Month: June 2014

Can You Afford to Wait on a Better Business Phone System?

Small to mid-sized businesses (SMBs) are generally more challenged with limited time and resources than larger enterprises. But despite the chaos that can ensue when pushed to capacity, today’s SMB owners must still find time to evaluate their mission-critical business systems. You can believe your competitors are making time in their schedules to do so! …

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5 little workflows with really big results – #5: Limit Number of Emails Sent to a Person within a Certain Timeframe

#5: Limit Number of Emails Sent to a Person within a Certain Timeframe Many times ClickDimensions users want to ensure that their recipients do not receive too many communications. Because we use native CRM contacts, leads, and accounts as recipients, it is possible to use CRM workflow help facilitate a limit to the number of …

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Vonage Business Solutions President a Finalist for EY Entrepreneur of The Year™

As reported in Market Watch, Vonage Business Solutions President Wain Kellum has been selected as a finalist for the EY Entrepreneur of The Year™ 2014 Awards. This award program recognizes entrepreneurs who demonstrate excellence and extraordinary success in innovation, financial performance and personal commitment to their businesses and communities. For those in the Vonage family …

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5 little workflows with really big results – #4: Select and Send Email from a Single Dropdown Field

#4: Select and Send Email from a Single Dropdown Field Do you have templates that you repeatedly send to different recipients, but you don’t want to manually create an email send every time? Or perhaps you have staff that you want to have the ability to send certain ClickDimensions emails, but you don’t want to …

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5 little workflows with really big results – #3: Update Nurture Phase

#3: Update Nurture Phase We hear so many great things from customers and partners about the way our tool can create nurture programs and are often surprised by some of the creative ways people are using them. Whether for event invitations and reminders, lead warming, customer onboarding, or new student orientation, one thing that we …

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5 little workflows with really big results – #2: Create New Record Using Submitted Form Data

#2: Create New Record Using Submitted Form Data From time to time we get asked the question, “Why doesn’t ClickDimensions allow for mapping to custom entities on form fields?” The answer is somewhat complex, but stems from the fact that we never store the data and have mappings set to contact and lead because those …

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5 little workflows with really big results – #1: Create Campaign Response

Dynamics CRM Workflow is a very powerful tool. While most of the ClickDimensions functionality happens as web service calls, times arise when a customer or partner wants to extend the functionality of ClickDimensions for their own custom process. That’s where CRM Workflow is our best friend. It can be a bit scary or overwhelming to …

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