Stacking Growth | The B2B Marketing Podcast cover image

Expert Session: Marketing Ops - Pipeline Sources and Funnel Tracking with Crissy and Charlie Saunders

Stacking Growth | The B2B Marketing Podcast

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Challenges of CRM Integration for Microsoft Partners

This chapter explores the obstacles Microsoft partners encounter with Dynamics 365, particularly its shortcomings in advanced tracking features. The guest shares a scenario illustrating the inefficiencies of manual tracking and discusses issues stemming from using dual CRM systems, leading to conflicts in lead management.

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