When it comes to selecting the right marketing platform, you really are spoilt for choice, but you will want to get it right, given the size of the investment. To get maximum return on your investment, you'll want to consider some key tools and features when evaluating your options. Reporting, integration, scalability, ease of use and automation tools, to name a few. 

Follow our top 10 things to look for in a marketing platform, and you’ll likely see your marketing transform, productivity soar, and comms ramp up 

#marketingcrm #marketingsofware #crm #salesandmarketingcrm

Whilst a CRM interface from the user's perspective can be simple and intuitive, implementing CRMs can be complex and multi-layered. They must be built around a business's processes and systems to ensure they deliver value to an organisation.

Even for smaller companies or charities, what can appear as a simplistic solution on the outside requires careful project management and the right technical skills to get it right.

Working with the right CRM partner is essential to avoid these two nightmare scenarios: Implementing a bad CRM that doesn’t meet the needs of your organisation Or implementing a good CRM badly.

Iain and Kyle share how things are done at Rocket CRM and how they ensure CRMs delivered by their team deliver maximum value to clients.

When a business is ready to scale its marketing, adding marketing software to its existing CRM is a smart move for many reasons. 

For Dynamics 365 users, there are a number of ways to do this – either by connecting a 3rd party marketing CRM to Dynamics 365, which means using two different systems, one for your sales data and one for your marketing. Or, in Dynamics 365, it's possible to add on the Dynamics 365 Marketing suite.  Again, that has its merits. 

Alternatively, and we believe the smartest option is to use ClickDimensions – a natively built digital marketing software solution that sits right within your Dynamics 365 CRM, so essentially it feels like you're using one system. 

With the help of ClickDimensions expert Dirk Cuthbertson, we discuss the various merits of our preferred marketing software for businesses that are going for growth and want to align their sales and marketing activity.

#clickdimensions #marketingautomation #marketingsoftware #Dynamics365 #MarketingCRM

Dynamics 365 and Power Apps offer businesses flexible and scalable CRM platform options, and both products are very similar because it's the same ‘nuts and bolts’ under the hood as both have been developed by Microsoft on the Power Platform. But what’s the difference, and which is best? Why would you choose one over the other? And what is the Power Platform?

We launch into this topic in this eye-opening episode, which could save you thousands of pounds if you’re a current Dynamics 365 user. 

CRM user adoption is essential if you are to get the most from your customer management system. You need your employees to be using your new CRM product to its full potential if you are to see a healthy return on your tech investment.

CRM is only as good as the data you put into it, and good data is only valuable when it is managed well.  For these reasons, it's vital to get your people to use your CRM system effectively and consistently and manage your data diligently. We delve into the topic of User Adoption, a key component of the implementation process, in this newest episode of RocketPod.

At a time of rising consumer demands and changing industry regulation, now is a critical time for wealth management to digitise their sales and distribution. Christopher Hess, a financial services strategist and digital transformation expert, explains the radical changes happening in financial services and the critical role that CRM plays in successful digitisation.

He goes on to explain the pain that CRM has delivered in the past and the many opportunities the ‘new generation’ of CRM software offers operators and intermediaries to transform their operations.

Hesmur is a digital transformation and strategic management consulting firm helping financial service organisations navigate and adapt to a rapidly changing data-driven world.

Chris is contactable on LinkedIn, or you can contact the Hesmur at hesmur.com or email [email protected] Follow Hesmur on LinkedIn Follow Christopher Hess on LinkedIn.

Episode 3 continues on the topic of CRM Implementation, taking listeners through steps 6 to 10 of our 'Rolls Royce' blueprint:

Step 6. System Integration

Step 7. Selecting a solution/partner

Step 8. Define the project scope

Step 9. Create a user adoption plan

Step 10. Testing

And a bonus step 11!

This and the previous episode are a must-listen if you're about to introduce a CRM system into your business. You'll find this especially helpful if you're new to the world of CRM tech, as it is simplistic, and the systematic approach minimises those 'bumps in the road',  reducing the risk of failure.

RocketPod is brought to you by the team at Rocket CRM - the CRM experts that are rather good at keeping CRM simple.

Follow Rocket CRM

LinkedIn: https://www.linkedin.com/company/rocket-crm 

Twitter: https://twitter.com/rocketcrmuk   

https://rocketcrm.co.uk/

Episode 2 and the following episode are a must-listen if you're about to implement a new (or very first) CRM system into your business. You'll find this especially helpful if you're new to the world of CRM tech.

This episode addresses the complexity and risk involved in CRM implementation by walking listeners through a ten-step plan. The ten-step 'Rolls Royce Blueprint" ensures a systematic and controlled approach to implementation to minimise bumps in the road and reduce the risk of failure.

RocketPod is brought to you by the team at Rocket CRM - the CRM experts that are rather good at keeping CRM simple.

Follow Rocket CRM

LinkedIn: https://www.linkedin.com/company/rocket-crm 

Twitter: https://twitter.com/rocketcrmuk   

https://rocketcrm.co.uk/

In this very first episode of RocketPod, we start with the basics by answering the question 'What is CRM?' and discuss why it's important to businesses and charity owners.

RocketPod is brought to you by the team at Rocket CRM - the CRM experts that are rather good at keeping CRM simple.

Follow Rocket CRM

 LinkedIn: https://www.linkedin.com/company/rocket-crm 

Twitter: https://twitter.com/rocketcrmuk   

https://rocketcrm.co.uk/