Rocket CRM Blog
In my previous post, I spoke about cleaning your data for your live CRM system, today I wanted to talk about how you manage & maintain the quality of your data once it’s in your new CRM system. Define Data Entry Rules You need to define how people will enter the data in the system. As…Read More
One of the main reasons a CRM implementation fails is due to poor quality data, yet all it takes is a bit of preparation and the common issues that cause poor data can be avoided. In this post, I want to talk to you about the process of cleaning and migrating your data into a…Read More
A Critical part of your CRM project planning is the baseline plan for implementation. It is very important that everyone agrees and commits to the plan in order to manage everyone’s expectations and for it to be achievable. If you have been assigned to work on a CRM project for your organisation, you will have…Read More
In my previous Microsoft Flow post, I explained how you could import data submitted via a web form. In this post, I plan to enhance what we’ve already built in Microsoft Flow and include an approvals process. The basic idea is that when a web form is submitted, Microsoft Flow will send an approval request.…Read More
The new GDPR legislation will have a significant impact on firms of all sizes. Don’t leave it too late to start preparing. One of the first things you need to do is to assess your processes and what security you have in place to protect personal data. In the first two posts in this series…Read More
We are very pleased to announce that Rocket CRM has signed a partnership with leading marketing automation software experts ClickDimensions. ClickDimension’s Marketing Automation suite for Microsoft Dynamics 365, empowers marketers to generate and qualify high quality leads while providing sales the ability to prioritise the best leads and opportunities. Embedded natively inside Microsoft Dynamics 365,…Read More
With an enforcement deadline of 25th May 2018 it is estimated that more than *50% of small businesses are not familiar with GDPR. With fines of up to €20,000,000 or 4% of global turnover GDPR demands to be taken seriously. The good news is that its not too late for companies to start to prepare…Read More
In my previous post about Microsoft Flow, I ran through the basics of a Flow and why you should use it with Dynamics 365. In this post, I plan to run through how you can automatically create a Lead in Dynamics 365 by making some simple changes to your existing web form email output. Before…Read More
Microsoft announced the general availability of Microsoft Flow about a year ago and since then have been pushing out regular updates to the toolset as well as to the list of connectors. They’ve positioned it as a power user’s integration tool rather than a System Administrator/IT provided solution and it’s easy to see why. The…Read More
EU data protection law is changing. The General Data Protection Regulation (GDPR) comes into force in the UK on 25 May 2018 replacing the Data Protection Act 1998. The regulation has been law since 2016 but its only now, as the enforcement deadline approaches, that a lot of us are waking up to the fact…Read More
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