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 […]

There are a lot of factors working against today’s marketer. Audiences are saturated with messaging day-in and day-out. Consumers are increasingly aware and skeptical of advertisements and the data acquisition practices behind their targeting. Marketing technology solutions are constantly evolving and becoming more and more complex. On top of that, marketing professionals are being expected to take on more responsibilities at the company level as well. They’re being charged with building the brand, communicating with internal and external stakeholders, developing channel strategies, engaging with the community, driving digital transformation, and […]

Want to make the most of your trade show leads? Start by building a trade show lead nurture program with your CRM and marketing automation platform.   The idea of creating a lead nurture campaign is pretty easy to get behind. A lead comes in, a scheduled series of follow up touchpoints are triggered, conversion rates improve and all things are right and good in the world of sales and marketing.   As you plan out your event communications strategy, here are some high-level steps to get you up and […]