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Can’t Add Members to a Marketing List From a Saved View in Dynamics 365

April 7, 2021 CRM News and Info

We recently found an issue in Dynamics 365 where a customer could not add members to a Marketing List From a Saved View in Dynamics 365. Read on to find out why.

THE PROBLEM

My customer confirmed they had a saved view of contacts that brought up the correct records in advanced find. Second, she opened a new marketing list and went to Add Members using the saved view of Contacts. Dynamics 365 displayed the criteria and then…Boom! Zero contacts found. What?! We know the criteria was good in advanced find, so what happened when we tried to use it to populate a Marketing List?

THE EXPLANATION

After working through testing in different ways, it was a mystery. Yes, the criteria looked a little different in the “add members” window, but all the logic appeared to still be there. Since this was a Dynamics 365 Online system, I opened a ticket with Microsoft support. After 5 minutes on the call, the Microsoft rep told me that the problem we were seeing was a known bug. Sometimes the criteria from advanced find doesn’t translate correctly, when using a saved view to add members to a marketing list. It just happens, and not always with the same field. In our case, it was the “Email messages (regarding)” field. There was good news, though, the workaround was an easy fix.

THE WORKAROUND/SOLUTION (FOR NOW)

During our short call, the Microsoft rep told me that this issue is slated to be fixed in a future release. However, which release or when that will happen, is not yet known. I said there was some good news and yes, we have a way to get around this problem. Simply put, compare the Saved View to the Add Members view, line by line. If any of the lines are not the same in the “Add Members” view, then change them so they match the Saved View. In the example below, take a look at the Email Messages (Regarding) line. Notice that the lines are different between the saved view and the add members view.

Advanced Find:

Saved view criteria when used to add members to a marketing list:

Picture2 Can’t Add Members to a Marketing List From a Saved View in Dynamics 365

Picture3 Can’t Add Members to a Marketing List From a Saved View in Dynamics 365

The “add members” criteria above found zero Contacts.

Changing the Email (regarding) filter in the “add members” screen to look like this, retrieved the expected Contacts.

add members after Can’t Add Members to a Marketing List From a Saved View in Dynamics 365

Need help with Microsoft Dynamics 365 Marketing or other areas of the system? We can help!

Get in touch with Beringer Technology Group today!

Beringer Technology Group, a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics 365 and CRM for Distribution, also provides expert Managed IT Services, Backup and Disaster Recovery, Cloud Based Computing, Email Security Implementation and Training, Unified Communication Solutions, and Cybersecurity Risk Assessment.

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CRM Software Blog | Dynamics 365

Dynamics 365 Marketing 2021 Release Wave 1

March 25, 2021 Microsoft Dynamics CRM

To take marketing to the next level, take a look at the updated features in Microsoft Dynamics 365 Marketing 2021 Release Wave 1. Marketers did not expected the current pandemic to have such a profound effect on how businesses operate. Finding new leads or just holding on to long-time customers has become a greater challenge. Microsoft’s updated features for Marketing will help your team achieve their goals and move past the competition.

Microsoft has been supporting its customers throughout the pandemic has plans for some unexpected updates to Dynamics 365. If you’re in a Marketing role, you know that getting in front of customers is key to sparking interest. Engaged customers keep your Sales team busy, and your management team happy.

In the 2021 Release Wave 1 updates, your marketing team will see some awesome new features that will energize your relationships with customers and allow your team to understand what this engagement means to your business.

Make marketing (More) Personal

New tools will allow faster content creation, more options for personalizing communication, and identification of factors across customer interactions that could lead changes in the business relationship.
AI will translate complex details across your Dynamics 365 data, so your team can get a “heads up” about changes in customer relationships.

Upgrade to More marketing Channels

New email editor takes the hard work out of creating marketing emails.
New centralized asset library with improved ability for searching, versioning, management, and AI tagging.
AI can now assist with delivering high-affinity content through images, videos, files and other data to enhance email effectiveness.
Leverage the reach of SMS messaging to your customer’s mobile devices.
Leverage push notifications to deliver content to Android or iOS apps.

Marketing Analysis Without Paralysis

New dashboards provide analytics that lead to insights across customer journeys.
Monitoring of key performance indicators and customer journeys.
Use business goals setting to measure the progress of customers through journeys.
Optimize journey results through experimenting with possible “next action”.

Looking for more information on how the Dynamics 365 Marketing 2021 Release Wave 1 will make your business life better?

Get in touch with Beringer Technology Group today!

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CRM Software Blog | Dynamics 365

Microsoft Dynamics 365 Marketing: Capitalize on Lead Scoring

February 19, 2021 Microsoft Dynamics CRM

In an organization, marketers generally deal with hundreds of leads a day. However, only a small percentage of these leads are worth qualifying for sales professionals. It becomes the marketers goal to pin point specific characteristics of the leads that meet the organizations requirements. Completing this with a manual process is not only strenuous on an organizations users, it can also leave room for errors and be quite time consuming. Luckily, Microsoft Dynamics 365 Marketing now offers Lead Scoring to completely automate this process.

Create a Scoring Model for Focused Effort

With Lead Scoring, an organization can now properly identify which leads to truly focus on. Marketers can create multiple lead scoring models based of specific criteria that will provide each lead with a calculated score and grade. Each score will then be visible on the Lead Form for all users to access.

In order to set up lead scoring for your organization, you will first need to start by creating a new lead scoring model. Microsoft has simplified how to create lead scoring models by using the score designer. The score designer offers marketers a way to select condition and action tiles with a simple drag and drop method. Your model will begin to grow as you continue adding the necessary condition and action tiles. You can find more information on lead scoring models here.

Higher Grades Mean Better Leads

Once you have properly filled out your lead scoring model, you can begin the second step of adding grades. Grades are an ideal way to categorize all lead scores. Organizations have the ability to specify the grade names that best suit the organization. A few examples would be (Hot, Warm, Cold) or (A, B, C). Regardless of the name, grades offer marketers another way to identify leads between certain scores. However, the most important part of grades is the Sales Ready Score. When the Lead reaches the provided sales ready score, a workflow can be triggered to identify a sales person this lead is ready for the sales acceptance stage. For more information on how to create, view and manage lead scoring, please visit.

Beringer Technology Group is always here to provide expert knowledge in topics like these. We hope you found this discussion of Microsoft Dynamics 365 Marketing Lead Scoring helpful. If you have any other questions, contact us today to learn more!

Beringer Technology Group, a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics 365 and CRM for Distribution also provides expert Managed IT Services, Backup and Disaster Recovery, Cloud Based Computing, Email Security Implementation and Training, Unified Communication Solutions, and Cybersecurity Risk Assessment.

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CRM Software Blog | Dynamics 365

The Collaboration of Sales and Marketing for a Successful SMB Goal

February 18, 2021 CRM News and Info

The sales and marketing departments of an SMB organization are responsible for different parts of the customer journey. Generally speaking, marketing focuses on attracting potential customers, while sales focus on closing the sale.

This means marketing and sales are closely linked since your marketing efforts are futile if you don’t generate sales, while the success of your sales depends on your ability to attract leads. Given that this bond, this indefinable unifying spirit is the very thing that binds two entities together, it seems a rational theory that marketing and sales teams would be naturally and wonderfully linked.

The most successful SMB organizations have marketing and sales teams that view each other as co-partners, each with an important role to play in helping the business grow.

Even though the relationship between sales and marketing teams is closely tied and very interdependent, their perspective towards technology, metrics, and lead assessment can differ greatly and this disparity in approach can sometimes create friction.

collaboration of Sales and Marketing for a successful SMB goal1 625x352 The Collaboration of Sales and Marketing for a Successful SMB Goal

So, to mitigate this ‘clash of the Titans’ what can you do? Here are a few tips for healthy synchronicity:

Harmony in coexistence:

Marketing and sales teams often find themselves at loggerheads, perhaps due to a lack of communication or understanding about how each section can and should seamlessly liaise to drive customer growth and help elevate the ROI.

The answer lies in educating both about how their workflows collaborate to create an indispensable synergy for attaining broader organizational objectives. They need to cohabit in the same ecosystem fostering the same objective in mind. Unless the goals aren’t made clear to them, it might be slightly difficult.

Marketing and sales can no longer afford to exist in separate organizational silos. They need to morph into one cohesive team, work in harmony, help and support each other more successfully. And this outcome can be achieved if both parties are on the same page and are communicating constructively and endlessly.

This requires a team approach. This outcome requires a tactical and an organization’s cultural imperative that can only come from the top rung through good leadership and a vision seeped in clarity and definition.

Focused on lead generation:

The disengagement between marketing and sales personnel has a primary kingpin- leads. There are times when marketers become a little upset when it seems like sales aren’t closing the loop on generated leads, while the sales team may feel that those leads fall short of being qualified.

This lack of synchrony leads to a difference in opinions. But when marketing brings sales in, to define a combined lead generation strategy, success becomes attainable. In the interest of refining the lead qualification process, care should be taken to define customers and their journeys.

Creating detailed customer personalities and sharing these with sales will ensure that both sides of the line understand the particulars around what kind of audience is being targeted and why. This activity helps marketing and sales determine how and where to seek leads by developing a thorough understanding of customer beliefs, attitudes, and behaviors, including favored set-up, channel, and device.

Microsoft Dynamics 365 for Marketing has this option of creating a custom-made customer journey which honestly is a boon for a company where the chances of disparity may rise.

Celebrate collaboration

Unity in an SMB segment is a pivotal success factor for both organizational happiness and a cracking ROI. In companies wherein there are multiple hierarchies, it is important to build alliances at all levels, not just among the most senior ones.

When marketing and sales teams have united goals and shared projects, they must be encouraged to work comfortably with one another. The key to collaborative success lies in developing a company-wide philosophy where mutual sharing becomes the norm, offering colleagues across portfolios, departments transparency into both information and workflows.

Having an effective cross-functional working relationship between marketing and sales is critically important to companies in almost every sector. This relationship is almost like a jugular vein in business scenarios, where organizations are now operating in increasingly complex and competitive, and dynamic market environments.

To sum up:

The term ‘smarketing’ can be aptly used here. It’s a conjoined form of sales and marketing. Even though there might be differences in strategies, techniques, approaches, one thing has to be understood here, the unified intention of getting the customer’s loyalty is paramount.

Historically, SMBs have been excellent at customer-centricity but how do you stay close to the customer as you grow? And how do you stay close to the customer in this new age? You can’t without the right technology and collaboration of these two frontiers.

Your teams should be working together to make sure that your company achieves success and continues to grow. Unfortunately, if your marketing and sales teams are isolated from one another, this can become difficult to do. Integrating your marketing and sales teams and aligning your marketing and sales strategies can help get everyone on the same page to achieve unified goals.

We understand how much impact collaboration between the sales and marketing teams can have on an SMB. Connect with us if you want to know more.

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CRM Software Blog | Dynamics 365

Get More Out of Your Existing CRM System With Marketing Automation

February 11, 2021 CRM News and Info

Connecting your marketing automation platform is a great way to get more out of your CRM system. With both systems connected, your sales and marketing team can be more closely aligned on what messages to send and when to send them.

Let’s take a look at how it works and the different ways you can utilize marketing automation to take your marketing to the next level.

Utilizing the Marketing Platform Workflow Canvas

Since the foundation of most marketing strategies are campaigns, the emfluence Marketing Platform has been designed to make managing them as easy as possible.

Visually create your automated marketing campaigns with the Workflow Canvas within emfluence’s Marketing Platform. This easy-to-use, drag-and-drop tool allows you to visually see how your automated email campaign will flow on a large canvas with panning and zooming capabilities.

Use Workflow Canvas to create:

Lead Nurturing Campaigns
Create automated 365-day nurture campaigns that look like they are check-in messages from your sales team but without requiring you to create tasks or follow-ups that take away from time better spent on hot opportunities.
To do this, you can easily create a Marketing List that the sales team can add any leads to that are no longer hot priorities, and the marketing team can create a nurture series that triggers follow-ups based on membership in the Marketing List.
Campaigns Based on Customer Behaviors
Using Workflow Decisions, you can send contacts from a single source group into branches based on email views, clicks, or custom queries. Nurture contacts based on their actions–or inactions–with your messages.
Personalized Emails
Query builder in Workflow Canvas allows you to create a dynamic group to trigger an email. Want to automate an email offer to your customers on their birthday? You can!
Additionally, use this intuitive workflow to create personalized emails for your customers. Create automated email campaigns that support every stage in your customer lifecycle, including check-ins for existing clients.
Map Your Customer’s Journey
Use marketing automation paired with your CRM system to map your customer’s journey with placeholders before you invest time in copy and design.
Want to run the same campaign with new messaging? We’ve made it easy to copy a campaign structure. Copy just the placeholders for a totally new campaign, or copy the Workflow and the emails inside to create an A/B test campaign.

Lookalike Audience Targeting

With marketing automation, not only can you create targeted digital ads to your existing opportunities in support of your sales cycle, but you can also use your CRM database to create a Lookalike audience.

This Lookalike audience will help you discover new, untapped opportunities that match the same qualifications as your existing customers and prospects.

If you are looking to get more out of your CRM system, decide now to connect your marketing automation platform. The emfluence Marketing Platform offers full-featured integrations for Microsoft Dynamics 365/CRM and Salesforce (as well as an open API for other CRM systems), allowing you to make the most of marketing automation with your lead and customer database.

Today we just scratched the surface of what emfluence’s Marketing Platform can do for you. Would you like to learn more?

Get a demo of the emfluence Marketing Platform, and we’ll set you up with a free 15-day trial. Sign up at https://emarketingplatform.com/.

By emfluence Marketing Platform, https://emarketingplatform.com

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CRM Software Blog | Dynamics 365

Benchmark Your Email Results with Our 2020 Email Marketing Report

February 3, 2021 CRM News and Info

2020 was the year of email—send volumes skyrocketed and email marketing quickly became the preferred channel. With nationwide shutdowns, work from home policies and an increase in the amount of people shopping online, marketers had to find new ways to reach their audiences and, in the end, email proved to be the most reliable communication channel in a year of market disruption. We looked no farther than our inbox for companies’ COVID response efforts, messages of solidarity (some well-received and some not so favorably looked upon), and new and creative ways for people to patronize businesses.

Download emfluence’s Email Marketing Benchmarks Report

The emfluence Marketing Platform alone saw a 177% increase in email send volume and as we compiled our 2020 Email Benchmarks Report, the impact on engagement came into focus. The email landscape is shifting, and it doesn’t appear to be slowing down anytime soon. If you have been leveraging your data in Microsoft Dynamics to create more targeted and personalized campaigns and wonder how your results measure up, download our report to compare the following:

Average email metrics within your industry
B2B email marketing metrics
Engagement rates during COVID shutdowns and the holidays
Send volume within your industry, and across other industries
How different types of email performed

Why do email marketing benchmarks matter?

You may be reviewing your own email metrics and comparing them year over year, but without benchmarks to compare them to, it’s impossible to know whether your email marketing strategy is truly successful. That’s why we compile data from our emfluence Marketing Platform users on an annual basis. Each of our reports looks at unique open rates, click rates, click-to-open rates, bounce rates, unsubscribe rates and complaint rates. These numbers can be used as a point of reference for how you evaluate your campaigns.

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CRM Software Blog | Dynamics 365

5 CRM Marketing Tips to Use as Resolutions for 2021

January 28, 2021 CRM News and Info

A new year is upon us and as tradition goes, it’s also the time to set resolutions! Start off 2021 on the right foot by implementing these CRM marketing tips for your Microsoft Dynamics 365 solution. As a marketer, the work in a CRM is never done, but these tips will facilitate your tasks moving forward. Read on to know how to manage your contacts more effectively and facilitate reporting.

CRM marketing tips to implement for Dynamics 365 Sales in 2021

Ensure your contacts are up to date

The importance of keeping your contacts up to date can’t be understated. This is essential to make sure your contacts and clients actually receive your emails, surveys, and communications. You can facilitate this by creating a personalized view in the CRM with the columns you need. Then add a “last modified” date to filter against older contacts.

Validate your marketing lists

Take the time to review and clean up your marketing lists. This will facilitate communications and let you reach the right people more easily. A tip: create dynamic lists so they always remain up to date. Just make sure to keep your contacts updated on a regular basis!

Validate email bounces

After each email blast, validate the emails that have bounced to ensure a squeaky-clean list. Personalized views are great for this! Fully integrated to Dynamics 365, the marketing solution ClickDimensions lets you create a view to see what you need to address post-email send.

Review your reporting

Make sure you have all the proper fields to segment your lists correctly. Think about how you want to break down your contacts, clients, and prospects. Which categories or attributes are relevant to your business? These will allow you to personalize the experience you offer, increasing the chance that clients stay loyal to your firm.

Update your email templates

Make sure your email templates still match your company’s look and branding. Also take the opportunity to review the messaging and layout. Marketing trends evolve fast, and you may find that the layout or even communication style of your emails is starting to feel a little dated. Now’s a good time to spruce it all up!

Follow these CRM marketing tips to start off 2021 on the right foot. This will facilitate your marketing activities by ensuring you reach customers easily and having more impact every time. Make sure to educate your Microsoft Dynamics 365 users so that they do this automatically moving forward. Your contacts and lists will be constantly up to date for the future!

To leverage the full potential of your Microsoft Dynamics 365 CRM solution, find out how to customize your Microsoft Dynamics 365 solution and increase sales and customer engagement with Microsoft Dynamics 365.

By JOVACO Solutions, Microsoft Dynamics 365 marketing specialist in Quebec

About JOVACO Solutions

JOVACO Solutions is a leading ERP and CRM solution provider operating for over 35 years. As a specialist of Microsoft Dynamics business management solutions, we offer a wide range of products and services to meet all the needs of professional services firms and project-based organizations. We also offer specialized project management tools and timesheet add-ons fully integrated to Microsoft Dynamics solutions.

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CRM Software Blog | Dynamics 365

Upcoming Webinar: Using Dynamics 365 to Empower your Marketing and Sales Teams with Digital Automation

January 22, 2021 Microsoft Dynamics CRM

See first-hand how your sales and marketing teams can automate their manual processes, which take up valuable time and energy, using tools in Dynamics 365 like lead scoring and automated email campaigns.

When: Tuesday, February 16th at 11 AM CST

In this webinar you’ll learn:

Target your leads most likely to close with behavior-based and targeted email marketing
Use automatic lead scoring models that grade leads based on their interaction with your marketing content
Discuss questions with Dynamics 365 Marketing Consultants with a Live Q&A

What is Marketing Automation?

Marketing automation tools take marketing processes that are traditionally done manually and makes them easier and more targeted. For example, instead of guessing how interested your leads are, create complex scoring models that rate them based on their previous interactions with your website and marketing content.

In Dynamics 365, you can utilize marketing automation to automate processes like sending an email to a contact that clicked a link in a previous email or upgrade a lead score when they visit your website.

Learn more about Dynamics 365 Marketing

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CRM Software Blog | Dynamics 365

Soci raises $80 million to power data-driven localized marketing for enterprises

January 22, 2021 Big Data

Soci, a platform that helps brick-and-mortar businesses deploy localized marketing campaigns, has raised $ 80 million in a series D round of funding led by JMI Equity.

The raise comes at a crucial time for businesses, with retailers across the spectrum having to rapidly embrace ecommerce due to the pandemic. However, businesses with local brick-and-mortar stores will still be around in a post-pandemic world. By focusing on their “local” presence, including offering local pages (e.g. Facebook) and reviews (e.g. Google and Yelp), businesses can lure customers away from Amazon and its ilk. This is where Soci comes into play.

Founded in 2012, San Diego-based Soci claims hundreds of enterprise-scale clients, such as Hertz and Ace Hardware, which use the Soci platform to manage local search, reviews, and content across their individual business locations. It’s all about ensuring that companies maintain accurate and consistent location-specific information, which can be particularly challenging for businesses with thousands of outlets.

“For multi-location enterprises, the ability to connect with local audiences across the most influential marketing networks like Google, Yelp, and Facebook was critical to keeping their local businesses afloat through the pandemic,” Soci cofounder and CEO Afif Khoury told VentureBeat.

Moreover, Soci offers analytics that can help determine which locations are performing best in terms of social reach and engagement, integrating with all the usual touchpoints where businesses typically connect to customers, such as Facebook, Yelp, and Google.

“Soci is now housing and analyzing all of the most critical marketing data from every significant local marketing channel, such as search, social, reviews, and ads,” Khoury continued.

Soci raises $80 million to power data driven localized marketing for enterprises

Above: Soci: Local marketing data

Soci had previously raised around $ 35 million, and with its latest cash injection the company plans to double down on sales and M&A activity. Its lead investor hints at the direction Soci is taking, given that JMI Equity is largely focused on enterprise software companies like financial planning platform Adaptive Insights, which Workday acquired a few years ago for more than $ 1.5 billion.

Looking to the future, Soci said it plans to enhance its data integrations, spanning all the common business tools used by enterprises, to build a more complete picture that meshes data from the physical and virtual worlds.

“As Soci continues to integrate with other important ecosystems and technologies such as CRM, point-of-sale, and rewards programs, it will begin to effectively combine online and offline data and deliver an extremely robust customer profile that will enrich the insights we provide and enable much more effective marketing and customer service strategies,” Khoury said.

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Managing and Marketing Microsoft Teams Live Events – Part 2

January 13, 2021 CRM News and Info

xwebinar blog 625x417.jpeg.pagespeed.ic.y2Z27Z3biC Managing and Marketing Microsoft Teams Live Events – Part 2

In part one of our 2 part blog series on Microsoft Teams we told you what Microsoft Teams Live Events are and we showed you how is simple to create and market a Teams Live Event. There are 3 simple steps to follow when holding a Microsoft Teams Live Event: planning and set up, marketing, and post event wrap up. In this second part, we will cover marketing your Teams Live event – as well as post event wrap up.

Step three: Marketing your Microsoft Teams Live Event

This may be one of the most important steps in holding your live event. You need to ask yourself who it is that you want to attend your webinar. Do you want primarily new customers, existing customers, or a mix? If you are primarily marketing to existing customers, you may want to do something like add a note to your email signature or send emails to existing customers or prospects. When engaging new prospects, you may want to do something such as creating a blog about your topic and post it on social media. Don’t forget #hashtags! You may also want to consider joining and posting in LinkedIn groups related to your topic and creating LinkedIn Lead Generation forms to capture sign ups from LinkedIn.

Our marketing automation tool of choice is ClickDimensions. ClickDimensions was made exclusively for and is natively built in Microsoft Dynamics 365. Using ClickDimensions, we built a campaign automation when planning the marketing of our webinar. Campaign automations allow you to set up dynamics paths for a contact or lead based on certain actions. In our fast paced world, campaign automations help simplify and automate daily processes. Campaign automations turn manual processes into automated ones. Campaign automations are not only simple to set up, but extremely beneficial. Not only do they give you piece of mind, campaign automations increase productivity – freeing you up to focus on other things. Below is an example of our campaign automation.

xTeams la 6 campaign automation 625x361.png.pagespeed.ic.8Gqnaiu QP Managing and Marketing Microsoft Teams Live Events – Part 2

Step four: Post event wrap up of your Microsoft Teams Live Event

After your Microsoft Teams Live Event is over, you still have a few tasks to perform. You can make your job easier by simply prebuilding many of these assets and finishing them after the webinar is completed. For us, we like to upload all of our webinar videos to YouTube. We also save our PowerPoint presentation to a pdf and download both the pdf and the video to our website. You will also want to send an email to all who registered (not just attendees) – thanking them for attending and attaching links to the webinar recording on YouTube and the PowerPoint notes.

Don’t take down the webinar landing page you built for registrations. Use it to continue generating leads. Update the sign up form so that people can watch the video on demand.

In Conclusion

Webinars are among the best marketing platforms. Webinars establish you as an authority in the field and allow you direct contact with your target group. Holding webinars actually saves time and money, as they allow you a global audience without having to travel. Webinars allow you to reach a large amount of people at once. Remember, the hardest thing about doing webinars is just getting started. Decide you want to do it and just get started. You won’t be perfect. You will evolve with time and practice.

Get started today – happy planning!

How Can We Help?

If you have any questions on getting started with Microsoft Teams Live events or if we can help you with any of your Dynamics 365 needs, don’t hesitate to contact us. We would be more than happy to assist you. enCloud9 is a recognized expert in helping organizations like yours get the most out of their Dynamics 365 system.

Watch for details of our upcoming webinars in 2021. Topics to be announced soon and registration will be available on our website, as well as on our Facebook page.

Visit our YouTube channel for other informative webinars or our blog for the most current and up to date information.

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CRM Software Blog | Dynamics 365

Tag Archives: Marketing

Dynamics 365 Marketing 2021 Release Wave 1

Make marketing (More) Personal

Upgrade to More marketing Channels

Marketing Analysis Without Paralysis

Microsoft Dynamics 365 Marketing: Capitalize on Lead Scoring

The Collaboration of Sales and Marketing for a Successful SMB Goal

Harmony in coexistence:

Focused on lead generation:

Celebrate collaboration

To sum up:

Get More Out of Your Existing CRM System With Marketing Automation

Utilizing the Marketing Platform Workflow Canvas

Lookalike Audience Targeting

Benchmark Your Email Results with Our 2020 Email Marketing Report

Download emfluence’s Email Marketing Benchmarks Report

Why do email marketing benchmarks matter?

5 CRM Marketing Tips to Use as Resolutions for 2021

CRM marketing tips to implement for Dynamics 365 Sales in 2021

Ensure your contacts are up to date

Validate your marketing lists

Validate email bounces

Review your reporting

Update your email templates

About JOVACO Solutions

Upcoming Webinar: Using Dynamics 365 to Empower your Marketing and Sales Teams with Digital Automation

In this webinar you’ll learn:

What is Marketing Automation?

Soci raises $80 million to power data-driven localized marketing for enterprises

VentureBeat

Managing and Marketing Microsoft Teams Live Events – Part 2

Step three: Marketing your Microsoft Teams Live Event

Step four: Post event wrap up of your Microsoft Teams Live Event

In Conclusion

How Can We Help?

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