How to Select a Marketing Automation Solution for Microsoft Dynamics 365

How to Select a Marketing Automation Solution for Microsoft Dynamics 365

Companies of all shapes and sizes have one thing in common: a marketing department. The marketing mangers who run these departments all agree on the importance of a Marketing Automation Solution. One of the more popular marketing automation solutions that is available is Click Dimensions. Any company using Dynamics 365 for Sales (CRM) will be able to ingrate with Click Dimensions seamlessly. Join this webinar to learn more about how Click Dimensions can strengthen your marketing processes. Register for this webinar to learn more about the additional marketing features that come with this software. In this webinar the following topics will be covered:

● What is marketing automation?
● Why is marketing automation important today?
● Selecting the right marketing automation solution

Date: Wednesday August 12, 2020

Time: 2:00PM - 2:45PM

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Emailing Customer Statements

I am constantly searching for ways to help my clients save money & improve performance.  Often the answer includes automating a particular process.  One of such process includes Emailing Customer Statements.  For clients with a large number of customers, the savings can be extensive.  Clients save on paper, ink, wear & tear on printers, envelopes, postage & most importantly, employee time.

Automating the customer statement process is very simple to setup.  First, enter the Customer Maintenance window & click Options.  Enter the email contact for the customer in the ‘To’ box in the bottom right corner of the screen & check the ‘Send Email Statements’ check box.  Now, when creating customer statements, check the ‘Send Email Customer Statements’ under the Email Options heading.

The return on users’ time investment will be realized after the first statement run.   So automate the process of sending customer statements & free up your time for more important tasks.

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