The Salesforce Marketing Cloud allows you to create and send emails to the masses or to individuals. Because this application has a plethora of features, I am going to cover them in a blog series. Today, we are going to cover how to create and send an email using short cuts as well as how…
In previous versions of Microsoft Dynamics, creating a synchronous workflow was not possible. The only option was to queue the workflow for execution at a later date/time. With CRM 2013 came synchronous workflows, which allow you to run a workflow within the current transaction. Before, you had to either create a technical process using custom…
This is Microsoft’s most comprehensive release to date and includes many features to move forward in their effort to provide “intelligent” customer engagement across sales, service, marketing and social engagement. Microsoft Dynamics CRM 2016 (Version 8.0) is an update for both CRM Online and On-Premise editions. CRM Online offers improvements from the ‘cloud only’ CRM…
With CRM 2013 came a new user interface as well as great new features. One of those new features is the ability to create Real-Time (or Synchronous) Workflows. If there is a need to alert the user to STOP or not proceed with actions they are taking in CRM, real-time workflows are the answer. In…
Have you ever wondered how you can easily create messages for end users, informing them of data that needs to be entered in a field, or describing the function of a field in more detail and without having to write a custom script? Well now you can. Microsoft Dynamics CRM 2013 offers a cool feature…
It may be getting cold outside, but the new Winter ’16 release of Salesforce is hotter than ever! New business intelligence, better analytics and a new User Interface experience are just of few of the really cool features offered in this release. Let’s take a look at a few of them… Sales Cloud Lightening Experience…
Salesforce.com is viewed mainly as a business to business tool for sales people to follow-up with customers, create new leads, track forecasted revenue and their report on deals won and lost. However, Salesforce.com can be a powerful tool for assist non-profits in tracking members, taking online payments without an IT staff and provide invoices for…
As a follow-up to my last blog post, Start from the Real Beginning, following are some brief tips to help your organization get started with a CRM. Guiding Principles Planning: Start from the “Real Beginning” (link to previous post). Codify each of these building blocks and share them with your entire organization. Document, document, document!…
By Valerie Roush In the 12 years I’ve been implementing CRM solutions, I’ve seen so many of my clients and own organizations start their implementation far past the most strategic and important analysis. Skipping the “real beginning” always results in missed opportunities to achieve organizational objectives, enterprise adoption, and ROI of your new system. The…