Tag: News

By the time a lead reaches the late stages of your sales funnel, they’ve already shown strong interest. They’ve engaged with your content, spoken with your sales team, and maybe even reviewed pricing. And yet—many deals still stall out at this critical point.  That’s where marketing automation, powered by your CRM, can make the difference...

How UVA’s Batten School Streamlined Workflows and Cut Costs   At the University of Virginia’s Frank Batten School of Leadership and Public Policy, bloated systems were blocking innovation. What started as a simple CRM had become a sprawling web of customizations, costly plugins, and IT bottlenecks. Even small updates required significant effort. Something had to...

Iterative Dynamics 365 Development is the key to reducing overwhelm when implementing a new CRM—especially for businesses with deeply ingrained sales processes. At enCloud9, we take a sprint-based approach to Dynamics 365 Sales, delivering value in focused, manageable phases. Our recent collaboration with a growing B2B tech firm highlights how this method can drive rapid...

Want to track Mailchimp email engagement, opens, clicks, and unsubscribes—directly in Dynamics 365 CRM? You’re not alone. Marketing teams often use Mailchimp’s Customer Journey builder to run automated campaigns like welcome emails, follow-ups, and behavior-based triggers. But syncing that engagement data back into Dynamics 365 has been a challenge, until now. The Challenge The team’s...

Quick Quiz: What’s more likely to be read: A. A perfectly designed email newsletter? B. A short, friendly text with a direct call to action? If you chose B, you’re thinking like your customer. In today’s mobile-first world, customers expect immediacy. That’s why more businesses are turning to SMS as a core component of their...

Introduction Enterprises relying on distributed field teams require a CRM built for mobility, not retrofitted. Manual data entry, fragmented tools, and delayed updates contribute to compliance risks, reduce service quality, and escalate operational costs. Traditional Centralized CRMs are inadequate in supporting the agility frontline workers require, particularly as service-level expectations in industrial and field services...

How to Close the Gap Between AI Interest and Implementation to Maximize Sales and Marketing Wednesday, June 18th. 12:00 PM EDT REGISTER There’s no shortage of curiosity around AI, but there’s still a big gap between interest and implementation. Many businesses are stuck asking: Where do we even begin? This session is designed to close...

Microsoft Dynamics 365 Sales is a powerful CRM solution designed to help sales teams close deals faster, build stronger relationships, and gain actionable insights. But with such a feature-rich platform, many users only scratch the surface of what’s possible. Whether you’re new to Dynamics 365 Sales or looking to maximize your investment, here are the top...

At enCloud9, we like to spotlight powerful features in Dynamics 365 that don’t always get the attention they deserve—like Kanban Boards. This visual tool lets users manage Opportunities and Activities through an intuitive drag-and-drop interface, making pipeline tracking much easier. Kanban Boards in Dynamics 365 must be enabled by a CRM administrator, once active, they...

AI isn’t just a buzzword anymore—it’s showing up in real workflows, driving real results, and changing how companies operate at every level. But let’s be honest: most organizations are still figuring out what “AI-ready” really means. Before diving into tools and tech, it’s worth asking the tough questions. Is our data trustworthy? Can our systems...