Showing blog posts for: Tips & Tricks
As we hear from many CFOs for nonprofits and associations, your role requires you to wear many hats and deliver actionable insight to the board. As members and donors are engaging more online and through multiple devices, the sheer amount of valuable data available to associations and nonprofits is exploding. The challenge becomes not only how to access and manage the data, but how to use the data profitably for stronger marketing, better communication and strategic decision making.Read More
Social networking sites like LinkedIn and Twitter can add vital data to your Microsoft Dynamics CRM system.
Before the introduction of social networking websites, it could take months or years to develop a strong business relationship with your customers. But knowing and managing your customers’ personal information is much easier now that sites like LinkedIn and Twitter provide public access to their interests, hobbies or company information.Read More
Improve email response rates by utilizing your Microsoft Dynamics CRM system to track customers’ interests.
When your customers’ inboxes are constantly flooded with emails, how can your campaigns possibly stand out to be opened and read? Powerful email marketing involves appealing to customer interests and values tracked by your Dynamics CRM system, as well as practicing a few marketing strategies. With this approach, you can transform your lagging email campaigns into emails your customers will want to open.Read More
This two-part post will focus on several challenges every organization faces with their CRM Data and the best practices we recommend to keep your data clean and healthy.
You rely on your CRM system to manage your key business data including Customer Contact Information, your company’s primary access to customers. Maintaining this information is key to maintaining customer relationships, and it’s often the hardest data to manage. In Part One, we outline steps you can take to avoid entering incomplete, inaccurate, and inconsistent (dirty) Contact Information in your system.Read More