Category: social crm

Elite Entrepreneur-to-CEO Forum in December - Story From: The Official Infusionsoft Blog

November 10th, 2011, Comments Off

I’m eager to tell you about an exclusive special event I’m hosting for successful entrepreneurs in December called The Elite Forum: From Entrepreneur to CEO. Our company has grown aggressively over the last five years… and in that time I’ve learned what it takes to scale a business. Add to that the work that we’ve [...]

3 Helpful Trends from BlogWorld 2011 (#BWELA) - Story From: The Official Infusionsoft Blog

November 7th, 2011, Comments Off

I attended BlogWorld last week and it was exciting to hear from businesses that are driving results with social media marketing. Most importantly, I was able to meet with people I’ve known for years and meet many more amazing people that I poetically work alongside with. Hanging out with them was great. I want to [...]

Risks of Financing A Small Business on Credit Cards - Story From: The Official Infusionsoft Blog

November 4th, 2011, Comments Off

Financing a new business can require some careful planning and creative thinking, and the choices you make at this stage are likely to have major financial implications down the road. With banks approving fewer loans to small businesses, many entrepreneurs are turning to small business credit cards to help fund their growing businesses. Whipping out [...]

Black Friday: Activating the Greed Gland - Story From: The Official Infusionsoft Blog

November 3rd, 2011, Comments Off

Truthfully, I’m hesitant to write this article. I have a hard time seeing the good in Black Friday. People get trampled by greedy shoppers. Family members who could be spending precious time together are independently scouring multiple stores for door-buster deals. And, the gratitude that we should be feeling at Thanksgiving seems to be pushed out the door [...]

CRM Online Activity Feeds - Story From: Microsoft Dynamics CRM Online Team Blog

October 26th, 2011, Comments Off

The latest R7 release for CRM  2011 was deployed on Oct. 25th, 2011.  One of the features available from this release is Activity Feeds.   The new feature will allow you to start building your internal Social CRM which can help increase user collaboration and communication.  If you are in existing CRM Online customer or created a trial instance prior to the release date, you can import the solution from the Dynamics Marketplace: http://dynamics.pinpoint.microsoft.com/en-US/applications/microsoft-dynamics-crm-activity-feeds-12884926310.  All new instances post Oct. 25th will have the new feature out of the box.

Microsoft Dynamics CRM Activity Feeds provide real time notifications and quick sharing of information that the team cares about via quick and short updates. Activity Feeds enable a user to follow and listen in on important activities that take place around the people, accounts, contacts, leads, opportunities or anything else that they care about.

Feed status updates can be posted manually by users or automatically based on pre-defined system rules through workflow. Activity Feeds can also be posted to by external applications through the Microsoft Dynamics CRM web services API. Activity Feeds expose Microsoft Office Lync real-time presence functionality so that users can initiate communication activities such as IM, phone calls and emails.

Microsoft Dynamics CRM Activity Feeds will work with all deployment models for Microsoft Dynamics CRM including on-premise, Microsoft Dynamics CRM Online and partner-hosted.

How to setup and configure Activity Feeds
https://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/help/source_sf_setup_activity_feeds.htm

How to use Activity Feeds
https://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/help/source_sf_use_activity_Feeds.htm

How to follow colleagues and records with Activity Feeds
https://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/help/source_sf_follow_with_activity_Feeds.htm

*Activity Feeds are also available for CRM On Premise as well.

5 Practical Tips to Improve Your Inbox Placement - Story From: The Official Infusionsoft Blog

September 26th, 2011, Comments Off

In an email deliverability study published by ReturnPath, it was discovered that only 81 percent of messages actually reach the inbox sent by commercial email senders. This means that approximately 2 out of 10 messages either land in the spam folder or go missing. While this statistic remains an industry average, there are several tips [...]

How to Get Back in Touch with Old Contacts on Your List - Story From: The Official Infusionsoft Blog

September 23rd, 2011, Comments Off

Recently, I received a rather untimely message from AutoZone, a nationwide retailer of automotive parts. It got me thinking about how businesses should follow up with their old contacts. I want to break down this example to see what could be improved and deliver advice for next time you follow up with neglected contacts. I [...]

7 Email Marketing Campaigns to Generate More Leads - Story From: The Official Infusionsoft Blog

September 23rd, 2011, Comments Off

Many businesses have an email newsletter, but we hear they often want to do more. To help you get started with segmented email marketing campaigns, here are seven email marketing campaigns you can do right now to attract and capture more leads, which will turn into more sales. As a marketer, it’s your job to [...]

Two Ways to Triple Your Open Rates - Story From: The Official Infusionsoft Blog

September 23rd, 2011, Comments Off

For the past couple of months, I’ve dug around in the data regarding Infusionsoft’s email performance. Infusionsoft sends nearly 60 million emails on behalf of our clients every week with an average deliverability rate of 99.5%. I’ve been looking at open rates, click through rates, spam complaint rates, and more to uncover trends that we [...]

Is Email Marketing Dying? - Story From: The Official Infusionsoft Blog

September 23rd, 2011, Comments Off

Some marketing thought leaders and pundits out there claim that email marketing is dying. Some have even claimed that it’s already dead. I’d argue the opposite. In fact, I think these people are being contrarian merely to get publicity about the latest social media craze or the hottest new tool they might be pushing. The [...]

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