General
Choosing the best CRM for your business
We’ve seen countless times how businesses can be transformed through the power of modern CRM technology, and we want those who are going for growth after such a challenging time, to know about it. So, if you’re embarking on a CRM project as part of a wider digital transformation, you’re definitely not alone, as businesses…
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How to manage a CRM project if you’re a small business or charity
How to manage a CRM project – a charity’s experience As a Microsoft Dynamics 365 Partner, we work with many small businesses and charities, helping them implement, manage and improve their data management. Despite the differences amongst our customer base, many share similar challenges around CRM projects and data management. In this guest blog, we…
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Microsoft Dynamics Partner, Rocket CRM, recognised as ClickDimensions Platinum Partner.
We are proud to announce that Rocket CRM has recently been awarded Platinum Partner status by ClickDimensions, our chosen Microsoft Dynamics marketing software provider. ClickDimensions are the leading marketing technology and services provider for Microsoft Dynamics 365, offering digital marketing applications designed to drive growth and engagement. As a partner of five years, we have seen our client base steadily…
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Simple CRM solutions built with small businesses in mind
At Rocket CRM, we help small and medium sized businesses improve the way they store and manage data with Microsoft CRM solutions. As any small business owner knows too well, growth and success can sometimes mean a precarious scaling up processes. As expansion and scale up can soon mean existing processes and tools quickly become…
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Dynamics 365 new feature: Main Form Dialog
In this post, we will take a sneak peek at the new Main Form Dialog feature that is sure to increase Microsoft Dynamics 365 user adoption. Microsoft Dynamics 365 Quick create forms allow the creation of new records for related tables. This option does (by definition) only ask for key column information to complete and…
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ClickDimensions Online Survey Tool – new feature!
Everyone knows that here, at Rocket CRM, we are big fans of ClickDimensions and we couldn’t be more excited to test drive the new ClickDimensions online survey tool that forms part of the ClickDimensions digital marketing platform or Dynamics 365 and the power platform. The brand new survey tool is in beta right now, so…
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The Simple Sales CRM Solution from Rocket CRM
What is this Simple Sales CRM? Rocket Launch Sales is a cost-effective and simple sales CRM solution if you are looking for an easy way to manage the pipeline in your business. The concept is to keep CRM simple, achieve users buy-in, have a robust solution that provides real-time insights and reporting for management. What…
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My tips for training Dynamics 365 remotely
Delivering training ranges from on the job for new recruits to formal training to large groups, In this blog, I’ll be telling you about my tips for training Dynamics 365 remotely. In the current climate, training still needs to take place largely through remote working solutions and so delivery methods have to change to meet…
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11 Dynamics 365 features for greater user adoption
Dynamics 365 boasts a lot of out of the box functionality, in this post I have picked my top 11 Dynamics 365 Features that I think will massively increase user adoption. Keeping your Dynamics 365 CRM system simple whilst getting the best from the functionality available is not always easy. A good start is to…
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Benefits of managed service for Microsoft Dynamics 365
No doubt, organisations are undergoing an unprecedented level of business transformation, with the digital transformation propelled by the effects of the pandemic. Statistics show that the managed service market is growing and that it is going to continue to grow over the next few years. This rising demand is resulting in an increasing reliance on…
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