Text Messaging to Customers

Customers can be reached via text messages sent to their registered mobile number.  The text messages can be broadly classified as below Promotional Transactional Promotional: Marketing messages or campaigns like season sale, offers, discount coupons etc can be sent to customers via text messages. These messages are sent during the daytime (i.e 9 AM – 6 …

January 14, 2018CRM , Marketing , Microsoft Dynamics365

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Enforcing UID Number in CRM like Aadhaar, SSN, NI No, & CRN

November 26, 2017CRM , Customer Service , Uncategorized

Why Unique Identification Number (UID)? The Regulatory & Legal departments of Governments across the globe in certain circumstances, enforce the use of their National Identity Number in Information Systems of businesses. Enforcing these numbers in CRM helps in avoiding duplicate contact records in CRM and search customers easily. Listing below some identity numbers used across …

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Send email reminders for meetings or events

November 14, 2017CRM , Microsoft Dynamics365

This blog post showcases a simple workflow configuration within CRM, that sends out an automatic email reminder to all attendees one hour before the meeting appointment start time. This email reminder serves the following purpose Notify attendees about the upcoming meeting Creates a communication thread for quick conversations between attendees before the meeting start When …

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Smart Communications to Customers

October 30, 2017CRM , Customer Service , Microsoft Dynamics365

This blog post highlights how businesses could communicate with its customers smartly. Two real-life incidents shared below, shows the importance of optimizing the volume of letters/phone calls triggered by businesses, reduce cost and avoid waste. Multiple letters An insurance company had to communicate to its customers about a merger with another entity. A scanned copy of …

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Robotic Process Automation in Email marketing

Let’s go through a very basic example for Robotic Process Automation(RPA) implementation in Microsoft Dynamics 365 Customer Engagement using Click Dimensions Email Marketing Automation. For advanced email drip marketing and email campaign automation scenarios, please schedule a free consultation with us by clicking here. Scenario The marketing team of a company has a list of …

October 14, 2017Click Dimensions , CRM , Email Marketing , Microsoft Dynamics365

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