Tips from CRM MVP Mitch Milam


Dynamics CRM MVP Mitch Milam maintains a great blog at covering everything from customization of CRM to administration and productivity. Recently, Mitch has been posting some tips for his audience based on his experience using ClickDimensions to promote his work. Here are a few recent posts:

Use Webinar Data to Create Marketing Lists

ClickDimensions automatically brings Mitch’s GoToWebinar data into CRM for him, recording registrations and attendance at his popular online training sessions. He shows how to use this data to create marketing lists. He expands on this example in a follow-up post as well.

Survey Tip of the Day

Mitch shares a quick tip about email address fields and ClickDimensions surveys and linking the survey responses automatically to CRM leads or contacts.

Thanks Mitch for sharing your experience with ClickDimensions!

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