Category: CRM



This episode is sponsored by emfluence. Marketers frequently lead the charge for better data and more connected systems in an organization, especially as it relates to customer journeys. On this episode, David Cacioppo, president and CEO of emfluence, joins us to share some of his team's priorities as it relates to marketing automation strategy, especially in the Microsoft ecosystem. As a firm that delivers both technology and digital agency services, emfluence has been working to align their worldview with the strengths of Microsoft Power Platform, David explains. Dataverse has proven itself to be a strong core of applications. And he discusses ways that emfluence's clients are increasingly looking for ways to bring insights from first-party data to bear across more industry scenarios and in campaigns that blur the traditional lines between B2B and B2C scenarios. More from emfluence: Sign up for a free 14-day trial of the emfluence Marketing Platform: https://more.emarketingplatform.com/msdw https://www.youtube.com/watch?v=aZf64leKFuo



In this episode of the Biz Apps Marketing Minute, Adam Berezin from MSDW is joined by Megan McDonagh from Celigo. They discuss Megan’s journey from sales to partner marketing and now to revenue marketing, while sharing valuable insights on the evolving role of partner marketers and strategies to align goals with partners. Megan talks about her extensive experience in event and partner marketing, the differences between partner and revenue marketing, and the tactics she has found most effective. Key highlights from this episode:
1.The role of partner marketing Megan emphasizes the diverse skill set required for partner marketing, highlighting the need for marketers to understand a range of tactics from content creation to digital strategy. She shares her method of starting with the partner’s goals and finding creative ways to align Celigo’s strengths with them, rather than dictating Celigo’s objectives upfront. 2. How to build effective partnerships
Megan stresses the importance of creating “better together” stories with partners, which involves focusing on shared target audiences and goals. This includes considering both “to-partner” (education) and “through-partner” (joint marketing) strategies to ensure mutual success. 3. Balancing proactive and reactive marketing
Megan provides her perspective on balancing proactive planning with the flexibility to react to new opportunities. She explains how Celigo starts each year with a solid plan, while remaining adaptable to shifts in strategy and market demands. Learn more: https://msdwmarketing.com/videos https://www.youtube.com/watch?v=8V6M3tSio2Y



This episode is sponsored FYIsoft. In the Microsoft customer ecosystem, companies with complex financial structures often struggle to give their finance professionals the tools they need to create, deploy, and use effective reporting. Requirements like multiple locations, companies, currencies, or ledgers can quickkly put extra burdens on both finance and IT teams that impact organizational performance and increase risk , says our guest, Jeremy Schaab, VP of software development at FYIsoft. Schaab tells us about some of the common requirements the FYIsoft team hears from Microsoft users today and what the Microsoft product roadmaps will mean for both customers and ISVs. And he explains how his team has solved key technology challenges in order to offer elegant solutions for customers of different sizes and with different levels of complexity. And we also discuss FYIsoft's product roadmap, which has important details that align with Dynamics 365 ERP applications, both functionally and technically. More from FYIsoft: Download this whitepaper to learn more about the technology behind FYIsoft's solutions, and how your company benefits: https://msdynamicsworld.com/white-paper/fyisofts-technology-advantages-optimize-your-companys-microsoft-investment To request a demo of FYIsoft's reporting software for Microsoft customers, visit the company's website: fyisoft.com. https://www.youtube.com/watch?v=Q29F5pYyWqg