10 CRM Integrations You Need to Unlock Sales Growth & Efficiency CRM (Customer Relationship Management) software provides businesses with customer insights and automation tools. These insights and tools help a business improve team efficiency, sales, customer service, customer retention, and more. While a CRM tool is powerful on its own,... Read more »

6 Best CRMs with Gmail Integration Gmail currently has over 1.8 billion users, and you are probably one of those users. However, like most people, you and your business are most likely not using Gmail to its fullest potential. If you would like to change that, the first thing you... Read more »

5 Best CRMs with Intercom Integration Intercom is a leading customer communication system that sales, marketing, and support teams rely on for communicating with prospects and existing customers. You can use the tool to communicate with customers via your website, mobile or web app, and email. While Intercom works well... Read more »

5 Best CRMs with Email Integrations Email marketing is among the most effective outreach tactics for reaching new customers and engaging existing ones. In fact, 79% of B2B marketers believe email is the most successful content distribution channel, and 80% of buyers prefer sellers to contact them via email. However,... Read more »

5 Best CRM with QuickBooks Integration QuickBooks is among the leading accounting software for keeping track of business financials. Small and large companies use it to manage everything from sending invoices and receiving customer payments to viewing customer transaction histories and recording taxes. However, while QuickBooks is a highly versatile... Read more »

What is Make? Make is a seamless Teamgate CRM integration which automates and manages repetitive tasks that are killing your precious sales time. To put it simply; Make is the simple online hub that gets your apps talking to each other, and performing a multitude of vital tasks every hour... Read more »

Did you know that nearly 80% of leads never convert into sales? The good news is with optimal lead management, you can convert more prospective customers into paying customers. Lead management is a critical part of any business. If you fail to properly manage, nurture, follow up with and continuously meet your leads’ needs,... Read more »

Modern customer relationship management (CRM) systems do so much more than just compile customer information like phone numbers and email addresses. The best CRM systems integrate with popular tools like Mailchimp—a marketing automation platform and email marketing service that can help companies in the SaaS industry promote products and services on the... Read more »

When Mark Roberge published his bestselling book “The Sales Acceleration Formula” in 2016 and told the world about a formula for achieving scalable revenue growth, that conversation fell on deaf ears. Many startups go bust because they fail to scale or scale prematurely. And people still question whether you can even teach sales... Read more »

Remember the television commercial of the salesperson driving down the expressway with a cell phone balanced on his shoulder, a cup of coffee in one hand, and a laptop computer teetering on the dashboard? The voice in the background says, “You know he’s out there.” That’s a frightening commercial because... Read more »

  In our previous article, we discussed the initial steps required for building a successful e-mail marketing campaign. In step one you identified your target market. In step two you documented your value proposition and in step three you either built or acquired a database of prospects you want to... Read more »

For most people and businesses e-mail has become part of our daily lives, but the overwhelming number of e-mails we get each and every day has become a bit annoying. Why are we getting so many e-mails when there is little to no interest in the majority of them?  Well,... Read more »

No One Knows Who We Are! “It is the first thing we hear from small business executives” says Larry Caretsky, President of Commence Corporation. “Next, they tell us that they have tried using e-mail marketing tools like MailChimp or Constant Contact but did not realize the results they had expected.”... Read more »

In this rapidly changing economy, everyone is looking for a simple fix to dealing with the uncertainty of our economic environment. It seems like few are happy with their situations. And all but a few point their fingers at the changing economy and vibrant competitive environment as the source of... Read more »

Q: Dave, I’m from outside the industry, and am accustomed to what I see as a much more professional sales force than what I currently have. Am I off-base in expecting a professional group of sales people, as opposed to the ‘nice guys’ who don’t seem to take their professions... Read more »

Every business today large or small is looking to build brand recognition and generate new business opportunities. This seems like an easy task. Just purchase a list of prospects, upload the file to one of the popular e-mail marketing services, select the template you wish to send and wait for... Read more »

What is Top of Mind Awareness or TOMA? It is a lead generation and nurturing program introduced by Commence Corporation in conjunction with their Sales and Marketing CRM software that is quickly gaining traction. Here is why. CRM software is typically purchased to manage customer data, generate new business opportunities,... Read more »

Many people have difficulty understanding what a lead is and why you would need to nurture them, convert them to actual sales opportunities and track the sales cycle from introduction to closure. A lead is simply someone who has expressed an interest in your product or service. They are a... Read more »

Continuing our previous post – https://nishantrana.me/2022/11/17/how-to-use-page-personalization-in-dynamics-365-marketing-2/, in this post we’d see the personalized page content works across the pages in the site. Suppose we have the following embedded marketing form, submitted by the user with Remember Me checked (required for Personalized Page as well as Prefill to work) Next time... Read more »

Continuing our previous post on setting hidden field’s value using JavaScript in Embedded Marketing Form, https://nishantrana.me/2022/11/23/how-to-use-dynamics-365-marketing-javascript-api-to-set-hidden-fields-value/ below are a few more points that could help – To hide the Marketing form on the host page – we can use afterFormRender To submit the Marketing form on the host page –... Read more »

Originally posted on Technology Notes: Last month, one of my friend called me and asked me if I can help him integrating Dynamics CRM with an on-premises line of business (LOB) application using Azure Service Bus. He was a SharePoint expert, with reasonable experience of Dynamics CRM and Azure Service... Read more »

Originally posted on Temmy Wahyu Raharjo: Do you know the Azure-aware plugin? In short, we can create a simple plugin that invokes Azure Service Bus that enables us to do the Publisher-Subscriber model. In this blog post, we will try to make?Azure Service Bus, Dynamics CRM Service Endpoint, and?CRM Plugin?for... Read more »

Originally posted on Srikanth Alluri: This is the next level of my previous post on Azure service bus integration with CRM. If you haven’t gone through it already, I would highly recommend you to go through it first over here as whatever we are going to do here in this... Read more »

Dynamics Marketing JavaScript API is only available for the marketing form hosted as Script. It is not available for forms hosted as Iframe. More on embedding form on external page – https://nishantrana.me/2022/11/10/how-to-embed-marketing-form-on-an-external-page/ Add a reference to form-loader.js or load.js to access the API. Below is our form with a hidden... Read more »

Recently while designing the marketing form, we realized the Hide field option missing for our dropdown fields. There are 2 ways to solve this – In the HTML designer mode for the Marketing form – Add the attribute hidden=”hidden” for the field The field will be hidden but the Hide... Read more »

Page personalization uses cookies stored in the user’s browser for identifying the contact, and then fetches values for the contact record using JavaScript. For page personalization to work – The domain should be authenticated It must use HTTPS Contact should have Prefilling enabled i.e. Prefill Marketing Form field in the... Read more »

Originally posted on YanivRDT: One of the built-in triggers for Azure Function App is Service Bus (ASB) queue trigger, which makes Azure Function a listener for ASB events.While Azure Service Bus provides a robust decoupling mechanism, the receiving side has to poll for messages or implement a listener.  This trigger... Read more »

Check the previous posts on hosting marketing forms for more details How to – embed marketing form on an external page Here we will see Prefill in action. https://learn.microsoft.com/en-us/dynamics365/marketing/form-prefill#create-a-landing-page-form-with-prefill-enabled We have created the below marketing form (type – Landing Page) right now (currently Pre-fill is set as default false for the... Read more »

We’d use form capture option when we want to integrate with external form not not created in Dynamics 365 Marketing . Let us take a simple example to understand how the form capture works. Check the previous post on embedding the Dynamics 365 Marketing form on an external page – https://nishantrana.me/2022/11/10/how-to-embed-marketing-form-on-an-external-page/... Read more »

Recently while trying to change the owner of the workflow we were getting the below error  Flow client error returned with status code “Forbidden” and details “(“error”:X [“code”: “ConnectionAuthorizationFailed”, “message”: “The caller object id is ‘ffcdd1fc-2858-4019-9a96-19d73ae124c8″. Connection ‘providers/Microsoft.PowerApps/APIs/shared_commondataserviceforapps/connections/shared-commondataser-87229e07-1003-4e05-8172-fdaf112ceb98’ to ‘shared_commondataserviceforapps cannot be used to activate this flow, either because this... Read more »

Originally posted on Microsoft Lystavlen: Enabling in-context real-time collaboration can help you speed up so many processes, e.g., approval of the images used on a marketing page in Dynamics 365. Currently there is no configuration options for Embedded Team Chat in Dynamics 365 Marketing. The configuration of Teams Chat takes... Read more »

We can see the Account Insights / Contact Insights tab added along with LinkedIn Lead Info on the default lead form (as well as contact/account) after we install Dynamics 365 Marketing. These tabs will be added if you try creating a new form (Main). But if we have other existing... Read more »

All elements of your company’s operations–from the project planning and execution stages to sales and marketing–stem from having an operational strategy. These are the critical decisions that key members of your company make about how your products and services will be positioned and ultimately delivered to customers. Without a strategy,... Read more »

According to marketing resource Oberlo, there exist roughly 4.59 billion users on social media around the world. That goes for all social media sites, by the way. This tells us that, theoretically, there could also exist 4.59 billion social media handles. Each is unique because it has to be. If... Read more »

The holiday season is the right time for eCommerce stores to double their sales as customers will be eager to purchase products on exclusive deals. And holiday newsletters will play a vital role as online businesses will send them to announce gifts and last-minute deals and attract organic traffic to... Read more »

According to LianaTech, 86.1% of marketing professionals are familiar with the concept of marketing automation. However, only a fraction of this number can effectively use the tools to achieve maximum results. Reports from Ascend show that only 20% of companies are utilizing these tools to their full potential. Your eCommerce... Read more »

If your small business or startup will soon officially go into business, then you need to register with your state or your federal government. One means of registering your company that you might be interested in is as an enterprise company. If you’re not 100% clear on what an enterprise... Read more »

Have you ever wondered what today’s visionaries and most successful entrepreneurs have in common? No, it’s not lots of money. Instead, it’s certain personality traits. Just what are the personality traits of a successful entrepreneur? Let’s take a look! 12 Entrepreneur Personality Traits We Should All Aim For 1. Resilience... Read more »

For sales professionals, their upward career graph indicates becoming a sales director eventually.  They all start as business development representatives or executives and progress to become sales managers.  Once they have successfully managed a sales team and achieved the required goals, the subsequent designation on the ladder is to be... Read more »

Does your company have a customer-centric culture? More and more businesses are honing in on a customer-centric approach. There even exists a model for defining and planning a company’s customer centricity. A customer-centric business model can enhance customer satisfaction, retain customers, bring in new ones, and boost sales. With customer... Read more »

It’s that time of the year again, SaaS’ers! The Thanksgiving/Black Friday/Cyber Monday week is fast approaching. And once again, like every other year, we are chuffed to bring you the very best of this year – 2022’s most awesome Thanksgiving, Black Friday, and Cyber Monday SaaS deals. What better time... Read more »

Every salesperson is aware that automation is key to a successful sales process. It helps eliminate tedious sales tasks and keeps track of activities while monitoring your team’s progress. However, the question of “how to automate sales process” often arises. While we know that sales automation is crucial, the execution... Read more »

Salesmate Score is a simple scoring system to identify the best leads, subscribers, prospects, customers, and partners based on your criteria.  Salesmate Score comes with the Automation Journeys (a.k.a. Marketing Automation) add-on of our CRM.  If you’re already familiar with Automation Journeys, you can easily spot the “Change Score” option in journey creation.  If you’re... Read more »

Lead generation is a necessity for smooth business survival. In the current digital world, websites have become the face of the company for their target audience. Businesses utilize websites for various purposes such as lead generation, establishing brand authority, selling, gaining customer trust, and many more. About 53% of marketers... Read more »

Software as a Service has risen as a promising business sector as companies are increasingly taking support of SaaS platforms to manage their business functions. Did you know that the SaaS industry has expanded more than 500% in just seven years? As there are so many SaaS lead generation companies,... Read more »

People show interest in your brand in numerous ways, such as signing up for your web form to access the free content, applying for a free trial, enabling push notifications on your app, etc. A person interested in your company’s offering is a lead for you. Lead generation represents a... Read more »

Lead generation is a necessity for your business that you can’t ignore. The right channel to chase the target audience is the real hustle of companies. Many companies consider lead generation one of the most significant growth challenges.   Now, the question is, how do you predict what strategy to pick... Read more »

In the online world, marketers do everything to generate new leads to increase sales. The potential audience may or may not have encountered your brand often.     There are numerous practices through which marketers generate leads by implementing various strategies such as content marketing, social media involvement, email outreach, paid advertising,... Read more »

Sales planning can be daunting, especially when you’re trying to juggle multiple channels and partners. However, by following a few simple steps, you can create a plan that works for your business and helps you reach your goals. So, here’s a complete blog that will walk you through the process... Read more »

In the last several years, there has been a tactical shift in how companies have marketed their products and services. Most of us have succumbed to or have used these strategies, i.e., demand or lead generation, to make our life easier or promote a product or service.  One of the... Read more »

Email marketing is an art that’s been perfected by various marketing teams over the years.  However, with new features and tools created to assist with business marketing, metrics for measuring a successful email marketing campaign have changed. Marketing emails need to be engaging, both in text and visuals, arriving in... Read more »

As a competent professional, you understand the necessity of engaging with your customer. And this can be effortlessly practiced with lead nurturing.  Lead nurturing helps you build personalized relationships with prospects at every stage of the sales process. The lead nurturing campaign aims at educating leads about the brand, its... Read more »