Four Must-Haves for Your CRM and Marketing Automation Platform Integration


So your organization has been growing quickly and at it’s finally time to get serious about integrating your CRM and marketing automation platforms. It’s a smart move! Sales and marketing alignment is a critical component of maintaining success and achieving sustainable, long-term growth. And a key part of this alignment is making sure your marketing and sales systems align as well. The customer journey involves fast-moving interactions that constantly bounce between sales and marketing touchpoints at every stage. The tighter the integration and alignment of your systems, the better your […]

Track Your Competition with Microsoft Dynamics Competitors and Marketing Automation


Want better insight into where you’re winning or losing your deals? Try leveraging the Competitors entity in Microsoft Dynamics 365.   The Competitors entity of Microsoft Dynamics 365 for Customer Engagement/CRM accompanies other, more popular entities, like Lead, Account, Contact, and Opportunity. Although it’s not used as often as the other entities, the Competitors function can provide a wealth of important marketing and sales data—all of which you can use to better segment and market to audiences using your marketing automation software and CRM integration.   What is the Competitors […]

 

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