Can you even imagine a digital world where “tweeting” wasn’t a common phrase or action taken by social media users? More than 10 years into the platform, Twitter continues to be one of the most used social media platforms for
Many of us in the business world know that the struggle to create sales and marketing alignment is likely as old as the business world itself. With these quick tips, you can start to rewrite business history and create a
The New Outlook App in Version 9.0 of Microsoft Dynamics 365/CRM has several updates from Version 8.2. The Outlook App is a lighter version of the Outlook Client, as usual, but with the most recent version, Microsoft Dynamics 365/CRM has
When it comes to selecting the right CRM partner for your project, you must acknowledge it as a critical step in your process. Do not underestimate this phase of the CRM Implementation process. You need a partner to succeed, and
Without a digital presence, you are nonexistent as an organization. It may sound harsh, but that’s the reality of digital marketing today. Companies need an effective social media strategy to thrive on the Web. Whether your goal is to attract
Before we define what leads generally are for organizations, the differences between prospects and leads must be addressed. Generally, a prospect is someone that you have not worked with before, but you are pursuing an active opportunity with them. This
Dead zones are a consumer’s worst nightmare, and they’re often a Dynamics 365 Admin’s too, but with Microsoft Dynamics 365’s ability to work offline on mobile, CRM is more of a dream. Since your Dynamics 365 system isn’t always going to
Join Ledgeview on Thurs. June 14, 2018 at 11:00 a.m. CDT for a webinar that will cover a customer-favorite topic, “Planning for CRM Success.” In this webinar, Ledgeview will guide you through what it takes to have a successful CRM
Are you looking for a way to easily customize your Microsoft Dynamics 365/CRM header for a more appealing display of information? Look no further! This simple guide will walk you through the steps. Be sure to share this post with
With their unique missions in mind, the way nonprofit organizations communicate with their communities is very different from for-profit businesses. With Marketing Automation integrated into CRM Systems for nonprofits, there is incredible potential to reach supporters, donors, and volunteers in
If you’ve yet to get on the LinkedIn Groups bandwagon and you’re a frequent User of LinkedIn, it’s about time you get started! Being a part of LinkedIn groups relevant to your job responsibilities and career aspirations will help further
When creating a funnel chart in Dynamics CRM, you will notice the order of the horizontal (or grouped) options is dependent upon the ordering set for the Legend of the chart. Sometimes it is useful to be able to order
What is a Lead? What is the process for defining your process from Lead to Opportunity? If you were to poll 10, 100, or even 1,000 companies, you would hear a long list of varying definitions. That’s okay. It’s even
Prior to your CRM Implementation, it’s crucial you Define Your Vision for your CRM system among your project team. As like in baseball, you can think of Defining Your Vision like Spring Training, as it directly relates to getting prepared
If you have a LinkedIn profile and are active on the platform, frequently logging in and sharing content, you may have noticed LinkedIn’s new prompt that encourages Users to use hashtags in their updates. While you may have formerly