Let’s first start this topic with a definition of Customer Analytics as told by Wikipedia (stay with me as this definition is a little mind numbing…). Wikipedia defines Customer Analytics as “a process by which data from customer behavior is
In Part 1 of our series on “Email & Salesforce”, we’ll cover when and why you should be using the “My Email to Salesforce” feature. If you are a regular user (not a Salesforce Administrator or Developer), don’t run away.
On a scale of 1-10, with 10 being the highest, how would you rate your use of Salesforce? Are there features or functionality that you wish you understood better? Whether you are in Sales, Marketing, Customer Service, IT, Management, or
As a user of Microsoft Dynamics 365 or CRM you are always looking to improve your skills, efficiency and use of this valuable business technology solution. In Ledgeview’s monthly Dynamics CRM User Group 30 minute webinars, Dynamics experts will answer your
If you are currently using Microsoft Dynamics 365/CRM or exploring Dynamics 365 as your CRM solution, you may be considering if On-Premise or Online is the right fit for your organization. Each solution has its own benefits and ultimately it
Great news! Your company has made the business decision to invest in a CRM solution (queue audience applause). Selecting the right CRM solution for your organization and a choosing the right partner to work with are extremely important first steps.
Marketers love to segment their customers, prospects and leads. It is extremely important to personalize and connect with each person to identify with them how your products and/or services can directly help them overcome their challenges and help their organization
A Dynamic Opportunity for the Dynamics 365 & CRM Community Hey y’all! What are your plans October 10-13, 2017? We are a proud Gold Sponsor of D365UG/CRMUG Summit Nashville, one of the most engaging conferences in the industry. And as
What’s in your Sales Pipeline? It’s the question asked of each sales rep by their manager, and of the manager by the company owner. But managing your sales pipeline can be a time-consuming activity and most sales people prefer to
As a Microsoft Dynamics 365/CRM Administrator, your organization relies on your expertise to ensure that user adoption is high and that the company is seeing the greatest value and return on investment possible from Dynamics 365/CRM. In this upcoming webinar,
CRM is all about building relationships and driving growth within your company. The 2017 CRM Conference, that is taking place on May 4th in Milwaukee, Wisconsin at the Harley-Davidson Museum, has a focus on Salesforce and Microsoft Dynamics 365. After
On May 4th the doors of the Harley-Davidson Museum in Milwaukee, WI will open to business leaders and CRM enthusiasts from across the United States for the 2017 CRM Conference hosted by Ledgeview Partners. This annual conference was born in
With the vast amount of content on the web today (like this blog), buyers are more educated and further through the buying process than ever before. How do businesses and specifically sales maximize efficiency and effectiveness? Even though salespeople are
One of the greatest assets of Microsoft Dynamics 365 (formally known as CRM) is the ability to view all the valuable data that you collect on your customers, prospects and leads. When you first got started with Dynamics CRM, your
You’ve seen them before. Bright, colorful and chalked full of all kinds of data. Yes, I’m talking about Dashboards. If you are not taking advantage of the Dashboards feature within Microsoft Dynamics CRM (now known as Dynamics 365), you are