Customer Engagement White Papers

How to Avoid Microsoft Dynamics 365 (CRM) Failure

Alithya

You better have a good training plan!

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM

How Manufacturers Improve Sales Coaching and Dynamics CRM/365 ROI

Alithya

12 metrics that matter the most

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Manufacturing Marketing Sales Sales & Marketing Sales & Ops Planning Sales and Operations Planning

Outsourcing to a Marketing Agency: When and How to Engage

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A guide outlining the essentials of outsourcing to a marketing agency

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Marketing Automation

How to Optimize Marketing Automation for B2B Marketing Success

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Results of a survey conducted with 95 organizations
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Marketing Marketing Automation Sales Sales & Marketing

The Quick Guide to Email Subscription Management

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Increasing customer satisfaction and compliance with email preference centers
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Email Management Marketing Sales Sales & Marketing

Bringing the Human Touch to Marketing Technology Service and Support

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Human customer support and services are essential for a marketer’s success
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales Sales & Marketing

Guide: 3 Keys to Successful Microsoft Dynamics 365/CRM Adoption

Alithya
Download this guide for your step-by-step game plan to a successful Microsoft Dynamics CRM (Dynamics 365) journey
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM

How to Align IT and Marketing

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Why and how to bring these teams together
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

Training Resource List for Microsoft Dynamics 365/CRM Users

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This guide includes resources for Dynamics 365, as well as CRM 2016, 2015 and 2013
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Marketing Automation Sales Sales & Marketing

How to Prep and Import Data for Microsoft Dynamics 365 for Sales

Alithya
Here are a few steps you can take to simplify this critical process
Customer Engagement Data Migration Dynamics 365 Dynamics CRM