It is widely known and recognized that no two companies have the exact same sales process. However, you can use the Dynamics 365 Sales Process to create efficiencies and aid in your own sales process steps. This follows a Leads>Accounts>Contacts>Opportunities
Hello, fellow trailblazers! Today, I’m recapping a module unlike those I’ve covered before. This one is more technical than others I’ve experienced with you, so I hope you enjoy the switch-up. I love the diversity and flexibility of Trailhead for
Salesforce Community Cloud, as described by Salesforce, is “an advanced online community software that connects employees, partners, and customers into a seamless, productive ecosystem, which works to better your business”. Community Cloud is a Salesforce product that allows you to
Join Ledgeview Partners on Wednesday, May 15, 2019, at 11:00 a.m. CDT for an exciting Microsoft Dynamics 365/CRM user group webinar that will focus on The Outlook App. The Outlook App is a valuable tool in the Microsoft Dynamics library.
Join Ledgeview Partners and Act-On Software on May 14, 2019, at 11:00 a.m. CDT for a complimentary collaborative webinar that will focus on comprehensive sub-topics surrounding the concepts of inbound and outbound marketing. In this webinar, you will discover the
via GIPHY Industry experts may hear the phrase “lead generation” and laugh. Why is this? A popular 1984 film in which Alec Baldwin stars that’s based on the Pulitzer Prize-winning film, “Glengarry Glen Ross” encourages an onlooker’s worst fears about the
Activities are amazing tools in your Microsoft Dynamics 365/CRM environment, if they are being properly utilized, that is … Many users suffer from common mistakes where one of the following is missing: Associated to a Record in Dynamics A Due
Are you still using an email service provider to manage your digital marketing processes, and are in the midst of exploring various marketing automation technology? Or are you at least interested in exploring the benefits a marketing automation system could
Hello, and welcome to the final unit of Volunteer Management in Salesforce Trailhead. If you’ve been following along the past few weeks, you will know we’ve already covered the first and second unit in this educational path: A Beginner’s Guide
Trailhead is known within the industry as “the fun way to learn Salesforce”. The platform encompasses thousands upon thousands of educational paths (trails) that help you to become more aware of and integrated with the system. Whether you’re a beginner
Are you a Microsoft Dynamics 365/CRM user located in or near the Milwaukee, WI area? CRMUG invites you to join an exciting, upcoming chapter meeting on Friday, May 3 at Trek Bicycle in Waterloo, WI. Cyclers will especially love this
Microsoft Dynamics 365 for Retail is an application within the Microsoft Dynamics 365 universe that “unifies digital, in-store, and back-office operations to personalize customer engagement and increase employee productivity”. Microsoft says, “Dynamics 365 for Retail empowers retailers to create exceptional,
Recently, Ledgeview Partners presented a webinar on, “Dynamics 365/CRM 101”. Whether you’re learning the basics for the first time, or just need a refresher, the tips and tricks shared during the presentation are beneficial to most all, especially when it
Last week, I recapped my experience with the unit, “Get Started with Volunteer Management” under the Trailhead module, “Volunteer Management“. Today, our journey continues with “Find the Right Volunteers“! This path is a great series of tutorials for nonprofit team
Marketing Cloud is a product offered by Salesforce, used for delivering relevant, personalized journeys to your target audiences across the right channels and devices. The product helps marketers deliver the right messages at the right time to the right users