In our fourth and final installment of the series, we bring to you the updates and new features in Microsoft Dynamics 365 Marketing. With these updates Microsoft aims to arm you with the tools to use all your data efficiently and effectively. Check out the other blogs in the series covering Customer Service, Sales and Field Service!Microsoft describes the key themes of this release as delivering deeper […]
In our day-to-day business dealings with credit unions we are often asked, “Now I have this CRM system how do I use it to increase new members?” My answer is almost always the same:Use the data you already have about your membersStart using event triggersDigitally communicate to generate interestUse the Data You HaveTake the data […]