Library
Find all of our eBooks, guides, white papers, and more here, designed to help your business thrive.
The B2B Perspective on Marketing Resource Effectiveness
With so many marketing tactics, technologies and channels to choose from today, well-planned marketing strategies are more important than ever. Increasingly, marketing teams are turning to outside resources to successfully [...]
How B2B Marketers Visualize Marketing Data with Dashboards
Marketing dashboards are a specific category of marketing analytics software – purpose-built for the marketing department – that provide easy, on-demand access to analyze and optimize campaign and channel performance [...]
The B2B Perspective on Marketing Technology Trends
Marketing technologies today are constantly evolving to meet the needs of modern marketers, but effectiveness isn’t assured with this evolution. From the B2B perspective, what trends will have the most [...]
Marketing Automation Integration from the B2B Perspective
Marketing automation is a powerful tool used to make marketing tactics, processes and campaigns more efficient and effective than ever before. But how are B2B marketers integrating this technology into [...]
Optimizing B2B Marketing Automation
New Research: Optimizing B2B Marketing Automation Marketing automation is everywhere today, as more organizations of all sizes adopt this technology and make it more of an essential part of modern [...]
The State of Marketing in Microsoft Dynamics Today
Insights from over 330 of your marketing peers will help you more easily identify and prioritize opportunities to ensure you are getting the most out of your investment- and [...]
2021 Customer Benchmarking Survey
Insights from over 330 of your marketing peers will help you more easily identify and prioritize opportunities to ensure you are getting the most out of your investment- and aligning [...]
2022 Customer Benchmarking Survey
Explore data from over 260 participants, benchmarking and comparing your marketing and sales strategy, progress and future plans. With our high-level sales and marketing insights, identify and utilize the top [...]
Marketing Automation: A View from the C-Suite
Marketing automation isn’t just for marketing anymore. Organizations today count on marketing automation to make their marketing, sales and customer experience initiatives more effective and efficient.
SMB Success: A Unifed B2B Sales & Marketing Approach
Outdated B2B sales and marketing approaches are falling flat. The buyer journey has changed, becoming less predictable. Instead of individual buyers, buying groups now call the shots. Yet B2B sales [...]
Advanced Email Scenarios: Sending Data from a Child Record to a Single Recipient Using a Microsoft Dynamics Workflow
One of the many advantages of email is its flexibility. It can be used to reach a wide range of targeted audiences and in very personalized ways, particularly when executed [...]
The Path Forward: Navigating the revenue reckoning
As a sense of normalcy returns, many organizations are waiting for a rebound in sales to pre-pandemic levels. But the pandemic accelerated the shift to digital and remote, and we’re [...]
Building an Effective Digital Marketing Strategy: A Guide for Dynamics 365 Marketers
Marketers go where their customers are, and increasingly that is to digital channels. But in order to succeed, it isn’t enough to just be there; you must have a strategy [...]
The High Price of Dirty Data for Microsoft Dynamics 365 Users and How to Clean it Up
Do you feel confident in the quality of your organization’s customer data in Microsoft Dynamics? If your company is like many others today, your response is somewhere between “not at [...]
5 Little Microsoft Dynamics Workflows with Really Big Marketing Results
Microsoft Dynamics 365 workflows are powerful tools, helping organizations automate business processes of all kinds. But it can be a bit overwhelming jumping into the Dynamics workflow editor for the [...]
The Value of Native for Microsoft Dynamics: The Critical Importance of Integrated Marketing Technology and CRM for IT and Marketing Teams
For Microsoft Dynamics users, there is a significant difference between a marketing solution that is merely integrated with and one that is natively built within Dynamics. These differences in architecture [...]
The Marketing Automation Field Guide
If you are new to marketing automation, the ClickDimensions Marketing Automation Field Guide can help you gain an understanding of what automation is and why it’s an essential tool for [...]
Flourishing in the New Marketing Frontier: Using Marketing Automation for Customer Retention
Something is often missing from marketing plans today. That missing element isn’t about the how, when or why of marketing – it’s about the who. While marketing has always been [...]
Meeting the Needs of Data-Driven Marketers: An Introduction to Marketing Dashboards for Microsoft Dynamics 365 Users
Marketers today realize the critical importance of data analytics, but using marketing data to better reach, understand and serve their audiences is still a significant challenge. Enter marketing dashboards and [...]
The Marketer’s Guide to Data Storytelling: How to Bring Meaning to Marketing Data
You have marketing data. So, now what? For marketers, the volume of data is no longer an issue. The real challenge is bringing meaning to the numbers. To help you [...]
Moving from DIY to DIFM: How Services can Help Microsoft Dynamics 365 Marketers Yield Better Results
The do-it-yourself (DIY) movement has been everywhere in recent years – including marketing. But over time, marketers have come to realize the inefficiency and frustration that often comes with the [...]
Proving Marketing’s Worth: How to Map Your Journey to Revenue Marketing
Organizations that fail to focus on marketing’s revenue-generating capabilities in today’s business and buyer landscape risk falling far behind their competition. Revenue accountability is now imperative for marketers. It is [...]
Bridging the Divide: How to Move from Simply Having Marketing Technology to Driving Results with It
Much has been said about the digital transformation of businesses today. Yet, because it is brought on by an evolution in the buyer’s journey, this change should be viewed as [...]
The Marketer’s Guide to Sales Enablement
The more prepared a sales team is, the better their performance will be. That’s where sales enablement comes into play. It helps sales – and entire organizations – succeed. Marketing [...]
Optimizing Microsoft Dynamics 365: CRM Experts Share Their Advice
CRM solutions are critical components of today’s tech stack. Yet implementing a new CRM solution is often a cumbersome and complex process. But it doesn’t have to be! In this [...]
Bringing the Human Touch to Marketing Technology Service and Support: Why it Matters for Your Success
Marketing technology helps marketers today achieve great things. However, technology alone can only take users so far. Human customer support and services are essential for a marketer’s success. This white [...]
Successful Microsoft Dynamics 365 Implementations: Expert Learnings from Experienced Dynamics Users
CRM solutions are critical components of today’s tech stack. Yet implementing a new CRM solution is often a cumbersome and complex process. But it doesn’t have to be! In this [...]
22 Marketing Ideas for 2022
We’ve curated the ‘best of the best’ of Marketing ideas to help you with both strategy and tactics to deliver fast wins for the second half of 2022. Our Guide [...]
From Lead to Loyalty: Automating Campaigns in Microsoft Dynamics 365
Gone are the days of a one-size-fits-all approach to marketing. Today, it’s all about getting the right message to the right person at the right time. For Microsoft Dynamics 365 [...]
The Marketing Survival Guide 2023
The B2B marketing world in 2023 is sure to be an interesting one as diverse and evolving strategies fully mature, the effects of COVID-19 hopefully ease and marketeers and sales [...]
The Ultimate Guide to Customer Retention
Global economic changes have made customers more cautious than ever about where they are spending their money, while also heightening service expectations. Customers want more for their money and businesses [...]
How to Drive Microsoft Dynamics 365 User Adoption with Marketing Automation
There’s a solution you may have not thought of – marketing automation. And it isn’t just for marketing anymore. Our white paper will show you use cases for marketing automation [...]
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 [...]
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 creating an effective lead generation process. And [...]
7 Habits of Highly Successful Marketers
If you were asked what it takes to be a successful marketer today, hard work might be your first answer – quickly followed by a long list of other responses. [...]
Growing Beyond Email Marketing with Marketing Automation
An email marketing platform is an essential tool for marketers today, but these solutions can’t rival the power of marketing automation combined with Microsoft Dynamics 365. If your organization is [...]
Aligning IT and Marketing: Why and How to Bring These Teams Together
Thanks to technological advances and sweeping changes in consumer behavior, IT and marketing must converge like never before. But just because these roles need to come together doesn’t mean that [...]
The Quick Guide to Subscription Management
Consumers today demand choices now more than ever. At the same time, a growing body of privacy and permission-based marketing regulations around the globe demand that organizations honor these choices. [...]
Outsourcing to an Agency: When and How to Engage
With increasing workloads and an ever-expanding list of tactics to try, what’s a modern marketing team to do to achieve their goals? For many, outsourcing work to a marketing agency [...]
Email Marketing in Microsoft Dynamics 365: Improving Email Deliverability
Email continues to be a preferred method of communication for most consumers today, and a successful channel for marketers too. However, in order to be effective, emails must first make [...]
Training Resource Guide for Microsoft Dynamics 365
Aiming for Email Deliverability: A Guide to Inbox Delivery Success for Microsoft Dynamics 365 Marketers
Effective Lead Nurturing in Microsoft Dynamics 365
First, the bad news: 79 percent of marketing leads never convert to customers. The good news is that there is something organizations can do about that poor performance. It’s lead [...]
10 Ways to Achieve Email Marketing Success
While there has been plenty of commentary surrounding the death of email marketing in recent years, email continues to be a preferred method of communication for consumers and marketers alike. [...]
Aiming for Email Deliverability: A Guide to Inbox Delivery Success for Microsoft Dynamics 365 Marketers
Here’s a hard truth for many marketers: despite all the time you put into crafting the perfect email, if it doesn’t make it to your audience’s inboxes, your email marketing [...]
The B2B Marketer’s Guide to Social Media 5 Ideas to Drive Sales Through Marketing Automation and Microsoft Dynamics 365
While best known for the benefits it brings to marketing teams, marketing automation can help departments throughout an organization – particularly sales teams. In recent years, the internet and social [...]
The Customer Experience Cookbook
If there was a single recipe for success in today’s business environment, a great customer experience might just be it. A memorable customer experience can help organizations of all kinds [...]
Re-Engaging Leads and Customers with Microsoft Dynamics 365
When your organization’s relationship with a lead or customer is brand new, it can often seem like they love every message you send, engage with every piece of content you [...]
Building and Maintaining High-Quality Marketing Lists in Microsoft Dynamics 365
Marketing lists in Dynamics 365 are one of the most valuable assets your company has, and keeping them in top shape is critical to your business and the success of [...]
10 Practical Social Media Lessons for B2B Marketers
The 10 lessons you will find in this guide are filled with actionable, practical tips and tricks for B2B marketers looking to get more out of their social media presence. [...]
Implementation Blueprint for Microsoft Dynamics 365
Whether your organization is just starting the implementation process with a piece of software or has been using it for many years, it is always interesting to see how other [...]
The Campaign Automation Workbook: How to Plan Successful Drip Campaigns in Microsoft Dynamics
Say goodbye to one-size-fits-all marketing. Consumers today prefer personalized communications, and automated campaigns help marketers deliver. But how do you get started building campaign automations that will help you achieve [...]
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 [...]
Marketing Lessons from Disruptors: What Marketers Can Learn From 10 of Today’s Most Innovative Companies
Not every company can – or even needs to – disrupt an industry, but there is a lot to learn from those who have. In Marketing Lessons from Disruptors: What [...]
Marketing 2030: What it Will Take to be a Successful Marketer in the Next Decade and How to Prepare Now
As we enter 2020 and embark on a new decade, it’s a time to look forward and imagine what is both possible and necessary in the future of marketing. What [...]
2021 Marketing with Microsoft Dynamics 365 Idea eBook
With the ongoing COVID-19 pandemic, 2021 is predicted to be a continuation of digital everything for marketers. In this edition of the Marketing with Microsoft Dynamics 365 Idea eBook, we are [...]
Intro to Data-Driven Marketing: A Primer for Modern Marketers
What once was a slow and steady drive towards digital transformation is now an immediate imperative. And data is at the heart of this imperative. The global pandemic has accelerated the [...]
Succeeding with Email Marketing: A Guide for Microsoft Dynamics Marketers
Despite earlier rumors to the contrary, marketers today know that email marketing isn’t dead. In fact, it’s far from it. While email marketing is still very much alive and well, [...]
How to Select A Marketing Automation Solution for Microsoft Dynamics 365
As the popularity and importance of marketing automation has increased in recent years, so too has the number of marketing automation solution providers. So how do you decide which is [...]
Understanding Marketing Maturity
The pressure is on for marketers to adapt to the new all-digital world, but the reality is that different organizations start in different places on their marketing journeys. Some have [...]
The Marketing Survival Guide 2023
Surveys are a great way to capture and find out more data about your customers, or even your colleagues, if you decide to conduct an internal survey. The data... [...]
2022 Customer Benchmarking Survey Report
Explore data from over 260 participants, benchmarking and comparing your marketing and sales strategy, progress and future plans.
The Ultimate Guide to Customer Retention
Global economic changes have made customers more cautious than ever about where they are spending their money, while also heightening service expectations.
22 Marketing Ideas for 2022
The overwhelming amount of content on digital marketing is enough to short-circuit any marketing mind. We’ve done some of the heavy lifting for you and have curated the best [...]