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Implementation Blueprint for Microsoft CRM

The leadership team at ClickDimensions has been using Microsoft Dynamics CRM since version 1.0. In this free guide they will show you how they use both Microsoft CRM as well as their own ClickDimensions marketing automation solution to manage their growing business. The guide covers the implementation of the following business processes:

 

  • Dashboards and key metrics
  • Lead management
  • Account and contact management
  • Inside sales
  • Outside sales
  • Marketing
  • Opportunity management and forecasting
  • Customer service
  • Webinar tracking
Implementation Blueprint for Microsoft CRM