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Grow your CRM knowledge with our resources library. Listen to podcasts and browse company news, 'how to' articles, and case studies.

Rocket CRM Podcast

Power up your CRM knowledge with Iain, Kyle, Natalie and guests

Case Studies

SMT contacted Rocket CRM with a request to help to streamline their sales processes with a view to making better use of Dynamics.
RBR Group contacted Rocket CRM with a request to help migrate them to Dynamics 365 in the Microsoft cloud as they were partner-hosted and restricted to an older version of Dynamics CRM.
FirstCapital contacted Rocket CRM with a request to help to streamline their system and provide Dynamics 365 managed service, support and licensing.
SMT contacted Rocket CRM with a request to help to streamline their sales processes with a view to making better use of Dynamics.
RBR Group contacted Rocket CRM with a request to help migrate them to Dynamics 365 in the Microsoft cloud as they were partner-hosted and restricted to an older version of Dynamics CRM.
FirstCapital contacted Rocket CRM with a request to help to streamline their system and provide Dynamics 365 managed service, support and licensing.
Optimum was looking for help to move from an outdated, third-party hosted version of Dynamics CRM 2011 to Dynamics 365 online. At the same time, they wanted to streamline the sales process steps within CRM and create better insights into their pipeline and data.

Popular Questions

Marketing automation is the use of technology, skills and tools to manage marketing processes and multichannel campaigns by automating actions and communications and tailoring these communications to the audience’s exact needs. This hyper-personalised approach helps nurture and convert leads and strengthen existing customer relationships. Marketing automation activity can include email marketing, surveys, lead magnets and social media automation. There are countless marketing automation software solutions on the market, but when it comes to users of Dynamics 365, we feel ClickDimensions offers the best-in-class software with powerful analytics and expert support. Learn more about marketing automation and how it could benefit your business or charity.  
When you consider the benefits of engaging a managed service provider; reduced downtime, maximized use of the CRM software, improved operational efficiency due to maximizing the features of the CRM, managed service is very cost-effective. Costs can vary from supplier to supplier and larger IT consultancies will charge higher rates. Your monthly cost may also depend on the level of support you require in your subscription and the number of users and sometimes managed service pricing can also be calculated based on the number of devices. Find out more about Rocket CRM Managed Services.
Learning how to use and configure Dynamics 365 in a relatively short period is possible. As it is intuitively built and designed around the needs of a business, its employees and processes and its customers, learning your way around the CRM is easy. Dynamics 365’s simple and intuitive interface aids user adoption. As any business knows,s a CRM can only drive value and business growth if it is used correctly by the workforce. You should expect your Dynamics 365 partner to offer off-the-shelf or custom training to you and your workforce to ensure that whichever business area will be using and benefiting from Dynamics 365, they are competent in its use. Rocket CRM offer off-the-shelf or bespoke training for individuals, teams or organisations.
Microsoft Dynamics 365 is a cloud-based CRM system offering CE (customer engagement) functionality, including sales, marketing, and service modules. These modules can be used alone and seamlessly integrate integrated and other Microsoft products. The Microsoft Dynamics 365 ecosystems also include broader ERP applications too. Discover more about Dynamics 365.
CRM software helps businesses manage and leverage data for better sales, marketing and customer service activity. Leading CRM software such as Dynamics 365 helps businesses manage, access and utilise data quickly and accurately. Its unified data interface means that individuals across the organisation can gain better insight into the customer or leads needs and where they are in their buyer journey. This insight and customer knowledge can give a business a distinct advantage over those that aren’t as close to their customers. Real-time data and 360-degree views of the customer mean that sales, marketing, and customer service activities can be aligned, and marketing communications can be tailored and timely. When combined with powerful marketing automation software, CRM systems can leverage data to another level and deliver highly personalised and efficient digital marketing communications by streamlining, automating and tailoring email communications. In summary, CRM software helps businesses operate more effectively, flexibly, and agile.
CRM technology is incredibly beneficial in today’s data-driven world, as it gives companies the power to manage and leverage their lead and customer data more effectively. It can often be the key to unlocking a business’s untapped growth potential and giving it that all-important competitive edge. In short, it helps sales function better manage their sales pipeline. It helps sales teams prioritise work and focus on activities that will deliver greater sales results. CRM marketing tech assists the sales team by attracting, nurturing and converting leads better, and customer service platforms can transform the customer experience. Modern CRMs help businesses keep pace with customer demand and expectations as today’s consumers are accustomed to and expectant digital interaction with their suppliers and retailers. Read more about the benefits of CRM for SMBs.
Power Apps is an application built on the Azure cloud server, which is used to create data forms and apps with low or no code. Microsoft Power Platform is the collective term for a range of products, that includes Power Apps, as well as Power BI and Power Automate. All of these are fed and connected through a common data service (known as the Dataverse). It’s this integrated and unified data management that makes it super powerful and subsequently puts businesses in the driving seat when it comes to managing, analyzing, and leveraging their data across the organization. Discover more about the magic of Microsoft Power Apps.