If you are interested in Marketing Automation take a look
at CustomerEffective’s Marketing
Automation with CRM and SilverPop. It discusses the basic ideas and
terminology of marketing automation and some of your options to accomplish it.
McGladrey talks about some of the new
features in CRM 2013. CRM 2013 has several features that customers have
been asking for. Access Teams provides a good flexible security option. Also previously
if customers wanted tool tips for a field it would require extensive
development work, now tool tips are available as part of the built-in
functionality.
The CRM Team was busy this week, here is what they posted
about:
- CRM for Phones – What can and cannot be done, customization options and where it is available
- Inline Multi-Party Lookup – walkthrough of the feature in CRM 2013
- Disabling Auto Save on an Individual Entity –Describes how to disable the auto save feature on just one entity. This is a JavaScript change and will not cause the explicit save button to be visible, so users will need to save with ctrl-s.
Also Develop1 wrote about how to Add
the Add Activity Buttons back to CRM 2013. This change will add the
different Activity types to the bottom of the record ellipsis so new Activities
can be added quickly.
That about covers all of this week’s news. Since you have
some extra blog reading time, you should check out my (somewhat late) coverage
of CRMUG
Summit 2013.
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