Navigating the world of a new digital marketing tool can be daunting. However, as a new user of ClickDimensions, this was not the case. Whether you are a new customer or partner, ClickDimensions provides a free tool called ClickDimensions Academy to help make using and understanding this resource more manageable.
Introduction
Sales forecasting is a tool to predict performance. Various tables can show the metrics for individual salespeople, customers, and more. With all its capabilities, figuring out where to start can be hard.
Though forecasting can seem daunting, it offers incredible utility in measuring and predicting performance.
One of the most fundamental concepts of a CRM system is to build and maintain business relationships. CRM systems help us keep historical touchpoint information by tracking email communications, phone calls, meetings, and tasks we’ve completed with our contacts over the years.
Introduction
One handy feature of Dynamics 365 is the ability to filter lookup fields on a form. While this can be done with system views, like when you only want users to choose an active contact, you can also filter based on other lookup fields in the form.
We all know it isn't easy to build a new habit. In researching the psychology behind building a new habit, you might find a few excellent books that have been published recently: Tiny Habits by BJ Fogg and Atomic Habits by James Clear. Both resources focus on how you can build habits.
As digital marketers, we unify the creative and the analytical worlds. While getting wrapped up in the creative aspect of marketing is easy, metrics and reports are the foundation for supporting, elevating, and calculating your ROI for all marketing campaigns.
Pewaukee, Wisconsin, March 7, 2024 — Melanie R. Varin, Owner & Chief Operating Officer at TopLine Results Corporation, was privileged to participate as a speaker at the University of Wisconsin-Milwaukee's School of Continuing Education Women Leaders Conference on March 1, 2024.
The conference themed – Embrace Today, Shape Tomorrow – brought together more than 450 women leaders from diverse industries and backgrounds, fostering collaboration, empowerment and professional development.
Are you a business owner looking to increase your online presence and attract potential clients without spending a ton of money on digital ads? Look no further than Google Business Profile, previously known as Google My Business. In today's digital age, having a strong online presence is crucial for a business's success.
Dynamics allows for several ways to analyze data, including creating charts and using custom views. These tools benefit from always having access to the latest CRM data. However, at times, a chart or view may not be able to pull the exact dataset you are looking for or may not support your desired format.
If you know anything about Lean manufacturing, you are probably aware of the seven types of waste (or “7 Muda”).
Waiting
Defects
Motion
Transportation
Inventory
Overproduction
Overprocessing
Sales processes often have their own versions of waste, and I submit there’s a LOT of it! If you have ever been on a sales team, I bet you know what I mean.