Watch on demand as David Vargas + Tyler McClain dive into marketing forms in CI – Journeys—demystifying their code and uncovering enhancements to capture leads, execute post-submission routing to support sales, initiate key interactions, and trigger seamless Customer experience processes. Whether you’re building your first line of data capture or optimizing advanced workflows, you’ll leave equipped to level up forms for your next campaign.
The default CRM setup only records data about and for one-on-one customer interactions. Imagine a situation where your sales and customer service teams have a complete, 360-degree view of each customer from the CRM. They can see every prior engagement with the...
Feels obvious, but tech moves fast. We have to keep pace with new approaches, new features, new tools…the list goes on. Add AI into the mix and it’s easy to feel like you’re always one step behind. In Dynamics 365 CE, that means exploring new ways to increase lead...
In the current digital environment where customers expect personalized experiences at every turn, data is king. However, you must go beyond simply collecting data to gain a true competitive advantage. You need a way to unify and deploy it, hence the CRM vs CDP...