Pardot Part 2: Automating Qualification of Prospects

It’s Thursday! Let’s kick-off the “second best day of the work week” with Part 2 of our Pardot mini-series. As discussed last week, we like to break marketing automation into three main buckets: Intelligence (tracking behavior), Automation (identifying and prioritizing) and Advanced Workflow (integrating with business process). Last week we discussed how Pardot can help you identify your...

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Cutting Through the Fog of B2B Marketing Enablement: Fragmentation + Fragmentation = Fragmentation

The digital disruption caused by the ubiquity of 24×7 Internet can often be a challenge for relationship managers focused on one-to-one, face-to-face interactions. The question is often, how can marketing automation techniques and technology enable B2B marketing when prospect groups are relatively few in number? The fact is that armed with mobile devices and go-anywhere connectivity, all...

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ClickDimensions October 2013 Release Review: Improved Email Editing, Social Sharing, and Password Management

The latest ClickDimensions release is now available, and it brings with it some terrific enhanced email, social, and password management features. Drag and Drop Email Template Editor Probably the most significant part of this latest release, the new Email Template editor gives ClickDimensions users the option to build out email templates using a drag and drop method which updates changes in...

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Marketing Automation: The Missing CRM Feature

The leading CRM applications are impressive in their scope, features, and flexibility. They are designed and marketed as critical infrastructure that ensures the smooth flow of customer information throughout the enterprise, and that provides customer-facing staff with the information and capabilities to enhance their productivity and impact. In our experience, the extent to which CRM...

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Marketing Automation within Dynamics CRM: Highlights of the August 2013 Dynamics CRM Seattle User Group Meeting

This past Wednesday, the CRMUG PacNW (Seattle) Regional Chapter held their bi-monthly meeting at the Microsoft Advanta office in Bellevue, WA. The focus of the meeting was marketing automation within Dynamics CRM, and Dynamics users from several large Pacific Northwest organizations turned out to discuss best practices and future trends in marketing and sales management within Dynamics...

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ClickDimensions July 2013 Release includes Social Data Collection and Email Management Enhancements

The latest ClickDimensions release is here and includes several terrific enhancements, including an updated social data portion of a Contact/Lead record’s Profile section, and several long-requested updates to email management. Social Discovery ClickDimensions has enhanced their profile page with social data from Full Contact. The Full Contact API, using only a Lead or Contact’s email...

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The Highlights of Convergence 2013: Important Developments for Dynamics CRM Users

I’ve just returned from the Microsoft tidal wave that is Convergence – the annual Microsoft Dynamics customer conference. I wanted to share some of my observations from the conference while they are fresh, and some thoughts on what these developments may mean for our clients running Dynamics CRM. As I listened to the Dynamics CRM leadership team’s presentations, four main...

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Chicago, IL 60606
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