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Creating a Simple Workflow in Dynamics CRM
http://youtube.com/v/Lhsae4BLZTw This video shows how to create a simple workflow in Dynamics CRM, attached to a lead, that automatically creates an e-mail message, and an activity to track an initial...
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CRM Saves My Backside Almost Everyday
Most of us are wearing many different “hats” these days. Doing this, doing that. I picked up some additional responsibilities for national sales for RoseASP. I am now working with a whole new and...
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Drive Revenue and Serve Customers with CRM
The CRM Software Blog has recently released a nice white paper and accompanying infographic about how companies use CRM in different ways. The white paper includes a number of examples of how companies...
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Long Term Nurture Campaign
I just finished creating a long term nurture campaign for my ERP prospects. These are prospects that entered a sales process but were not converted to a customer. I’ve got a couple of sources for these...
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Easily Create Landing Pages for Content Requests with CoreMotives
I just revamped my content download request routines to include a focused landing page and “Thank you” page. This was relatively easy to do and didn’t require any coding because I used standard...
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