Rocket CRM

04/10/2022

04/11/2020

Who are Rocket CRM?
Rocket CRM is a boutique Microsoft Dynamics and Power Platform Consultancy. We serve the small to medium sized business sector delivering high quality, cost effective CRM solutions on Microsoft Dynamics 365 and the Power Platform.

31/10/2020

CRM Implementations fail when user adoption fails. In this post we explore 11 features of Dynamics 365 that can help make a better user experience for your team.

Dynamics 365 boasts a lot of out of the box functionality, in this post I have picked my top 11 Dynamics 365 user adoption features that...

17/10/2020

Creating Microsoft Word Templates in Dynamics 365 and Power Apps can be a huge time saver.
Use Word templates to ensure that all the documents that go out to your customers have a consistent look and feel as per your organisation’s branding.
Follow these simple steps to get started.

The easiest way for you to create Dynamics 365 Word Templates is from within a sample record of the type that you want to ...

13/10/2020

Suffolk Mind are an ambitious and innovative mental health charity. They are currently experiencing a period of accelerated growth and want to implement the best digital strategies to support that growth over the coming years.
Read how Rocket CRM are helping Suffolk Mind on their path to digital transformation.

Suffolk Mind contacted Rocket CRM with a request to help organise their donations process for the Fundraising area through a phased ...

11/10/2020

At Rocket CRM, we don't take on just any customers, we only have the best customers... and we love all of our customers!!!

We first came across FirstCapital in the summer of 2019. Since then we've built up a great relationship read about it here...

FirstCapital were looking for a long-term relationship with a trusted partner who could help us move forward with our use of Dynamics and Rocket CRM were recommended to us.

03/10/2020

Take a look at our new info-graphic. It explains, in a visual way, what a managed service contract for Dynamics 365 is all about.
Get support and more for as little as 1 hour per month.
https://buff.ly/3cLAeKX

30/09/2020

Here's a great introduction to ClickDimensions for people who want to find out a little bit more about the number one marketing tool for Dynamics 365

We recently asked one of our customers to give us an introduction to ClickDimensions Marketing, based on her experiences of the product.

03/07/2020

Watch this (less than 5 minute video) to see how easy it is to set up automated campaigns using ClickDimensions inside of Dynamics 365.

Want to see more? Webinar: https://buff.ly/2B4RIn6 Webinar (Thu, 9 July 2020 11:00 – 12:00 BST)

ClickDimensions is a marketing automation too that allows users to create and send marketing collateral directly through Microsoft Dynamics 365.

02/07/2020

Learn to Extract key phrases in unstructured text in your Microsoft Power Apps
In our latest blog post senior consultant Kyle McKie takes us through how to quickly identify and report on key words and phrases in unstructured text in the Microsoft Power Platform. He shows how to get a list of common phrases and words so that you can make sense of what is important or trending

https://buff.ly/3gbMPHR

30/06/2020

Almost all membership organisations feel that they could do a much better job of engaging with their members if they could trust the data and be relieved of some of the burden. Below are some of the features we have built for Membership systems.
Can you think of anything we haven't thought of?
We'd love to hear your views.
https://buff.ly/2NeTdkZ

24/06/2020

Marketing Automation is becoming a huge growth area, even after the upheaval of recent months ().
As business leaders start to re-think business processes, the topic of automation keeps bubbling to the surface.
ClickDimensions enables you to intelligently market to your CRM database while you get on with what you really need to focus on. Can you really afford to put if off any longer?
See campaign automation in action: Webinar: Thu, 9 July 2020 11:00 – 12:00 BST
https://buff.ly/3exHnyv