What is Marketing Automation in CRM?
David offers some basic guidelines on marketing automation and how it can help you save time, increase reach, improve customer retention, and improve your marketing processes!
2 Quick Ways to Prevent Data Loss Inside Microsoft Dynamics 365 for Sales CRM
Data loss is a scary thought for any business that relies on CRM to manage their records. Mariam offers 2 quick and easy security tips to help prevent data loss!
3 Kinds of CRM Customizations Salespeople Love
David suggests three kinds of quick-win CRM customizations salespeople love that also provide long-term value for you and your company!
Did You Know? – Best of Season 1
Get fast CRM facts from Peter for web-to-lead, business process flows, Microsoft Flow, field auditing, and team cases with the best of our Did You Know? season 1!
The Ten Commandments of CRM Automation
CRM automation can be incredibly valuable to your business. Get the most from your automation strategy by following these ten CRM automation best practices!