Welcome new clients, customers, and prospects to your brand with an automated email onboarding series. Learn how to deliver information that’s relevant and creates a smooth onboarding process:   In this video, you’ll learn how to: Create triggers from your CRM system to launch an automated welcome series Incorporate helpful information needed for new clients to get started Personalize based on CRM data points

Have leads in your CRM system that you’d like to reengage on behalf of your sales team? Learn how to leverage your CRM integration to the emfluence Marketing Platform to build a lead reactivation campaign:   In this video, you’ll learn: How to create automated campaigns triggered from  your CRM system How to personalize emails to look like they’re coming from CRM record owners How to nurture leads to a desired goal

You’re gathering contact scores, but what’s next? Learn how to automate emails to people who reach certain contact scores–and how to keep customers out of your automations:   In this video, you’ll learn: How to create queries targeted at leads with high contact scores How to personalize your emails How to leverage your CRM to ensure your automated emails land in the right inboxes

Need to remind your customers of important dates, like the end of their contract terms? Learn how to build automated campaigns that are triggered from a specific date field and targeted at encouraging your clients to renew in a timely fashion:   In this video, you’ll learn: How to create automated emails off of calculated date fields in the Query Builder How to set reminders How to trigger the series through your CRM system

The out of the box configuration of the Account Entity in Microsoft Dynamics CRM has room for improvement when it comes to User Experience. From the seemingly random boxy layout of the Summary tab (and most of the tabs), to the abundance of seldom used fields, to the ever so slow loading timeline, things could be better.   A good user experience puts emphasis on critical and frequently used information and de-emphasizes less critical and less frequently used information. And while it’s not set up well for most organizations out […]