CRM Software Blog

http://www.crmsoftwareblog.com A panel of Microsoft Dynamics CRM experts provide reviews and opinions to aid professionals with the CRM selection process. Mon, 04 Jul 2016 20:23:33 +0000 en-US hourly 1 http://www.crmsoftwareblog.com/2016/07/hotel-group-markets-events-across-locations-17-amazing-customer-experiences-with-dynamics-crm/ http://www.crmsoftwareblog.com/2016/07/hotel-group-markets-events-across-locations-17-amazing-customer-experiences-with-dynamics-crm/#respond Mon, 04 Jul 2016 20:23:33 +0000

http://www.crmsoftwareblog.com/?p=28139

When a business has multiple locations with unique services at each one, matching customers with the best options can get complicated fast. The challenge A regional hotel group with three popular facilities was using separate systems to manage each location. If one hotel didn’t have availability or a large enough room, they asked the customer […]

The post Hotel Group Markets Events Across Locations – 17 Amazing Customer Experiences With Dynamics CRM appeared first on CRM Software Blog.

]]>

When a business has multiple locations with unique services at each one, matching customers with the best options can get complicated fast.

The challenge

A regional hotel group with three popular facilities was using separate systems to manage each location. If one hotel didn’t have availability or a large enough room, they asked the customer to call the other hotel.

Marketing lists were also maintained separately, so there was no cross selling to potential shared customers.

The solution

Using Microsoft Dynamics CRM Online, integrated with their event management software, the hotel group now serves their customers with unified data. Customers use the website, or call one number, to evaluate all their options. They can find the dates and facilities that match their event easily, making the experience pleasant from the start.

With unified customer data, the marketing team can segment groups and focus promotions on the most likely prospects.

How customers are amazed

When customers contact a hotel to start planning their event, they get more than they expected with all their options—across the hotel group’s facilities—in one place.

Download the full eBook www.crmsoftwareblog.com/amazing to find out 16 more amazing customer experiences businesses are delivering today with Microsoft Dynamics CRM Online.

by CRM Software Blog Editors, Find a Microsoft Dynamics CRM Partner by Industry/Location

CRM BANNER2 625x77 CRM Software Blog

The post Hotel Group Markets Events Across Locations – 17 Amazing Customer Experiences With Dynamics CRM appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/07/hotel-group-markets-events-across-locations-17-amazing-customer-experiences-with-dynamics-crm/feed/ 0 http://www.crmsoftwareblog.com/2016/07/microsofts-latest-acquisition-means-big-things-microsoft-community/ http://www.crmsoftwareblog.com/2016/07/microsofts-latest-acquisition-means-big-things-microsoft-community/#respond Fri, 01 Jul 2016 21:20:48 +0000

http://www.crmsoftwareblog.com/?p=29679

This past week, Microsoft surprised us all with big news of their latest acquisition – business to business, social media mogul, LinkedIn. Microsoft acquired LinkedIn for $ 26.2 billion on Monday June 13 and has high hopes of enhancing their user face. Over the past year, Microsoft has been working hard to revamp their Dynamics CRM line […]

The post Microsoft’s Latest Acquisition Means Big Things For The Microsoft Community appeared first on CRM Software Blog.

]]>

linkedin CRM Software Blog

This past week, Microsoft surprised us all with big news of their latest acquisition – business to business, social media mogul, LinkedIn. Microsoft acquired LinkedIn for $ 26.2 billion on Monday June 13 and has high hopes of enhancing their user face. Over the past year, Microsoft has been working hard to revamp their Dynamics CRM line to offer more flexibly with capabilities to target new kinds of customers and has seen some success with the acquisition of Adxstudio and FieldOne.

That being said, Salesforce is still a fierce competitor in the business solution industry and both sides are fighting for an advantage. This new acquisition is big news for Microsoft and could be what they need to pull ahead in this fierce competition to further grow their Microsoft family. Here at Logan Consulting, your Chicago based Microsoft Dynamics partners, we cannot wait to see how they take this collaboration and further grow the Microsoft Dynamics family.

What does this mean for Microsoft Partners and Dynamics CRM users?

Microsoft’s acquisition of LinkedIn, the leading business to business social media network, is predicted to generate a huge new wave of sales for Microsoft Partners and an even bigger new wave of interest in Microsoft products. That is very exciting news for Microsoft Partners! There is so much potential for Microsoft to further grow their Dynamics family, through the use of collaboration with Azure to target human resources, sales and other corporate department enhancements.

For Microsoft Dynamics CRM and GP users, the advantage is clear – accessibility. Even without CRM’s potential new features, the overall value of being able to natively embed LinkedIn’s repertoire of professional data and social context into Microsoft CRM and Outlook is powerful all on its own and will significantly simplify the overall user experience of both of these platforms. Productivity now will be more socially minded, making it easier to gather information about your customers, competition and industry.

This acquisition of LinkedIn by Microsoft is big news for the entire Microsoft Family, so stay tuned for more updates on just how Microsoft is going to use this new platform to totally transform their user experience for the better. For more information on Microsoft Dynamics CRM, contact Logan Consulting, your Chicago based Microsoft CRM partners, and schedule a consultation.

by Logan Consulting

The post Microsoft’s Latest Acquisition Means Big Things For The Microsoft Community appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/07/microsofts-latest-acquisition-means-big-things-microsoft-community/feed/ 0 http://www.crmsoftwareblog.com/2016/07/much-budget-cost-microsoft-dynamics-crm/ http://www.crmsoftwareblog.com/2016/07/much-budget-cost-microsoft-dynamics-crm/#respond Fri, 01 Jul 2016 21:10:57 +0000

http://www.crmsoftwareblog.com/?p=29681

One of the toughest challenges facing many organizations and businesses considering Customer Relationship Management (CRM) software is knowing how much to budget for a system. It can be difficult to gauge because of the variables involved.  License costs, maintenance fees, installation costs, and service costs all play a role in the total budget number. Happily, […]

The post How Much Should I Budget for the Cost of Microsoft Dynamics CRM? appeared first on CRM Software Blog.

]]>

One of the toughest challenges facing many organizations and businesses considering Customer Relationship Management (CRM) software is knowing how much to budget for a system. It can be difficult to gauge because of the variables involved.  License costs, maintenance fees, installation costs, and service costs all play a role in the total budget number. Happily, there is a tool that can remove some of the guesswork and provide you with the knowledge you need to make the right decision for your business.

The CRM Software Blog offers a Quick Quote tool that gives you an easy way to get a fast quote on the price of Microsoft Dynamics CRM software for your business. After you provide a few simple pieces of information, such as the number of licenses you’ll need and the level of implementation support required, you’ll be e-mailed a (non-binding) quote for what Dynamics CRM is expected to cost, as well as the name of one of our expert Microsoft Dynamics CRM partners who can answer your questions and concerns.

While the Quick Quote isn’t a guarantee of a final price, it can give you a good idea of the range of expense you will be looking at. Having an idea of what to expect, cost-wise, can be extremely helpful when trying to come up with a budget or as part of your proposal to management. The Quick Quote can also save time by making comparison shopping easier.

By taking just a few minutes and completing the easy Quick Quote form, you can be prepared with essential knowledge that will help you in your search for the optimal CRM solution. The Quick Quote tool is available at http://www.crmsoftwareblog.com/quick-quote/.

By CRM Software Blog Editors

The post How Much Should I Budget for the Cost of Microsoft Dynamics CRM? appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/07/much-budget-cost-microsoft-dynamics-crm/feed/ 0 http://www.crmsoftwareblog.com/2016/06/interview-questions-ask-team-starting-crm-software-evaluation/ http://www.crmsoftwareblog.com/2016/06/interview-questions-ask-team-starting-crm-software-evaluation/#respond Thu, 30 Jun 2016 14:39:27 +0000

http://www.crmsoftwareblog.com/?p=29622

Did you know that the experts who can provide the best start to your CRM software evaluation are right within your own organization? Before you engage an outside vendor why not take the time to interview your own team using the questions below. This will give you a clear picture of what you have now, […]

The post Interview Questions to Ask Your Own Team Before Starting a CRM Software Evaluation appeared first on CRM Software Blog.

]]>

HiRes 2 300x300 CRM Software BlogDid you know that the experts who can provide the best start to your CRM software evaluation are right within your own organization?

Before you engage an outside vendor why not take the time to interview your own team using the questions below. This will give you a clear picture of what you have now, and your requirements for a new CRM software system.

Each team within your organization has their own story to tell. Here are suggestions to learn the most from your Sales, Service and Marketing teams.

What the Sales team cares about:

The sales team wants better visibility into customer data. They need to effectively manage and prioritize customer leads/opportunities and have more insights into trends in their opportunities, pipeline, and customers. And of course their ultimate goal is to drive revenue.

Questions to ask your Sales Team:

  1. Are our sales professionals social sellers?
  2. What percentage of our salespeople’s time is actually spent selling? Describe a typical day for one of our sellers.
  3. What are some of the issues that keep our salespeople from being able to do their
    jobs efficiently?
  4. Do salespeople have easy access to the tools and information they need, in the field or in
    the office?
  5. Do we know what our customers are saying about us? Do our sales reps need insight
    into what customers have responded to?
  6. How do our tools help us understand customer lifecycle maturity and deliver a personalized experience?
  7. How does our current CRM solution help us gain data, social insights, and connections to make every customer conversation more relevant, valuable, and productive?
  8. How do we manage and track interactions with our prospects, customers, and partners?
  9. How are we using social media to improve our business, increase our sales, and enhance customer perception of our business?
  10. Do we have one or many tools to plan marketing, sales, services, and support? If many, do they work together to deliver an end-to-end view of our customers’ interaction with our teams?
  11. What goals do we think we could achieve with more consistent and deeper usage of sales
    tools and better customer information?

What the Services team cares about:

The Services team at your organization needs to enabling customer service reps to quickly and accurately provide customers with the right answers across all interaction channels. They want faster resolution times and more opportunities to cross-sell/upsell.  Ultimately they know this will result in higher customer loyalty.

Questions to ask your Services team:

  1. Does our solution provide a powerful knowledge base, multi-channel support, with simple self-service and social care, so that we can connect to the right person, at the right time, with the right information, to meet the customer’s needs?
  2. Do our customers interact with our company via a browser or chat via self-service capabilities?
    Is this integrated into high-touch case management?
  3. How do we manage customer service engagement across all interaction channels?
  4. Does our system enable customer to choose from multiple channels, including proactive web chat?
  5. How does our solution enable our service reps to upsell and cross-sell?
  6. How do our tools help employees collaborate and provide exceptional customer service?
  7. Does our current CRM system provide flexibility in operations, enabling us to respond to changing situations easily and quickly?

What the Marketing team cares about:

The marketing team is playing an increasingly strategic role within the business, collaborating with the sales team to define success metrics in addition to crafting solutions that engage consumers across various channels and devices with the highest return on investment (ROI) possible.  They want to target marketing activities to prospects based on the stage in the sales cycle and capture prospects with the right information at the right time on the right channel. Their goal is to build pipeline and prove results.

Questions to ask your marketing team:

  1. Is our current CRM system able to provide powerful analytics combined with social insights to help us understand how our brand is perceived and what the market demands,
    so that we can plan effectively provide the right products/service?
  2. How does our solution help us to personalize every customer interaction?
  3. How do we drive our campaigns?
  4. How do we track and gather information about what the market is doing or saying (for example, social media)?
  5. How are we monitoring what the market is saying about our brand and products in social forums?
  6. How are we generating attention and demand for our products/services and offers?
  7. What tools do we use to manage our marketing interactions?
  8. How do we determine and show our return on investment (ROI) for marketing dollars spent?

These questions will no doubt stimulate conversations and ideas. Based on the answers AbleBridge can help you determine how Microsoft Dynamics CRM would best fit your business.

Contact AbleBridge. 877-600-2253 or info@AbleBridge.com.

By AbleBridge, now a Crowe Horwath company.

Follow us on Twitter @AbleBridge

728X90 1 1 625x77 CRM Software Blog

The post Interview Questions to Ask Your Own Team Before Starting a CRM Software Evaluation appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/06/interview-questions-ask-team-starting-crm-software-evaluation/feed/ 0 http://www.crmsoftwareblog.com/2016/06/microsoft-dynamics-crm-public-sector-helping-government-help-people/ http://www.crmsoftwareblog.com/2016/06/microsoft-dynamics-crm-public-sector-helping-government-help-people/#respond Wed, 29 Jun 2016 17:52:53 +0000

http://www.crmsoftwareblog.com/?p=29648

Most people think of CRM in business terms: Lead tracking, contact dates, and similar sales-oriented functions. But CRM has been successfully applied in non-business roles in ways that may surprise you. For instance, the rich features found in the latest CRM software makes it an ideal candidate to handle many of the tasks performed by […]

The post Microsoft Dynamics CRM in the Public Sector: Helping Government Help Its People appeared first on CRM Software Blog.

]]>

Most people think of CRM in business terms: Lead tracking, contact dates, and similar sales-oriented functions. But CRM has been successfully applied in non-business roles in ways that may surprise you. For instance, the rich features found in the latest CRM software makes it an ideal candidate to handle many of the tasks performed by government.

For example, case workers can leverage the customer tracking tools to manage treatment plans and coordinate with internal and external organizations to better serve their clients. In fact, CRM can help any organization track or manage just about anything, including customers, cases, permits, licenses, tax records, patients, and much more.

CRM can be used to:

  • Streamline organizational processes.
  • Glean valuable insights through business intelligence.
  • Increase collaboration through instant messaging, voice and video conferencing, and social communication.
  • Enable staff to be more proactive toward their clients and constituents.
  • Provide more visibility and accountability for senior officials.

AKA Green Beacon has leveraged the flexibility of Microsoft Dynamics CRM for public sector agencies at the local, state, and federal levels.

How the Veterans Administration Uses CRM for Case Management

Veterans and their families rely on the U.S. Veterans Administration to make sure they receive needed benefits, education, and other services. VA case managers from six non-clinical programs were working with more than 100,000 seriously ill or injured veterans on health- and benefit-related issues. There was no centralized database for case management, and coordination between the case managers was virtually impossible.

AKA Green Beacon’s Health and Human Services Case Management Solution, built on Microsoft Dynamics CRM, provided a single interface that integrated all the information and automated the processes, allowing case managers to see all the data – regardless of program – related to each veteran. That solution now supports over 1,500 case managers and other users serve our veterans.

CRM Across the Public Sector: Citizens’ Service (311) and Grants Management

CRM can be used in other areas as well. Citizens’ 311 Service, built on Microsoft Dynamics CRM, helps governments respond quickly to citizen requests and inquiries, and more. Citizen’s 311 Service is used by Fairfax County’s Board of Supervisors to inform its citizens, gather valuable feedback, and build a stronger bond with its citizens.

Another vital area in the public sector is grants management. Enterprise Grants Management, also built on Microsoft Dynamics CRM, offers agencies complete control over the grant management process, including process automation, customized workflows, and increased transparency. The U.S. Department of Health and Human Services’ Administration for Children & Families uses Green Beacon’s Grants Management Solution to work with over 30 organizations participating in the program to help people find jobs.

VA Case Study Image 300 1 1 150x150 CRM Software BlogTo find out more about how CRM can be used to help your organization, read the Department of Veterans Affairs case study and see how that organization realized significant cost savings while improving customer service.

byAKA Green Beacon

The post Microsoft Dynamics CRM in the Public Sector: Helping Government Help Its People appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/06/microsoft-dynamics-crm-public-sector-helping-government-help-people/feed/ 0 http://www.crmsoftwareblog.com/2016/06/5-field-service-metrics-can-master-crm/ http://www.crmsoftwareblog.com/2016/06/5-field-service-metrics-can-master-crm/#respond Wed, 29 Jun 2016 17:46:31 +0000

http://www.crmsoftwareblog.com/?p=29650

Microsoft Dynamics CRM 2016’s field service capabilities will change the way Field Services Organizations operate forever. While many Field Service Organizations still struggle with outdated systems which cause massive inefficiency with their representatives, Dynamics CRM will update these outdated systems, increasing efficiency and enabling them to tackle the five key metrics for Field Service Businesses. […]

The post 5 Field Service Metrics You Can Master with CRM appeared first on CRM Software Blog.

]]>

Microsoft Dynamics CRM 2016’s field service capabilities will change the way Field Services Organizations operate forever. While many Field Service Organizations still struggle with outdated systems which cause massive inefficiency with their representatives, Dynamics CRM will update these outdated systems, increasing efficiency and enabling them to tackle the five key metrics for Field Service Businesses.

Get More Detail on these 5 Metrics in our Guide to Transforming Your Field Service Business

  1. First Time Fix Rate- Field service functionality in Dynamics CRM provides users the ability to correctly and accurately allocate parts so technicians can fix customer’s problems correctly the first time. Dynamics CRM also provides a searchable knowledge database, including information about the customer, maintenance history, and notes on similar issues from other users. This all leads to an increase in the first time fix rate, leaving customers happier.
  2. Field Tech Performance- BI tools in Dynamics CRM provide graphical representations of technician scorecards, with full drill-down ability. These scores are used by the scheduling assistant to properly judge who should be assigned to what job, increasing the likelihood that the job will be done right the first time (See above).
  3. Response Time- Microsoft Dynamics CRM’s field service capabilities provide dynamic scheduling and dispatching functions, route optimization, and real, accurate driving directions, increasing the efficiency of response time.
  4. Inventory Management- Field service functionality in Dynamics CRM provides real time tracking and managing of inventory, stock counts, and updates from multiple locations, not just warehouses. This enables better understanding of what is in stock and what needs replenishing, leading to a cut-down on wasteful spending and saving money on the bottom line.
  5. Customer Satisfaction- The above features all lead to an increase in customer satisfaction in and of themselves, but Dynamics CRM also provides a top of the line customer communication platform, enabling better handling of calls, emails, and texts, leading to happier customers.

Dynamic CRM’s easy to use, mobile-friendly systems lead directly to improvements for your organization by providing increases in efficiency, customer satisfaction, and employee and inventory management. By upgrading or supplementing your existing systems with field service functionality in Dynamics CRM,  your Field Service Organization can go from back of the pack to leading the race.

Get More Detail on these 5 Metrics in our Guide to Transforming Your Field Service Business

By Socius, a CRM for Field Service Provider in Ohio and Kansas

The post 5 Field Service Metrics You Can Master with CRM appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/06/5-field-service-metrics-can-master-crm/feed/ 0 http://www.crmsoftwareblog.com/2016/06/top-benefits-microsoft-dynamics-crm-online/ http://www.crmsoftwareblog.com/2016/06/top-benefits-microsoft-dynamics-crm-online/#respond Wed, 29 Jun 2016 17:40:19 +0000

http://www.crmsoftwareblog.com/?p=29642

As more and more software is being offered on a cloud platform, we’re seeing a reduction in pricing that is giving companies a reason to make the move. Purchasing and maintaining servers is becoming a thing of the past thanks to affordable cloud technologies. And applications that allow employees to communicate (email, collaboration solutions) and […]

The post Top Benefits of Microsoft Dynamics CRM Online appeared first on CRM Software Blog.

]]>

PersonalizedInsights 625x417 CRM Software Blog

As more and more software is being offered on a cloud platform, we’re seeing a reduction in pricing that is giving companies a reason to make the move. Purchasing and maintaining servers is becoming a thing of the past thanks to affordable cloud technologies. And applications that allow employees to communicate (email, collaboration solutions) and sell (CRM) are the top priorities to move to the cloud.

Microsoft knows that – which is why they have heavily invested in Microsoft Dynamics CRM Online, one of the top Customer Relationship Software platforms on the market.

Cost Savings

With CRM Online, you’ll pay monthly per user instead of making a major investment to purchase the software up front. CRM Online also drastically cuts your overhead costs by eliminating upgrades and maintenance that is now automatically done with no work on your part.

The cost of Microsoft Dynamics CRM Online ranges in price from $ 15/month per user to $ 200/month per user. In order to qualify for any package, you must have a minimum of 5 users. Special pricing is also available for nonprofit customers.

            Professional License – $ 65/month

This is the standard license that the majority of subscribers utilize. Best for employees in sales and marketing.

           Basic License – $ 30/month

This license is best utilized by entry-level users who need limited access and functionality within CRM. Best for front-office staff who only need access to manage activities of employees.

           Enterprise License – $ 200/month

This license includes everything in Professional along with Microsoft Dynamics Marketing and the Unified Service Desk. Best for advanced marketing professionals.

 

Availability and Access

No matter where your CRM users are – whether it’s a service technician on customer site or a salesperson trying to drum up new business – they’ll have access to CRM through their smartphone or other electronic device. That allows your employees to have access to information that will make them look more polished and professional. They’ll also be able to update their notes from their car, hotel room, or the office – ensuring your customer information stays accurate and up-to-date when information is top of mind.

That 24/7 access also keeps your employees connected to one another, even if they work from home. The rates of those who do work from home or somewhere outside of the office are growing at an exponential rate. There are many reasons for telecommuters including: reducing commute time, saving on office space and increasing productivity. In fact, federal employees in Washington who worked from home during four official snow days saved the government an estimated $ 32 million, according to Kate Lister, president of Global Workplace Analytics, and its research arm Telework Research Network.

With an online CRM software system, you can keep all of your employees connected even when they’re not in the office.

Try it for Free

Try out Microsoft Dynamics CRM Online by signing up for a free 30-day trial. You’ll be able to test out the functionality and features and see why over 3 million people are using Microsoft Dynamics CRM.

Sign up and try it free today!

by DFC Consultants

The post Top Benefits of Microsoft Dynamics CRM Online appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/06/top-benefits-microsoft-dynamics-crm-online/feed/ 0 http://www.crmsoftwareblog.com/2016/06/take-guesswork-case-management/ http://www.crmsoftwareblog.com/2016/06/take-guesswork-case-management/#respond Wed, 29 Jun 2016 17:31:19 +0000

http://www.crmsoftwareblog.com/?p=29634

MS Dynamics CRM vs Salesforce   Download our free CRM 30-day trial Learn more about CRM’s features Running a well-oiled support desk is not for the faint of heart. There are so many moving parts…Does the customer have a support agreement? Does the contacting party have authority to open a support ticket against the agreement? What […]

The post Take the Guesswork out of Case Management appeared first on CRM Software Blog.

]]>

MS Dynamics CRM vs Salesforce   Download our free CRM 30-day trial

Learn more about CRM’s features

Running a well-oiled support desk is not for the faint of heart. There are so many moving parts…Does the customer have a support agreement? Does the contacting party have authority to open a support ticket against the agreement? What is the issue? Is the issue covered under the support agreement? What is the expected turn-around time? How does this relate to its priority in the queue? Which support resource should be assigned the ticket? Is the support resource staying on top of the ticket?

Did you know there is a whole area inside your Dynamics CRM environment that is fitted with tools to manage your support operations? It is neatly tucked away in Settings under Service Management and contains a slew of menu items to manage the many facets of the support process.

Case Management 1 CRM Software Blog

Through the combined forces of Service Level Agreements (SLAs) and Entitlements you are armed with a pairing which allows for a flexible support model. SLAs offer variable levels of support, with varied turnaround times and price points, while Entitlements allow you to define the variable by which support is measured (time vs count), who can open support tickets against the agreement, the products/services covered under the agreement, and the channels by which a support ticket can be submitted.

Depending on how support tickets are received, Automatic Case Creation & Update Rules may prove to be a mighty ally. This feature automates the process of creating/updating records based upon predefined settings and conditions. One such condition is whether an Entitlement exists for the submitting customer. Take your automatically created cases, and make use of Routing Rule Sets, which read the properties of the Case and route the records to your various Support Queues to be picked up by your Support Resources to be worked on. It is worth noting that Routing Rule Sets can also be applied manually if your support tickets reside in a “bucket” for assignment.

Case Management 3 CRM Software Blog

For in depth details about Service Management, tune into this webinar.

To learn more about Dynamics CRM and other solutions we offer consulting, hosting, and support for, visit our Solutions page. Also be sure to check out our Training page, which provides valuable resources right at your fingertips.

Stacey Mancuso, CRM Certified Application Specialist, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Sevice Excellence

The post Take the Guesswork out of Case Management appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/06/take-guesswork-case-management/feed/ 0 http://www.crmsoftwareblog.com/2016/06/hey-cortana-integrate-crm/ http://www.crmsoftwareblog.com/2016/06/hey-cortana-integrate-crm/#respond Mon, 27 Jun 2016 15:54:14 +0000

http://www.crmsoftwareblog.com/?p=29468

Yes, that’s right. Microsoft’s virtual assistant, Cortana, is now integrated with Microsoft Dynamics CRM Online. If you’re using Windows 10 on your PC or mobile device and your organization is set up with Microsoft Dynamics CRM Online, it’s easy to set up and get started.   1. Open Cortana.   2. Click the hamburger control in […]

The post Hey Cortana, Integrate with CRM! appeared first on CRM Software Blog.

]]>

Yes, that’s right. Microsoft’s virtual assistant, Cortana, is now integrated with Microsoft Dynamics CRM Online. If you’re using Windows 10 on your PC or mobile device and your organization is set up with Microsoft Dynamics CRM Online, it’s easy to set up and get started.

1. Open Cortana.

Open Cortana CRM Software Blog

2. Click the hamburger control in the upper left-hand corner.

hamburger CRM Software Blog

3. Open Notebook.

Notebook CRM Software Blog

4. Select Connected Accounts.

Connected Accounts CRM Software Blog

5. Select Dynamics CRM.

Dynamics CRM CRM Software Blog

6. Click the Connect button and follow the prompts.

Connect CRM Software Blog

Once connected, you’ll be able to use Cortana to execute commands such as “CRM open account called Contoso” or “CRM show my active accounts.” You can even set reminders, schedule appointments, search for records or manage a task list.

Beringer Associates is a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics CRM and CRM for Distribution. We also provide expert Managed IT Services, Backup and Disaster Recovery, Cloud Based Computing and Unified Communication Systems.

by Beringer Associates

The post Hey Cortana, Integrate with CRM! appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/06/hey-cortana-integrate-crm/feed/ 0 http://www.crmsoftwareblog.com/2016/06/solutions-microsoft-dynamics-crm-free-trial-free-software-upgrade/ http://www.crmsoftwareblog.com/2016/06/solutions-microsoft-dynamics-crm-free-trial-free-software-upgrade/#respond Mon, 27 Jun 2016 15:45:15 +0000

http://www.crmsoftwareblog.com/?p=29612

Dynamics Objects add-ons to Microsoft Dynamics CRM, come with free lifetime software upgrades and lifetime Email support. If you are new to our solutions and you wish to test them for free or you are an existing client wishing to upgrade the solution to the latest version, just download the latest trial version from our website, […]

The post Solutions for Microsoft Dynamics CRM – Free Trial and Free Software Upgrade appeared first on CRM Software Blog.

]]>

Dynamics Objects add-ons to Microsoft Dynamics CRM, come with free lifetime software upgrades and lifetime Email support.

If you are new to our solutions and you wish to test them for free or you are an existing client wishing to upgrade the solution to the latest version, just download the latest trial version from our website, and your product key will work with the new version.

Here are the latest version upgrades updated June 2016:

Dynamics Portals Fully customised Customer Self-Service Portal, to submit new cases, view the status and progress of cases managed in CRM, view orders and invoices, read knowledgebase articles and integrate with Microsoft Voice of the Client.
Dynamics Docs

Create well-presented reports and documents (like quotes, invoices opportunities and others) with Microsoft Word, populating (merged) fields from entities, related entities, and 2nd level related entities.

One click to attach report to Email as PDF attachment. Automatically Email reports as PDF attachments with CRM Workflows.

Dynamics PDF-Docs One click button to PDF Microsoft CRM 2016 Word Templates and attach to Note or Email as PDF file.  Automatically Email Word Templates as PDF attachments with CRM Workflows.

Dynamics PDF-Docs includes Dynamics PDF.

Dynamics PDF One click button to PDF Microsoft CRM Reports and attach them to Notes or Email as PDF attachments.
Dynamics Signature The most popular application for large organizations, schools and universities, with many CRM users, to design standard, consistent, and clean e-mail signatures, that present a professional appearance of your organization.

Signature text is populated from the User’s record, images are embedded in the outgoing Email, and perfectly displayed at the recipient end.

Dynamics Workflows Add functionality to CRM Workflows with text, maths, date, conversion, working hours, and other powerful functions not available with CRM out of the box.
Dynamics Maps Set of maps functions and distance calculations, that can be customized of out-of-the-box and customized CRM entities
Dynamics Clone Pro Clone any CRM records. User can configure the fields and related entities to be cloned / not cloned.

Click here to download free Trial Version or upgrade your existing software.

Dynamics Object – Clever Solutions for Dynamics CRM.

 www.DynamicsObjects.com

The post Solutions for Microsoft Dynamics CRM – Free Trial and Free Software Upgrade appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/06/solutions-microsoft-dynamics-crm-free-trial-free-software-upgrade/feed/ 0 http://www.crmsoftwareblog.com/2016/06/frustrated-goldmine-switch-microsoft-dynamics-crm/ http://www.crmsoftwareblog.com/2016/06/frustrated-goldmine-switch-microsoft-dynamics-crm/#respond Mon, 27 Jun 2016 15:34:10 +0000

http://www.crmsoftwareblog.com/?p=29599

Still trying to run your business on Goldmine? Frustrated with how clunky and overly complicated the system is? Then invest in a CRM system that provides you with more than a contact database. Microsoft Dynamics CRM provides intelligent customer engagement, meaning you can personalize the customer experience and the sales process based on relevant data like web […]

The post Frustrated with Goldmine? Switch to Microsoft Dynamics CRM appeared first on CRM Software Blog.

]]>

Still trying to run your business on Goldmine? Frustrated with how clunky and overly complicated the system is? Then invest in a CRM system that provides you with more than a contact database. Microsoft Dynamics CRM provides intelligent customer engagement, meaning you can personalize the customer experience and the sales process based on relevant data like web page visits, presence on social media, and industry trends. You even get access to market intelligence with contact information for 30 million business decision makers around the globe.

How do I know when it’s time to upgrade to a new CRM system?

If you can answer YES to any of the questions below, then it’s time to invest in a new CRM system.

  1. Has your CRM failed to evolve and grow with your business?
  2. Are you limited in your ability to control which users or business units have access to data?
  3. Is it difficult to query your data and create custom or ad-hoc reports?
  4. Can you benefit from graphic representations of your data and process with interactive dashboards?
  5. Are you unable to access CRM from the field, on mobile apps, online or offline?
  6. Do you struggle to support current business processes in your CRM?

I answered “YES”, so what can Microsoft Dynamics CRM Online do for my organization?

Great question!  Microsoft Dynamics CRM Online can help reduce costs and increase profitability by organizing and automating business processes that nurture customer relationships across all interactions—marketing, sales, customer service, field service, and project service automation. You can implement one or two of those modules now and more later as your business needs grow or change.

With Dynamics CRM, you can easily share customer information with your entire staff via CRM, Outlook, or other Office 365 applications. Everyone in your company has a complete picture of what your customers want and need.

Will Dynamics CRM integrate with other applications?

Dynamics CRM easily works with programs you already know how to use like Outlook, Excel, and other Office 365 programs. Simple integration with Outlook makes communication management a breeze. Email templates can be easily created in Dynamics CRM and sent to customers through Outlook. Syncing email and appointments between Outlook and Dynamics CRM can be done with the click of a button. Learn what your customers really think with Microsoft Social Engagement, an application that integrates and compliments Dynamics CRM.

What about our current business process and pre-existing data? How do I migrate it over to Microsoft Dynamics CRM? 

Our Microsoft Certified Professionals will replicate your existing processes in Dynamics CRM, and offer suggestions on CRM best practices. They’ll manage your data conversion so you can make a smooth, stress-free transition to your new Dynamics CRM platform.

By Mark Abes, Vice President of Sales and Marketing at xRM³, a Microsoft Partner focusing on sales and productivity solutions powered by Microsoft Cloud. Based in San Diego County Southern California. Contact us by clicking here.

The post Frustrated with Goldmine? Switch to Microsoft Dynamics CRM appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/06/frustrated-goldmine-switch-microsoft-dynamics-crm/feed/ 0 http://www.crmsoftwareblog.com/2016/06/enabling-new-features-microsoft-dynamics-crm-2016-spring-wave/ http://www.crmsoftwareblog.com/2016/06/enabling-new-features-microsoft-dynamics-crm-2016-spring-wave/#respond Wed, 22 Jun 2016 20:08:06 +0000

http://www.crmsoftwareblog.com/?p=29574

Microsoft Dynamics CRM Spring 2016 Wave contains some exciting features that you will want to start using right away. In past releases, features were either already accessible once the new version was configured, or they were manually installed. However, many of the new features in this release have been moved to the Office 365 administrative […]

The post Enabling New Features in Microsoft Dynamics CRM 2016 Spring Wave appeared first on CRM Software Blog.

]]>

Microsoft Dynamics CRM Spring 2016 Wave contains some exciting features that you will want to start using right away.

In past releases, features were either already accessible once the new version was configured, or they were manually installed. However, many of the new features in this release have been moved to the Office 365 administrative area. This post reviews the process of enabling the key features of Microsoft Dynamics CRM Spring 2016 Wave.

The New Enhanced Office 365 Admin User Experience

While this is being written, Microsoft is rolling out a new admin portal for Office 365 and it will take several months to complete. If your version of Office 365 has not been updated, it will be soon. Regardless of the User Interface you are using, the features remain the same.

Figure1 Spring Wave User Experience 400x222 CRM Software Blog

Figure 1. The current Office 365 user interface will be phased out.

Figure 2 Spring Wave Navigation 400x222 CRM Software Blog

Figure 2. Accessing new features is the same regardless of interface.

How to Enable Features in Microsoft Dynamics CRM 2016 Spring Wave

Begin by logging into the Office 365 home screen (https://portal.office.com/Home) using Admin privileges.

NOTE: It is best to avoid performing these tasks in your production environment the first time. Use a Sandbox instance and test these features there first, or activate a 30-day free trial of Microsoft CRM and Office 365 (https://www.microsoft.com/en-us/dynamics/free-crm-trial.aspx) and try them there.

Next, use the left navigation screen and scroll to ADMIN > CRM (old UI) or Admin Centers > CRM (new UI).

Figure 3 Spring Wave Old Admin UI 261x400 CRM Software Blog

Figure 3. From the Admin menu (old UI), select CRM.

Figure 4 Spring Wave New Admin UI 253x400 CRM Software Blog

Figure 4. From the Admin Centers menu (new UI), select CRM.

A new browser window opens that shows your CRM instances.

Figure 5 Spring Wave CRM Admin Center 400x222 CRM Software Blog

Figure 5. CRM Online Administration Center window.

Next, click the icon to the right of the word “Solutions”. This will show all the available solutions that can be installed for your instance of CRM.

Figure 6 Spring Wave Solution List 400x222 CRM Software Blog

Figure 6. Example: Available solutions for a CRM instance.

Click on a line to see a description of that solution. Click on a name to highlight it and then click the INSTALL icon to enable it.

The list will contain several available solutions, some that are still in preview mode, such as:

  • Company News Timelines – Shows the latest news on company records in smartphone or tablet apps.
  • Office 365 Groups – Collaborate with team members (similar to Yammer)
  • Fantasy Sales Team – A sales-focused feature with gamification that enables sales teams to run more engaging and higher performing sales contests.
  • Voice of the Customer – Use customer surveys to gain valuable feedback from your customers about your products or services.

Guided User Experience in Microsoft Dynamics CRM 2016

The Guided User Experience offers guided help tailored to your role within the organization with step-by-step instruction through specific tasks you use with CRM.

This feature is already enabled, however, the solution needs to be installed. If you do not see it, click on the ? icon (question mark icon) in the upper right corner of the web page. This is the Help icon.

By clicking on the Help icon, a side panel appears with options for the Guided User Experience.

Figure 7 Spring Wave Help Side Panel 400x222 CRM Software Blog

Figure 7. To see the Guided User Experience, click on the Help icon.

Clicking on a specific Learning Path or Guided Task will automatically take you to the appropriate place for your role and step through the process for you.

Figure 8 Spring Wave Boost Sales Learning Path 400x222 CRM Software Blog

Figure 8. The “Boost Sales” learning path in the Guided User Experience.

To learn about the top new features available in Microsoft Dynamics CRM Spring 2016 Wave and how they can help you deliver an exceptional customer experience, view our free recorded webinar, The Top 8 Microsoft Dynamics CRM Spring 2016 Wave Capabilities for Enhancing Customer Experience.

by AKA Green Beacon

The post Enabling New Features in Microsoft Dynamics CRM 2016 Spring Wave appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/06/enabling-new-features-microsoft-dynamics-crm-2016-spring-wave/feed/ 0 http://www.crmsoftwareblog.com/2016/06/manage-sales-crm-project-service/ http://www.crmsoftwareblog.com/2016/06/manage-sales-crm-project-service/#respond Tue, 21 Jun 2016 23:02:23 +0000

http://www.crmsoftwareblog.com/?p=29568

CRM software started as a digital rolodex. Then it grew into a way to manage sales opportunities and leads. Eventually it absorbed customer service. Now, the boundaries of what you’ll find in a CRM have moved again, as Microsoft has added a Project Service module to Dynamics CRM 2016 Online Update 1. Whether you’re a […]

The post Manage More Than Sales in CRM with Project Service appeared first on CRM Software Blog.

]]>

CRM software started as a digital rolodex. Then it grew into a way to manage sales opportunities and leads. Eventually it absorbed customer service. Now, the boundaries of what you’ll find in a CRM have moved again, as Microsoft has added a Project Service module to Dynamics CRM 2016 Online Update 1.

Whether you’re a software company selling and implementing enterprise systems (like us) or an engineering firm delivering large projects, the ability to manage an opportunity from cold lead to invoiced project in Dynamics CRM can improve efficiency, accountability and transparency.

Project-based contracts

Project-based contracts relate quotes and orders to project plans, financial estimates, labor pricing, and billing arrangements, like time and materials or fixed price. The contract highlights key metrics, including profitability and feasibility.

Visual Project Management 625x293 CRM Software Blog

Project planning

Visual project planning and estimation includes predecessors, automatic task scheduling, and views of sales and cost information for time and expenses. You can use the resulting plan in quotes and project contracts.

CRM Resource Availabilty 625x232 CRM Software Blog
Resource management

Resource information includes the skills and proficiencies of your workforce. You can view and filter resources based on skills and availability, so you can assign the right people to the right projects. You can also track resource utilization and forecasting metrics.

Time, expenses, and collaboration

Team member
s can use the web or mobile apps to record time and expenses for multiple projects. Managers can easily approve new entries while understanding the financial implications of the newly-approved items. All team members can collaborate with an Office 365 workspace created for their project.

Project billing

Project invoices reflect the terms of the contract and the approved work and expenses. The financial impact of project work, including costs, unbilled revenue, and invoices, are recorded for use in analytics and integration into financial systems.

The post Manage More Than Sales in CRM with Project Service appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/06/manage-sales-crm-project-service/feed/ 0 http://www.crmsoftwareblog.com/2016/06/nobody-parties-like-microsoft-dynamics-crm-activity-parties/ http://www.crmsoftwareblog.com/2016/06/nobody-parties-like-microsoft-dynamics-crm-activity-parties/#respond Tue, 21 Jun 2016 22:59:56 +0000

http://www.crmsoftwareblog.com/?p=29459

Microsoft Dynamics CRM allows users to capture their daily activities in an number of different ways. The product natively offers a handful of activities like emails, phone calls, appointments and tasks, but it also allows you to define and create your own custom activities. Working with these activities in the CRM user interface is very […]

The post Nobody Parties Like Microsoft Dynamics CRM Activity Parties appeared first on CRM Software Blog.

]]>

Microsoft Dynamics CRM allows users to capture their daily activities in an number of different ways. The product natively offers a handful of activities like emails, phone calls, appointments and tasks, but it also allows you to define and create your own custom activities. Working with these activities in the CRM user interface is very intuitive, but importing the data through the API comes with some challenges, especially when creating the CRM activity parties.

Activity parties are the fields in CRM that hold multiple values, just like you can have many recipients in the To field on an email. If you’ve ever had to import activities into Microsoft Dynamics CRM, then you’ve run into some challenges when properly formatting your data and storing it in the correct locations. This process is pretty straightforward for most of the fields like the subject, detail and owner fields. But how do you handle the challenge of populating the activity party fields like To, CC & Bcc fields?

There are a few different tools available to accomplish this, including writing your own custom code to import data against the API. In this example, I’ll walk you through the process of creating them with a tool called Scribe Online, which is a cloud based platform that is used to migrate data between your applications.

Here’s a portion of my Scribe map that creates an activity called a Phone Call. I’m making some assumptions here that you know how to build the appropriate map, as well as query the GUID’s needed for the From and To activity parties.

blog3 CRM Software Blog

We can create the FROM activity party by mapping the following four fields. Don’t forget to include an IF step to ensure this system user exists.

blog2 CRM Software Blog

Here’s the TO activity party, which is very similar to the FROM party. The participationtypemask values are very specific to Microsoft, and determine how this activity party attaches to the activity. Check out this article from Microsoft that helps identify the proper codes: https://msdn.microsoft.com/en-us/library/gg328549.aspx

blog1 CRM Software Blog

by Beringer Associates,  a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics CRM and CRM for Distribution. We also provide expert Managed IT Services, Backup and Disaster Recovery, Cloud Based Computing and Unified Communication Systems.

The post Nobody Parties Like Microsoft Dynamics CRM Activity Parties appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/06/nobody-parties-like-microsoft-dynamics-crm-activity-parties/feed/ 0 http://www.crmsoftwareblog.com/2016/06/scoring-big-campaign-automation-dynamics-crm/ http://www.crmsoftwareblog.com/2016/06/scoring-big-campaign-automation-dynamics-crm/#respond Tue, 21 Jun 2016 14:27:57 +0000

http://www.crmsoftwareblog.com/?p=29555

When the game changes, so must the players. Access to information has changed the way that consumers interact with businesses, which has in turn changed the way that organizations market to their prospects and customers. Marketers must now focus on getting the right message to the right person at the right time, rather than using […]

The post Scoring Big with Campaign Automation in Dynamics CRM appeared first on CRM Software Blog.

]]>

When the game changes, so must the players. Access to information has changed the way that consumers interact with businesses, which has in turn changed the way that organizations market to their prospects and customers. Marketers must now focus on getting the right message to the right person at the right time, rather than using a one-size-fits-all approach.

Enter campaign automation. Also known as nurture marketing or drip marketing, campaign automation involves sending a series of relevant and timely communications to prospects or customers over time.

As they proceed through a campaign automation, your recipients should be cheering your messages on, not booing them from the sidelines. The last thing a nurture program should do is drive prospects and customers away with annoying emails. When building a campaign automation, be sure to follow these six best practices:

  1. Content. Create campaign automations that contain information that will be of value to your leads or customers. Make sure that the content in every nurturing email is extremely relevant to the audience.
  2. Timing. Schedule messages appropriately based on the type of campaign automation. A campaign for sales-ready leads could have a shorter timeline than one for inactive leads that touches the prospect only a few times per year.
  3. Consistency. Nurture programs help establish trust and credibility. Make sure that messages are consistent with and reinforce the company’s brand. While consistency is important, every email should not be identical. Consider using different types of emails in campaign automations – perhaps some HTML emails with graphics that highlight an offer, and some plain text emails that look like personalized, one-on-one emails from a salesperson.
  4. Targeting and Personalization. One of the many benefits of a campaign automation is that messages can be customized based on the interactions a prospect has with the emails. Use this capability to its fullest extent with dynamic content and targeted messaging. Don’t just develop a series of generic emails that are sent over and over again; create personalized experiences.
  5. Permission. Ensure that nurture emails – and all other emails you send, for that matter – don’t violate spam rules. For example, the CAN-SPAM Act in the U.S. and CASL in Canada include specific guidance for giving email recipients the opportunity to opt-in or opt-out of receiving emails.
  6. Data. Data in CRM can be extremely helpful when creating nurture programs. Statistics such as industry and company size for business-to-business campaigns, or age, gender or location for business-to-consumer, can help tailor the message to a particular audience. Using web tracking data in a marketing automation solution like ClickDimensions, you can gain even more knowledge about prospects. What ads are people clicking on to get to your website? On which pages do they spend the most time? Knowing what content your prospects are most interested in can help to target the message in nurture campaign emails.

This post is an excerpt from the ClickDimensions eBook “The Campaign Automation Playbook: Scoring Big with Customer and Lead Nurturing in Microsoft Dynamics CRM.” Download your complimentary copy here.

by ClickDimensions

The post Scoring Big with Campaign Automation in Dynamics CRM appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/06/scoring-big-campaign-automation-dynamics-crm/feed/ 0 http://www.crmsoftwareblog.com/2016/06/financial-services-company-taps-experts-to-close-sale-quickly-17-amazing-customer-experiences-with-dynamics-crm/ http://www.crmsoftwareblog.com/2016/06/financial-services-company-taps-experts-to-close-sale-quickly-17-amazing-customer-experiences-with-dynamics-crm/#respond Mon, 20 Jun 2016 20:21:04 +0000

http://www.crmsoftwareblog.com/?p=28137

When the products and services a company sells are complex, the sales person can only take the deal so far. They need the experts of the organization to provide the full story to customers. The challenge A leading financial services firm provides a variety of investment programs to credit unions. When a credit union wanted […]

The post Financial Services Company Taps Experts to Close Sale Quickly – 17 Amazing Customer Experiences With Dynamics CRM appeared first on CRM Software Blog.

]]>

When the products and services a company sells are complex, the sales person can only take the deal so far. They need the experts of the organization to provide the full story to customers.

The challenge

A leading financial services firm provides a variety of investment programs to credit unions. When a credit union wanted to ask in-depth questions about a particular program, the sales reps would have to schedule a meeting with the product manager. Coordinating the schedules of everyone involved could take weeks, bogging down the sales process.

The solution

With an integrated solution including Microsoft Dynamics CRM Online and Skype for Business, sales reps are able to detect the presence and availability of product managers online. They can set up a video call instantly to bring the corporate expertise to the table.

With integration to Office 365, sales reps can create the contract and close the deal on the first call.

How customers are amazed

The credit unions can offer strong investment programs to their customers with full confidence that they understand the details.

Download the full eBook www.crmsoftwareblog.com/amazing to find out 16 more amazing customer experiences businesses are delivering today with Microsoft Dynamics CRM Online.

by CRM Software Blog Editors, Find a Microsoft Dynamics CRM Partner by Industry/Location

CRM BANNER2 625x77 CRM Software Blog

The post Financial Services Company Taps Experts to Close Sale Quickly – 17 Amazing Customer Experiences With Dynamics CRM appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/06/financial-services-company-taps-experts-to-close-sale-quickly-17-amazing-customer-experiences-with-dynamics-crm/feed/ 0 http://www.crmsoftwareblog.com/2016/06/quelques-questions-se-poser-avant-dimplanter-le-module-de-ventes-de-dynamics-crm/ http://www.crmsoftwareblog.com/2016/06/quelques-questions-se-poser-avant-dimplanter-le-module-de-ventes-de-dynamics-crm/#respond Thu, 16 Jun 2016 20:53:39 +0000

http://www.crmsoftwareblog.com/?p=29544

Le module de ventes est généralement l’un des premiers modules à être implanté puisque les comptes et les clients sont au cœur des affaires de toute compagnie. Comme plusieurs départements reposent sur l’information client, il y aura beaucoup de demandes et d’exigences provenant des différents secteurs de l’entreprise. Voici quelques questions que vous devriez vous […]

The post Quelques questions à se poser avant d’implanter le module de ventes de Dynamics CRM appeared first on CRM Software Blog.

]]>

Le module de ventes est généralement l’un des premiers modules à être implanté puisque les comptes et les clients sont au cœur des affaires de toute compagnie. Comme plusieurs départements reposent sur l’information client, il y aura beaucoup de demandes et d’exigences provenant des différents secteurs de l’entreprise.

Voici quelques questions que vous devriez vous poser avant de débuter l’implantation de votre CRM pour vous assurer que le module de ventes convienne aux besoins de vos ressources.

1. Quelles informations clés voulez-vous avoir sur vos clients?

Posez cette question à vos différents départements, et vous serez surpris combien la liste de demandes peut être longue. Il sera important d’en prioriser quelques-unes, et de voir si certaines se chevauchent pour éviter la duplication de champs dans votre nouveau système.

Dynamics CRM permet facilement d’avoir des formulaires, des vues et des tableaux de bord différents selon votre rôle dans l’entreprise. Grâce à cette capacité, les vues peuvent être adaptées pour les différents groupes afin qu’ils puissent voir l’information dont ils ont besoin. Les écrans seront donc moins complexes et moins encombrés pour les utilisateurs et ils se sentiront ainsi plus à l’aise à utiliser le système.

2. Qui doit entrer et accéder à cette information?

En sachant ceci, vous aurez une meilleure idée de ce qui doit être affiché dans chaque formulaire et chaque vue afin qu’ils soient adaptés aux besoins spécifiques de chacun. Vous pourrez également créer différents rôles de sécurité et grouper certains processus selon les besoins d’imputation et d’accès.

3. À quelle fréquence avez-vous besoin de consulter cette information?

Vous pourrez établir la disposition des champs sur une page de façon à ce que les détails plus importants puissent être consultés sans avoir à défiler à travers de multiples données.

4. Que voulez-vous mesurer dans votre pipeline de ventes?

Soyez spécifique pour assurer que les informations dont vous avez besoin pour générer vos rapports soient disponibles. Concentrez-vous d’abord sur vos besoins fondamentaux pour que votre équipe de ventes ne se sente pas surchargée puisque c’est probablement elle qui devra entrer les informations manuellement.

5. Quelles informations sur votre offre de produits voulez-vous suivre?

Existent-elles déjà dans votre système ERP ou sont-elles présentement gérées dans un système externe? Voulez-vous changer de système ou simplement avoir accès à votre information via le CRM? Vous pourriez envisager d’intégrer vos systèmes plutôt que d’avoir à tout retranscrire dans votre CRM.

6. Où gérez-vous vos devis et vos commandes clients?

Gardez à l’esprit que tout n’a pas besoin d’être géré dans votre CRM dès le début. Si la gestion de devis et de commandes ne représente pas un enjeu clé, remettez cette phase à plus tard. Comme au point précédent, voyez si cette information existe déjà dans votre ERP ou si elle est gérée à l’externe, et déterminez si vous devriez changer votre système ou simplement l’intégrer pour accéder à vos données via le CRM.

Les clients sont au cœur de toute entreprise en plus de constituer le lien entre ses différents départements. En ayant une base solide, tout le monde au sein de votre organisation constatera les avantages d’avoir les informations clients en un seul endroit.

Par JOVACO Solutions, partenaire en implantation de Microsoft Dynamics CRM au Québec

The post Quelques questions à se poser avant d’implanter le module de ventes de Dynamics CRM appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/06/quelques-questions-se-poser-avant-dimplanter-le-module-de-ventes-de-dynamics-crm/feed/ 0 http://www.crmsoftwareblog.com/2016/06/using-governance-deploying-crm-applications-part-1-works-works-strategy-works/ http://www.crmsoftwareblog.com/2016/06/using-governance-deploying-crm-applications-part-1-works-works-strategy-works/#respond Thu, 16 Jun 2016 20:50:19 +0000

http://www.crmsoftwareblog.com/?p=29532

If your organization is using CRM as a platform for deploying applications in multiple lines of business, you’re challenged with coordinating all those separate initiatives on track while taking advantage of economies of scale. In this 2-part blog series, we discuss how governance can help you get the most from your CRM investment. How do […]

The post Using Governance in Deploying CRM Applications, Part 1: Why It Works, How It Works, and a Strategy that Works appeared first on CRM Software Blog.

]]>

If your organization is using CRM as a platform for deploying applications in multiple lines of business, you’re challenged with coordinating all those separate initiatives on track while taking advantage of economies of scale. In this 2-part blog series, we discuss how governance can help you get the most from your CRM investment.

How do you align your people, processes, and initiatives, working towards a common goal while addressing the needs of individual LOBs? The answer is governance. This might surprise you, since governance is often misunderstood.

Governance, Defined

Although governance has been in use for many years, there are misconceptions that compel many to steer clear—namely, regulations, limitations, and red tape. A governance strategy ensures a consistent user interface, puts processes in place to eliminate duplication of effort, provides tools, techniques, and services, such as calendaring and module updates, reduces cost of ownership by making solutions more maintainable and by consolidating functionality to reduce licensing expenses, and more. At its core, the goal of governance is to standardize so every opportunity can be capitalized upon to improve efficiency, effectiveness, and profitability. It can be compared to green initiatives: share, reuse, and “think globally while acting locally.”

The Pitfalls of Going without Governance

You might be thinking that governance won’t be worth the complications and bureaucracy that are sure to come with it. However, dealing with complex, sophisticated technology at an enterprise-wide level, with LOBs doing their own development, requires a solid strategy to keep it on track. Without one, your IT infrastructure will quickly become disorganized and unmanageable—which translates to inefficiency and cost. The consequences can include customizations that conflict with one another, adverse effects on database performance, difficulty with testing, and a slowdown in development efforts.

The Benefits of CRM Governance

A smart governance strategy all but eliminates the risk of these pitfalls; however, it also offers other powerful benefits:

1. Centralized Communication Strategy – A governance model facilitates a consistent message throughout the program’s execution.

2. Centralized Master Data – A governing body assists with creating a common data schema, allowing for a master client record that can report on all interactions by the client.

3. Disconnected Applications Supporting One Global Goal – Teams connected by governance have the ability to make decisions on whether to join applications through integration or merge Lines of business (LOB) into a single supporting solution.

4. Centralized Technical Expertise – A group that can provide development and deployment best practices and assist in communication, capture, and leadership of a program of projects, helps avoid the pitfall “reinventing the wheel.”

CRM Centers of Excellence: Putting Governance into Action

There are many models for program governance. Although they might differ in their approach, they all strive to resolve challenges that arise with multiple CRM deployments and possibilities for new deployments. However, many of these approaches aren’t effective, primarily because of poor planning and lack of understanding of goals, challenges, culture, politics, and internal policies. They use a common model, where teams often get split up due to demand for new functionality and quick development—which is when problems occur. Establishing a CRM Center of Excellence (CoE) expands on the Program Management Office (PMO) to include a consolidated team of technology experts. The CoE provides a foundation that promotes the benefits of the CRM platform as well as project management processes vital to communication, architecture, and structure.

Stay tuned for Part 2 of this blog series, CRM Centers of Excellence: Helping Organizations Optimize CRM as a Platform, where we discuss CRM Centers of Excellence in more detail, including team structure and benefits.

To learn more about how governance could benefit your implementation of CRM initiatives, download CRM Governance: What It Is, What It Isn’t, and How to Do It Right, an informative eBook, compliments of AKA Green Beacon and written by governance experts.

By Green Beacon

The post Using Governance in Deploying CRM Applications, Part 1: Why It Works, How It Works, and a Strategy that Works appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/06/using-governance-deploying-crm-applications-part-1-works-works-strategy-works/feed/ 0 http://www.crmsoftwareblog.com/2016/06/know-start-free-trial-microsoft-dynamics-crm/ http://www.crmsoftwareblog.com/2016/06/know-start-free-trial-microsoft-dynamics-crm/#respond Tue, 14 Jun 2016 16:36:46 +0000

http://www.crmsoftwareblog.com/?p=29513

  A common sales closing technique is the “Puppy Dog” close. Lore has it a family visiting a pet store couldn’t decide if they wanted to buy a puppy. The astute shop owner suggested they take the dog home for a few days, and decide after if they wanted to keep it. The family did just […]

The post What You Should Know Before You Start Your Free Trial of Microsoft Dynamics CRM appeared first on CRM Software Blog.

]]>

rottweiler 869017 1920 625x417 CRM Software Blog

A common sales closing technique is the “Puppy Dog” close. Lore has it a family visiting a pet store couldn’t decide if they wanted to buy a puppy. The astute shop owner suggested they take the dog home for a few days, and decide after if they wanted to keep it. The family did just that, and naturally they fell in love with the little critter and bought it. Hence the puppy dog close, also known as “give it a try and decide later.”

Technology companies are increasingly offering free trials as part of their marketing. Their hope is that by getting you to try it, you’ll quickly see the value and you’ll want to purchase it. Microsoft lets prospects download a trial version of Dynamics CRM so they can try before they buy. But CRM is no puppy, and you likely will not fall in love without some guidance. CRM is more like a lion than a puppy: powerful, intelligent and elegant, it has amazing skills and abilities…but if you don’t know exactly how to approach it, things can get unpleasant.

Dynamics CRM is like a giant buffet, with all the delicious food you could ever want. And that right there is both the strength and the problem with the free trial– you get that entire buffet on your plate, all at once. Indigestion is almost guaranteed, because it’s too much to handle in one sitting. Most customers who take on CRM by themselves lose their way and get overwhelmed. Just this morning I got this email from someone reaching out for help:

I feel like I’m groping in the dark. I am wondering how best to set up and define tables and relationships within the 120+ entities they provide, with no clear way to know exactly what they are intended for, beyond my educated guess.”

Note that this person has experience as a software developer. Imagine how frustrating it can be for laypeople. The great irony is that Microsoft CRM is in fact very easy to use, once properly configured for your business. You can even make changes, add and delete fields, set up new business rules, automate processes with workflows, etc. on your own. But the initial configuration, almost always, should involve a Microsoft Partner specialized in CRM, who will take the time to understand your business processes, and configure CRM to fit you, so that you’re not navigating parts of the software you don’t need.

Sometimes a free trial is a great way to get a feel for a product. With CRM, a free trial might do more to confuse you than help. You’re far better off getting some assistance from a Microsoft partner at the outset, so that you can reap the power and benefit of a CRM customized for your business.

Greg Kligman is Business Development Manager at CRM Dynamics

by CRM Dynamics

The post What You Should Know Before You Start Your Free Trial of Microsoft Dynamics CRM appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/06/know-start-free-trial-microsoft-dynamics-crm/feed/ 0 http://www.crmsoftwareblog.com/2016/06/webinar-microsoft-dynamics-crm-vs-salesforce/ http://www.crmsoftwareblog.com/2016/06/webinar-microsoft-dynamics-crm-vs-salesforce/#respond Tue, 14 Jun 2016 16:10:54 +0000

http://www.crmsoftwareblog.com/?p=29503

Next Wednesday, June 22nd, join us for our free webinar as two of the leading CRM solutions face-off in a comparison battle. Microsoft Dynamics CRM provides both an On-Premise offering as well as CRM Online/SaaS (software as a service) while Salesforce is the world leading cloud-based CRM solution. In this webinar we will dig in […]

The post Webinar: Microsoft Dynamics CRM vs Salesforce appeared first on CRM Software Blog.

]]>

LVP WEBINAR CRM Software BlogNext Wednesday, June 22nd, join us for our free webinar as two of the leading CRM solutions face-off in a comparison battle. Microsoft Dynamics CRM provides both an On-Premise offering as well as CRM Online/SaaS (software as a service) while Salesforce is the world leading cloud-based CRM solution.

In this webinar we will dig in and evaluate each of these solutions across multiple comparison points with a focus on sales that include:

  • Navigation
  • Dashboards
  • Pipeline Management
  • Sales Process
  • Account Management
  • Mobile and Portals.

Closing it out, we will be talking about what makes each solution unique beyond sales for Marketing, Customer and Field Service, Community, Social, Third-Party add-on solutions, and more.

Webinar: “Microsoft Dynamics CRM vs Salesforce”
When: Wednesday, June 22nd 11:00am CST
Register 1 CRM Software Blog

Can’t attend the live webinar? It’s okay, still register and you will receive an email link to On-Demand recording following the live webinar.

by Ledeview Partners

The post Webinar: Microsoft Dynamics CRM vs Salesforce appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/06/webinar-microsoft-dynamics-crm-vs-salesforce/feed/ 0 http://www.crmsoftwareblog.com/2016/06/quick-thoughts-linkedin-purchase/ http://www.crmsoftwareblog.com/2016/06/quick-thoughts-linkedin-purchase/#respond Tue, 14 Jun 2016 16:00:45 +0000

http://www.crmsoftwareblog.com/?p=29495

As I rolled out of bed Monday morning I flipped on my iPhone and the first thing I read was the stunning news that LinkedIn had agreed to be purchased by Microsoft for $ 26.2 Billion. As a Dynamics CRM user and partner with a love/hate relationship with LinkedIn my first thoughts were “How will this help […]

The post A Few Quick Thoughts on the LinkedIn Purchase appeared first on CRM Software Blog.

]]>

As I rolled out of bed Monday morning I flipped on my iPhone and the first thing I read was the stunning news that LinkedIn had agreed to be purchased by Microsoft for $ 26.2 Billion. As a Dynamics CRM user and partner with a love/hate relationship with LinkedIn my first thoughts were “How will this help Dynamics CRM Online vs Salesforce.com?” I’ve rolled a few scenarios around in my head and came up with a few ideas that Microsoft should act on right away.

But first, why the love hate relationship with LinkedIn? It’s mostly because LinkedIn has spent the last few years trying to monetize the data submitted by its users. Now LinkedIn has every right to do that – but as a user, I found less and less value in spending time on the site. The excitement of discovery seemed to be gone. With the Microsoft purchase, LinkedIn data can be monetized in so many other ways. I hope that many of the current barriers to free sharing of info on LinkedIn will start to go away.

Microsoft’s intention in purchasing Linked has to be more than just buying a Social Network. Microsoft could buy Twitter, Instagram or several other networks that might be looking to join under a larger umbrella. What these networks lack that LinkedIn has is an amazing amount of data about professionals from all walks of life throughout the world. According to Wikipedia, LinkedIn’s membership in March 2016 was 433 million strong. That amount of data, and all of the connections linking members has to be among the world’s most valuable datasets. Microsoft will be able to use this data in so many new ways as it integrates LinkedIn with its cloud based services..

So here is how I see this acquisition playing out:

  1. LinkedIn will continues to offer a free subscription service little different from today’s offering.
  2. LinkedIn professional subscriptions become included as part of an Office 365 subscription or for a small additional cost – less than $ 5 per user per month. With the huge Office 365 subscription base LinkedIn adds millions of new professional users. Office 365 users will be able to sync and automatically update contact information in Outlook against the vast data stored in LinkedIn.
  3. LinkedIn data becomes integrated directly from within Dynamics CRM 2017. Perhaps included as part of the professional subscription ($ 65 per user per month) or for an additional monthly cost.  Salespeople will have access to LinkedIn data from within Leads, Contacts, and Accounts. From within any of these records, you will be able to take advantage of the connections in LinkedIn. Let’s say you have a new Lead but cannot find the Sales Manager at the company. From within the lead record, you will be able to view and filter lists of contacts at the company, and automatically create, sync, and update records within CRM. I’d also like to see a dashboard with the latest news and updates about the companies and contacts I follow on LinkedIn, as well as the ability to send InMail from within CRM records.
  4. I also see Microsoft offering specialized versions of Dynamics CRM for Corporate recruiters, allowing the easy import of LinkedIn data into CRM to generate resumes and other information that make placement of professionals into new positions a seamless process

There are many other scenarios that Microsoft can explore to monetize its investment in LinkedIn. I look at this purchase as a way to give Dynamics CRM an advantage over Salesforce. My biggest fear? That Satya Nadella will offer Salesforce users the same level of integration with LinkedIn that I propose for Dynamics CRM.

So what are your thoughts? How else can Microsoft utilize its new Social Data company? And how will Microsoft’s competitors react? Will Google or Salesforce look to purchase Twitter or some other social media platform? It’s going to be fun seeing how this acquisition plays out!

This blog first appeared on the enCloud9 blog on June 13, 2016. enCloud9 is a Dynamics CRM partner located in Omaha, NE. Contact us today for a free consulting appointment on how to best use Dynamics CRM to run your business.

by enCloud9

The post A Few Quick Thoughts on the LinkedIn Purchase appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/06/quick-thoughts-linkedin-purchase/feed/ 0 http://www.crmsoftwareblog.com/2016/06/microsoft-partners-can-use-checklists-manage-implementation-projects-dynamics-crm/ http://www.crmsoftwareblog.com/2016/06/microsoft-partners-can-use-checklists-manage-implementation-projects-dynamics-crm/#respond Tue, 14 Jun 2016 09:49:46 +0000

http://www.crmsoftwareblog.com/?p=29499

Are you consistently following the same methodology for every software implementation project? Does everyone in your company, including new hires, know the exact steps to follow? When steps are missed, do you know where the process failed? We have found that using templates and checklists within Dynamics CRM, using the AbleBridge Project Management add on, […]

The post How Microsoft Partners Can Use Checklists to Manage Implementation Projects in Dynamics CRM appeared first on CRM Software Blog.

]]>

Are you consistently following the same methodology for every software implementation project? Does everyone in your company, including new hires, know the exact steps to follow? When steps are missed, do you know where the process failed?

We have found that using templates and checklists within Dynamics CRM, using the AbleBridge Project Management add on, provides the consistency and trackability that make projects successful.

Templates showing a common set of tasks needed to complete a project can be set up right within your CRM system. You can create checklists of things that need to be completed to actually finish each task. This regimented project protocol can quickly be copied for nearly every job. Then you can just update particulars based on the specific project.

Let’s say that you are going to start a standard CRM implementation. You pull up the template for a CRM project that already has the company’s proven process outlined with tasks and milestones including specific resources needed, scope and timeframes for completion of each task.

You can copy this template for the new project and edit it based on requirements specific to that customer’s specifications.

crm project management project task summary 1 625x363 CRM Software Blog

The template can include the full cycle of the project, beginning at the discovery processes. For example, you can include a checklist of specific questions to ask the client such as:

  • what does your IT infrastructure look like?
  • who is the primary point of contact?
  • who is managing the setup of the server?

These are questions that should be vetted prior to the start of any implementation, but they are often overlooked.  Using a checklist ensures that they get answered upfront and eliminates a lot of possible confusion once the project starts.

Having templates of proven methodologies allows for consistency of processes and saves administrative time and resources taken up by reinventing procedural proposals every time you start new projects.  Consistency can be maintained even if project managers change because the organization has already determined what tasks and milestones need to be present in any project.

These templates are especially helpful for companies that manage different sets of projects, for example a Microsoft Dynamics partner may do both CRM and ERP software implementations.  You can have various templates with different tasks necessary for a Dynamics GP implementation versus a Dynamics AX implementation versus a Dynamics CRM implementation, etc.

If you see that projects are struggling, customers are upset because something was missed or a resource has been assigned to the wrong kind of task you can really hone your project and task delivery by updating the template to mirror the best practices scenario for each type of project. You can also flag areas that are of particular concern to your customers or to your team. The versatility of the templates allows you to continually improve your processes.

Using templates of checklists to manage implementation projects in Dynamics CRM reduces administrative effort, standardizes best practices and ensures successful completion of projects. That saves everyone a lot of headaches and frustration and ultimately adds to the ongoing success of your business.

If you are interested in a better way to manage your projects in Dynamics CRM, learn more about the Project Management for Dynamics CRM from AbleBridge. Contact us at 877-600-2253 or info@AbleBridge.com

By AbleBridge, Microsoft Dynamics CRM Gold Partner, now a Crowe Horwath company.

Follow us on Twitter: @AbleBridge

625X77forCRMBlog 4 625x77 CRM Software Blog

The post How Microsoft Partners Can Use Checklists to Manage Implementation Projects in Dynamics CRM appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/06/microsoft-partners-can-use-checklists-manage-implementation-projects-dynamics-crm/feed/ 0 http://www.crmsoftwareblog.com/2016/06/improve-workflow-microsoft-crm/ http://www.crmsoftwareblog.com/2016/06/improve-workflow-microsoft-crm/#respond Mon, 13 Jun 2016 14:07:02 +0000

http://www.crmsoftwareblog.com/?p=29490

As our world becomes more interconnected than ever, businesses are finding that value is shifting from the individual to the team as a collaborative whole. Resilient, high empathy teams are found to drive the best results and outcomes for businesses, but is your CRM system ready to handle this change? Microsoft CRM can help you […]

The post How to Improve Workflow With Microsoft CRM appeared first on CRM Software Blog.

]]>

As our world becomes more interconnected than ever, businesses are finding that value is shifting from the individual to the team as a collaborative whole. Resilient, high empathy teams are found to drive the best results and outcomes for businesses, but is your CRM system ready to handle this change? Microsoft CRM can help you improve workflow within your organization so that you can keep up.  Our economy has taken a creative shift and is expanding faster than ever. Innovation is now a team sport, so you should have a CRM system that helps, rather than hinders this shift within your organization.

Microsoft Dynamics CRM has implemented these types of changes within their CRM model to help improve the way that you do business. Their team driven CRM model is transparent enough for all  members to collaborate, and they have even developed a competitive team based model to ultimately increase both inter departmental collaboration and profitability. Microsoft Dynamics CRM is customizable and flexible. It helps foster relationships between the business and your customer so that you can learn and grow your organization stress free. CRM’s mobile features allow for movement so that you can break free of your cubicle and collaborate on the go — working as a network is a new business concept that has the potential to completely transform your organization and Microsoft can help take you there. Below is a video from Microsoft covering just how to keep up in a fast paced workplace and how you can use this method to your organization’s advantage.

Microsoft Dynamics CRM is a key component of any effective business. With easy CRM customization, training and accessible and reliable CRM support, the decision to switch should be an easy one. Microsoft has big things in store for its users this spring, and we cannot wait to be a part of it. Working collaboratively like a network can improve workflow and increase customer satisfaction in the long haul. For more information on how Microsoft Dynamics CRM could help improve your workflow, contact Logan Consulting your Chicago based Microsoft partners.

by Logan Consulting

The post How to Improve Workflow With Microsoft CRM appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/06/improve-workflow-microsoft-crm/feed/ 0 http://www.crmsoftwareblog.com/2016/06/crm-transforms-seo-leads-sales/ http://www.crmsoftwareblog.com/2016/06/crm-transforms-seo-leads-sales/#respond Fri, 10 Jun 2016 14:10:39 +0000

http://www.crmsoftwareblog.com/?p=29487

Integration of your CRM system and Search Engine Optimization can take your business prospects and turn them into leads. Search Engine Optimization (SEO) is all about driving traffic on the web to your business site by strategically placing certain keywords and phrases that will make it appear more frequently in different search engines, such as […]

The post CRM Transforms Your SEO Leads into Sales appeared first on CRM Software Blog.

]]>

Integration of your CRM system and Search Engine Optimization can take your business prospects and turn them into leads. Search Engine Optimization (SEO) is all about driving traffic on the web to your business site by strategically placing certain keywords and phrases that will make it appear more frequently in different search engines, such as Google or Bing.

SEO is only the first step in the process of transforming prospects into leads and ultimately sales. The key to this process is aligning your CRM system with your SEO efforts. You need to move these people that are browsing your site into your sales pipeline by gathering their contact information. This way you can reach out to potential clients and start building a relationship. The best way to receive this contact information is by putting a “call to action” on your website, which can be something as simple as a link that reads “Sign up here for more information”. This information is crucial for your lead management process.

By integrating your SEO and website to your CRM system, you will be able to evaluate how well your online efforts are converting prospects into leads. It can tell you what percentage of website traffic is utilizing your call to action and how many end up becoming customers. Your CRM system can even organize your potential clients and grade them in likelihood to help you understand what type of prospects are being drawn into your site and who you should focus on. If your SEO efforts are not yielding effective results, you can reevaluate and realign your efforts in a new direction. Your CRM dashboards will show you who your website is reaching and how they move from prospect to lead.

Creating a pipeline to transform prospective clients into leads is vital to every business. By integrating your CRM system with SEO, you can increase the efficiency of your marketing and reap the rewards of increased sales.

Learn more…

By Socius, an Ohio CRM Partner and Kansas CRM Partner

The post CRM Transforms Your SEO Leads into Sales appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/06/crm-transforms-seo-leads-sales/feed/ 0 http://www.crmsoftwareblog.com/2016/06/top-5-activities-toronto-worldwide-partner-conference-wpc/ http://www.crmsoftwareblog.com/2016/06/top-5-activities-toronto-worldwide-partner-conference-wpc/#respond Thu, 09 Jun 2016 15:05:53 +0000

http://www.crmsoftwareblog.com/?p=29451

We cannot wait to be in Toronto this year for Microsoft’s Worldwide Partner Conference (WPC). It’s going to be an amazing platform for ISVs and Partners to connect while learning about Microsoft’s road map.   We’ve compiled a list of things to do while you aren’t working! Check out these five activities:   Steam Whistle […]

The post Top 5 Activities To-Do in Toronto during the Worldwide Partner Conference (WPC) appeared first on CRM Software Blog.

]]>

We cannot wait to be in Toronto this year for Microsoft’s Worldwide Partner Conference (WPC). It’s going to be an amazing platform for ISVs and Partners to connect while learning about Microsoft’s road map.

We’ve compiled a list of things to do while you aren’t working! Check out these five activities:

Steam Whistle Brewery, 7 minute walk from Convention Center
I always love a good brewery when I’m visiting somewhere new. This brewery is unique in the fact that they only serve one beer: Steam Whistle Pilsner. So, if you are into light beers—this could be perfect for you! If you aren’t (like me), I still think it would be a fun trip to tour the brewery. And hey, maybe this will be the first light beer I like?

Richmond Station, less than a mile from Convention Center
Ranked #2 on Trip Advisor with over 1,000 reviews, Richmond Station is the must-eat restaurant in Toronto! The wait staff is fantastic and the location is great. Foodies, you won’t want to miss it.

CN Tower, less than a 5 minute walk from Convention Center
This is the tallest building in Toronto. It gives you the opportunity to head to the top and see great views or do an EdgeWalk, where you lean out over the building! You can also eat dinner at the 360 degree restaurant, where you get to see the great views all dinner long. Don’t forget to book reservations online for all of these, tickets are cheaper that way.

Toronto Blue Jays, 6 minute walk from the Convention Center
Calling all baseball fans! Another stadium to check off your list, the Toronto Blue Jays are hosting the Detroit Tigers on Friday at 7:07PM, Saturday 1:07PM, and Sunday at 1:07PM. Because who doesn’t love a little baseball in the summertime?

St. Lawrence Market, less than a mile from Convention Center
This has been called the best tourist attraction in Toronto! It seems to be a bit of a Farmer’s Market mixed with Restaurants and Shops. Trip Advisor has it ranked with 4.5 stars and the #3 thing to do in Toronto. Might be worth checking out?

Hope to see you there! Watch this short video below to learn more:

WPC Video Image CRM Software Blog

Written by Nicole Helm, Marketing Specialist at Rockton Software, a Microsoft Dynamics CRM add-on partner.

The post Top 5 Activities To-Do in Toronto during the Worldwide Partner Conference (WPC) appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/06/top-5-activities-toronto-worldwide-partner-conference-wpc/feed/ 0 http://www.crmsoftwareblog.com/2016/06/microsoft-dynamics-crm-pending-emails-part-2-server-side-issues/ http://www.crmsoftwareblog.com/2016/06/microsoft-dynamics-crm-pending-emails-part-2-server-side-issues/#respond Tue, 07 Jun 2016 17:51:42 +0000

http://www.crmsoftwareblog.com/?p=29452

Throughout my support and maintenance activities for customers, a common request is to look into notifications in CRM that are “not being sent”. There are a lot of components and configuration items involved in the process of having CRM send out messages via email.  This blog focuses on the server-side or server-related issues that can cause this […]

The post Microsoft Dynamics CRM Pending Emails – Part 2 – Server Side Issues appeared first on CRM Software Blog.

]]>

Throughout my support and maintenance activities for customers, a common request is to look into notifications in CRM that are “not being sent”. There are a lot of components and configuration items involved in the process of having CRM send out messages via email.  This blog focuses on the server-side or server-related issues that can cause this situation.

A few common reasons that your CRM messages get stuck in a pending state are:

1. The CRM Email Router service has stopped running or is hung up. Start (or restart) the service, and wait a few minutes to see if pending messages are processed. (You may want to follow that with a restart of the CRM Asynchronous Processing service, since they work side-by-side.)

emailrouter async service CRM Software Blog

2. If using the CRM Email Router, open the management console and test connections to user mailboxes and mail server, and address any errors:

  • Click the link to load users/queues. If you get errors, something is wrong with the deployment credentials,  related services, ADFS, SSL cert or IFD configuration. Check the local server logs for errors.

email router 1 CRM Software Blog

  • Test the connection to the mail server. If you get errors, the mail/SMTP server may be down, IP/name has changed, credentials have changed or the local server may not have permission to access the mail server. Check with your mail/SMTP server administrator for help on resolving.

email router 2 CRM Software Blog
3. The pending message’s sender’s or recipient’s email server mailbox may be full.  Check to be sure that the accounts are not too full to send or receive email. Send a direct message to the sender/recipient of the pending message, to make sure it can be received and that no delivery error is returned.

4. The Email Configuration details in CRM are misconfigured. Make sure that the settings show the correct message transport method – server-side-sync or email router. Your CRM administrator can verify these settings are correct.

CRM email transport method CRM Software Blog

5. The service account used in email router for access to CRM or to the mail server has changed. Even if you think or know the credentials have not changed, enter again and save. (Under Configuration profiles and/or Deployments.)

Beringer Associates is a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics CRM and CRM for Distribution. We also provide expert Managed IT Services, Backup and Disaster Recovery, Cloud Based Computing and Unified Communication Systems.

by Beringer Associates

The post Microsoft Dynamics CRM Pending Emails – Part 2 – Server Side Issues appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/06/microsoft-dynamics-crm-pending-emails-part-2-server-side-issues/feed/ 0 http://www.crmsoftwareblog.com/2016/06/dynamics-crm-online-helps-connect-customers/ http://www.crmsoftwareblog.com/2016/06/dynamics-crm-online-helps-connect-customers/#respond Tue, 07 Jun 2016 17:14:56 +0000

http://www.crmsoftwareblog.com/?p=29473

Connecting with customers is a major business challenge. How well do you know your customers? Today, information can make the difference when it comes to winning customers and keeping them. You probably have plenty of data, but the difficulty is often getting to that data and having the tools to use it to your advantage. […]

The post How Dynamics CRM Online Helps You Connect With Customers appeared first on CRM Software Blog.

]]>

Connecting with customers is a major business challenge.

How well do you know your customers? Today, information can make the difference when it comes to winning customers and keeping them. You probably have plenty of data, but the difficulty is often getting to that data and having the tools to use it to your advantage.

MS report 1 625x288 CRM Software Blog

Do these challenges sound familiar?

  • Customer data resides in multiple sources and there are obstacles to retrieve it and bring it all together.
  • Sales and/or marketing efforts are not always targeted at the best opportunities.
  • Our staff spends too much time on the routine tasks and not enough time with customers.

MS report 2 625x283 CRM Software Blog

We can deliver solutions that can help you connect with your customers in two key ways. First, we can provide the tools you need to easily gain customer insights from data. Then, we can combine it with the same familiar tools you use to reach out and connect with customers.

With solutions built on Microsoft products and technologies, you can:

  • Make sure your sales and service teams have a complete, consistent view of your customer. With Microsoft Dynamics CRM Online you can get information on your customers such as order history or preferences. Then combine data from different sources, such as Microsoft Excel and SQL Server, with just a few clicks using Power BI.
  • Find and capitalize on the best opportunities, with the insight needed to ensure sales teams focus on those areas with greatest potential. Get out-of-the-box interactive visualizations and dashboards that make it easy to identify and act on opportunities using Power BI and Dynamics CRM Online. Analyze, summarize, and present data with Excel to inform business decisions.
  • Boost sales and service teams’ productivity with easy-to-use tools that help streamline processes using Dynamics CRM Online and Office 365. And stay connected with teams and share info from anywhere in real time with integrated tools using Skype for Business, Yammer, and Dynamics CRM Online.
  • Win sales and build loyalty by building polished sales presentations and marketing materials using Word and PowerPoint. Host websites in the cloud with Microsoft Azure to scale to meet customer demand.

MS report 3 625x346 CRM Software Blog

Dynamics CRM Online can help you to:

  • Get a complete, consistent view of customers.
  • Find and capitalize on the best opportunities.
  • Boost sales and service teams’ productivity.
  • Engage customers, win sales, and build loyalty.

Dynamics CRM Online lets you have everything you need to know about your customers at your fingertips, including preferences, purchase history, and future opportunities. And tools such as PowerBI can help you get even greater insight from your customer data.

If you are looking for ways to use technology to connect with your customers, contact AbleBridge. 877-600-2253 or info@AbleBridge.com. We can evaluate your current processes and goals and recommend the right combination of Microsoft technology.

By AbleBridge, Microsoft Dynamics CRM Gold Partner, now a Crowe Horwath company.

Follow us on Twitter @AbleBridge

728X90 9 625x77 CRM Software Blog

The post How Dynamics CRM Online Helps You Connect With Customers appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/06/dynamics-crm-online-helps-connect-customers/feed/ 0 http://www.crmsoftwareblog.com/2016/06/telephone-and-broadband-service-company-goes-with-the-flow-17-amazing-customer-experiences-with-dynamics-crm/ http://www.crmsoftwareblog.com/2016/06/telephone-and-broadband-service-company-goes-with-the-flow-17-amazing-customer-experiences-with-dynamics-crm/#respond Mon, 06 Jun 2016 20:18:27 +0000

http://www.crmsoftwareblog.com/?p=28135

Customers lose patience quickly when their support issue has to move through multiple departments for resolution. A single source of customer support solves the frustration. The challenge A telephone and broadband service provider was using multiple systems to manage support calls. If Tier 1 support couldn’t fix the problem, a paper work order was issued […]

The post Telephone and Broadband Service Company Goes with the Flow – 17 Amazing Customer Experiences With Dynamics CRM appeared first on CRM Software Blog.

]]>

Customers lose patience quickly when their support issue has to move through multiple departments for resolution. A single source of customer support solves the frustration.

The challenge

A telephone and broadband service provider was using multiple systems to manage support calls. If Tier 1 support couldn’t fix the problem, a paper work order was issued to Tier 2. If Tier 2 couldn’t resolve the issue, a new work order was created which the field service technician would pick up the next morning. The process was slow, work orders were often lost and customers were not happy.

The solution

Using Microsoft Dynamics CRM Online, the broadband company now offers one-call tiered support for customers. Tier 1 level support is handled through Microsoft Dynamics CRM dialog functions, allowing service reps to ask guided questions that fix the most common problems. Issues that require higher levels of support are quickly routed to Tier 2 support. If needed, the Tier 2 service reps route case information to field technicians through tablets and smartphones. Those engineers, already in the field, resolve the case and move on to the next job.

How customers are amazed

Customers are rebuilding their confidence in their regional telephone and broadband company now that service calls are dealt with promptly…with just one call.

Download the full eBook www.crmsoftwareblog.com/amazing to find out 16 more amazing customer experiences businesses are delivering today with Microsoft Dynamics CRM Online.

by CRM Software Blog Editors, Find a Microsoft Dynamics CRM Partner by Industry/Location

CRM BANNER2 625x77 CRM Software Blog

The post Telephone and Broadband Service Company Goes with the Flow – 17 Amazing Customer Experiences With Dynamics CRM appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/06/telephone-and-broadband-service-company-goes-with-the-flow-17-amazing-customer-experiences-with-dynamics-crm/feed/ 0 http://www.crmsoftwareblog.com/2016/06/3-reasons-customization-worth-every-penny/ http://www.crmsoftwareblog.com/2016/06/3-reasons-customization-worth-every-penny/#respond Sun, 05 Jun 2016 18:56:01 +0000

http://www.crmsoftwareblog.com/?p=29446

Anyone in the process of looking for a new CRM software system has heard of the benefits (and costs) of customization. Systems like Dynamics CRM have the potential to be extremely powerful, however without customization, the out-of-the-box features will only take you so far. These one size fits all features are built to be basic […]

The post 3 Reasons Why Customization is Worth Every Penny appeared first on CRM Software Blog.

]]>

Anyone in the process of looking for a new CRM software system has heard of the benefits (and costs) of customization. Systems like Dynamics CRM have the potential to be extremely powerful, however without customization, the out-of-the-box features will only take you so far. These one size fits all features are built to be basic so that they may cover a wide variety of industries and business models. This is great for those just starting out, but as your business grows, so do your needs. Don’t let a boring CRM model hold your company back. When used correctly, Microsoft Dynamics CRM customizations are actually quite affordable and the benefits should allow you to see your ROI almost immediately. Microsoft CRM customizations are worth every penny spent.

Customized Workflows

How your organization finds, sells, delivers and supports your customers is unique, so why use a one size fits all workflow? Generally CRM vendors and partners have a model that they consider to be the best, but how do you really gain an advantage if everyone else is using this model as well? Logan Consulting knows that in order for a business to succeed in its respective industry, customizing Microsoft CRM to include their upstream and downstream business processes is crucial. Having a customized workflow within Microsoft Dynamics CRM allows your unique workflows to separate you from your competition and will save your organization time and money in the long run.

Improved Analytics

Customize your reports with the data that is important to your organization so that you can effectively measure your success with the help of Dynamics CRM. Measuring your business they way you run your business is the most effective way to make management decisions to help drive revenue.

Automate your workplace

Automation is a great time saving tool that comes with Microsoft Dynamics CRM. I mean who doesn’t love checking off a box and knowing that your software system is going to do all the work for you without human error. That being said, you need a CRM system that allows for customization, so that when your business changes and grows you won’t need to completely gut your CRM software to fit your new needs. It is important to find a CRM partner that understands this, and doesn’t focus all of their time and training on pre-automated practices that may not relate to your business in the long run.

Logan Consulting is a dedicated Microsoft Dynamics CRM partner based in the city of Chicago. Our knowledgeable partners are experienced in various different industries to help bring your organization the best CRM system for their needs. Customizations, training and software implementations are just a call away. Contact us here to schedule a consultation.

by Logan Consulting

The post 3 Reasons Why Customization is Worth Every Penny appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/06/3-reasons-customization-worth-every-penny/feed/ 0 http://www.crmsoftwareblog.com/2016/06/microsoft-crm-voice-customer-integrated-dynamics-portals/ http://www.crmsoftwareblog.com/2016/06/microsoft-crm-voice-customer-integrated-dynamics-portals/#respond Fri, 03 Jun 2016 03:25:29 +0000

http://www.crmsoftwareblog.com/?p=29436

Microsoft CRM 2016 online comes with free Voice of the Customer survey to gain valuable feedback from your customers about the products and services your company provides. The survey solution is installed from Microsoft Office 365>Manage all CRM Online instances>Solutions. Dynamics Self-Service Customer portal comes with free integration to the Microsoft Survey. The Survey can […]

The post Microsoft CRM Voice of Customer integrated with Dynamics Portals appeared first on CRM Software Blog.

]]>

Microsoft CRM 2016 online comes with free Voice of the Customer survey to gain valuable feedback from your customers about the products and services your company provides. The survey solution is installed from Microsoft Office 365>Manage all CRM Online instances>Solutions.

Dynamics Self-Service Customer portal comes with free integration to the Microsoft Survey. The Survey can be automatically triggered when the customer logs on Dynamics Portal to submit a new incident, view case status or view invoices or when the customer logs off the Portal.

Click here to download Dynamics Portals or try it live at: do-portal.azurewebsites.net

To add survey to the portal is very simple.

Go to CRM>Settings>Portal Settings.

Click to open the Voice of Customer Tab

Message to client is the text that comes up offering the client to take a survey.

URL label is the text the client clicks to open the survey URL

Survey URL is the URL generated by Microsoft where the Voice of Customer survey is hosted on Azure.

Voice Customer 1 625x320 CRM Software Blog

…. and here is how it looks on portal:

Voice Customer 2 625x176 CRM Software Blog

www.DynamicsObjects.com

by Dynamis Objects

The post Microsoft CRM Voice of Customer integrated with Dynamics Portals appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/06/microsoft-crm-voice-customer-integrated-dynamics-portals/feed/ 0 http://www.crmsoftwareblog.com/2016/06/crm-operational-platform-financial-services-5-goals-one-firm-achieved/ http://www.crmsoftwareblog.com/2016/06/crm-operational-platform-financial-services-5-goals-one-firm-achieved/#respond Thu, 02 Jun 2016 13:00:40 +0000

http://www.crmsoftwareblog.com/?p=29399

Sometimes it is not what the application was designed to do, but how the application is applied to a particular situation that the real benefits are realized. A large hedge fund was looking for a single system to accomplish some very specific goals. They looked at several point solutions for the financial services industry, but […]

The post CRM as an Operational Platform for Financial Services: 5 Goals One Firm Achieved appeared first on CRM Software Blog.

]]>

Sometimes it is not what the application was designed to do, but how the application is applied to a particular situation that the real benefits are realized.

crm key to business efficiency CRM Software Blog

A large hedge fund was looking for a single system to accomplish some very specific goals. They looked at several point solutions for the financial services industry, but all required some integration with other systems. They looked at ERP solutions, but these were too generalized without customization.

In Need of a New CRM Solution

The firm also needed a new CRM solution and chose Microsoft Dynamics CRM for handling client data and interactions. When they saw a Financial Services solution was available built on Microsoft Dynamics CRM, they realized that a single platform could be used to handle all their customer relationship management along with the other goals of the organization without trying integrate multiple software systems.

Moving to Microsoft Dynamics CRM

The switch to Microsoft Dynamics CRM helped the firm achieve the following goals:

1. Manage all investor and contact information, including forms and agreements.

2. Create a repeatable, end-to-end process for transaction processing—from initiation by the client to final settlement and cash movement—all at low risk to the firm or the client.

3. Create workflows that allow for multiple levels of controls and sign-offs, increasing efficiency while lowering risk.

4. Track financial transactions for audit purposes.

5. Manage complex, high-volume reporting requirements.

Also, because the system integrated with the firm’s back-end accounting system, all investor transactions originated in CRM were automatically transferred.

The move achieved a reduction in cost and easier integration because only one software solution was purchased and implemented.

Find out more about how this firm utilized Dynamics CRM as both a sales tool and as a powerful operational platform with Green Beacon’s Financial Services Solutions for Microsoft Dynamics CRM.

Get the Case Study

by Green Beacon Solutions

The post CRM as an Operational Platform for Financial Services: 5 Goals One Firm Achieved appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/06/crm-operational-platform-financial-services-5-goals-one-firm-achieved/feed/ 0 http://www.crmsoftwareblog.com/2016/06/compare-excel-vs-ms-project-vs-dynamics-crm-pros-cons-costs-project-management/ http://www.crmsoftwareblog.com/2016/06/compare-excel-vs-ms-project-vs-dynamics-crm-pros-cons-costs-project-management/#respond Wed, 01 Jun 2016 13:12:32 +0000

http://www.crmsoftwareblog.com/?p=29422

When it comes to project management software, you have choices. Being in the business of providing solutions for project management, we have recommendations. Here are the pros and cons of some of the first choices as well as our take on what is the most effective. Microsoft Excel Pros: It is free; most people have […]

The post Compare Excel vs MS Project vs Dynamics CRM – Pros, Cons and Costs for Project Management appeared first on CRM Software Blog.

]]>

When it comes to project management software, you have choices. Being in the business of providing solutions for project management, we have recommendations. Here are the pros and cons of some of the first choices as well as our take on what is the most effective.

Microsoft Excel

Pros: It is free; most people have used it and have access to it. Excel has some project management templates that are available online.

Cons: There are some limitations to Excel and it’s a bit disjointed. You won’t have the option to assign tasks and various users will not be allowed to make changes or updates. Also, mistakes made on a spreadsheet may be a challenge to locate and very difficult to correct.

excel photo 2 1 CRM Software Blog

Microsoft Project

Pros: Designed for managing projects and has lots of bells and whistles.

Cons: Perhaps too many bells and whistles. You may find that this solution is far more robust than you need and that it can be intimidating for the industries that simply need project management that multiple employees can learn and use. Even though it is made by Microsoft, Microsoft Project doesn’t connect to Microsoft Dynamics CRM. So when you close the sale, you must transfer all the data to another system to actually manage the delivery of the project. You risk losing all the information (such as conversations and activities) that was so carefully captured during the sale cycle. Microsoft Project cannot account for time incurred by numerous resources; using Microsoft Project, you would also have to have a separate time management system.

MS Project 1 625x336 CRM Software Blog

Project Management for Microsoft Dynamics CRM

The Project Management add-on for Microsoft Dynamics CRM developed by AbleBridge seems to be the perfect accommodation between Microsoft Excel and Microsoft Project. With ease of use and ease of access for multiple users, the Project Management add-on gives you the core project accounting capabilities necessary to your projects. And a big plus is that it is designed to work with your Microsoft Dynamics CRM solution. Upon completion of the sale, Your Dynamics CRM converts the opportunity to a project and retains all your hard-won and invaluable data. All of your CRM users will be able to access and work with the data, even exporting it to Excel if desired. If you are a fan of Microsoft Project, the Project Management add-on also has Gantt charts.

Budgets, timelines, actual vs. allocated time, expenses, status reports and resource planning are at your fingertips where and when you need them most. Employees will also be able to enter their billable and non-billable hours.

crm project management project task summary 625x363 CRM Software Blog

Cost Comparison

Microsoft Excel is basically free. Everyone has it.

Microsoft Project can be fairly expensive, especially the server edition that allows access by multiple people.

AbleBridge’s Project Management for Dynamics CRM is an affordable option priced in the middle. It is licensed based on the number of Dynamics CRM named users requiring access to the Project functionality. Named user license packs can be purchased in different sized blocks. (Request a price quote)

Compared to other Microsoft Dynamics CRM add-on tools, AbleBridge’s Project Management tool comes in at about 40% less than comparable available solutions. Setup is simple; you won’t have to waste valuable time and resources.

Which product provides the best way to track projects?

Excel is limited; Microsoft Project is overly complicated; AbleBridge’s Project Management for Dynamics CRM is just right.

If you manage projects, and especially if you use Microsoft Dynamics CRM, you’ll want to take a closer look at Project Management for Dynamics CRM by AbleBridge.

Contact AbleBridge. 877-600-2253 or info@ablebridge.com

By AbleBridge, Microsoft Dynamics CRM Gold Partner, now a Crowe Horwath company.

Follow us on Twitter: @AbleBridge

625X77forCRMBlog 4 625x77 CRM Software Blog

The post Compare Excel vs MS Project vs Dynamics CRM – Pros, Cons and Costs for Project Management appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/06/compare-excel-vs-ms-project-vs-dynamics-crm-pros-cons-costs-project-management/feed/ 0 http://www.crmsoftwareblog.com/2016/05/better-excel-integration-microsoft-dynamics-crm-2016/ http://www.crmsoftwareblog.com/2016/05/better-excel-integration-microsoft-dynamics-crm-2016/#respond Tue, 31 May 2016 20:31:15 +0000

http://www.crmsoftwareblog.com/?p=29430

Microsoft Dynamics CRM 2016 brings many improvements and new features as Microsoft continues to work towards a single in-app experience where users can perform tasks in one place without having to continually switch applications.     Designed to eliminate the time and effort of application switching, the integration between Microsoft Dynamics CRM and Excel has […]

The post Better Excel Integration in Microsoft Dynamics CRM 2016 appeared first on CRM Software Blog.

]]>

Microsoft Dynamics CRM 2016 brings many improvements and new features as Microsoft continues to work towards a single in-app experience where users can perform tasks in one place without having to continually switch applications.

Designed to eliminate the time and effort of application switching, the integration between Microsoft Dynamics CRM and Excel has been improved. Users can easily take CRM data and open it in Excel Online (CRM Online Only) to easily analyze data, run what-if scenarios, and do quick calculations, all within the familiar Excel interface.

CRM ExcelIntegration 1 CRM Software Blog

Once your analysis is done, you can easily import any changes back into CRM directly from Excel Online.

CRM ExcelIntegration 2 CRM Software Blog

Let’s see just how easy it is to open and work with CRM and Excel… Start with a view of the data you wish to work with. From the Actions bar, select Open in Excel Online.

CRM ExcelIntegration 3 CRM Software Blog

Your data is inserted into an Excel spreadsheet with the familiar Microsoft Office Ribbon.

CRM ExcelIntegration 4 CRM Software Blog

After modifying your data, simply click Save Changes to CRM and your data is submitted for Import.

CRM ExcelIntegration 5 CRM Software Blog

So now you have taken the data from CRM, opened in Excel, performed analysis and some modifications and imported your changes back to CRM all without having to open a separate application.

Are you on the road working from your tablet or mobile device? Not to worry, export and analyze data in Excel from mobile devices with added support for CRM for Tablets and CRM for Phone apps.

CRM ExcelIntegration 6 CRM Software Blog

Excel integration is further improved through the introduction of Excel and Word templates, but more on that next time!

For the complete list of what’s new, download the Microsoft Dynamics CRM 2016 Release Preview Guide.

Beringer Associates is a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics CRM and CRM for Distribution. We also provide expert Managed IT Services, Backup and Disaster Recovery, Cloud Based Computing and Unified Communication Systems.

by Beringer Associates

The post Better Excel Integration in Microsoft Dynamics CRM 2016 appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/05/better-excel-integration-microsoft-dynamics-crm-2016/feed/ 0 http://www.crmsoftwareblog.com/2016/05/employee-benefits-brokers-must-move-toward-consumer-centric-model/ http://www.crmsoftwareblog.com/2016/05/employee-benefits-brokers-must-move-toward-consumer-centric-model/#respond Tue, 31 May 2016 16:42:04 +0000

http://www.crmsoftwareblog.com/?p=29387

To stay competitive, employee benefits brokers need to reinvent themselves. Employee benefits brokers traditionally worked with employers and basically presented proposals with prices from different insurance carriers (like Fallon, Blue Cross Blue Shield, Tufts, etc…) based on the health plan the company needed. They were the middle man. And it was easy money. The broker […]

The post Why Employee Benefits Brokers Must Move Toward a Consumer Centric Model appeared first on CRM Software Blog.

]]>

To stay competitive, employee benefits brokers need to reinvent themselves.

Employee benefits brokers traditionally worked with employers and basically presented proposals with prices from different insurance carriers (like Fallon, Blue Cross Blue Shield, Tufts, etc…) based on the health plan the company needed.

They were the middle man. And it was easy money. The broker would present five plans to ABC Manufacturing Company.  The company picked from those five plans and then the insurance carriers literally just sent the broker a commission check. They had it good for a long time.

And then Obamacare happened.

Obamacare opened the door for all these insurance exchanges.  Now employers can go to these exchanges themselves and have direct line of sight into what the brokers were doing before.

So employee benefits brokers need to adopt a more consumer-centric model. They need to have tools that help employers interact with these exchanges.   They need to be more consultative and provide value by answering questions. For example, “I had a baby, how does that affect my health plan?” or “I was just in an accident, I need to go on disability, what are my benefits?”  The insurance exchanges can’t answer those questions.

It is the benefits broker that can ultimately provide the customer service that employees and employers want to have around benefits.  Benefits brokers will be valued for their knowledge and exceptional customer service, not just for selling policies and providing extra attention months before the employers policy renewals.   They will become like the “HR department” for these companies.

This consumer-centric model is going to be good for the benefits brokers because it creates a “sticky” relationship with the employers they serve. Would the client go anywhere else if you their broker were providing exceptional service to the company, and most importantly, to the employees? By being consultative and providing a service that employers need, clients will want to stick to them. They will have a relationship based on customer service, not based on who can provide the lowest rates.

We have already seen this trend happen in the financial industry with financial advisors. People traditionally used a broker for personal investments and guidance. But now we’re seeing technology companies that let you put your money into a system and that system uses algorithms to rebalance things based on market conditions, stock prices, and other variables. It’s taking the middle man out of the equation which equates to lower fees for the consumer. We see millennials embracing this new paradigm since they are comfortable and embrace the value of technology vs. having sole reliance on a personal financial advisor.  Baby boomers may still want the kind of personal broker relationship they are used to, but as technology tools coupled with personal services get more mainstream, the face-to-face financial broker will become more and more irrelevant.  Financial brokers, similar to employee benefits brokers, have realized they need to become more advisory and consultative in conjunction with the new technology.

AbleBridge and HR Technology Advisors has tools to help today’s employee benefits brokers to reinvent themselves to take advantage of this new customer-centric model. www.AbleBridge.com/insurance

Contact AbleBridge for more information. 877-600-2253

by AbleBridge, Microsoft Dynamics CRM Gold Partner, Massachusetts

Twitter: @AbleBridge

The post Why Employee Benefits Brokers Must Move Toward a Consumer Centric Model appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/05/employee-benefits-brokers-must-move-toward-consumer-centric-model/feed/ 0 http://www.crmsoftwareblog.com/2016/05/3-important-factors-consider-replacing-legacy-crm-system/ http://www.crmsoftwareblog.com/2016/05/3-important-factors-consider-replacing-legacy-crm-system/#respond Tue, 31 May 2016 13:00:30 +0000

http://www.crmsoftwareblog.com/?p=29390

If you’re like many organizations, you installed a CRM system many years ago. It has served you well, but it is beginning to show its age. It doesn’t integrate well with your newer hardware and software systems. It cannot be upgraded easily, if at all, and there aren’t many partners that can help with that […]

The post 3 Important Factors to Consider When Replacing Your Legacy CRM System appeared first on CRM Software Blog.

]]>

If you’re like many organizations, you installed a CRM system many years ago. It has served you well, but it is beginning to show its age. It doesn’t integrate well with your newer hardware and software systems. It cannot be upgraded easily, if at all, and there aren’t many partners that can help with that issue, regardless.

However, it is handling all your CRM data, which has grown quite large and complex. You want to replace it, but your entire company relies on this system. All your processes have been built around it, and any disruption will result in lost business, missed transactions, and, in some cases, regulatory problems.

This is what happened recently with a large investment advisory firm managing tens of billions of dollars, 25,000+ clients, and more than 100 institutions including Fortune 500 corporations, governments, foundations, and endowments.

businessmen using tablets CRM Software Blog

All operational activity interacted with the firm’s legacy CRM system in some way, including financial applications and document management. Plus, the system was key to 2,000 users and functioned as the system of record for compliance and served internal departments for regulatory and audit purposes. At the same time, the system showing its age: It was not flexible enough to handle the firm’s plans for growth, it was difficult or impossible to customize, and it posed security and compliance risks.

Determining that the risks of remaining on the aging CRM system outweighed the risks of changing, the firm looked for an alternative. They found a solution that fit the three major criteria they needed to meet with a new system:

Knowing it’s the right time

While there is never a good time, this firm realized that remaining on the legacy CRM system not only posed a risk to their growth, but also posed genuine risks to them and their clients in the form of system security and regulatory compliance.

Finding the right software

As the replacement for the legacy system, the firm chose Microsoft Dynamics CRM because of its power, flexibility, and dependability. The software would be able to handle all the issues the legacy system could not, and it was able to grow with the company.

Finding the right partner

Choosing the right partner ensures that your software selection will be implemented properly, with minimal impact and maximum benefit to your business. In the end, the firm selected Green Beacon as its partner, largely because of Green Beacon’s expert knowledge of Microsoft Dynamics CRM, especially in the financial services industry. Green Beacon is also known for planning, coordinating, and implementing large-scale CRM projects with no downtime or loss of data.

Success Story: Wealth Management Company Moves Off Legacy CRM System

To learn more about how Green Beacon was able to help this wealth management company move off its legacy system and use Microsoft Dynamics CRM to handle its growth, manage its security and regulatory concerns, and function as the backbone of the entire business, read their success story.

by Green Beacon Solutions

The post 3 Important Factors to Consider When Replacing Your Legacy CRM System appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/05/3-important-factors-consider-replacing-legacy-crm-system/feed/ 0 http://www.crmsoftwareblog.com/2016/05/companies-best-fit-microsoft-dynamics-crm-online/ http://www.crmsoftwareblog.com/2016/05/companies-best-fit-microsoft-dynamics-crm-online/#respond Fri, 27 May 2016 20:57:42 +0000

http://www.crmsoftwareblog.com/?p=29419

According to research provided by Microsoft, what companies are the best fit for Microsoft Dynamics CRM Online? The answers to these three questions provide some clues: 1)What size companies are the best fit for Microsoft Dynamics CRM Online? Typically companies with 50 – 300 employees. Typically between 10% – 20% of employees have customer facing […]

The post What Companies are the Best Fit for Microsoft Dynamics CRM Online? appeared first on CRM Software Blog.

]]>

According to research provided by Microsoft, what companies are the best fit for Microsoft Dynamics CRM Online?

The answers to these three questions provide some clues:

1)What size companies are the best fit for Microsoft Dynamics CRM Online?

Typically companies with 50 – 300 employees. Typically between 10% – 20% of employees have customer facing roles and can make use of a CRM solution.  This means the company would need 10 to 60 CRM seats (licenses). Note, the minimum seat count is 5.

An exception to this would be if your company has below 50 employees but 5 or more of them are in “customer facing” roles such as sales, customer service, executives/owners/partners, etc.) you would still be a good fit for Microsoft Dynamics CRM Online. For example, a brokerage or wealth management firm.

2) What industries are the best fit to use Microsoft Dynamics CRM Online?

Commercial businesses with product or services portfolio are a great fit for Microsoft Dynamics CRM Online. As of 2013, Manufacturing, retail and consumer goods, professional service organizations made up nearly 60% of Microsoft’s current CRM Online portfolio.

On the other hand, Government and Financial Services tend more toward on premise solutions and/or can require significant customization.

3) What are some common characteristics of companies that benefit from Microsoft Dynamics CRM Online?

Although many types of companies are a great fit for Dynamics CRM Online, here are a few things they have in common:

  • Company revenue comes from both new business and repeat business from existing customers. For example, Dynamics CRM Online can help this organization with building customer loyalty and cross selling.
  • Company may have a small IT staff or perhaps just a single individual.
  • Company has a sales team and/or a service team that either reaches out to or receives inbound customer inquiries/calls. Dynamics CRM Online especially benefits people in “customer facing” such as outbound sales, field service teams, telesales, inbound customer care.
  • Company is passionate about ensuring a positive customer experience.

Is your company a fit for Microsoft Dynamics CRM Online? We’d like to give you a more specific answer to this question.

Contact AbleBridge at AbleBridge at 877-600-2253 or info@ablebridge.com.

By AbleBridge, Microsoft Dynamics CRM Gold Partner, www.ablebridge.com

728X90 9 625x77 CRM Software Blog

The post What Companies are the Best Fit for Microsoft Dynamics CRM Online? appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/05/companies-best-fit-microsoft-dynamics-crm-online/feed/ 0 http://www.crmsoftwareblog.com/2016/05/use-microsoft-azure-create-mini-data-warehouse/ http://www.crmsoftwareblog.com/2016/05/use-microsoft-azure-create-mini-data-warehouse/#respond Fri, 27 May 2016 18:32:18 +0000

http://www.crmsoftwareblog.com/?p=29389

Usually when you hear the words “data warehouse” you think of big database servers and huge costs.  But with Microsoft Azure, you can easily set up a very simple data warehouse for very little cost and make that data available from just about anywhere. Most companies do not deal with billions of records and transactions […]

The post Use Microsoft Azure to Create a Mini Data Warehouse appeared first on CRM Software Blog.

]]>

Usually when you hear the words “data warehouse” you think of big database servers and huge costs.  But with Microsoft Azure, you can easily set up a very simple data warehouse for very little cost and make that data available from just about anywhere.

Most companies do not deal with billions of records and transactions in their CRM or other databases.  Therefore, it does not make sense for companies to purchase huge servers and pay enormous licensing, consulting and administration fees for a database server to store simple transactional and summary data.  Now with Microsoft Azure, you can forget about hardware and licensing fees altogether while you are getting started with data warehousing.

Use Microsoft SQL Server Integration Services (included with Microsoft SQL Server) to send data to your Azure database.  Use Microsoft Power BI to visualize your data from anywhere in the world.

TopLine Results specializes in CRM solutions and data management.  Contact us today at info@toplineresults.com to find out how we can help you efficiently and cost effectively manage your data.

About TopLine Results

TopLine Results Corporation is a full-service consulting firm specializing in customer relationship management (CRM) solutions using industry-leading CRM software. Our approach ensures success for our clients’ CRM initiatives by helping select and formulate the right tool based on their needs. Implementing these solutions help tie together sales, marketing and customer service to provide a 360° view of customer-facing interactions to better manage, maintain and service every customer or prospect.

Founded in 1999, TopLine Results has successfully implemented CRM solutions for hundreds of satisfied clients. Our company is headquartered near Milwaukee, Wisconsin, with satellite locations in Chicago and St. Louis.

y TopLine Results

The post Use Microsoft Azure to Create a Mini Data Warehouse appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/05/use-microsoft-azure-create-mini-data-warehouse/feed/ 0 http://www.crmsoftwareblog.com/2016/05/clone-pro-clone-records-workflow-recurring-cloning/ http://www.crmsoftwareblog.com/2016/05/clone-pro-clone-records-workflow-recurring-cloning/#respond Wed, 25 May 2016 19:34:26 +0000

http://www.crmsoftwareblog.com/?p=29375

With Clone pro,  users can set up what to clone including the cloning of related entities, like products, when cloning invoice. Now you can clone with Workflow! Consider the need to create recurring invoices or recurring orders once every moth. With Dynamics Clone, you can automate this process using workflow. Here is an example to […]

The post Clone Pro- Clone Records with Workflow! (Recurring Cloning) appeared first on CRM Software Blog.

]]>

With Clone pro,  users can set up what to clone including the cloning of related entities, like products, when cloning invoice. Now you can clone with Workflow!

Consider the need to create recurring invoices or recurring orders once every moth. With Dynamics Clone, you can automate this process using workflow.

Here is an example to of how to clone an order once a month.

Step 1: Set up cloning functionality to Order entity.

Go to Settings> Clone Pro. Create new record and select Entity Name as Order

To clone the Order and the order products (Sales Order details) select this relationship for Copy the selected 1:N relationship records.

By default we clone all fields of the Order record, but you can select fields you do not wish to clone.

Clone Pro 1 625x398 CRM Software Blog

Create new order, add products and test that with one click of the Clone button, the order and products are cloned.

Step 2: Clone with Workflow

Your workflow can be automated to create recurring orders once every month. To do so, add a date field in the Order record. This date field is used by the Wait Condition to wait with the workflow execution and it is updated to current date each time the process runs. You also need to select the Available to Run >As a child workflow, to allow recurring orders to be created periodically.

The workflow will have the following steps:

Wait Condition: Wait until>Date>Equals>Date+1 month

Dynamics Clone Pro> Clone record (no properties required)

Update >Order> Select the Date field and update with process date

Start Child Workflow>Order>select loop again to same workflow.

Download Free trial Version:  http://dynamicsobjects.com/Products/Dynamics-Clone

by Dynamics Objects

.

The post Clone Pro- Clone Records with Workflow! (Recurring Cloning) appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/05/clone-pro-clone-records-workflow-recurring-cloning/feed/ 0 http://www.crmsoftwareblog.com/2016/05/nonprofit-coordinates-case-management-17-amazing-customer-experiences-with-dynamics-crm/ http://www.crmsoftwareblog.com/2016/05/nonprofit-coordinates-case-management-17-amazing-customer-experiences-with-dynamics-crm/#respond Mon, 23 May 2016 20:16:05 +0000

http://www.crmsoftwareblog.com/?p=28133

Working with accurate, timely data is always important, but for nonprofits serving people in need, giving the correct answer to every question takes on a special importance. The challenge A nonprofit organization dedicated to connecting developmentally disabled adults with the resources they need to lead independent lives was struggling as they grew. Serving more clients […]

The post Nonprofit Coordinates Case Management – 17 Amazing Customer Experiences With Dynamics CRM appeared first on CRM Software Blog.

]]>

Working with accurate, timely data is always important, but for nonprofits serving people in need, giving the correct answer to every question takes on a special importance.

The challenge

A nonprofit organization dedicated to connecting developmentally disabled adults with the resources they need to lead independent lives was struggling as they grew. Serving more clients meant coordination between more people and more agencies. With no central client management system, each case required time-consuming research.

The solution

Through Microsoft Dynamics CRM Online, staff members now have access to client records with full information on their status with each program—from acceptance through services received. When calls come in, the phone number identifies the account or automatically sets up a new one. More staff time is saved with automated call logging and easy document attachment.

Staff has full access to information on a wide range of programs directly from Microsoft Dynamics CRM. Staff can search on specific requests while they are speaking to their clients.

How customers are amazed

When clients call the nonprofit, they get immediate attention from staff members who have more time and better information to provide caring, personalized service.

Download the full eBook www.crmsoftwareblog.com/amazing to find out 16 more amazing customer experiences businesses are delivering today with Microsoft Dynamics CRM Online.

by CRM Software Blog Editors, Find a Microsoft Dynamics CRM Partner by Industry/Location

CRM BANNER2 625x77 CRM Software Blog

The post Nonprofit Coordinates Case Management – 17 Amazing Customer Experiences With Dynamics CRM appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/05/nonprofit-coordinates-case-management-17-amazing-customer-experiences-with-dynamics-crm/feed/ 0 http://www.crmsoftwareblog.com/2016/05/dynamics-crm-new-feature-templates-email-signatures/ http://www.crmsoftwareblog.com/2016/05/dynamics-crm-new-feature-templates-email-signatures/#respond Mon, 23 May 2016 19:53:24 +0000

http://www.crmsoftwareblog.com/?p=29361

Update 8.1 for CRM 2016 includes new feature, Email Signatures Template. It provides CRM users a way to create their own Email signatures.  If there is more than one signature, the user can set one template as the default signature, the one that will come up when new Email is created. Signature Templates implemented across […]

The post Dynamics CRM New Feature – Templates for Email Signatures appeared first on CRM Software Blog.

]]>

Update 8.1 for CRM 2016 includes new feature, Email Signatures Template. It provides CRM users a way to create their own Email signatures.  If there is more than one signature, the user can set one template as the default signature, the one that will come up when new Email is created.

Signature Templates implemented across the organization reflect professional and consistent appearance for conducting business through E-mail. If you don’t develop a standard, you are leaving the door open for your staff to become amateur artists.

The new feature, offered by Microsoft, is limited to signature templates with plain text; you can not include logo image. There is limited formatting compared with what is available in MS Word, and you cannot include the signature in an Email sent with Workflow. More importantly, if as an administrator you wish to create one template for all CRM users, that will be automatically populated with the user’s details, such as name, email address, phone number, position and similar,  retrieved from the user’s record.

Dynamics Signature provides all these features in one CRM solution.

Download Free Trial Version: http://dynamicsobjects.com/Products/Dynamics-Signature

With Dynamics Signature, administrators can set up templates using Microsoft Word, include variables that are populated from fields in the User Entity, and the signature can be included in CRM Workflow. Only users with Dynamics Signature Administrator security role can create signature templates and assign them for users and teams.
Users with Dynamics Signature User security role can select the default signature to be used in their Email.

Creating an Email template is a simple 1-2-3

Step 1: Create email template with Microsoft Word

Create new Word document, insert the company logo and the user details as placeholders. A Placeholder contains the letters A-Z, a-z and digits 0-9, within the symbols <<  >> like this Email signature:

===================================================

Best Regards

<<FullName>>
<<JobTitle>>
Email: <<emailaddress>>
Phone: <<phonenumber>>
Mobile: <<mobilephone>>
Dynamics Object Logo1 CRM Software Blog
Dynamics Objects – Outstanding Solutions for Dynamics CRM

==================================================

Step 2: Import to CRM and link with fields from User entity

As an administrator, log on to CRM with security role of System Administrator, Click the Upload Signature and import the Word document to CRM. Select the document and click the button Add Fields to Signature. For each placeholder select the corresponding field name read from the User entity. Save the document & Publish.

Select the email template and click Preview. If you are happy with the results, the Email is now ready to be assigned to users, teams and queues.

Step 3: Assign email template to users

You may only have one signature template for the whole organization or a number of templates based on language or departments. Add the Dynamics Signature User security role to all users and Teams that are allowed to have Email signature. If there are more than one template, the user can select which templates, of those templates assigned to him, are best fit to his role in the organization.

When creating new Email the signature is populated with fields from the user record as in this image:

Signature1 625x449 CRM Software Blog

Download Free Trial Version: http://dynamicsobjects.com/Products/Dynamics-Signature

Note:

For image (Logo) to be properly displayed in the recipient’s Email, it must be stored and be available on public IP. We use Dropbox to store such images only and therefore Emails sent with Dynamics Signature will never display a URL only, but the image. You only need once to set up Dropbox, a simple process well documented in Settings>Email Signature.

by Dynamics Objects

.

The post Dynamics CRM New Feature – Templates for Email Signatures appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/05/dynamics-crm-new-feature-templates-email-signatures/feed/ 0 http://www.crmsoftwareblog.com/2016/05/adding-sub-grid-related-records-dynamics-crm-contacts/ http://www.crmsoftwareblog.com/2016/05/adding-sub-grid-related-records-dynamics-crm-contacts/#comments Thu, 19 May 2016 13:53:31 +0000

http://www.crmsoftwareblog.com/?p=29352

One of the great things about Dynamics CRM is that it allows you to customize entity forms so each record displays the information most pertinent to your business. It may be helpful for your users to be able to see, at a glance, a certain set of related records when viewing an individual lead, contact or […]

The post Adding a Sub-Grid of Related Records to Your Dynamics CRM Contacts appeared first on CRM Software Blog.

]]>

One of the great things about Dynamics CRM is that it allows you to customize entity forms so each record displays the information most pertinent to your business. It may be helpful for your users to be able to see, at a glance, a certain set of related records when viewing an individual lead, contact or account.

For example, your salespeople may find it helpful to see a contact’s sent emails directly on the contact record, instead of navigating to a separate page or running an advanced find. You can easily set this up by adding a sent email sub-grid to your contact form.

To add a sub-grid to your contact form, open the CRM form editor directly from the contact record’s ribbon menu or by opening the general customizations menu, navigating to the contact entity’s forms, and selecting your contact’s main form.

 CRM Software Blog

Once you’re in the form editor, select the section that you want to add the sub-grid to, switch to the form editor’s Insert tab, and click the Sub-Grid button.

 CRM Software Blog

This will open the sub-grid properties window. The most important part of this window is the data source section, in which you select the records that are to be included in the sub-grid.

In the screenshot below I selected to populate the sub-grid with the contact’s related sent email records, but you can choose any of the contact’s related entities. In the data source section you can also specify the default view that will be used to populate this sub-grid, while the additional options section lets you choose which views will be available for that sub-grid as well as whether or a not a search bar will be included.

 CRM Software Blog

When you are satisfied with your settings, click the Set button to insert this sub-grid onto your contact form. Now, all you need to do is click the Save and Publish buttons in the form editor to finish adding this sub-grid to your contact form. Once this has been completed, you should see the sub-grid on all of your contact records.

 CRM Software Blog
Written by Weston Packard, ClickDimensions Marketing Success Manager

The post Adding a Sub-Grid of Related Records to Your Dynamics CRM Contacts appeared first on CRM Software Blog.

]]>
http://www.crmsoftwareblog.com/2016/05/adding-sub-grid-related-records-dynamics-crm-contacts/feed/ 1 http://www.crmsoftwareblog.com/2016/05/crm-improves-distributor-relationships/ http://www.crmsoftwareblog.com/2016/05/crm-improves-distributor-relationships/#respond Thu, 19 May 2016 13:52:11 +0000

http://www.crmsoftwareblog.com/?p=29356

Finding balance between investing time into building tight relationships with your distributors and driving growth within your organization can be a difficult line to walk. Many manufacturers find that during peak seasons when revenue is the highest, maintaining strong relationships with your distributors can be difficult in the midst of your busy workload. Manufacturers know […]

The post CRM Improves Distributor Relationships appeared first on CRM Software Blog.

]]>

Let’s block ads! (Why?)

CRM Software Blog