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Chad Collett
Works at Ledgeview Partners
Attended University of Wisconsin - La Crosse
Lives in Fond du Lac, WI
230 followers|53,927 views


Chad Collett

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For today’s Dynamics CRM tip we are going to go through a hypothetical scenario on setting up a quote approval workflow. You can use this as a guide when setting up your own workflows for quote approval. Here is theRead More
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Chad Collett

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As a Dynamics CRM administrator, you (or your users) may run into a situation where you need to have a field that can look up either a contact or an account, but at the same time you do not wantRead More
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Chad Collett

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Recently we covered setting up a dynamic marketing list in Microsoft Dynamics CRM and we stated that names are automatically added and removed from the list based on an advanced find search setup. Today, we will cover an example ofRead More
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Chad Collett

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There are 2 main types of marketing lists you can create in Microsoft Dynamics CRM, Static and Dynamics. We recently covered how you create a static marketing list and today we are going to switch gears and go over aRead More
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Chad Collett

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This is my favorite and most used tip I have come across for Microsoft Dynamics CRM
Learn how easy it is to share personal views in Microsoft Dynamics CRM that you create using the Advanced Find feature.
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Chad Collett

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Often times we hear of customers coming across situations where a manager wants to track certain activities to make sure the sales team is following up with their customers/distributors/etc. You can create a Microsoft Dynamics CRM workflow to manage thatRead More
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Chad Collett

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For today’s tip we will show how you can embed a frequently used website into a Microsoft Dynamics CRM dashboard. This can be very useful if there is a webpage your team uses on a consistent basis to increase theirRead More
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I am a results oriented, high energy leader with solid business ethics, excellent communication skills and proven problem solving skills. I pride myself on being a strategic but pragmatic thinker that can quickly contribute to a company’s growth and success. My professional peers consider me to be a highly organized individual with the ability to adapt to the management of simultaneous activities that arise in a fast-paced environment.

Experience working in both Business-to-Business (B2B) and Business-to-Consumer (B2C) environments.

In addition to sales and marketing, I have been involved in operations, accounting and human resources which allows me to bring more the table from a variety of perspectives.

With marketing and communications as my passion, I have experience in many areas including (but of course not limited to) planning and strategy, advertising, branding and brand management, social media, product development, CRM, public relations, direct and dimensional mail and online marketing . 
  • University of Wisconsin - La Crosse
    BS - Business Administration, 1998
Basic Information
Marketing Professional
  • Ledgeview Partners
    Director of Marketing, 2013 - present
    Ledgeview Partners delivers customer relationship products and services for small-to-enterprise sized businesses in a variety of industries. The company applies its proven business development expertise and industry-leading Microsoft Dynamics® CRM technology in the development and execution of inside sales and customer care strategies that lead to enhanced revenue, stronger customer relationships and higher profitability for its clients. Ledgeview Partners is a Microsoft Partner with a recognized gold competency in Microsoft Dynamics CRM and a member of the 2012 President’s Club for Microsoft Dynamics. Learn more at
  • WOW Logistics
    Vice President of Marketing, 2002 - 2013
  • MSC Industrial Supply Company
    Sales Associate, 1998 - 2000
  • Genesis Industries
    Director of UK Operations/Sales, 2000 - 2002
Map of the places this user has livedMap of the places this user has livedMap of the places this user has lived
Fond du Lac, WI
Plum City, WI - San Diego, CA - Minneapolis, MN - Norwich, England - La Crosse, WI - Appleton, WI - Menomonie, WI
Chad Collett's +1's are the things they like, agree with, or want to recommend.
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