Podcasts about clickdimensions

“According to the study, 78% of pre-retiree respondents expressed concern over inflation's effect on their retirement income.” 1 Market Review 2024: Stocks Overcome Uncertainty to Notch Another Strong Year… “It's a reminder that the market is constantly incorporating new information into prices—including expectations for moves by the Fed.” 2 Weekly Retirement Planning Coffee Talks are a casual way for me to connect and answer questions—even if you're not a client—at no cost. Join us on Facebook Live or stop by my office to enjoy free coffee. If you'd rather not ask questions online or in person during the live session, feel free to message me directly. Or simply enjoy your coffee at my office, and we can chat once the live video wraps up.   There's no pressure to work with me or become a client, whether you join in person or online.   My mission is to provide my clients with the highest quality advice and service. To maintain this level of care, I limit my practice to 100 active clients at a time, as I have a fiduciary responsibility to each of them. While I cap the number of clients I work with, I'm dedicated to serving as many people as possible by sharing valuable information and answering your questions. That's why these Coffee Talks mean so much to me.   Here's the link to schedule a call with me if you want to ask questions privately: https://outlook.office365.com/owa/calendar/Gb122ad25bf0742de9ef95f26af89fd04@5stonefinancial.com/bookings/s/ytXDEtRh0E-29mrENW6_Uw2 Disclaimer: This content is not legal, tax, or investment advice. Always consult a qualified professional regarding your own situation. And since this is a live session, I may occasionally make a mistake. Articles referenced: https://www.benefitspro.com/2025/01/07/inflation-and-family-caregiving-squeeze-retirement-plans/?slreturn=20250109111801 1 https://my.dimensional.com/market-review-2024-stocks-overcome-uncertainty-to-notch-another-strong-year?_cldee=KVjLgSjQEtBcUsrd-iWv82rop9KQBgCf3ZqZApxdhRCrOwdPn4Odw5GpnYVIa_HT&recipientid=contact-95bd0bca459bec11b400000d3a325c46-5c9dba59efb947409dc2c1db49eb85b2&utm_source=ClickDimensions&utm_medium=email&utm_campaign=US%20Weekly%20Digest%202025&esid=69f9af2e-0acd-ef11-b8e9-000d3a5d70d5

“According to the study, 78% of pre-retiree respondents expressed concern over inflation's effect on their retirement income.” 1 Market Review 2024: Stocks Overcome Uncertainty to Notch Another Strong Year… “It's a reminder that the market is constantly incorporating new information into prices—including expectations for moves by the Fed.” 2 Weekly Retirement Planning Coffee Talks are a casual way for me to connect and answer questions—even if you're not a client—at no cost. Join us on Facebook Live or stop by my office to enjoy free coffee. If you'd rather not ask questions online or in person during the live session, feel free to message me directly. Or simply enjoy your coffee at my office, and we can chat once the live video wraps up. There's no pressure to work with me or become a client, whether you join in person or online. My mission is to provide my clients with the highest quality advice and service. To maintain this level of care, I limit my practice to 100 active clients at a time, as I have a fiduciary responsibility to each of them. While I cap the number of clients I work with, I'm dedicated to serving as many people as possible by sharing valuable information and answering your questions. That's why these Coffee Talks mean so much to me. Here's the link to schedule a call with me if you want to ask questions privately: https://outlook.office365.com/owa/calendar/Gb122ad25bf0742de9ef95f26af89fd04@5stonefinancial.com/bookings/s/ytXDEtRh0E-29mrENW6_Uw2 Disclaimer: This content is not legal, tax, or investment advice. Always consult a qualified professional regarding your own situation. And since this is a live session, I may occasionally make a mistake. Articles referenced: https://www.benefitspro.com/2025/01/07/inflation-and-family-caregiving-squeeze-retirement-plans/?slreturn=20250109111801 1 https://my.dimensional.com/market-review-2024-stocks-overcome-uncertainty-to-notch-another-strong-year?_cldee=KVjLgSjQEtBcUsrd-iWv82rop9KQBgCf3ZqZApxdhRCrOwdPn4Odw5GpnYVIa_HT&recipientid=contact-95bd0bca459bec11b400000d3a325c46-5c9dba59efb947409dc2c1db49eb85b2&utm_source=ClickDimensions&utm_medium=email&utm_campaign=US%20Weekly%20Digest%202025&esid=69f9af2e-0acd-ef11-b8e9-000d3a5d70d5 2 #RetirementPlanning #MoneyNotMath #EmptyNesters #5StoneFinancialGroup #Investing #Money #FinancialEducation #Retirement #Coffee #inflation

#138. My guest today is Malin Martnes, a Microsoft MVP and MCT who runs her own company MaCoTra AS in Oslo, Norway. As you'll hear, Malin doesn't have any technical background on Dynamics 365 and Power Platform but she focuses on using these systems.In this episode, Malin talks about how she came to be a CRM consultant and set up her own consulting business.  With years of experience as a user and trainer of Dynamics 365 and Power Platform, she also discusses the integration of the HR solution with Finance & Operations, tips for deploying Dynamics 365 Marketing, and the events and training sessions she helped organize. Show Highlights [01:25] Malin's background and how she got started as a CRM consultant[04:56] The story behind MaCoTra's unusual name[10:06] Malin talks about the recently concluded Cloud Technology Townhall Tallinn 2023 event[15:16] Malin talks about the Norwegian Marketing Day she co-organized with fellow Microsoft MVP Guro Faller[18:31] Malin discusses the integration of Dynamics 365 Human Resources with Dynamics 365 Finance & Operations[22:53] Who Dynamics 365 Marketing and ClickDimensions cater to[26:02] Malin discusses the projects she's done with Dynamics 365 Marketing[29:25] How Dynamics 365 Marketing handles deliverability[35:35] Malin shares tips to be aware of when deploying Dynamics 365 Marketing[44:08] What's next for Malin? Resources Malin's company: MaCoTra ASBecoming a Microsoft Dynamics 365 Marketing Functional Consultant by Malin MartnesConnect with Malin Martnes on LinkedIn, Twitter, or via her websiteCustomery AcademyI've just registered for Microsoft Power Platform Conference in Las Vegas from 3-5 October. I'd love to see you there. Visit customery.com/mppc for a $150 discount voucher to register.Support the showCONNECT

What Does Midterm Elections Mean for the Stock Market? Money Not Math 117 “While the outcomes of the elections are uncertain, one thing we can count on is that plenty of opinions and prognostications will be floated in the days to come. In financial circles, this will almost assuredly include any potential for perceived impact on markets. But should long-term investors focus on midterm elections?” “Markets Work: We would caution investors against making short-term changes to a long-term plan to try to profit or avoid losses from changes in the political winds.” “In It for the Long Haul: While it can be easy to get distracted by month-to-month or even one-year returns, what really matters for long-term investors is how their wealth grows over longer periods of time.” Reach out to me if you want a copy of the article referenced and if you have questions or thoughts about this discussion. #MoneyNotMath #5StoneFinancialGroup #RetirementPlanning #Retirement #Markes #investor #investing Article quoted and referenced: https://my.dimensional.com/midterm-elections-what-do-they-mean-for-markets?_cldee=jPv8jeTf4eLenuxF6VL2OwpUJO01cINt3FFgsAFqSCJf1kIEX4uonCIVxlMrbehs&recipientid=contact-95bd0bca459bec11b400000d3a325c46-343919f7cee64a3592fcba5e086ad44f&utm_source=ClickDimensions&utm_medium=email&utm_campaign=US%20Weekly%20Digest%202022&esid=7f379d9d-763e-ed11-9db0-000d3a337986 DISCLOSURES In USD. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is not a guarantee of future results. Diversification does not eliminate the risk of market loss. There is no guarantee investment strategies will be successful. Investing involves risks, including possible loss of principal. Investors should talk to their financial advisor prior to making any investment decision. There is always the risk that an investor may lose money. A long-term investment approach cannot guarantee a profit. All expressions of opinion are subject to change. This information is intended for educational purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services. Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Are your investments diversified globally? Money Not Math 114 If not, should they be? Should you go global for diversification that travels well? Is too much of your retirement portfolio invested in United States companies? Good luck to the Prowlers with their homecoming game tonight! #MoneyNotMath #RetirementPlanning #5StoneFinancialGroup #Money #investments #diversify #global #portfolio Article referenced, https://my.dimensional.com/go-global-for-diversification-that-travels-well?_cldee=gv8aFMyyr5zRd7Zxlvenl7aeUQm0ug74Q5aY1S3mVlmrgciPOU-hHvcW21dwcCQX&recipientid=contact-95bd0bca459bec11b400000d3a325c46-6becfd2a21374d44bc2516210c807fee&utm_source=ClickDimensions&utm_medium=email&utm_campaign=US%20Weekly%20Digest%202022&esid=4ffa8339-f538-ed11-9db0-000d3a5a63ba Disclaimer, this content is not legal, tax, or investment advice. You should always consult a qualified professional regarding your personal situation.

Join SeafoodNews Podcast co-hosts Amanda Buckle and Lorin Castiglione as they break down some of the biggest stories in the industry. This week we talk about how the Russian import ban on seafood has been pushed back from March 25 to June 23 for those that had shipments in place prior to the March 11 Executive Order. This episode of the SeafoodNews Podcast is sponsored by Urner Barry's Seafood Market Update webinar. Join us Tuesday March 29th at 2 PM EST for an in-depth look at the major influencers of the seafood market such as the ban on Russian crab imports, the impact of the Lenten season, and more! Find the link to register below: https://app.livestorm.co/agribriefing/urner-barrys-seafood-market-update?type=detailed&_cldee=YWJ1Y2tsZUB1cm5lcmJhcnJ5LmNvbQ==&recipientid=contact-f6a8af702463e71180fd3863bb2e7478-735d6564f1fe40299726891e0b19d39e&utm_source=ClickDimensions&utm_medium=email&utm_campaign=insights&esid=6ceca6c5-ccaa-ec11-983f-002248267161

This is an interview with Mike Dickerson, CEO of ClickDimensions.Mike Dickerson is an entrepreneur turned corporate executive. In every company he led, he demonstrated the heart of a general manager—a talented operator with the gift of superb execution and people skills. These leadership skills were developed by interacting with the most outstanding leaders in the world. He grew up in Washington, DC, to a mom who was the first female Whitehouse correspondent. A dad who was a serial entrepreneur. A stepdad was a partner at Goldman Sachs and later Assistant Secretary of State in the Reagan Administration. The stories Mike tells are worth every bit of your time. The lessons learned as an entrepreneur are practical and priceless. This is one of my two-hour interviews that is as entertaining as informative. There is so much more that needs to be asked and answered. We just ran out of time. I'll have Mike back for the rest of the story. I promise.

CEOs often get lost in data while trying to decide what's working, if there is too much, or if it's even correct. But even great data is moot if not activated properly across commercial functions. On today's show, Mike Dickerson, CEO of ClickDimensions, joins us to discuss how CEOs should be thinking about their data and the processes that go with it. By owning the data, CEOs will not only have clearer visibility into the complete operation but also a unified fact base to run an unmatched commercial strategy.

With 25+ years of experience in the technology industry, specialities in growth strategy, new business development, organizational transformation and global management, Mike Dickerson, CEO of ClickDimensions, joins Jennifer Gutman, Oktopost's Director of Social Strategy, to talk how businesses can achieve true digital excellence through virtual selling and being intentionally purposeful.

Produced in partnership with Globalization Partners, we were joined online from Boston, US, by the company's Founder and CEO, Nicole Sahin, to explain how easy it is to hire talent anywhere in the world, without the complexity of setting up foreign offices or subsidiaries. Nicole helps demystify the process and explains how businesses can build global teams whilst bypassing the legal, HR & tax complexities involved, through Globalization Partners' Employer of Record service. During the show, we also hear from Dhaval Gore, Head of the Mayor's International Business Programme at London & Partners, who is working with Nicole's team now that Globalization Partners is an official Business Partner of that programme, plus we also have some comments from Elizabeth Palmisano, Talent Acquisition & HR Manager at ClickDimensions, one of Globalization Partners' clients who has recently gone through the process of hiring staff in a new country. For more information on Employer of Record services, visit https://www.globalization-partners.com/

When the full extent of the coronavirus pandemic finally became clear to businesses around the world, the falling stock markets, locked up supply chains, and panic buying were accompanied by a frenzy within marketing departments to re-calibrate both their messaging and their communication channels.   For marketing automation vendor ClickDimensions, one of the results was a massive jump in message volume from customers, says the company's CEO Mike Dickerson. He also observed that the crisis has put very different demands on the customers and the Microsoft partners with which his team works on a daily basis. Dickerson talks with us about these recent experiences and his observations on changes in the Microsoft channel since he last joined the podcast, including the evolution of digital marketing more generally, the need for special skills to accompany a marketing automation deployment, and the ISV Connect program.   Show Notes: 1:30 - Responding to the impact of coronavirus on customers and partners 6:30 - Modern B2B needs still reflect the digital consumer mindset 8:30 - What shutdowns did to customers' communication volume 9:30 - How the ClickDimensions services business has evolved, and the role it plays with Dynamics partners 17:00 - How marketing automation users have adapted - or failed to adapt - their engagement strategy in the midst of a crisis. 21:30 - Mike's perspective on how the pandemic is impacting the Microsoft channel more broadly 26:30 - ISV Connect and its progress from the partner perspective 31:00 - The risks of ISV Connect from the investor perspective and their influence with MIcrosoft 35:00 - How else can partners adjust for better outcomes

Remember that time when we said we didn't do technical podcasts... Well today we are breaking that rule (never set a rule you can't keep) We have Emma D'Arcy, Dilyana Radulova & Malin Donoso Martnes with us to talk about Microsoft Dynamics Marketing & ClickDimensions. You can find them here https://twitter.com/dilyanaradulova https://twitter.com/tattooedcrmgirl https://twitter.com/MalinMartnes

En este primer episodio de #AsturiasPower Podcast entrevistamos a Sergio Maldonado, actualmente CEO de Privacy Cloud. Sergio nos cuenta su experiencia a través de situaciones personales y profesionales donde las ganas de conocer mundo le han llevado a trabajar en distintos países y en todo tipo de circunstancias. Estudió Derecho en la Universidad pública del País Vasco en San Sebastián y desempeñó todo tipo de tareas cuando era joven. Después se fue a San Francisco (EE.UU) con su hermano pequeño Ángel donde descubrió el maravilloso mundo de Internet. Después llegarían Bruselas, Londres, Gijón, New York y ahora Madrid.Sergio es el fundador de Divisadero y SweetSpot, dos empresas creadas en Gijón (Asturias) y de cuyos accionariados se ha salido en los últimos meses. Primero fue Divisadero a Merkle y después SweetSpot a ClickDimensions. Ahora vuelve a emprender con Privacy Cloud, una organización que aglutina todo el conocimiento del derecho informático, análisis de datos, programación… a lo que se une la pasión por el marketing, la descentralización y el código bien hecho. Puedes acceder a más información sobre Privacy Cloud aquí.Sergio ha lanzado recientemente Master of Privacy, un podcast de entrevistas y reflexiones en torno al espacio de convergencia entre datos personales, marketing y tecnología. Aspiramos a cubrir inquietudes compartidas por delegados de protección de datos (DPO), expertos en Data & Analytics, gestores de marketing y responsables de transformación digital.¡Empezamos!

Hoy hacemos un repaso intensivo a un tema recurrente: gestión de cookies en el espacio multijurisdiccional que afecta a la mayor parte de las organizaciones, mirando de frente a los riesgos que puede suponer para un negocio digital sepultar la cabeza en la arena de los hábitos que han venido a popularizarse en el mercado español.  Habiendo dejado muy atrás diversos intentos para evitar un internet minado de absurdas interrupciones en nombre del recabado de “consentimiento” (P3P, Do Not Track, etc.), parece haber quedado en manos de los fabricantes de navegadores la medida definitiva que podrá devolvernos el sueño original mediante la obsolescencia directa de cookies no imprescindibles. Por el camino habremos invertido incontables horas y muchos miles de millones de euros en buscar la adecuación de webs a una normativa que muchos siguen considerando absurda. Toda conclusión será, por tanto, a lo sumo, transitoria. Pero no por ello menos necesaria en tiempos altamente cambiantes para la relación entre particulares, empresas y medios digitales.  Con una audiencia medianamente familiarizada con el marco legal aplicable en mente, hablaremos, por este orden, de: tipos de cookies por nivel de intrusión; origen técnico e histórico de las cookies; normativa aplicable en Estados Unidos (federal y California); evolución comparada en la Unión Europea, España y Reino Unido; directrices comunitarias y nacionales (AEPD, ICO, CNIL, CAAS); jurisprudencia TJUE; sanciones hasta la fecha; diferenciación de cookies analíticas en el borrador de Reglamento ePrivacy; y estudios actualizados sobre niveles de cumplimiento e impacto de patrones oscuros en el recabado de consentimiento. Casi nada. El contenido de este podcast no constituirá en ningún caso asesoramiento legal, quedando cualquier decisión emanada del mismo bajo tu propia responsabilidad.  Presentador: Sergio Maldonado es LLM (Merit) en IT & Internet law por Queen Mary's University, abogado (ICAM), ex solicitor (Law Society of England & Wales), Coautor de “Internet, claves legales para la empresa” (Thomson-Civitas/Aranzadi, 2002), ex miembro del grupo de trabajo LegalXML-eContracts de la W3C, CIPP-E (International Association of Privacy Professionals). También es fundador de PrivacyCloud, Sweetspot Intelligence (hoy ClickDimensions) y Divisadero (hoy Merkle). Referencias: Dictamen 4/2012 del WP29 (EN) Ley Nigeriana de Protección de Datos Ley Coreana de Protección de Datos (PIPA) Children's Online Privacy Protection Act (COPPA) California Consumer Privacy Act (CCPA) IETF - HTTP Status RFC 2965 Sesiones de trabajo sobre cookies de la FTC 1996 (“Consumer Privacy on the Global Information Infrastructure”) P3P (Platform for Privacy Preferences) Propuesta “Do Not Track” (IETF) Directiva ePrivacy (modificación del 2009 a la directiva ePrivacy 2002) Ley de servicios de la sociedad de la información (LSSI) The UK Privacy and Electronic Communications Regulations 2003  Reglamento General de Protección de Datos (GDPR) Sentencia Planet49 del Tribunal de Justicia de la Unión Europea Directrices sobre consentimiento del Comité Europeo de Protección de Datos (2018) Guía de cookies de la Agencia Española de Protección de Datos (2019) Directrices CNIL aplicables al uso de cookies analíticas (FR) Borrador del Reglamento ePrivacy  Estudio MIT/UCL/Aarhus 2020 sobre consentimiento y patrones oscuros Estudio Ruhr-Michigan 2019 sobre consentimiento y cookies (“Uninformed consent”)

Aspiramos a cubrir inquietudes compartidas por delegados de protección de datos (DPO), expertos en Data & Analytics, gestores de marketing y responsables de transformación digital. Sergio Maldonado (al micrófono) es CEO de PrivacyCloud, habiendo fundado anteriormente Sweetspot Intelligence (hoy ClickDimensions) y Divisadero (hoy Merkle). También es abogado, LLM (IT & Internet law) y CIPP/E (GDPR). Suscríbete a Masters of Privacy en tu canal favorito de podcasting y síguenos en Twitter y LinkedIn.

Mike Dickerson, CEO of ClickDimensions, is an experienced global executive with entrepreneurial passion for developing new businesses and building the teams to bring them to life. Turned an idea on a bar napkin into a $250 million division providing mission-critical communications technology to the Global 1000. Funded and founded three start ups. Was part of […] The post Tech Talk: Mike Dickerson with ClickDimensions and Joe Macchiarella with Trextel appeared first on Business RadioX ®.

What does it mean to be an ISV in the Microsoft business applications channel these days? With so many aspects of that particular type of partner relationship in flux today, there is no single answer. Yet another sign that things are not what they used to be: the most recent Inc. 5000 list, which featured only five or so partners from the Microsoft Dynamics channel down from nearly twenty in 2017. While magazine "best of" lists are a generally terrible way to measure anything, at least this one has a bit of quantitative data to use as a starting point for a discussion. So on this MSDW podcast episode, we speak with Mike Dickerson, CEO of ClickDimensions, one of the Dynamics-focused ISVs on this year's list. They reported over 100% growth over the last three years. As Mike tells us, there is no single reason for the drop on the Inc list. But with the massive changes underway in this space, both with the products and the partner strategy, there is plenty to consider in terms of what is changing, why, and how ISVs can position themselves for the future. Show Notes 3:00 – What has allowed ISVs to grow historically in the Dynamics space? 6:00 – What might have caused the dropoff in high growth ISVs in this space, as measured by the Inc. 5000? 11:15 – Is it a problem for Microsoft if fewer ISVs in their channel are growing? 13:30 – What does growth mean to ISVs vs VARs? 18:30 – How much influence does Microsoft have as a partner vs as a competitor? 22:30 – The multi-faceted art of planning for change in the Microsoft channel 27:15 – Can newcomers to the Microsoft business applications channel find real growth opportunities today? 30:00 – How businesses can make the most of their marketing automation investments.

Chief Executive Officer of ClickDimensions, the leading marketing automation solution for Microsoft Dynamics 365. Mike joined ClickDimensions from PGi, a global provider of web conferencing software and collaboration technology, where he served as Executive Vice President of Strategy and Business Development. In that role, he developed partnerships with some of the biggest players in the technology industry, including Microsoft. Prior to that, he started PGi’s Global Collaboration Services division, growing it from $86 million to $240 million in revenue and serving as a trusted advisor to some of the most recognized brands around the globe.

.fusion-person-4 .element-bottomshadow:before, .fusion-person-4 .element-bottomshadow:after{-webkit-box-shadow: 0 17px 10px rgba(0,0,0,0.3);box-shadow: 0 17px 10px rgba(0,0,0,0.3);}Mike DickersonCEO, ClickDimensionsISVs and growing with Dynamics 365 with Mike DickersonSubscribe on your favourite player: Apple Podcasts | Google Podcasts | Spotify | Sticher | Tunein | Soundcloud | Full Show Notes: https://www.nz365guy.com/58 In This Episode Running the most successful ISV and becoming a market leader  Mike’s career journey and ClickDimensions’ successful growth  Keys to building engagement with a wide partner base  Strategies for developing a strong partner engagement focus  Technology and strategy changes in Microsoft  Running an effective marketing program  Producing content to meet the soft skills of using ClickDimensions Adapting technology to changing marketing trends Machine learning and artificial intelligence  Creating staff culture in the company Transitioning from a start-up organization to a mature organization Mike Dickerson is the CEO of ClickDimensions, the leading marketing automation solution for Microsoft Dynamics 365. Mike joined ClickDimensions from PGi, a global provider of web conferencing software and collaboration technology, where he served as Executive Vice President of Strategy and Business Development. In that role, he developed partnerships with some of the biggest players in the technology industry, including Microsoft. Prior to that, he started PGi’s Global Collaboration Services division, growing it from $86 million to $240 million in revenue and serving as a trusted advisor to some of the most recognized brands around the globe  Books Mentioned Radical Candor by Kim Scott - https://amzn.to/2CS78JA  Resources Google Adwords - https://adwords.google.com/video  Common Data Service - https://docs.microsoft.com/en-us/common-data-service/   Dynamics 365 for Marketing - https://dynamics.microsoft.com/en-us/marketing/overview/   Azure Machine Learning Studio - https://azure.microsoft.com/en-us/services/machine-learning-studio/  Microsoft AI - https://www.microsoft.com/en-us/ai   CreditsMusic Credits I dunno by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. Ft: J Lang, Morusque

Episode 13- This episode we talk about the approaching Christmas break, we discuss the SEC championship, the Atlanta sports curse, The Alice Network, how much work it takes to be a mom, and the importance of learning to fail in middle school. The Alice Network by Kate Quinn https://www.amazon.com/Alice-Network-Novel-Kate-Quinn/dp/0062654195 “Teaching Failure” by Miguel Gomez and Kalyn Niehoff http://www.amle.org/BrowsebyTopic/WhatsNew/WNDet/TabId/270/ArtMID/888/ArticleID/994/Teaching-Failure.aspx?_cldee=c2FtYW50aGEuc2Nob2VuZmVsZEBtdGJldGhlbGNocmlzdGlhbi5vcmc%3d&recipientid=contact-15cb34eafb30e31182db001d092e6a92-3ec0714c8a654a4fb3f9769c4eaef909&utm_source=ClickDimensions&utm_medium=email&utm_campaign=102718%20-%20Newsletter&esid=f68a5d89-54f2-e811-a5b8-0050569142af --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/from-the-middle-podcast/support

In this episode (brought to you by D365UG) we are joined by Mike Dickerson, CEO of ClickDimensions.  ClickDimensions is the leading third-party marketing automation platform for Dynamics 365. During our conversation, we discuss how ClickDimensions has grown in the 18 months, how ClickDimensions is adapting to recent changes in the Microsoft Business Applications Platform, and what is in the future roadmap. Topics discussed in this episode: ClickDimensions and Unified Interface Other components of the Microsoft Business Applications Platform Digital marketing trends Is email still king? B2B vs B2C marketing ISV's tension between Microsoft roadmap and ISV product roadmap Common marketing automation mistakes Common traits of successful marketing automation deployments Services required for marketing automation deployments Understanding your value proposition to your clients ClickDimensions expansion plans This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

Microsoft recently announced the availability of the Common Data Service (CDS), as a platform, accessible with a PowerApps P2 license. A few folks got kind of excited, many others said "So what?", and most have no idea what I am talking about right now. But our firm has bet the farm on it. Star Alignment Several things have happened that have led to where we are today. First, CDS 1.0 gave way to CDS 2.0, which is what we used to know of as the XrM Platform. All of Dynamics 365 Customer Engagement (CRM) runs on top of this platform, with other Dynamics 365 products making their way there over time. Second, an effort has been underway to decouple Microsoft's Dynamics 365 First-party apps from one another, and the underlying "CDS" platform. This would put them in the same position as third-party applications. Think of the Enterprise Sales App as now being a standalone product, that can be "installed" on CDS, either by itself, or alongside other first, or third-party apps that are similarly installed, like Dynamics 365 for Marketing, Field Service, ClickDimensions, etc.. Or... CDS can exist, without any first-party apps. I covered some of this in my last post, so excuse the redundancy. A Door Opens This last bit, about CDS existing without any First-party apps, is what we are focused on with the new RapidStart CRM. But before I get into why we think that makes sense for us and our customers, we have to take a short stroll down memory lane. I wouldn't be a post be me, if I didn't drag you back there, but the context is necessary. RapidStart 1.0 The original idea for RapidStart, was not original at all. In fact, other partners had been in the market with many variations of a "*Start", before we even became a Microsoft Partner in 2011. The idea is simple, and straight-forward, provide an ability for new users of Dynamics 365 to get started, with basic features, at a low cost. For us, like the other partners that were doing similar things, it was a "door-opener". We'll get you to come on-board with us, get you setup with some basics, and then help you grow from there. While some partners had created some I.P., maybe a solution, for many it was offered as a "Service"... maybe even a loss-leader. At about this same time, Microsoft was chirping in every partner's ear, that we needed to create repeatable I.P., otherwise, we were all doomed. Most partners heard this, many dismissed it as hyperbole, and most are doing just fine without converting their project services practice into an application development company. But, others took the bait, including us. I.P. Anyone? RapidStart began in 2011 as a Service offering. Later we created some I.P. in the form of a solution, and later still, we created some external I.P., our Wizard Portal. The entire offering was announced on stage at Microsoft's Worldwide Partner Conference in 2015 (what is now called Inspire). With Microsoft on-board, RapidStart really started taking off, averaging over 100 deployments a year. I will confess, that I got a little nervous when Microsoft announced the "Business Edition" for SMB, followed by great relief, when they later dropped the approach. In the meantime we had continued to evolve the RapidStart offering based on customer feedback. RapidStart had transcended from a "means to an end"... it had become an end of its own. At Microsoft's suggestion, we built a channel and together we signed up over 300 partners globally to resell and support RapidStart. Today RapidStart is the leading global solution for what Microsoft calls a "Packaged Deployment". It is one of the few third-party apps to receive the Certified for Microsoft Dynamics designation... and it's available pretty much everywhere. Things were looking pretty good. The Other Shoe While some larger companies had utilized RapidStart, by and large, it was mostly SMB focused. When Microsoft made the branding change to Dynamics 365, a new licensing model debuted with it. With much higher prices than we had previously seen for Dynamics. To be fair, this was not just a price increase for the same thing, many features and capabilities had been added, and a price increase was long overdue. But most of these new capabilities were Enterprise focused: so for most SMB customers, it was basically just... a price increase. Fortunately, Microsoft announced some promotional pricing for SMBs, dropping their price down to $40. Whew! These promos were originally intended to fill the gap until Business Edition was ready to roll out, but once Microsoft abandoned the Business Edition approach, these promos were doomed. Indeed, they fell off the price list a few months ago. While not specifically an SMB motion, Microsoft did create a licensing version of their Sales App called Sales Professional. Sales Pro is designed for users with more basic needs.. sounds kind of like SMB. This new Sales Pro App is priced at $65, 61% higher than the expired SMB promo. Ouch, that is going to make things tougher (granted, I know it is not an apples-to-apples comparison). But, while targeting users with more basic needs, the Sales Pro App is actually not any different from the full Enterprise App, except there is a list of written limitations that go with the price. I wrote about those limitations here, and about paper licensing here. So where does all that put US today? Actually... in a much better position. The primary goal of RapidStart 1.0 was to take an "enterprise level" product, and knock it down to size, so that companies of any size could actually get it successfully launched and adopted. While the needs of SMB are typically less advanced, this was also true for many enterprise level customers. RapidStart 1.0 did an excellent job of taking something complex, and making it simple. A lot of the way RapidStart 1.0 did this, was by "hiding" advanced things. There were a lot of advanced things in the enterprise apps, so RapidStart 1.0 was a pretty robust solution. But there were some challenges. Even though the bag looked light, it was actually very heavy, as it still held all of this hidden complexity. Also, customers were paying for all of this hidden complexity that they neither needed, or wanted. A Platform License As recent as 6 months ago, I was told by Microsoft that a platform, without any first-party apps, was never gonna happen. It appears that they have revisited that stance. With a PowerApps P2 license, you can indeed provision a CDS environment, without any first-party apps. For certain ISVs, like us, this "pivot" was a "game-changer". We have all no doubt heard a lot about PowerApps, mostly in the context of Canvas Apps. But "Model-Driven" PowerApps was the new secret sauce for us. This allowed us to approach the problem we are solving for, from the other side. Instead of starting with a mountain, and shaving it down to a hill, we started with a bump, and built our own hill. RapidStart CRM 2.0 The new RapidStart CRM is a simple-to-use CRM solution, built on top of CDS, without any first-party apps. The original goal remains unchanged: "provide an ability for new users of Dynamics 365 to get started, with basic features, at a low cost". Like RapidStart 1.0, we expect that many customers who launch with RapidStart, particularly larger customers, will "graduate" to the full first-party apps. In fact we are making this transition very simple to do... just one click. No migration, no downtime, no issues. Of course the licenses will need to be upgraded to the desired first-party app licenses. Also, like RapidStart 1.0, we expect many customers to be perfectly served by RapidStart CRM, particularly smaller customers, who will continue using it indefinitely. So I will have a lot more to tell you about RapidStart CRM in future posts, including our Industry specific "RapidStarts". In the meantime, you can learn more at https://rapidstartcrm.com.

It was less than a year ago... I was asking Dynamics 365 leaders about the possibility of Dynamics 365 being offered as a "Naked" platform. The strategy, that has been successfully employed by Salesforce.com for years, did not seem like it was on Microsoft's radar. I was told "Never gonna happen". Fast-Forward to a month ago... It happened. Seems Like Yesterday It wouldn't be a post by me, if I didn't first take you down some long-winded path of how we got here, before I get into "here"... and this is a post by me. So we're going to go back in time, to the day before "Dynamics 365" became a brand. The product I am referring to was called Dynamics CRM Online. This was Microsoft's answer to Salesforce.com, a CRM that was Cloud from day one. I won't go all the way back to 2011, when Microsoft clumsily stepped into the ring with Salesforce. Those early bouts were too painful to remember. But even though Dynamics kept getting knocked down, they kept getting back up. From first-round knockouts, Dynamics persevered... progressively making it to three rounds, then five, then eight, up to the occasional draw. For the ardent battle watchers, Salesforce.com is still winning, but their corner must be concerned about the trajectory of Dynamics. Just another acquisition Microsoft was on an acquisition tear a couple of years ago. In a seemingly desperate attempt to shore up their weaknesses against the reigning champion, Microsoft bought a bunch of crap to bolt-on to Dynamics. Since most of these have gone down the drain, how is it that Dynamics is closer now to knocking out Salesforce, than ever before? It is actually because of Field One. Huh? Field One was a third-party solution that provided field service capabilities for Dynamics CRM Online. Were these "capabilities" the secret weapon? Not even close. But there was something unique about the Field One acquisition that ultimately led to a huge light-bulb going off that changed everything. Nativisation I know, I made up another word, deal with it. In the Dynamics world, when it comes to third-party solutions, there is this idea of "Native". What it means is that the solution was built within Dynamics, using Dynamics as the platform. The former Microsoft Dynamics Marketing, Parature and other acquisitions were not built on the Dynamics platform, Field One was. A better known example of a Native solution is ClickDimensions. The evidence is undeniable, Microsoft's success with Native solutions, versus trying to incorporate non-native solutions, is clear. In case I lost you, Native is better. I am sure Microsoft would love to have figured this out, before they had squandered so much capital on non-native options... but some things just have to be learned the hard way. They Know Now With the Field Service example, Microsoft dove into their own development capabilities to build Project Service.. kind of a fork of Field Service, as both share many resources. Coming some time later, but with the same native-built mindset, was Dynamics 365 for Marketing, but I am getting ahead of myself. Let's talk about the "pivot". Pivoting A "Pivot" in the software business is when you change directions. Sometimes you pivot because you are failing, other times you pivot because you see a better path than the one you were on. Dynamics has been a pivoting machine. This includes "re-pivoting", where you pivot back from a previous pivot, like the "Business Edition '" pivot(s)... but I digress. A major pivot that Microsoft made, was to rebrand all of their disparate Dynamics offerings under a new name "Dynamics 365". Sometimes one pivot, leads to other pivots. In this case, for Customer Engagement, in particular, it was the idea of separating apps. Separation Anxiety It starts with licensing. Dynamics 365 included Sales, Service and Marketing as a complete, single SaaS offering. This Field Service thing was a separate add-on solution, so It was priced separately, as was the Project Service offering. Seems like it makes sense to go ahead and separate the other workloads as well, so suddenly Sales and Service are licensed separately. Unfortunately, Sales and Service were not "separated", from either each other, or the underlying platform. No problem, a paper license will solve that! So, if you are keeping up, we now have separately priced workloads. We were hearing from Microsoft that Sales and Service would eventually be physically separated from each other, as well as the platform, but it was not clear at that time, how that would be accomplished. The CDS Pivot The CDS Pivot, among other things, provided the means for Microsoft to untangle Sales and Service from the platform. I am not sure at the time of this writing, where they are on the separation of Sales and Service from one another, but at least they got the twins out of the mother. And what is the mother? CDS (Common Data Service). CDS is the underlying "Naked" platform upon which Sales, Service, Field Service, Project Service and the new Dynamics 365 for Marketing are installed upon. These "apps" as we now call them, are the "First-party" apps, the ones that Microsoft owns. But wait a minute... did I say Naked? The Naked Platform Today, as a result of all of this pivoting, we now have a new option. We have the ability to provision the Dynamics 365 platform, without any first-party apps... a naked platform. Okay, it is not completely naked. It includes what is known as CRM Prime, think of that as some basic building blocks. Things like Accounts and Contacts as record types (entities), as well as functional things like Activities, etc. But no Sales specific things like Leads, Opportunities, Quotes, Orders, and Invoices for example. Almost naked. But it does include the XrM development "engine", meaning you can build whatever you want on top of those basic blocks. This platform is available under the name PowerApps, and in particular "Model-Driven" PowerApps. The license required to utilize it is called the PowerApps P2, and it costs $40/month/user. If you are thinking that this sounds a lot like that thing they said they would never do less than a year ago, you would be right. It's called a pivot. Who Cares As a customer, with Sales related needs for example, you might be wondering, what's the point? Obviously you need the robust Sales capabilities of the first-party Sales app, otherwise CDS is just a glorified Rolodex. That would be a fair read. In the large majority of cases, I see the first-party apps as being the appropriate starting point. Why on earth would you spend the money to have someone build all of that on the naked platform, if it already exists? It would not be to save money, that's for sure. The first-party apps are highly evolved, sophisticated solutions. It would not be economically viable to attempt to replicate them, to save a couple of bucks. But what if your needs are unique? I know, everybody thinks their needs are unique. From talking to thousands of customers over the years, I can tell you, what most of you think is unique, is just configuration. But occasionally, you will find that situation where the first-party app will require so many development level changes, that there is not much left of the first-party app. In many of these cases, I see where it would be more economically viable to "roll your own" on CDS. Protection Pivot So Microsoft's first thought when all this came about was "OMG, Customers might build their own solutions and not buy our First-party apps". So up until very recently, it was a requirement that to get CDS, you had to buy one of their first-party apps. To me this seemed like a lack of confidence in the value of their first-party apps. Salesforce is not lacking any confidence, they have had a platform-only license for years, and it has not hurt their first-party apps. In fact, it probably drove many first-party app sales. As they thought this through, it seems Microsoft came to the same conclusion, and we had another "pivot". Mix and Match For the customer, it is not a "one or the other" option. Sure, you can go with pure CDS and build everything from scratch. But what if the first-party Sales apps works great for you... but the "Service" app does not? No problem, the PowerApps license is included with most of the First-party apps. Meaning you can use the Enterprise Sales App for sales, but build you own unique service app on CDS. BTW, they both are running on the same underlying database, meaning your same Accounts, Contacts etc.. PowerApps is PaaS I don't know that I have heard Microsoft refer to Model-Driven Powerapps on a bare CDS as a "Platform as a Service" (PaaS) offering, but that is what it feels like to me. Just one more area where Microsoft is leading with "Platform". Like I said, for certain customers, this will be huge, for most it will be "So What".  But one camp that is drooling at the mouth is ISVs. Powered by PowerApps is Microsoft's answer to Salesforce's Force.com platform. A quick internet search for "Powered by Salesforce" will return a bunch of ISV solutions. Most of these solutions are vertically specific, highly targeted applications. This is an area where Microsoft would like to land some punches, and PowerApps is a new fist. I foresee, in the very near future, "Powered by Dynamics 365" will return similar results. Specific Vertical applications, for which the requirements were not contemplated by the first-party apps. So we start a new championship bout, the announcer says "Let's get ready to ruummble"... ding, ding  .

With the release of the new Microsoft Dynamics 365 for Marketing App, I wanted to explore its capabilities and how it compares with ClickDimensions and the Adobe Marketing Cloud. I didn't want to tackle this topic by myself, so I invited someone who has spent a lot of time working with the new marketing app, fellow CRM MVP Steve Mordue. I also wanted to explore how the new app compares with well-established marketing automation solutions for Dynamics 365, so I invited Mike Dickerson who is the CEO at ClickDimensions to explore not only the differences but also to understand how ClickDimensions feels about the new app, and Microsoft's partnership with Adobe. One final note regarding this episode: we had some technical issues with the solution we typically use to record our podcast episodes, so we had to switch to Plan B, and this is why this episode sounds more like a conference call rather than the crystal-clear sound you are accustomed to on this podcast. I apologize for the inconvenience. Connect with us: Steve Mordue: https://www.linkedin.com/in/stevemordue/ Mike Dickerson: https://www.linkedin.com/in/mdickerson/ Gus Gonzalez: https://www.linkedin.com/in/ggonzalez2/ Follow us: Steve Mordue: https://twitter.com/stevemordue Mike Dickerson: https://twitter.com/MikeWDickerson Gus Gonzalez: https://twitter.com/GusGonzalez2

Mike Dickerson is the Chief Executive Officer of ClickDimensions, the leading marketing automation solution for Microsoft Dynamics 365. Mike joined ClickDimensions from PGi, a global provider of web conferencing software and collaboration technology, where he served as Executive Vice President of Strategy and Business Development. In that role, he developed partnerships with some of the […] The post Mike Dickerson with ClickDimensions and Rachel Spasser with Accel-KKR appeared first on Business RadioX ®.

There is one week every year where the largest concentration of CRM MVPs is recorded, and that is the Microsoft MVP Summit. During the MVP Summit 2018, I asked 10 CRM MVPs to answer the 22 tough questions you see below and I recorded their answers for all to enjoy, discuss, and learn from. Questions: Should Microsoft get rid off Dynamics 365 On-Premise? Why or Why not? How do you think the new Dynamics 365 for Marketing App affects stablished Marketing Automation Solutions such as ClickDimensions, Salesfusion, Act-On, and others? Salesforce and Google continue to collaborate and recently announced tighter integrations between the solutions offered by both organizations, how would a Salesforce acquisition by Google disrupt Dynamics 365’s momentum? One of the things Marc Benioff - the CEO of Salesforce – mentioned on their last big conference was that “Microsoft can’t seem to keep their Dynamics 365 leadership in place”, are those comments accurate? And if so, why do you think that’s happening? Salesforce continues to be a leader in the CRM space with around 25% of the market share globally while Microsoft holds a smaller share, what can Microsoft do to catch up to Salesforce? How important is to master tools such as Microsoft Flow and Power Apps for a Dynamics 365 Solution Architect today? Speaking from the point of view of thousands of partners who are based in the US, why should I care about the General Data Protection Regulation (GDPR) approved by the European Union Parliament on April of 2016? As the Dynamics 365 world grows, many developers from other products or platforms are making a jump into Dynamics 365 and other related technologies, what would you recommend to these developers to focus on learning so they can make a big impact in the near future? AppSource continues to grow and new items are added often, how do you keep up with what is being released and do you have any go-to apps? If you were the Dynamics 365 Product Owner for a day, what are some of the changes or improvements you would like to see added to Dynamics 365? If you could go back and re-do something inside Dynamics 365, what would it be and why? What kind of solution or company would you like to see Microsoft acquire and incorporate into their Dynamics 365 roster next? In your opinion, what is the most underrated feature of Dynamics 365? Now that Microsoft eliminated the branding of XRM, how has this impacted your approach to implementations and conversations with the community? There are hundreds of suggestions on the Microsoft Connect or Idea portal for Dynamics 365 enhancements, some of the suggestions date back a few years, if you had to pick one of those ideas to be incorporated into the next version of Dynamics 365, which one would it be? What is your favorite thing about working with Dynamics 365? What is your favorite part of the MVP Summit and why? What is your favorite thing about being a Microsoft MVP? If you could give one advice to aspiring CRM MVPs, what would it be? We are very fortunate to live in the US and have the ability to travel to and speak at conferences and other events, but what would you say to someone who might not be able to do what we do and who’s wondering if they can add value to the Dynamics 365 community? Which non-MVP community leader do you want to see here at the Microsoft MVP Summit next year and why? Lastly and just for fun, if there was a “CRM MVP for Life Award” and only one CRM MVP could be selected, who should the award go to and why? I would like to thank Ulrik Carlsson and Seth Bacon for contributing questions to this list. And of course, here are the CRM MVPs who stood outside a building for an hour in freezing weather to answer these questions: Colin Vermander (https://twitter.com/koolin_) Sheila Shapari (https://twitter.com/SheilaShahpari) Daryl LaBar (https://twitter.com/ddlabar) Neil Benson (https://twitter.com/customery) Gustaf Westerlund (https://twitter.com/crmgustaf) Britta Rekstad (https://twitter.com/MacgyverCRM) Leon Tribe (https://twitter.com/leontribe) Rick McCutcheon (https://twitter.com/rick_mccutcheon) Shawn Tabor (https://twitter.com/CRMhobbit) Joel Lindstrom (https://twitter.com/JoelLindstrom) Follow us/Subscribe:  Twitter: https://twitter.com/CRMMVPPodcast YouTube: https://www.youtube.com/channel/UCAhjoi4W_K7sLNpXr9Kqz8w

Joining us for today’s show is Mike Dickerson, the Chief Executive Officer for ClickDimensions who knows how to make the number. Today’s topic is focused on demonstrating the corporate strategy’s competitive view.  For many companies, the CEO leaves competitive guidance up to a simple report of competitor capabilities developed by an analyst.  This represents one of the least defined areas of corporate strategy by CEO’s for their marketing and sales teams.  There is a better way to increase your team’s win rate against the competition. Mike and I leverage the How to Make Your Number in 2018 Workbook to access emerging best practices as a guide for our questions. Access the latest workbook to review the Competitors phase starting on page 70 of the Corporate Strategy section dedicated to generating revenue growth.  Mike Dickerson, the Chief Executive Officer for ClickDimensions, a SaaS-based marketing automation company with 3,000 customers. Under Mike’s leadership, the company has grown 45% in the last year with revenues of $45M. Mike will demonstrate how to define who you compete with, and how to win.  Why this topic? Share battles often lead to below average revenue growth because the cycle of market share give-and-take rarely results in a permanent share gain for any one competitor. Sustainable revenue growth from share gain comes from changing the product or its delivery enough to create what is effectively a new product. Price wars do not result in share gain driven revenue growth because they can result in a decline in sales, and are not repeatable. This is because customers will eventually push back, thus eroding any short-term revenue growth.   Mike is uniquely qualified to speak on this topic as a CEO with a corporate strategy and planning background.  He knows the importance of setting the right corporate strategy to enable his functional leaders to be successful. [p] In the first segment of the program Mike and I discuss his company’s unique competitive advantage. There are three broad types of competitive advantage. The first is a superior product, and that's clearly the case here with ClickDimensions, who has built their product with a UI that’s differentiated. They have a very clear competitive advantage there. The second type of differentiation is price. The way that you can compete on price is that you have a lower cost structure than your competitors. As a result of that, you can be more competitive in pricing and offer a better value proposition.   Mike describes a very unique go to market model, with a thousand channel partners that allow him to have a lower sales and marketing costs, so he can be more competitive from a pricing perspective, which is a brilliant strategy. The third type of competitive advantage a CEO can typically choose from is customer experience. A god example we can all relate to is the difference between a Four Seasons Hotel, as opposed to the Hilton. They both sell the same thing for the most part, but the Four Season's experience is quite a bit different, so they charge quite a bit more, even though it's the same product. That's called the customer experience.  Listen as Mike describes his customer experience advantage.  Here is a starting quote from Mike, and you’ll want to hear the full show to unpack this example and apply it to your company: Our longer term sustainable advantage is in our distribution system. Sure, we must stay relevant in our product – The product we have today may only be a part of our portfolio tomorrow. The pace of technology changes, certainly in the marketing technology space, and I'm not sure anyone has an exactly perfect view on where that's going to be. So, we'll have to react to that. But the long-term thing that I think we can build a business on is the unique distribution model and the support that we provide in that space.

Episode 40 where Markus Erlandsson talks to Kristie Bylos from ClickDimensions about the value of marketing inside Dynamics CRM. Kristie talks about what the integrated story is with Dynamics CRM and ClickDimensions, how to start automating. What kinds of values can I expect and the ROI of that. Success stories and pitfalls to avoid. Links: ClickDimensions, Idea conference, … Continue reading The Value of Marketing inside Dynamics CRM with Kristie Bylos