Marketing with Microsoft Dynamics CRM
Idea Conference

18 September 2014      Webcast

Marketing with Microsoft Dynamics CRM Idea Conference

If you are a marketer using CRM, you won't want to miss the Marketing with Microsoft Dynamics CRM Idea Conference! This free online event will feature speakers who have achieved marketing success using Microsoft CRM and marketing automation. Join us on September 18 to hear ideas, case studies and best practices for marketing with Microsoft CRM.


All sessions will be broadcast live on the internet via WebEx. Attend the entire program, or watch only the sessions that are of interest to you or your organization. (Session times are in Eastern Daylight Time. Schedule subject to change.)

  • 9:00 am - Keynote: Marketing with Microsoft Dynamics CRM

    John Gravely
    CEO, ClickDimensions

    As founder and CEO of ClickDimensions, John is heavily involved in both the design of ClickDimensions’ marketing automation solutions as well as the company’s marketing strategy, tactics and implementation. In his keynote, John will share his overall philosophy towards modern marketing as well as specific examples of how he and his colleagues are doing smart marketing to drive the company to higher levels.

  • 9:35 am - Marketing Automation and Business Intelligence Best Practices

    Richard Knudson
    Vice President, Dynamics CRM Practice, Magenium

  • 10:00 am - B2B2B Email Marketing

    Steve Pestillo
    President and Owner, P2 Automation

    P2 Automation needed a way to seamlessly send out marketing emails on behalf of their software provider client to the customers of each of the banks that use their solution. In this session, learn how P2 Automation uses CRM and ClickDimensions to solve this B2B2B email marketing challenge.

  • 10:25 am - Using Nurture Marketing to Bridge the Gap Between Marketing and Sales

    Brad Burks
    Director of Sales, ClickDimensions

    Discover how ClickDimensions uses nurture marketing to stay in front of prospects with automatic messages and actions that are triggered only when prospects respond, saving valuable sales resources.

  • 10:50 am - Creating Custom Surveys

    Mark Purnell
    Principal Microsoft CRM Consultant, Neudesic

    In this session, see custom survey functionality that Neudesic deployed for Prince Resorts, including native ClickDimensions features as well as custom add-ons that were produced to support their requirements.

  • 11:15 am - From Social to Customer: Convert more leads using CRM and marketing automation

    Rob Triggs
    Vice President, Sales and Marketing, CRM Dynamics

    In this session, learn how CRM Dynamics uses Microsoft CRM and ClickDimensions to convert more leads from web and social into paying customers.

  • 11:40 am - After the Sale

    Matt Wittemann
    Chief Customer Officer, ClickDimensions

    Explore how marketing automation can empower your customer service and delivery teams to contribute to bottom line revenue and growth. In this session, Matt will present a real-world example of using the combined power of CRM and marketing automation to onboard and educate new customers, gauge customer satisfaction and convert customers into advocates. These techniques can be implemented in any business scenario to increase customer retention, renewals and uncover upsell opportunities for sales teams.

  • 12:05 pm - Integrating Social into CRM

    Ryan Teeples
    Marketing/CRM Consultant, Foundation xRM

    You've been hearing the rhetoric and industry buzz around "Social" and now "Social CRM," but how in the heck to do you apply it in your own Dynamics CRM environment? Join this session to learn and see tips and tricks for how all users can embrace and use Dynamics CRM in a social and overall marketing context.

  • 12:30 pm - Creating Effective Business-to-Consumer (B2C) Email Marketing Programs

    Courtney Carter
    Sales and Marketing Business Partner, Merial

    Merial is a world-leading, innovation-driven animal health company, providing a comprehensive range of products to enhance the health, well-being and performance of a wide range of animals. In this session, learn how Merial is using email marketing and marketing automation to communicate with its customers and their consumers.

  • 12:55 pm - Event Management: Remove the manual processes of managing registrations and communications

    Steven Foster
    CRM Product Marketing and Management, Intergen

    Learn how to manage events using CRM and ClickDimensions, including automating responses and communications using standard templates pulling data from related records. See how Intergen has managed their Dynamics Day event held in Auckland, New Zealand and Sydney, Australia, the largest dedicated Dynamics Event in Asia Pacific attended by over 250 people across a broad range of industries and competencies.


By attending the Idea Conference, you will hear marketing tips, case studies, best practices and real-world examples from CRM and marketing experts:

As Director of Sales for ClickDimensions, Brad Burks develops strategic partnerships within the Microsoft CRM partner channel and drives sales of the ClickDimensions marketing automation solution to organizations worldwide. Brad has over 15 years' experience in business development and partner channel management in the software industry.
Brad Burks

Director of Sales

Courtney Carter is Sales and Marketing Business Partner, US Business Operations, at Merial, a Sanofi Company. Courtney is the primary business liaison for IS supporting US business operations in the companion animal enterprise market.
Courtney Carter

Sales & Marketing Business Partner

Steven Foster has over 15 years in the CRM field and has used Dynamics since V1.0. He is a certified ClickDimensions professional, involved with over 15 implementations over the past 3 years. A Microsoft Dynamics CRM MVP and V-TSP, Steven is always seeking ways to better deliver business outcomes using CRM that drive productivity and value.
Steven Foster

CRM Product Marketing & Mgmt

John Gravely is the founder and CEO of ClickDimensions, the top-rated marketing automation solution or Microsoft Dynamics CRM. In addition to leading ClickDimensions, John's previous experience in CRM marketing includes serving as Vice President of Marketing for Scribe Software and co-founding c360 Solutions, now a CDC Software company.
John Gravely


Richard Knudson, Vice President of Magenium Solutions' CRM Practice, is a thought-leader in the CRM industry and has been recognized by Microsoft as a Dynamics CRM Most Valuable Professional (MVP) for 2011, 2012 and 2013. He is the author of several books on Dynamics CRM platform, including Building Business with CRM and The CRM Field Guide.
Richard Knudson

Vice President, Dynamics CRM

Stephen Pestillo is President and Owner of P2 Automation, providing automated business process and business productivity solutions to small businesses using technologies they already own, or which are easy to implement, such as cloud-based or ISV solutions.
Steve Pestillo

President and Owner
P2 Automation

Mark Purnell is a CRM Consultant with Neudesic responsible for pre-sales, delivery and consultant mentoring / onboarding within the practice. Mark's experience with CRM technologies spans across 18 years and a large number of industries such as Hospitality, Gaming, Software Publishing, Telecom, Sales & Distribution and Financial services.
Mark Purnell

Principal Microsoft CRM Consultant

Ryan Teeples is a marketing and CRM consultant for Foundation xRM. Ryan is an expert in marketing strategy, marketing technologies and implementation, market research, marketing analytics, probability analysis, CRM, Social CRM, conjoint analysis, large-scale social media marketing strategy.
Ryan Teeples

Marketing/CRM Consultant
Foundation xRM

Rob Triggs is Vice President of Sales and Marketing for CRM Dynamics, a Gold certified partner for Microsoft Dynamics CRM and a Gold certified Canadian ClickDimensions partner. Rob helps clients leverage CRM to increase sales productivity and get more from their investment in social media, web and other marketing related activities.
Rob Triggs

VP, Sales and Marketing
CRM Dynamics

Matt Wittemann oversees ClickDimensions' customer and operations teams, ensuring customer success from onboarding to training, certification, product planning, community development, and technical support. Matt is a 9-time recipient of the Microsoft MVP award for Dynamics CRM and author of the Microsoft Dynamics CRM 2011 Administration Bible.
Matt Wittemann

Chief Customer Officer


Registration is now open! Click the button below to register for the event via WebEx. If you pre-registered, you will receive an email shortly with instructions for completing your WebEx registration.


The Idea Conference will be broadcast online via WebEx. Please click the "Register Now" button above to register for the event. (A new window will open with a WebEx registration form.) If you pre-registered, you will receive an email shortly with instructions from WebEx to complete the registration.

The Marketing with Microsoft CRM Idea Conference is free to attend. All sessions will be available online. Instructions for accessing the virtual conference will be provided upon registration.

The Marketing with Microsoft Dynamics CRM Idea Conference is perfect for anyone looking for marketing inspiration. Users of Microsoft CRM, ClickDimensions, or other marketing tools will be engaged by the sessions.

Yes! The examples and case studies presented during the Idea Conference will demonstrate how Microsoft CRM and ClickDimensions marketing automation have been used by other organizations to acheive marketing success. The sessions would be a great resource to consider when evaluating CRM.

The sessions will cover how organizations are successfully using CRM and marketing automation to meet their marketing goals. While speakers may include demonstrations of how they completed a project, this is not a training event. Sessions are intended to inspire marketers with new ideas.

The Idea Conference will be broadcast via WebEx. All you need is an internet connection and a compatible web browser. Detailed instructions for accessing the conference via WebEx will be provided after registering.

No. You are free to attend all sessions, or attend only the sessions that meet your specific interests.

The Marketing with Microsoft Dynamics CRM Idea Conference is sponsored by ClickDimensions, the top-rated, award-winning, Microsoft-certified email marketing and marketing automation solution for Microsoft Dynamics CRM. ClickDimensions can streamline your marketing program by gaining insights about your leads and contacts, resulting in reduced costs and increased revenue. Providing email marketing, web tracking, lead scoring, nurture marketing, social discovery, campaign tracking and web forms and surveys, ClickDimensions allows organizations to discover who is interested in their products, quantify their level of interest and take the appropriate actions. Visit for more information.

The Idea Conference is sponsored by ClickDimensions. Your information is collected for event purposes only and will not be sold or shared. Read our privacy policy.