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Email Newsletter Marketing with ClickDimensions and Microsoft Dynamics CRM

This is the first in an occasional series of posts looking at how Opsis use ClickDimensions, the number one marketing add-on for Microsoft Dynamics CRM.  Today we're looking specifically at email newsletter marketing.

In later posts, we'll look at how Opsis use other ClickDimensions marketing features including:

  • Web visitor tracking and social media capture
  • Online data capture through forms
  • Landing Pages
  • Autoresponder Emails
  • Nurture Programs
  • Email Newsletter Marketing with MS Dynamics CRM – the challenges

MS Dynamics CRM is a powerful tool for sales teams, with functionality and structure strongly aligned with the buyer's journey.  It's also fantastic for customer service and looking after existing customers, especially with the recent Spring 2015 release.  But it's not designed for easy email newsletter marketing.

Read more: Email Newsletter Marketing with ClickDimensions and Microsoft Dynamics CRM

Salesforce for Sale: Who’s Buying, Why and What it Means

salesforce for sale sign

Is Salesforce for sale?  The market leader in CRM is worth $50 billion, despite the fact that it's made a loss of $600m since 2001.  Yet there have been rumours for the last two weeks that the company is on the market.

What does a potential sale of Salesforce mean for your CRM project? Especially if you are still trying assessing which technology best meets your needs.

Who might buy Salesforce?

The possible contenders seem to be:

  • Microsoft
  • Oracle
  • SAP
  • IBM
  • Hewlett Packard
  • Google
  • Amazon
  • Facebook

Let's have a look at what some of those might mean.

Read more: Salesforce for Sale: Who’s Buying, Why and What it Means

CRM 2015 Spring Release is here

The Dynamics CRM 2015 Spring Release is now live!  All new CRM online environments will incorporate the release.  Timing for the on-premises CRM 2015 release is not yet provided.

Get the full guide to FEATURE and INTERFACE changes in this release!  Other online products including Microsoft Dynamics Marketing, Microsoft Social Engagement 2015 and Parature have also been updated.

The update includes great integration with other software packages so your latest CRM data is always at your fingertips.

Some CRM 2015 Spring Release highlights

Here are some of the highlights which got our attention in this release and how they can be used effectively for your CRM:

  • Intuitive tracking of emails through Exchange: Tracking new opportunities coming through email is simple. Move incoming emails to a set folder in Exchange, then the Outlook App lifts CRM tasks and activities and places them within your email. Track the email conversation, and save contact information in CRM.
  • Integration with OneNote: This allows note-taking to be synchronised within Dynamics CRM. Keep critical client information within the account file, and attach rich media content such as voice recordings, videos, and photos.
  • New CRM for Phones app: Lets you nurture leads and opportunities on your mobile in the same way you can for tablets.
  • Social media activity integration: Your social media channels can now feed information directly into CRM. Create rules which update client data, or create leads or opportunities based on social media interactions.
  • Redesigned Export to Excel and Excel reporting interface: Export to Excel desktop (2007 or higher), Excel Online, or any other Excel client. Sales teams can even manipulate CRM data in a familiar Excel format and save changes, all within CRM.
  • Join work groups together with Office 365: Team members who don't have CRM can interact with CRM users via Office 365 groups. Schedule training sessions and seminars, share work documents, emails, OneNote files, and more.

Get 32 information-packed pages to help you get maximum benefit from this release

Top tips for a successful CRM upgrade

A CRM upgrade should be treated like any other project. That means it requires scoping, implementation, testing, training, and deployment. Here are our top tips for planning your successful CRM upgrade.

Will your CRM upgrade smoothly?

Is a CRM Upgrade right for you now?

Why are you considering a CRM upgrade?

Read more: Top tips for a successful CRM upgrade

Using Microsoft CRM with Chrome

Since CRM 2011 update rollup 12, which was released in Australia in January 2013, Microsoft CRM has been cross browser compatible. This means that whichever browser – Internet Explorer, Chrome, Safari or Firefox you choose to use, you should have been able to use Microsoft CRM using that browser.

However, the truth is that it is not that easy. For some time we have been aware of a number of minor irritations that only occurred when using other browsers, such as a running a report with a date parameter which in Chrome did not show the calendar control. But recently the problem has become much worse.

Read more: Using Microsoft CRM with Chrome

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Contact us

Getting in touch with us is easy - we'd love to hear from you

Phone: +61(2) 8212 3480

Email: opsisinfo(at)opsis.com.au

Skype: opsiscrm

Postal address: GPO Box 2479, Sydney, NSW 2001

Office Address: Suite 1a,
993 Pacific Highway,
Pymble, NSW 2073

We're ready for Dynamics 365 CE v9. 
Are you?

Microsoft Dynamics 365 CE v9 training in Sydney

Opsis' training materials now cover Microsoft Dynamics 365 CE v9 so you learn the new features - as well as the existing material.

Sales & Marketing in Dynamics 365 - 7th February

Configuration of Dynamics 365 - 12th February

Automation of Dynamics 365 - 16th February

Troubleshooting Dynamics 365 - 19th February

Opsis Dynamics 365 Training schedule

Opsis also offer training on your site and other Microsoft Dynamics 365 and Microsoft Dynamics CRM training solutions.

Opsis is an expert Microsoft Dynamics 365 consulting company. Our focus is your Microsoft Dynamics 365 success - not licence sales or billable hours. As Principal Consultant, Gill oversees all business operations and strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions.  We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  We offer Microsoft Dynamics 365 strategy, Microsoft Dynamics 365 scoping, Microsoft Dynamics 365 implementation, Microsoft Dynamics 365 technical support, Microsoft Dynamics 365 advice and guidance, Microsoft Dynamics 365 training and mentoring.