Alignment of GTM or revenue-generating teams seems like a no-brainer, right? It simply means everyone in Sales, Marketing, and Customer Service is “rowing in the same direction”. Unfortunately, some challenges make this harder than it should be. More often than not, these hurdles are the result of organizational barriers.
Social media is something most of us have used, but it can be overwhelming at times. Posting on your personal account is different than maintaining a social presence for your business. Business-to-business social media marketing can be confusing when it comes to where to begin and what practices are most important.
In your CRM, there are times you will need to change/update data. Today, we’ll discuss a few options to help you make quick updates in Microsoft Dynamics for Sales, keeping in mind that most CRM systems have similar features.
Editing within a list view (Editable Grid)
From the menu, choose the ellipsis and select Show As > Editable Grid.
In the past, when you selected the Invite Attendees option, you were able to just invite attendees to your meeting. From there, you would select the Teams meeting and it would add the meeting to the invitation. Recently, this has changed and now when you select the Invite Attendees button, a Teams meeting is automatically added.
Simple data best practices to lessen the time and cost of integrating your marketing software with a CRM database
As a CRM and digital marketing technologist, one of the key functions of my job is to integrate marketing and CRM databases.
When I was a boy in primary school, we had a daily journal. It was small but thick enough to cover the entire school year. Each page, as you would expect, had a place for the date. Each day had a section for what was done and what homework was required for the next class.
This spring has been raining updates to the marketing software we support. If you haven’t been keeping up with your software vendor’s emails this blog is for you. I’ve compiled some of the biggest changes for you to easily digest, further research, or potentially take action.
Analytics is one of the key features of any CRM system. By using your data strategically, you can provide your prospects and clients with the best possible customer experience. You can also make better decisions for targeting potential buyers, training employees, driving consistent processes, and more.
When an organization is considering implementing a customer relationship management (CRM) system, they may be overwhelmed by the cost of software licensing, service for implementation, and training to get the team onboard. Understanding the ROI for CRM will help justify the initial spend.
I find Excel to be one of the most versatile and useful apps you can have in your toolbox. Recently, I had a large list of names and email addresses that I needed to parse out, and I used a cool feature in Excel to accomplish this.
Imagine that you have a large list that contains both people’s names and their email addresses in a single cell in the following format:
John Smith <JohnSmith@toplineresults.