Boston Dynamics Networking Event

Tridea Partners had a successful Networking Event in Boston two weeks ago. We wanted to thank everyone who came out to our event! The Frost Ice Bar was a great venue to have our first event in Boston, MA. We wanted to share some pictures from our successful event! Cheers to more growth!




Increase Sales and Revenue Dramatically with Dynamics CRM

Tridea Partners was honored to be endorsed by Microsoft and the US Small Business Administration for our expertise in CRM.

Last week Eric Klauss was the featured presenter on the topic of Dynamics CRM in the on-going Tech Tips webinar series brought to you by the US Small Business Administration and Microsoft.

Learn how a CRM tool can help you win more clients and keep the ones you have. Check out the recording below and contact us for more information!

Microsoft Dynamics Networking Event – Boston, MA

Tridea Partners, Microsoft Gold ERP provider of Dynamics AX, GP and CRM invites our clients, professional colleagues and friends to this special Microsoft Dynamics networking event.

We encourage those of you that aren’t current customers to attend and learn more about Tridea Partners and the Microsoft products in this friendly, open-forum. This is a great opportunity to meet and speak to other users as well as Tridea and Microsoft staff.

Join us for appetizers, drinks and access to the Frost Ice Bar!

What is ClickDimensions?

ClickDimensions is marketing automation software that has been developed for Microsoft Dynamics CRM. Pairing Microsoft Dynamics CRM with ClickDimensions creates a quick and easy one-stop shop for your intelligence and marketing needs.

Some great features of ClickDimensions include: email marketing (drip campaign management, split testing, OutlookCast, inbox preview, and spam rating), landing page tools, survey and form builder, website tracking, lead scoring and etc.…

So what is new in the release? And when does it take place?

As of now the release is scheduled to be available during the following times:

  • For the European data center on Wednesday, November 11, 2015.
  • For the Australian data center on Friday, November 13, 2015.
  • For the U.S. data center on Monday, November 16, 2015.

Release features:

  • Campaign Automation Builder: Design powerful automated campaigns that are similar to Nurture Programs but include more ways to initiate the automation, an easier visual interface, and improved features such as timed waits, repeatable series, and branching logic.
  • ClickDimensions Content Pack for Power BI: See ClickDimensions data in your organizations Power BI. Available features are Posted Forms, Visits, and Visitors. In addition, you can create charts and dashboards.
  • Multiple Email CNAMEs: For organizations that have multiple brands and have a different domain for each brand, now each domain can be used as an option to brand your links in emails.
  • Survey Radio Button “Other” Option: Radio button survey questions can now have an “Other” option which allows the person filling out the survey to type in their own answer if the options given are not suitable. This is a new option in the Survey Questions area.

To find out more check out the ClickDimensions blog here

This article was written by Andrea Stenquist, Dynamics CRM Technical Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider.

Dynamics CRM Journey – Translating Vision into Strategic Roadmap for Delivering Value

In a world of competing IT initiatives and technology investment options, many Dynamics CRM projects are blessed early on with the right ingredients for success:

  • Strong Executive Sponsorship
  • Commercial Funding / Budget
  • Creative Ideas and Hunger for Innovation
  • Active and Engaged Stakeholders

How can we channel this enthusiastic support into a clear path of value-added deliverables?

  • Start with a clear Vision. The executive leadership that sponsored and believes in this solution typically has very clear corporate or business objectives in mind when they approve the budget. Example vision statement: “Improve communication, productivity, and provide executive team with visibility to key sales performance metrics.”

This Vision statement should be a touchstone for the team throughout the project.  Are the ideas and desired features being discussed aligned with the Vision?

  • Rome was not built in a day – Create a Strategic Roadmap: Break down the Vision into smaller, discrete deliverables/objectives by actively engaging executive sponsors in reviewing and contributing to a milestone-driven roadmap that delivers incremental value based on agreed-upon priorities. For example:
  1. Phase 1 improves communication by building workflow to record sales in real-time within the CRM and allows Sales team to immediately begin using system to record activities.
  2. Phase 2 then delivers 5 key metric reports (Visibility) to management for sales-related data / performance (fed by the data collection functionality delivered in Phase 1)
  • Clearly Define Scope / Deliverables for each Phase Release. With a powerful and highly configurable tool like Dynamics CRM, it’s easy to get distracted by the power of the tool and begin adding more features than originally planned. Although these will be valuable in the long-term, additional scope slows down delivery of the planned phase release cycle. By defining the deliverables up-front with buy-in from stakeholders and executives, it will be much easier to release the planned functions on-time.

Please Note – Good ideas that come up during a project should not be tossed aside. They can be recorded in Parking Lot for possible inclusion in the next phase.  Sometimes it is important to change or add scope to a specific phase.  In those cases, the change should be reviewed and approved by executive sponsor or Steering Committee to ensure any impacts to cost or schedule are clearly communicated and approved in advance.

  • Embrace Governance:  Form a Steering Committee made up of key executive sponsors and system owners.  This group should meet regularly with the project team to help guide the creation of an appropriate roadmap, approve scope of each phased release, ensure buy-in from other parts of the organization, and be consistently kept abreast of project progress and risks.

This article was written by Juanita Schoen, Dynamics Project Manager for Tridea Partners. Tridea is a leading Microsoft Dynamics provider.