eBooks and Premium Content

Whether you are new to marketing with CRM or you want to breathe new life into your marketing program, our eBooks provide valuable insights, best practices, ideas and real-world examples for marketing with Microsoft Dynamics CRM.

Microsoft CRM Marketing Idea eBook

If you’re a marketer using Microsoft CRM, our Microsoft CRM Marketing Idea eBook is bound to fuel your creativity with 210 pages and 80+ ideas.

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The Campaign Automation Playbook

The Campaign Automation Playbook

Campaign automation is a sales and marketing MVP. No matter what type of campaign – lead-nurturing marketing campaigns, sales engagement campaigns, promotional or event campaigns, or new customer onboarding and retention campaigns – they all score big points for the organizations that run them. Learn more about automated nurture campaigns in this eBook.

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The Marketing Automation Field Guide

The Marketing Automation Field Guide

New to marketing automation? The Marketing Automation Field Guide can help you gain an understanding of what marketing automation is, why it’s an essential tool for modern marketing departments and businesses as a whole, how marketers can convince their decision-makers to invest in marketing automation, how to choose a marketing automation solution, and more.

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The Customer Experience Cookbook

The Lead Generation Pocket Guide

Despite the importance of lead generation – it keeps the funnel full, increases revenue and so much more – many marketers struggle with how to generate leads effectively. And that’s where this handy guide comes in.

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The Customer Experience Cookbook

The Customer Experience Cookbook

A memorable customer experience can help organizations of all kinds attract new customers, increase revenue, boost customer loyalty, create a competitive advantage and much more. In this eBook, discover how your organization can engage and delight your customers!

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Passport to the World of Email Marketing

Your Passport to the World of Email Marketing

Discover how email marketing can help you generate new prospects, nurture leads, and effectively communicate with your existing customers. This eBook has over 50 pages of tips, tricks and best practices for maintaining good marketing lists, creating and formatting email content, avoiding spam filters, understanding mail statistics, measuring ROI, and more.

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Hooked on Content: Successful content marketing w/MSCRM

Discover how to revolutionize the way you build, execute and measure your content marketing strategies using Microsoft Dynamics CRM by creating a collaborative and complete content marketing campaign.

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Watch the Companion Webinar
Mobile Marketing eBook

Go Mobile! The Essential Guide to Mobile Marketing

Through the ever-growing use of smartphones, tablets, and other handheld devices, mobile marketing channels have opened up opportunities for companies to engage with customers and prospects in completely new and different ways. Learn how to maximize your mobile marketing strategies in this free eBook.

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Training Resource Guide for Microsoft Dynamics CRM

Are you new to CRM, or wish to increase your CRM knowledge, but don’t know where to go for help? This Training Resource Guide is a compendium of websites, discussion forums, webinars, blogs, books, certifications and more, all dedicated to learning Microsoft CRM.

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Guide to Creating a Connected Campaign

By synthesizing all of the tools available through CRM and marketing automation, marketers can plan campaigns more strategically, execute them more efficiently, and measure the results more effectively. Find out how in this free guide.

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Watch the Companion Webinar

Microsoft CRM Implementation Blueprint

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.

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Watch the Companion Webinar

How ClickDimensions uses Microsoft Dynamics CRM and Zendesk to deliver superior customer support

To provide timely and accurate technical support for this diverse user group and install base, ClickDimensions chose to implement Zendesk’s cloud-based customer service software. This guide details how we use the two solutions together and how they are integrated to provide visibility to users of each solution..

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Marketing ROI for Dynamics CRM Quick Guide

How do you measure return on investment (ROI) and the performance of your campaigns when you are using Microsoft Dynamics CRM? Our Quick Guide to Marketing ROI for Dynamics CRM will help you make sense of it.

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