Strava Technology Group Achieves Gold Partner Status with ClickDimensions We are thrilled to announce that we have achieved Gold Partner status with ClickDimensions! This prestigious recognition underscores our dedication to providing exceptional marketing automation solutions and services to our clients. ClickDimensions is delighted to congratulate our valued partner, Strava Technology Group, on achieving Gold level partner status. ClickDimensions’ success is dependent on the robust, long-term relationships that we have with our partners, and Strava absolutely represents the gold standard ..read more

Performing proper lead qualification in Microsoft Dynamics 365 is crucial for sales teams to maximize the platform’s capabilities and drive better business outcomes. Microsoft Dynamics 365 offers robust tools for managing customer relationships, but the true value of these tools can only be realized when sales teams effectively qualify leads. By utilizing Dynamics 365’s advanced features, sales teams can systematically evaluate and prioritize leads based on predefined criteria, ensuring that their efforts are focused on prospects with the highest likelihood of conversion. This approach not ..read more

Why you should consider changing the way you manage suspects and prospects in Dynamics 365 The idea of using Leads in Dynamics 365 for Sales is attractive as it allows you to completely separate “suspects” from prospects and customers however this is an area that we see sales teams struggle with. Why? Mainly because the structure of leads in Dynamics 365 is very different than accounts/contacts requiring sellers to spend time on proper data hygiene which in many cases does not happen. Lead records in Dynamics 365 contain a company and a person in one record. This is very different than the a ..read more

Sales and marketing are often seen as separate entities. Marketing churns out leads, while sales is responsible for working the leads and closing deals. Unfortunately, these teams are not always aligned, in fact Gartner found only 19% of organizations have achieved true sales and marketing alignment.  Why is Sales and Marketing Alignment Crucial? Imagine a well-oiled machine. Both sales and marketing play vital roles in driving revenue. When they operate in silos, it’s like trying to run that machine with mismatched parts. Leads become frustrated, sales struggle to close deals, and reve ..read more

ClickDimensions Marketing Automation Are you looking for a comprehensive marketing automation solution that integrates seamlessly with Dynamics 365? Look no further than ClickDimensions Marketing Automation.  In this post, we’ll provide an overview of ClickDimensions Marketing Automation, its features, and how it can benefit your business. We’ll also discuss the support and onboarding services available to help you get the most out of this powerful marketing automation tool. What is ClickDimensions Marketing Automation? ClickDimensions is a marketing automation platform designed spe ..read more

Dynamics 365 Customer Insights Journeys (Marketing) Pricing Pricing for Dynamics 365 Customer Insights Journeys (Marketing) can be difficult to understand. In this article, we break down the pricing in an easy-to-understand format.  First, the Product Renaming department at Microsoft (being sarcastic however I swear they have such a department) have renamed Dynamics 365 for Marketing to Customer Insights Journeys. To make this more confusing, there are two products under Customer Insights: Customer Insights Data – enables businesses to unify customer data from various sources, such as ..read more

What is Microsoft Copilot? Microsoft Copilot is an artificial intelligence (AI) assistant. AI, or Artificial Intelligence, refers to the simulation of human intelligence in machines that are programmed to think and learn like humans. It encompasses a broad range of techniques, algorithms, and technologies that enable machines to perform tasks that typically require human intelligence. The first significant AI tool brought to market was ChatGPT developed by OpenAI. ChatGPT was launched in June 2020 and gained significant news coverage and fanfare. ChatGPT was not the first AI ..read more

Need support for your Dynamics 365 system?  LevelUP for Dynamics 365 is a full support & managed service for a fixed monthly cost.  Learn More A kanban board is a tool to help visualize work items like sales opportunities, cases, and projects. It also allows end users to easily drag and drop work items into the different status or stages vs opening records and changing fields. For example, in the below screenshot the kanban board for sales opportunities allows the sales team to easily drag opportunities into the different stages of their sales cycle: How to add ka ..read more

Microsoft has released the new Dynamics 365 Field Service Mobile App for general availability.  This new mobile application was developed by Microsoft and is built on the Microsoft Power Platform as opposed to the previous version built by Resco.  Transition Information: The legacy Field Service mobile app will be reaching end of life by June 2022 By June 2021, new deployments must use the Field Service (Dynamics 365) mobile app The legacy Field Service Mobile app will be retired June 2022.      Top Features of the New Mobile Application Purpose-built wi ..read more

Selecting your Microsoft Dynamics Partner is a significant decision that will greatly impact the success or failure of your project. The definition of “partner” is “one associated with another with common goals”. This is very important to remember in your Microsoft Dynamics Partner selection. The typical Dynamics 365 partner engagement model is time and materials. The Dynamics Partner estimates your project based on billable hours. Estimate is the key word here… There are a lot of problems with this engagement model. First, the risk is ALL on the client. Second, you cannot accurately budget ..read more