We are excited to announce that Dynamics 365 Version 9.0 is available. The main areas of focus for this new release are:
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The roles that sales and marketing play in an organization and their relationship depend on how company leadership decides to manage and enable cooperation between these two functions. A recent CMO Survey© evaluated how firms structure the sales and marketing relationship. These were the results.
Microsoft Ignite took place September 24-28, 2018 in Orlando, Florida. During the conference, Microsoft has made big announcements about new features and products across a variety of business areas.
If you’re a salesperson, I know what you might be thinking when you hear the phrase, “marketing automation”: “What’s in it for me?” The answer is “a lot!” Though they are sometimes at odds over their methods, marketing and sales really do have the same goal in mind…to increase revenue and profit for the company.
Investing in a new technology platform comes with time, learning and trial and error. However, the benefits of adding a system, such as marketing automation, to your organization is worth the investment. These investments, when fully implemented and adopted, can produce an impressive return on investment. They allow organizations to better personalize their efforts with customers and improve their actions moving forward.
Increased revenue. Better brand recognition. New business development. These are a few of the reasons companies conduct marketing programs. There are many tools to help businesses accomplish this, with a new one gaining a lot of attention recently: the marketing automation system.
As technology plays an increasing role in the landscape of marketing, the need for showing an ROI increases concomitantly. One example of this role is seen with marketing automation. In addition to adding efficiency to lead nurturing and customer outreach, automation can also allow for increased personalization.
In the world of marketing, increased viewership could mean opening the door to more conversations. More conversations could lead to new clients, long-term relationships and new revenue. However, the debate continues: What type of content should your company be publishing to serve as seeds for those conversations?
I had a situation where I was creating an email in a workflow using the standard step of "Create Email." After the email was created, some custom processing was done on it (specifically, creating a PDF and attaching it to the email). Since this was my first foray into the territory of creating emails in a workflow with custom processing, I thought it would be as easy as setting the status of the email to "Send" and it would automatically get sent. Nope, it's not that easy – but it isn't that hard to get done, either. It does take a little bit of code in a custom workflow step.
As companies look to better understand their sales prospects and current customers, they often turn their focus on to their sales and marketing funnels. How to generate more leads, how to score leads more accurately and marketing personalization are frequent topics of discussion and fine-tuning. The goal is easily described, but can be challenging to meet: how to turn prospects into customers and customers into brand advocates. One solution to this end is marketing automation.