Creating a Marketing Sales Funnel for Dynamics 365 CRM

Your sales and marketing efforts have likely changed dramatically in 2021. As business owners rushed to move online, many have found themselves without the right tools and tactics to build relationships online.

Join us for a conversation with Marie Wiese of Marketing CoPilot who has a proven formula for engaging the first digital buyer. Marie works with Microsoft partners and customers to help them identify and create a marketing sales funnel and map it into Dynamics 365 CRM.

During this session, Marie will share the secret to online relationship building including:

  • The tools you need before you jump into marketing automation.
  • The secret formula for engagement.
  • How to map the right data in Dynamics to the right tactics in your marketing sales funnel.

Many companies are interested in top-of-the-funnel awareness tactics or bottom-of-the-funnel sales activities. But it’s the middle of the funnel that needs time and attention for you to get to know your audience and build trust. Marie presents a simple formula to achieve this and explains the role Dynamics 365 CRM must play to make it successful.

Added Bonus: Mary has a new workbook for session attendees called, Creating a Marketing Sales Funnel with Dynamics 365 CRM.