Video: Dynamics CRM Maintenance - Part I

In this video, we’ll take a peek under the hood of Microsoft Dynamics CRM and uncover the key historical sales and marketing metrics you need to know to plan for the future. We’ll demonstrate best practices for CRM maintenance, like cleaning up your database, reviewing process flow configuration and must have integrations. Lastly, we’ll cover some of the latest Dynamics CRM features and discuss how to get the most out of them.

Process Flows

• Is your sales process enforced through your CRM system?


• Are you working smarter or harder?

Feature Review

• Are you utilizing the most valuable features in CRM?
• What’s new in CRM 2016?

Join us on May 25th @ 10AM PST for Part II!

Topics Include:

  • ROI on Marketing
  • Sales Metrics
  • Clean-Up

Seats are limited! Register now!

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