Tuesday, November 13 • 3:30pm - 4:30pm
D365UG/CRMUG: How to Make the Right Marketing Automation Choice from a Business and Technology Perspective

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Ready to digitally transform your sales and marketing function? Join us for an interactive session with co-presenters Felix Robitaille of XRM Vision, the CRM solution architect's view, and Marie Wiese of Marketing CoPilot, the digital marketer's view as they map the three most important steps to choosing and getting goodness from a marketing automation tool. In this presentation Felix and Marie will:
  *   Outline why having a content marketing plan matters before you choose
the tool
  *   How to assess marketing automation requirements
  *   Show a comparison between ClickDimensions and Microsoft Dynamics 365
for Marketing and which tool works to solve which problems

Using real-life examples, this session will help you understand how to get the results you want if you have already chosen a tool and how to decide which tool is right for you if you don't have one. Participants will also receive a guide to "Getting Started with Marketing Automation" and a handy checklist for any business.


David Brochu

avatar for Felix Robitaille

Felix Robitaille

CEO, Solutions Architect, XRM Vision
Felix has been creating and implementing CRM solutions with Microsoft Dynamics for almost 20 years now. After receiving his bachelor’s degree in Business Administration, he quickly began his career as a CRM and ERP implementation consultant for various Microsoft partners and worked... Read More →
avatar for Marie Wiese

Marie Wiese

Founder and CEO, Marketing CoPilot
Marie Wiese is a senior marketing executive and founder of Marketing CoPilot, an award winning digital marketing agency that has helped hundreds of companies turn their websites into lead generation and sales machines. She is a Growth Advisor at The Spark Center, host of the podcast... Read More →

Tuesday November 13, 2018 3:30pm - 4:30pm

Attendees (8)