When it comes to selecting the right marketing platform, you really are spoilt for choice, but you will want to get it right, given the size of the investment. To get maximum return on your investment, you'll want to consider some key tools and features when evaluating your options. Reporting, integration, scalability, ease of use and automation tools, to name a few. 

Follow our top 10 things to look for in a marketing platform, and you’ll likely see your marketing transform, productivity soar, and comms ramp up 

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Whilst a CRM interface from the user's perspective can be simple and intuitive, implementing CRMs can be complex and multi-layered. They must be built around a business's processes and systems to ensure they deliver value to an organisation.

Even for smaller companies or charities, what can appear as a simplistic solution on the outside requires careful project management and the right technical skills to get it right.

Working with the right CRM partner is essential to avoid these two nightmare scenarios: Implementing a bad CRM that doesn’t meet the needs of your organisation Or implementing a good CRM badly.

Iain and Kyle share how things are done at Rocket CRM and how they ensure CRMs delivered by their team deliver maximum value to clients.

When a business is ready to scale its marketing, adding marketing software to its existing CRM is a smart move for many reasons. 

For Dynamics 365 users, there are a number of ways to do this – either by connecting a 3rd party marketing CRM to Dynamics 365, which means using two different systems, one for your sales data and one for your marketing. Or, in Dynamics 365, it's possible to add on the Dynamics 365 Marketing suite.  Again, that has its merits. 

Alternatively, and we believe the smartest option is to use ClickDimensions – a natively built digital marketing software solution that sits right within your Dynamics 365 CRM, so essentially it feels like you're using one system. 

With the help of ClickDimensions expert Dirk Cuthbertson, we discuss the various merits of our preferred marketing software for businesses that are going for growth and want to align their sales and marketing activity.

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