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All articles for category: CRM Online, Cloud, and Social

CoreMotives and CRM Digital Marketing

May 19, 2010 – In part 1 of this 2-part series on digital marketing integrated in Dynamics CRM, I focused on CoreMotives’ e-mail marketing features. This article covers the web analytics piece, and why I like it in my CRM.

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Social CRM: A Simple Example in Dynamics CRM

May 11, 2010 – If you want to add some social to your Dynamics CRM, and you want a simple way to get started, this article and the accompanying video describes an easy customization to the contact entity you might find useful.

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Social CRM: An Introduction

May 8, 2010 – I’ve been thinking a lot about social CRM lately, and here’s a summary of my thinking on how “social” impacts our CRM efforts.

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Convergence 2010: Cloud Computing and Social CRM

May 2, 2010 — The recent Microsoft Convergence conference was a good show. From my perspective I’ll fondly remember it as the “cloud computing and social CRM Convergence”. Here’s my admittedly CRM-centric recap of Convergence 2010.

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CRM Online May Service Update

April 30, 2010 — In the cloud, new features just … happen! This time it’s installment one of the Dynamics CRM Online May 2010 Service Update: multi-language support. Enjoy!

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Yes, Dynamics CRM Really DOES Work with IE 8

Feb. 25, 2010 – Recently I ranted a little about my experience in upgrading from Windows XP to Windows 7, specifically about how changes in browser settings impacted my Dynamics CRM experience. One thing I’ve learned about Microsoft program managers is they care enough about their programs to reach out to to ranters like me, and this episode was no exception: I got a call the next day from Matt Hooper, a program manager on the Dynamics CRM Online team, and he was patient enough to set me right. As soon as I got off my call with Matt, I thought I better write down what he told me, so I wouldn’t forget. Thanks Matt!

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Does Dynamics CRM REALLY Work with IE 8?

Feb. 22, 2010 – I’m the #1 Fan of Dynamics CRM Online. And I like Windows 7 a lot. But I do NOT like the way IE 8 on Windows 7 runs Dynamics CRM Online…and unfortunately that’s an important and hard to troubleshoot combination! Does it really work? Well…I guess it depends on what you mean by “work”…

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Web-to-CRM Internet Lead Capture

February 7, 2010 – How do you take the information submitted on a web form and pop it into Dynamics CRM? This feature – sometimes referred to generically as “web-to-CRM”, or “lead-to-CRM” – is not included in Dynamics CRM 4.0 on-premise, but has been added to Dynamics CRM Online. The built-in approach in the cloud version is better than nothing, but there’s a better solution, Web2CRM from CRMInnovation, if you’re willing to spend $495.

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Dynamics CRM E-Mail Marketing, Part 2

February 7, 2010 – Dynamics CRM is the best place to store your customer information, and track all of your sales, marketing and service interactions with them. Unfortunately, it’s not the best place to perform some of those interactions, such as e-mail. Yes, it’s fine for tracking one-off e-mails (especially if you’re using the Outlook client), but when it comes to e-mail marketing, the out-of-the-box features of Dynamics CRM leave plenty to be desired. What we need is e-mail marketing integrated with Dynamics CRM. There are more options all for this all the time, and here’s an article where I discuss integrations for both Exact Target and Constant Contact, and my recent experience with the Constant Contact integration

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Dynamics CRM Integrated E-Mail Marketing

Jan. 26, 2010 — Dynamics CRM is a great product, but it’s got some feature gaps. One of the big ones is in e-mail marketing. Hosted e-mail marketing services fill the gap, but it’s a total hassle sending e-mails from a completely separate application! Here’s an introduction to a solution that integrates Dynamics CRM and Constant Contact: C-Cubed from Zero2TenCRM.

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