monitor your social media marketing efforts?  Social media is without a doubt gaining ground as a powerful marketing platform with 64% of Twitter users and 51% of Facebook users being more likely to buy products of the brands they follow on each of these social media platforms (Aabaco).  Today we’re going to take a look at Microsoft Social Engagement vs. Hootsuite to compare their prominent features and the pros and cons of each.

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I’ll Be Online Next Week At Collab365 Delivering The Deadly Sins of SharePoint

Failure is a great teacher, isn’t it? And with 63% of all SharePoint projects stalled, struggling or failing to meet expectations (AIIM), you’d think everyone would be learning a lot, right? Well, the collaboration struggle is real, and it’s still going strong today. Are you struggling with SharePoint?

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7 Tips for Troubleshooting the Dynamics CRM Outlook Client

The purpose of this blog is to describe the options available for troubleshooting the Dynamics CRM Outlook Client when errors have occurred.  This blog does not purport to be exhaustive, but can be used as a guide to assist the analyst in discovering the causation of error messages or application functionality that is not within the normal, expected results of Microsoft Dynamics CRM Outlook Client’s prescribed use.

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The 5 Important Basics of Microsoft Dynamics Marketing

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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How to Connect with Customers and Prospects Using Microsoft Social Engagement

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!

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Marketing Automation: 5 Things You Need To Know


46209014_mMarketing 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. 

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Upgrading SharePoint: Everything You Need To Know For A Successful Transition

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!

 

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How to Know Your Results with Microsoft Social Engagement

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!

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Getting the Most Value from Your Data – Salesforce Apex Data Loader

 

http://blog.wdcigroup.net/wp-content/uploads/2013/10/data-loader.png

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! 

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Importing into Salesforce ... Which Tool should I Use?

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.

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Blog Topics

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CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

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SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.

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CRM Self Assessment

Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.

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SharePoint Feedback Solution

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.

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SharePoint Upgrade Checklist

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.