Resources
Blog
What Revenue Attribution Is and How the Models Work
If your marketing team says their campaigns filled your pipeline, but your sales team says the demo sealed the deal, you already know how this disconnect goes. Your customer success team adds another layer, and no one can say for sure which activity produced...
Revenue Lifecycle Management: Stages, Tools & Implementation
Once your sales team closes a deal, intensive customer success and retention work begins. Someone builds a quote, and another drafts the contract. For many organizations, revenue recognition then happens inside finance but is disconnected from the customer and deal...
What Is RevOps? A Practical Guide for Revenue Teams
Over the many years we've worked with mid-market organizations, we've seen situations where the marketing team celebrates a spike in leads, but the sales team says most of them don't turn into paying customers. We've also seen the finance team question these...
Calculators
Calculate Your Revenue Growth Potential in Seconds
Our free Revenue Growth Calculator uses your real numbers to show you your growth score, revenue leakage, and the gaps that hold your revenue back, all in about 2 minutes. How to Calculate Revenue Growth Revenue growth rate is calculated using this formula: Revenue...
The AI-Era Deliverability Scorecard
Deliverability isn't a technical checkbox; it's a revenue multiplier. Combine that with an AI-filtered, tab-sorted inbox landscape, and the gaps become harder to see and more expensive to ignore. Use the free scorecard below to audit your sender DNA and find out...
Marketing Automation ROI Calculator: Estimate Your Real ROI
Find out how much revenue you're leaving on the table—and what it would take to recover it. Run your numbers through our free marketing automation ROI calculator and get a full report in about 2 minutes.
Demos
Dynamics 365 Customer Insights Demo
From First Click to Closed Deal—See It Happen in Real Time A single Dynamics 365 Customer Insights platform, one connected customer journey. Watch how Customer Insights – Journeys and Customer Insights – Data work together to take a prospect from an ad click to a...
Dynamics 365 Connected Experience Journey Demo
Leveraging Dynamics 365 Customer Insights, Sales, and Customer Service, fictitious Contoso Coffee brings marketing, business development, and operations together to deliver an end-to-end connected experience for customers.
Success Stories
Preserving customer trust through Dynamics Customer Insights + Customer Voice
Solution alignment allows Rush Enterprises to enhance customer retention through personalization and accelerated system adoption Effective solution alignment is pivotal in enhancing customer retention, and Rush has exemplified this through their strategic...
Success Story: Redefining + Redesigning Data with Dynamics 365 Customer Insights
Montgomery County Community College (MCCC) sought to do more than provide quality, affordable education (an impressive feat on its own); it wanted to elevate the way they communicated and engaged with students, a testament to their unwavering commitment to student...
Leading insurance firm boosts channel effectiveness with Dynamics 365 CI – Journeys
A leading Virginia-based insurance company leveraged Dynamics 365 as they sought to manage their investor relations events in a system that could tie into their customer relationship management database. Challenge Disparate systems across event management...
Montgomery County Community College Redefines and Redesigns Student Engagement
Montgomery County Community College (MCCC), a technologically advanced community college recognized for its provision of high-quality, affordable and accessible education, sought to optimize its technology stack to transform and enhance student communication and...
University of South Florida and the Modern Student Recruitment Experience
The University of South Florida, a preeminent higher education institution with multiple campuses across the Tampa Bay region, leveraged Dynamics 365 as they sought to modernize the student recruitment experience.
White Papers
Building a Revenue Engine with Microsoft Dynamics 365
Revenue growth doesn't stall because of a single broken process. It slows when disconnected data, fragmented systems, inconsistent sales and marketing execution, and weak governance prevent organizations from operating as a unified revenue engine. This guide...
Connecting Marketing Impact to Revenue Growth: Building a Modern Value Measurement Framework
Discover how CMOs and CROs can connect marketing performance to measurable revenue growth. Learn Coffee + Dunn’s modern value measurement framework—aligning strategy, technology, and AI-driven insights with Microsoft Dynamics 365 to measure what truly matters.Short...
Breaking Silos: The Strategic Advantage of Sales & Marketing Alignment
Unlock growth through go-to-market cohesion. Today’s B2B buyers expect a unified experience—from first touch to closed deal. But too often, sales and marketing operate in disconnected silos, leading to wasted spend, missed opportunities, and inconsistent messaging....
