What do you like best?
All in one customer profiling inside of Microsoft Dynamics CRM it is a beautiful thing.
- Marketing Emails
- Web pages visited
- links clicked
- lead scoring
- Eventbrite and GoToWebinar integration
Then there is the capability to build nurture campaigns... very cool
Oh and there is integration for go to webinar that links webinar registrations to contacts or leads
It does a great job of deciding whether something is already a contact or lead and linking to that record instead of just creating a new (duplicate) record.
What do you dislike?
Dashboards that give a graphical representation of the information help to interpret the raw data and in future releases I would like to see improvements to the default dashboards in future releases.
Recommendations to others considering the product
Amazing product broad and deep capabilities, but plan on hiring a Microsoft Partner to do some set-up, customization, and tweaking to ensure you get the most out of the solution.
Call Amaxra and ask for Jeff, we can help!
What business problems are you solving with the product? What benefits have you realized?
All in one profile of customer data tells you what, when, and where your customers and prospects are doing. All this information being inside of Dynamics 365 gives your company insights on your customers and prospects that allow you to use targeted highly relevant information on your customers and prospects that can optimize your sales and marketing processes.