WEBINAR

Masterclass: Using Windfall in Microsoft Dynamics 

Thursday, October 17th, at 1:00 PM ET / 10:00 AM PT

What if you could prioritize your sales and marketing efforts based on each prospect’s unique profile, including household wealth, life events, demographics, and career changes?

With Windfall’s Microsoft Dynamics Integration, you can!

In this upcoming webinar, we’ll be discussing how Windfall’s integration with Microsoft Dynamics makes it easy to automatically pull third party people data into your CRM to supercharge your workflows. Come learn how to leverage Windfall’s data to qualify and prioritize leads, trigger outreach, and help your sales teams maximize their time and energy.

Join Windfall’s VP of Product, John Dao, and Senior Customer Success Manager, Eric Smith, as they provide a masterclass on our CRM integration with Microsoft Dynamics, and discuss how it can enhance your acquisition and retention efforts.

This session will explore: 

• An overview of Windfall’s integration with Microsoft Dynamics 
• Best practices for Microsoft Dynamics integrating with the Lead, Contact, and Account objects - including a discussion on user permissions and security
• Unique ways to leverage people data in creating custom Lead Grades, when appropriate
• Tips and tricks for supercharging your acquisition and retention efforts and optimizing your marketing and sales workflows
• Bonus: Live demonstrations of sample fields, reports, and dashboards for various use cases

Please fill out the form to save your seat. We hope you and your team will join us!