Rocket CRM Blog

Rocket CRM
B2B Marketing Expo 2021

Rocket CRM exhibiting at the B2B Marketing Expo, ExCel London.

By Natalie Silva - 20th September 2021

Following the postponement of last year’s event, we are delighted to announce we are exhibiting at the B2B Marketing Expo 2021, at ExCel London, on the 16th and 17th November.   B2B Marketing Expo 2021 The B2B Marketing Expo is a highly anticipated event for Rocket CRM, as it is one of Europe’s leading marketing events, offering us a unique opportunity to meet like-minded…

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Scales next to desktop showing dynamics 365

Why a GOOD CRM partner is worth their weight in gold

By Natalie Silva - 7th September 2021

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…

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Blue arrow displaying 'Growth' against a dark blue background withe clouds

What should a growing business consider when selecting their CRM?

By Natalie Silva - 2nd August 2021

When you’re managing a growing business, what should you consider when looking for a new CRM?

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Choosing the best CRM for your business

By Natalie Silva - 2nd July 2021

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

How to manage a CRM project if you’re a small business or charity

By Natalie Silva - 21st May 2021

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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ClickDimensions Platinum Partner

Microsoft Dynamics Partner, Rocket CRM, recognised as ClickDimensions Platinum Partner.

By Natalie Silva - 20th May 2021

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 for small businesses in search bar with blue icons against picture of business meeting

Simple CRM solutions built with small businesses in mind

By Natalie Silva - 3rd May 2021

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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Screen shot of Main Form Dialog Feature

Dynamics 365 new feature: Main Form Dialog

By Iain Wicks - 7th February 2021

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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Desktop screen shoing survey ClickDimensiosn logo

ClickDimensions Online Survey Tool – new feature!

By Iain Wicks - 11th December 2020

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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monitor with rocket and benfit icons,

The Simple Sales CRM Solution from Rocket CRM

By Iain Wicks - 4th December 2020

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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