There’s a lot of terminology regarding CRM and marketing automation, and new terms and concepts seem to be popping up all the time. If we were the editor of a Dictionary for CRM and Marketing Automation, these are some of the words we would add.
ROx – You’ve heard of xRM (Anything Relationship Management), but now that you have your marketing investment added to the mix, you’ve got the ability to track your Return on Anything and Everything. You’ll be able to see what’s working or not, and what marketing activities turn into sales results!
The most important contribution to modern marketing is the ability to track ROI due to technology.
Post Actions – When a new form or survey is submitted, you can do more than just map the submitted values to CRM fields. In fact, with marketing automation you can build logical, meaningful processes to interact with your customers in the way that works best for them. In ClickDimensions, you can use the post actions tab on the form or survey editor to easily drag and drop action items and configure what’s going to happen when someone completes your form or survey – things like kick-off a nurture sequence by adding them to a marketing list, create follow-up tasks, mark a campaign response, or send internal notification and external auto-responder emails.
Better Data – Having really good customer data hasn’t always easy, but times have changed, and customers are willing to provide good information now more than ever before. And you might not even have to ask for it. Chances are you are already collecting it, but just not in the right places. Using ClickDimensions’ Profile Forms and Field Override options you can provide easy ways for recipients to view and update the information you have for them.
Good data is okay, better data is best!
Lead Score – Analytics and tracking allow for every point of interaction to be stored and scored. You get to decide what the interactions are worth, and you can prioritize your leads and contacts based on interest level and live data.
Nurture Program – Pre-sales, post-sales, whatever your business process may be, you can use ClickDimensions’ simple drag and drop nurture builder to create a step by step program for your prospects and customers.
Everyone has their own favorite uses and features for ClickDimensions. If you could publish your own CRM and Marketing Automation Dictionary, what words would you create or include and how would you define them?
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Like a car that is secretly a robot, there is more to the ClickDimensions hidden-type form field than meets the eye.
The hidden field is a field that is not visible on the form outside of the form builder, and as such can be used to include information in form submissions that you may not want seen by those who are submitting it. The field functions similarly to a standard text field, except instead of mapping whatever the form submitter types into the field into CRM, it maps whatever text you set as the default value of the field in the field properties. This can be really useful for things such as using the form to set the lead source field value.
What makes the hidden field special (other than the fact that it is invisible), and what many users may not realize, is that it can be mapped to both text and picklist fields in CRM.
The mapping section of the hidden form field itself looks like the mapping section of a text field and only provides the option to map to text fields on the lead and contact records.
However, if you add the hidden field to a form in the form builder, access its properties, and open the Mapping tab, you’ll see the option to map the field to either a text field or a picklist field.
If you want to map the hidden field to a picklist field, you’ll have to be sure to set the default value in the hidden field’s properties as the value of the desired picklist response rather than the label. If you are unsure of the values for your picklist options, you can find them by navigating to Settings > Customizations > Customize the System > Entities > Lead (or Contact) > Fields, and opening the record for the picklist field. The value can be text or a number. If it is a large number with commas in it, such as 100,000,001, ignore the commas and only use the numbers as the value (100000001).
Once you know the correct value, go back to your form builder and place that value into the Default Value field of the hidden field’s properties. Now when the form is submitted, the lead source field will be set to “Internet Marketing.”
That’s all there is to it! Now you can make the most out of hidden fields!
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ClickDimensions is proud to announce that we will be a Gold sponsor of eXtremeCRM 2013 Anaheim. The highly anticipated US conference, created for partners of Microsoft Dynamics CRM software, will take place November 3 – 6, 2013, in Anaheim, California.
eXtremeCRM is designed to help partners learn, connect and grow. The conference offers advanced, real world content for each role in the partner organization. Leaders, sales and marketing executives, implementers, developers, presales, and those leaders new to CRM can choose from expert-led sessions that are both relevant and educational. The eXecutive Summit, hosted for the fourth time at eXtremeCRM, welcomes business owners to its workshop-style event designed to address key business issues facing leaders today.
During the conference, ClickDimensions will be conducting a one-day, comprehensive training session that will cover everything you need to know to pass the ClickDimensions Certification exam. At the end of the day, attendees will receive access to the online exam to take at their convenience. The ClickDimensions Boot Camp will be on Sunday, November 3, prior to the main conference. The training will start at 9:00am and run through 5:00pm.
The session will include the following courses:
- ClickDimensions 101: Email Marketing
- ClickDimensions 201: Web Analytics
- ClickDimensions 301: Deployment & Configuration
- Live Q&A
- Certification Exam
The advanced training and certification is perfect for partners or administrators who want to gain an in-depth understanding of ClickDimensions and earn a valuable professional credential. If you’ve thought about getting ClickDimensions certified, this is the perfect opportunity to complete all courses in one day.
In addition to the trainings offered at the eXtreme Training Academy, returning to the eXtremeCRM conference is the eXtreme App Challenge, where developers increase their skills using the rapid application development environment of Microsoft Dynamics CRM while competing in teams to create the most compelling app. And eXtremeCRM invites partners to share their latest announcements on our eXtreme AppLaunchpad with the Microsoft Dynamics CRM Community.
If you have not yet registered for eXtremeCRM, ACT NOW! Today (September 20) is the last day to use the code “clickd” to get $100 off your registration. And be sure to join us for the ClickDimensions training on Sunday, November 3.
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The leaves are starting to turn and there is a faint smell of pumpkin in the air. Fall is almost here and that means business is back in “fall” swing. Did you know Vocalocity is equipped to help you seamlessly transition from summer fun to getting reconnected with your business and customers?
Here are just a few plugins we offer that help with productivity, lead generation and customer relationship management (CRM).
Put all the customer data you need to “close the deal” at your fingertips
Vocalocity’s plugin for Microsoft Dynamics lets you instantly view your caller’s information, call logs, and other essential data as soon as a call comes in. By using the plugin, you can automate call tracking and quickly log your customer and lead interactions. Additionally, you can associate your calls with contacts, leads, accounts or create new accounts – putting all the customer data you need to “close the deal” at your fingertips.
Save time and help customers instead of searching for accounts
The Vocalocity plugin for QuickBooks allows you to link every incoming or outgoing phone call to the caller’s account so you don’t have to ask your customers tons of questions to pull up their information, saving time and resources. With this plugin, you can customize which departments and users have access to the QuickBooks plugin and control permissions on what accounts payable and receivable information is visible.
Stop forgetting to connect and start building relationships
Have you ever taken a call from a business partner or customer and later forgot to connect with them on LinkedIn? The Vocalocity Desktop LinkedIn plugin will use your caller ID to automatically display the caller’s LinkedIn profile. Vocalocity Desktop also stores your call history so you can revisit your call logs to send a LinkedIn request when it’s most convenient for you. And – the best thing – this plugin is free!
Stay organized by connecting directly to your CRM
The Method CRM plugin for Vocalocity Desktop allows you to link your Method CRM account to your Vocalocity extensions. Vocalocity Desktop will search your Method CRM account for the caller ID name and phone number, and depending on the plugin’s configuration, display information for any matching contacts or accounts.
About Aaron Charlesworth
Aaron oversees all marketing and product management activities for the company and is an accomplished executive with deep technology marketing experience. He has a proven track record in lead generation, planning and product management, qualitative and quantitative research, search engine optimization, and creative collateral development.
*BOGO offer valid on phones valued up to$129.99 and paired with either an unlimited or metered extension. One phone per extension. Offer cannot be combined with any other discounts or promotions, and is not applicable to past purchases. Shipping, taxes and fees not included. Other restrictions may apply. Additional fees will apply for accounts or extensions suspended or cancelled within 90 days of activation. Offer valid on new customer accounts from September 1, 2013 through September 30, 2013.
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With the latest update of ClickDimensions, it’s now possible to create a connection on a Posted Field record to the Lead or Contact who submitted it. This can be helpful in instances where you want to query Leads and Contacts who all share a common feature without having to create custom fields for every attribute.
A common scenario we’ve seen is that of a company who hosts multiple events per year and wants an easy way to see who has RSVP’d to which event(s). They may not have the time or manpower to create a new custom field for each event, so this scenario can help keep tabs on all the responses and reach out to the appropriate Contacts.
Before getting started: You’ll need to be on CRM 2011 and update to ClickDimensions 4.2 or 4.3 either automatically or semi-automatically.
Confirming the Connection
If you’ve already upgraded to the newest version and you did so automatically or semi-automatically, you should be set, but let’s check the connection. Once it’s set up, you should see links to Leads and Contacts on the Posted Field for any forms you fill out. The easiest way to check this is to customize the Posted Field entity to add the Contact and Lead fields.
Then fill out a sample form and confirm the connection is made successfully in the Posted Field.
Here you can see everything is working well. There’s a direct link on this Posted Field to my Contact record since I filled out this field. The connection will still be made even if you don’t want to see the Lead or Contact, so you can reverse the customization if you choose.
If this isn’t working for you, you can follow the next steps to set this up.
Making the Connection
If you haven’t already done so, you’ll need to upgrade to ClickDimensions 4.3 semi-automatically or automatically.
If you are already on 4.3 and have manually updated, you will need to check the “Automatically Update” box in Settings > ClickDimensions > ClickDimensions Settings > Auto Update and “Save”. This will push the connection through. If you don’t want Automatic Updates in the future, simply uncheck this box and click “Save” again.
Results and Capabilities
At this point, there’s a lot you can do. Here’s just a brief example. In our scenario, we wanted to take a quick poll of all the people who submitted the form saying they were Farmers. We can create a quick Advanced Find to list everyone who’s submitted the “Industry” form field with the value “Farmer.”
It returned the following results. In this case, since this is a test, there were only two Contacts.
That’s it! Now you can query how people responded via a form with Advanced Finds and even create Marketing Lists based on the responses.
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