Though the terms “good” and “bad” leads may seem harsh, it’s the reality of the lead to opportunity process. You will have good leads, and you will have bad leads. At some point, leads you follow up with will and
This fall, step away from your screens, pack up your big ideas, and head to CRMUG Summit Phoenix, the most comprehensive and impressive conference of the year. As a proud Partner Member, Ledgeview Partners is excited to share this experience with you as we squeeze every
Social media management in combination with CRM bridges the gap between your sales and marketing departments to create an optimal experience that will benefit your whole business. It’s a story as old as the digital age: your marketing team is
In Microsoft Dynamics 365/CRM, you have the ability to set up products and product families. At Ledgeview and within the community, we most often associate products with opportunities and quotes where we want to capture quantities, prices, etc. In some
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