Resources
Blog
CRM Implementation Guide: Steps, Timeline, and Best Practices
In customer journey marketing, most businesses don't fail because they chose the wrong customer relationship management tool. The implementation usually fails before anyone has a real chance to learn the system. Many reps have to build workarounds as data goes...
Your Microsoft Dynamics 365 Revenue Engine Is Running…But Is It Earning?
Microsoft Dynamics 365 is one of the most capable revenue platforms on the market. It’s also one of the most underutilized. The gap between what Microsoft Dynamics can do and what most organizations actually get from the platform isn’t a technology problem - it’s...
5 Reasons Pipeline Velocity Should Be on Every Marketer’s Dashboard
With 20 years of experience in marketing operations, Susana oversees Coffee + Dunn’s marketing strategy and leads the Managed Services team—aligning brand, demand generation, and revenue initiatives to drive measurable impact and scalable growth.As a marketing...
Recorded Webinars + Demos
Beyond the List: Elevating Your Audience Strategy in Dynamics 365 Customer Insights
Big list = better marketing, right? Not quite. In this session, we'll discuss how to build smarter, more dynamic audiences with Microsoft Dynamics 365 Customer Insights – Journeys. You'll learn: What makes a strong audience The risks of poor audience definition...
Coffee + Cram: Measure What Matters – Connecting Marketing Impact to Revenue Growth
The pressure to show marketing impact is greater than ever, but disconnected data, unclear metrics, and outdated dashboards full of vanity metrics still remain. So, what gives? Learn how to: Track ROI with precision across channels and campaigns Leverage Dynamics...
50 Tips in 50 Minutes: Dynamics 365 Customer Insights
Are you ready to become an omnichannel marketing champion? In this on-demand webinar, we'll cover 50 powerful tips on Dynamics 365 Customer Insights with tricks, know-how, and best practices spanning core areas of the tool. We'll also brief attendees on key...
Success Stories
Healthcare Provider Hits Campaign Homerun
A $900M Occupational Health Provider had never done digital marketing before. With new leadership they were poised to launch a new strategy, but lacked the technology to make it happen. Challenge This large national enterprise was challenged to reinvent a...
National Retailer Transforms Marketing
This national specialty retailer had grown through acquisition creating silos within their operational structure. Further the client was challenged with outdated software solutions that had become increasingly expensive to maintain and operate. Challenge...
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