Today’s guest blogger, CRM MVP Frank Lee, provides tips and tricks for bulk emailing with pictures that he found to be very useful. A common CRM task during Holiday Seasons is to send out personalized Email greetings with images to customers. With features like Bulk email Blast and Field Merge “Mail Merge”, emailing with Microsoft…Read more
Internet Leads are prospective customers interested into your business online. You can use your favorite search engine marketing tools or expertise as a starting point for integration into a solution using Microsoft Dynamics CRM Online. Online Lead Generation is a marketing term that refers to the creation or generation of prospective consumer interest or inquiry…Read more
Today’s post comes from CRM MVP Jim Steger who is a developer, blogger, and writer for Sonoma Partners. Back in the early Microsoft CRM days (remember those?), you had the option to ‘Quick Create’ a lead, contact or account. This was a native form that only included the required (and maybe the recommended fields, but…Read more
For those currently using the Internet Lead Capture capabilities within Microsoft Dynamics CRM Online you may have noticed that the functionality was enhanced recently. This post is not for users of the on premise version of Microsoft Dynamics CRM Here are some highlights of what has improved: – Canadian customers can now take advantage of Internet…Read more
The Microsoft CRM workflow functionality provides very flexible tools to model automated process. A prime example of automated process is assigning a Lead to a particular Sales Representative based on certain criteria. In this post I will provide an overview that demonstrates how to assign the lead, set the Territory, notify the sales rep of…Read more
Some of my customers over the years have used a Round Robin method of assigning leads. So the first lead that comes in goes to Sales Rep A, second lead goes to Sales Rep B, etc. It works well with smaller sales teams that occupy the same geographic territory. I haven’t encountered one of these…Read more