Marketing with Microsoft Dynamics CRM




Ignite your marketing creativity at the
Marketing with Microsoft Dynamics CRM Idea Conference!

The Idea Conference is a completely online event dedicated to sharing ideas, case studies, and best practices from organizations that have achieved success marketing with Microsoft CRM. The Idea Conference is free to attend and is broadcast via WebEx. Join us on September 24th for presentations by CRM and marketing experts, and share your ideas using the hashtag #ideaconference2015. Register today!

Schedule Filled with Marketing Inspiration

You won’t want to miss any of these exciting sessions during the Marketing with Microsoft Dynamics CRM Idea Conference:

Keynote: Marketing with Microsoft Dynamics CRM

John Gravely, ClickDimensions

As founder and CEO of ClickDimensions, John is heavily involved in both the design of ClickDimensions’ marketing automation solutions as well as the company’s marketing strategy, tactics and implementation. In his keynote, John will share his overall philosophy towards modern marketing as well as specific examples of how he and his colleagues are doing smart marketing to drive the company to higher levels.

9:00 AM (EDT)
9:40 AM (EDT)
Closing the Gap Between Marketing and Sales

Richard Wolters, CXO-Cockpit
If you’re about to launch your content-based digital marketing campaign seeking to raise the numbers on your lead generation, be careful what you wish for, ‘cause it just might work. And instead of marketing becoming sales’ new best friend, it could easily create a gap between the two due to the large numbers of low-value leads flooding CRM. Sales may become frustrated if they cannot follow-up on these leads effectively. So how can MS Dynamics CRM and ClickDimensions close that gap by increasing the value of the leads and identifying the high potential leads for sales with nurturing campaigns, scoring and dashboarding functionality? Join this session to find out!

MS Dynamics + ClickDimensions + Power BI = A CRM Experience Beyond Compare

Manuel Sevilla, Plus Consulting
The combination of Microsoft Dynamics CRM and ClickDimensions empowers marketers with the tools necessary to make their marketing vision reality. When marketers add in the analytic muscle of the Power BI product, they can reveal potentially business-boosting trends from their organizations’ customer interactions. This powerhouse of marketing tools can help an organization not only achieve marketing objectives, but can benefit business decision-makers in defining overall business goals that drive revenue and growth. Join Manuel as he reviews this robust solution and how it can take your marketing operation to the next level.

10:15 AM (EDT)
10:50 AM (EDT)
Nurture Marketing Strategies

Brad Burks, ClickDimensions
In this follow-up to his popular session during last year’s Idea Conference, Brad will dive deeper into how nurture marketing can streamline your marketing process, improve the quality of your leads, and drive sales. Brad will share real-world examples of how he uses nurtures, and highlight some new and exciting ways to automate your marketing program.

Email Marketing and Beyond

Danielle Boutin, Realtors Association of the Palm Beaches
In this case study presentation, hear how the Realtors Association of the Palm Beaches uses not only email marketing, but also web intelligence, dynamic content, web forms, surveys, dashboards and more to achieve better reporting, better understanding of their members, and improved staff efficiency and accountability.  

11:25 AM (EDT)
12:00 PM (EDT)
How ClickDimensions Helped an Association Improve Membership Renewals

Don Carnevale, BroadPoint Technologies
In this session, you will learn how an association leveraged the ClickDimensions solution, in combination with Dynamics CRM, to improve membership renewals and better engage with their members. See how they were able to automate their renewal process to drive more revenue and build better relationships with current and prospective members through the use of targeted and personalized emails, lead scoring and nurture campaigns.

Stop Losing Leads: Using MS Dynamics CRM and ClickDimensions to Convert Leads from Web and Social Media

Rob Triggs, CRM Dynamics
Darrell Keezer, Candybox Marketing

Most companies are unaware of the number of prospective customers they lose every single day. From your website’s inability to convert, to a lack of automated sales process, the negative affect of your current marketing practices on your business should shock you. In this session, Rob and Darrell will discuss: (1) how to implement practices that will help your website attract and convert prospects, (2) how to setup an automated sales process in your CRM that will nurture your new prospects, (3) how your closing ratio is impacted by your sales team’s actions, down to the minute, (4) the six main reasons why you lose customers, and how to solve them, and (5) industry leading tools that help marketers take control of their sales-pipeline.

12:35 PM (EDT)
1:30 PM (EDT)
Don’t Miss the Next Hot Lead! Listen and Engage After Your Communications

Steven Foster, Intergen
So you have sent out an email with some call to actions…great! But are you following up with the leads effectively? Remove the manual processes and automate using standard Dynamics CRM and ClickDimensions features. Attend this session to find out how you can automate lead management and to understand how other organizations are successfully doing it.


Meet the Speakers

The 2015 Marketing with Microsoft Dynamics CRM Idea Conference will feature presentations by these CRM and marketing experts:


Danielle Boutin
Director of Emerging Tech. & Comm
Realtors Assoc. of the Palm Beaches
About Danielle


Brad Burks
Vice President of Sales
About Brad


Don Carnevale
Director of Marketing
BroadPoint Technologies
About Don


John Gravely
About John


Steven Foster
CRM Product Marketing & Management
About Steven


Darrell Keezer
Candybox Marketing
About Darrell


Manuel Sevilla
CRM Practice Manager
Plus Consulting
About Manuel


Rob Triggs
Vice President, Sales & Marketing
CRM Dynamics
About Rob


Richard Wolters
Marketing Manager
About Richard

What people were saying about the last Idea Conference…

Are you part of #ideaconference2014? Attend for great marketing tips! @ClickDimensions #MSDYNCRM
Thanks for the work that went into putting this together. It was well worth my time.
N. Peterson
I need to share [this information] with marketing and communication since there are so many tips and ideas to share. Great work…
M. Eklund
@ClickDimensions #ideaconference2014 Great event so far. If you are not watching, suggest you jump on board.
#ideaconference2014 @johngravely @ClickDimensions I look forward to sharing the recording of this webinar with the rest of my team
Ideas galore at the #ideaconference2014! Thank you to @ClickDimensions to hosting this unique and insightful event
Very good conference; many, many thanks.
N. Cole
Great presentation! Thank you for providing all of the insights and details.
A. Carlisle
Thanks to everyone!!! What a great 5 hours!
J. Louth
Great info and conference!
A. Wong

Tell me more…

Yes, while the Idea Conference is free to attend, you must register for the event. To get access instructions for the live event, register via WebEx. Click here to register.
The Marketing with Microsoft CRM Idea Conference is free! All sessions from the 2014 Idea Conference are online to view on-demand, and there will be no cost to attend the 2015 Idea Conference.
The Marketing with Microsoft Dynamics CRM Idea Conference is perfect for anyone looking for marketing inspiration. Users of Microsoft CRM, ClickDimensions, or other marketing tools will be engaged by the sessions.
Yes! The examples and case studies presented during the Idea Conference demonstrate how Microsoft CRM and ClickDimensions marketing automation have been used by other organizations to achieve marketing success. The sessions are a great resource to consider when evaluating CRM.
The sessions cover how organizations are successfully using CRM and marketing automation to meet their marketing goals. While speakers may include demonstrations of how they completed a project, this is not a training event. Sessions are intended to inspire marketers with new ideas.
To watch the recorded sessions, all you need is an internet connection and an up-to-date web browser. Live sessions are broadcast via WebEx.
Don’t worry! If you missed all or part of the 2014 Marketing with Microsoft Dynamics CRM Idea Conference, recorded sessions are available to watch at any time. Click here for 2014 recorded sessions.


The Marketing with Microsoft Dynamics CRM Idea Conference is sponsored by ClickDimensions, the top-rated, award-winning, Microsoft-certified email marketing and marketing automation solution for Microsoft Dynamics CRM. ClickDimensions can streamline your marketing program by gaining insights about your leads and contacts, resulting in reduced costs and increased revenue. Providing email marketing, web tracking, lead scoring, nurture marketing, social discovery, campaign tracking and web forms and surveys, ClickDimensions allows organizations to discover who is interested in their products, quantify their level of interest and take the appropriate actions. Visit for more information.

The Idea Conference is sponsored by ClickDimensions. Your information is collected for event purposes only and will not be sold or shared. Read our privacy policy.
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