General
10 Reasons to add ClickDimensions to your marketing software shortlist
When it comes to choosing a marketing platform many small companies will look primarily at the features, ease of use and price. If they’re switched on to these things someone will hopefully think to ask about integration with other platforms and very often the answer is, “I’m sure there’s an API we can use to cover that” and…
Read More
Rocket CRM share well-being advice this World Mental Health Day
This World Mental Health Day, the Rocket CRM team reflect on the importance of fostering good mental health at work and share their advice for a happy and balanced work environment. According to the Mental Health UK charity, “1 in 4 of us will experience a mental health problem each year.” That is a stark…
Read More
Why a GOOD CRM partner is worth their weight in gold
Are you trying to decide between a custom-built or off-the-shelf CRM system for your business? If you go down the custom-built route, consider how a good CRM partner can help your business succeed, by implementing and managing your new CRM. If you choose a custom-built CRM, you’ll be hiring a CRM partner to manage and take the lead on this major project. As they will be doing all the heavy lifting, project management and will also be responsible for post-implementation support, you should be confident that they have what it takes…
Read More
What should a growing business consider when selecting their CRM?
When you’re managing a growing business, what should you consider when looking for a new CRM?
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More