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Tag Archives: Ways

7 Ways The Right CRM Helps You Serve Your Banking Customers Better

December 13, 2020   Microsoft Dynamics CRM

The old adage about a bird in the hand being worth two in the bush rings true when you’re talking about nurturing existing client relationships. It’s less expensive and more efficient to cultivate the customers you already have while your marketing department helps you find new ones. This is especially true for retail banks and lenders.

CRM (Customer Relationship Management) software was designed to keep track of your customers’ data and provide insight and give direction for serving them better.

Building better relationships with your customers will increase their business with you and turn them into a strong and loyal customer base who will be your best advocates for new customers.

Here are some of the benefits your bank can expect from using a comprehensive CRM system like Crowe CRM for Banking on Microsoft Dynamics 365 to improve your customer service:

  1. Efficient data management and reporting

Gone are the days of Rolodex and sticky notes to manage your customer data. A modern CRM keeps your customer information at hand in a convenient, usable form. You can easily share customer data with other team members or even different branches when the need arises.

With all your communication and reporting tools in one solution, your workflow processes will be more efficient, and you’ll improve the quality of customer care.

  1. A complete view of all customer activity across departments

Team members from customer-facing reps to executive management will have access to complete customer data. Track communications and avoid duplicate effort or inappropriate offerings. All the information a loan officer or customer service rep needs is there in real time.

  1. Easy reporting and up-to-date information

To ensure consistency of customer service, managers need access to easily understood standard reports. Make sure all customer interactions are handled consistently with high standards.

The right CRM will provide managers with a series of standard reports that can be run and shared with a couple of clicks. Having all information in one system that is easily accessible will eliminate workflow bottlenecks and improve the usefulness of your data.

  1. Automated workflows

The more time spent on internal work processes and communication, the less time team members have to serve their customers. The right CRM can make your organization more efficient and conserve valuable time. Also, automated workflows will be more consistent. Assign tasks, create and route referrals, track sales, and manage cases more quickly, more easily, and more accurately.

  1. Anytime anywhere access to your data

To be truly useful, your CRM should be mobile. Crowe CRM for Banking is a cloud solution that is accessible from wherever you need to be at whatever time. Sales reps in the field or onsite with customers and prospects can get all the information they need over their mobile devices. This feature is even more important when team members are working remotely. It allows managers to stay connected to their employees and employees connected to their workflows.

  1. Immediately identify your best customers

It’s important to identify your best customers and treat them accordingly.  Crowe CRM for Banking allows you a complete customer profile and history that will enable you to determine customer profitability. Tie in general ledger costs and allocate soft and hard costs across products, processes, and customers for one transparent assessment of customer profitability.

  1. Motivate employees to improve performance

It’s essential to motivate employees to work harder and smarter at providing exceptional customer service. With Crowe CRM for Banking, you can create goal and incentive plans and automate them for maximum effectiveness.

Automated tracking allows employees to see where they stand in relation to their goals.

CRM can automate your employee incentive plans and make the process more efficient, accurate, and transparent to all. This will drive better results from your employees and further employee “buy-in” to using your CRM system.

Why CRM?

CRM systems are designed to make customer information understandable, transparent, and actionable to all your employees while providing managers information about employee activities. Today’s employees have come to expect and appreciate full-featured CRM solutions that empower them to complete their jobs with greater speed and efficiency.

When you benefit your employees, your processes, and your customers, you’ll continue to advance your business even in the competitive world of banking.

Crowe CRM for Banking powered by Microsoft Dynamics 365 is a CRM system designed with your needs in mind. We draw on our wide-ranging experience, banking expertise, and independent perspective to help you gain new insights into industry best practices, while offering practical solutions to address your specific needs to help you achieve higher performance.

Learn more about Crowe CRM for Banking on Microsoft Dynamics 365.

Contact our team to start the discussion at crminfo@crowe.com or 877-600-2253.

By Ryan Plourde, Crowe, a Microsoft Dynamics 365 Gold Partner www.CroweCRM.com

Follow us on Twitter: @CroweCRM

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20 Microsoft Partners Give 19 Brilliant Ways to Promote CRM User Adoption

December 9, 2020   CRM News and Info

Why is user adoption such a challenge for organizations implementing new business management systems? There’s not one easy answer. Employees may be resistant to change, training may be inadequate, change management may not have been well planned, or leadership may not be fully committed. In most cases, it’s a combination of factors.

In this white paper, 20 Microsoft Partners share the knowledge gained through thousands of ERP and CRM implementations to help get your employees started on the right foot. These Partners have shared best practices, important critical warnings, and bright ideas so you can quickly to help you realize the full value of your software investment.

Get expert advice from:

Beringer Technology Group

BroadPoint, Inc.

Connecting Software

emfluence Marketing Platform

JourneyTEAM

JOVACO Solutions

Aisling Dynamics Business Solutions

CAL Business Solutions

Crestwood Associates LLC

Dexpro Dynamics

i95Dev

Intelligent Technologies, Inc.

Metafile Information Systems

New View Strategies

Panatrack

Sabre Limited

Tensoft, Inc.

The TM Group, Inc.

To-Increase

TrinSoft, LLC

Download the white paper now “19 Brilliant Ways to Promote ERP and CRM User Adoption” to see how you can help your employees embrace change and take your organization to the next level. www.crmsoftwareblog.com/19brilliant 

Looking for a CRM Partner? Browse our directory of Microsoft Dynamics 365 Customer Engagement Partners by location, name and industry focus.

By CRM Software Blog writer, www.crmsoftwareblog.com

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3 Ways Spotfire is Unique Compared to Tableau

November 20, 2020   TIBCO Spotfire
TIBCO Spotfire scaled e1605112156640 696x365 3 Ways Spotfire is Unique Compared to Tableau

Reading Time: 4 minutes

The advent of hyperconverged analytics

TIBCO Spotfire® takes a unique approach to business intelligence (BI) in three ways. It’s designed to be immersive, smart, and real-time. I’ll explain each, beginning with immersive BI.

 3 Ways Spotfire is Unique Compared to Tableau

IMMERSIVE: PARTICIPATORY BI 

Modern BI tools have two common interaction modes: immersive exploration and dashboards. A dashboard is a visualization designed for a well-understood business purpose. For example, a sales forecast dashboard shows answers to questions like: “Will I achieve my revenue targets this quarter?” “Which sales reps are performing the best?” “Which regions are performing the best?”

Analysts create BI dashboards for the people who need answers. The knowledge worker views the dashboards. Thinking follows a path divined by the dashboard author.

Knowledge workers use immersive BI, by contrast, for serendipitous exploration. Rather than being a recipient of someone else’s thinking, they think for themselves. The tool helps them immerse themselves in data, explore connections, and discover insights.

Dashboards share answers to well-understood problems. Sales forecasts, financial reports, marketing leads. Immersive BI helps knowledge workers explore.  Drug discovery, oil exploration, competitive intelligence, customer engagement.

 3 Ways Spotfire is Unique Compared to Tableau

Spotfire dashboards are immersive and enable analysts to discover unexpected insights. It also shows an “algorithm behind a button.

Immersive BI is analogous to participatory art.  The audience enters the artistic experience with the artist. Immersive BI invites knowledge workers to jump inside their data. Dashboards, by contrast, are like a painting: you can’t join the artist’s experience. 

SMART: DATA SCIENCE-DRIVEN BI

The second area of differentiation is smart, or data-science-driven BI.

Every company is trying to get more value from data science and machine learning. Most firms can’t afford to hire dozens of data scientists. Data-science-driven BI puts predictive analytics, forecasts, and algorithms in a visual context. Spotfire makes it easy to embed data science algorithms in visualizations. Making data science insights available via a visual interface, makes it easy for anyone, not just data scientists, to gain access to these previously unavailable, but extremely valuable insights.

As Michelle Lacy, from Bayer Precision Agriculture, a TIBCO customer, puts it, “Spotfire helps us put the algorithm behind a button.”

The example from Bayer above shows a data-science-driven dashboard at work. It’s a view of how a domain expert might hunt for the best location for a health clinic and be aided by the extra layer of data science insights. By lassoing an area, the visualization morphs, powered by an R model Michelle, at Bayer, is not a data scientist but is able to harness the insights from machine learning algorithms that were previously unavailable to her.

To make their decision, Bayer Precision Agriculture evaluated every BI tool, including Tableau and Power BI. To again quote Michelle, “nothing comes close” to how Spotfire puts Python and R behind a button.

REAL-TIME: STREAMING BI

Finally, there’s real-time. Spotfire embeds a streaming analytics engine inside, giving users of the dashboard access to real-time data and therefore real-time insights in the BI tool. Visualizations display data in motion as it changes. Industry analysts refer to this unique model as streaming BI. Streaming BI is becoming essential for digital transformation. Analysts can explore any connected person, place, or thing.

The visualizations below show real-time data from a Formula One wind-tunnel simulation. The location on a chosen track and sensor readings show the real-time state of the simulation.

 3 Ways Spotfire is Unique Compared to Tableau
 3 Ways Spotfire is Unique Compared to Tableau

Real-time feedback in context with history is essential. Anything in red means this configuration is performing worse than our best lap. Anything in green is better.

You’re having an aha moment, aren’t you? At a glance, you might observe that although our current speed is good, our brakes are running hot. Is that what we want? Should we adjust the brakes for this track because that’s the best balance?

With real-time feedback, learning happens faster. This learning can be the difference between winning and losing.

Making data science insights available via a visual interface, makes it easy for anyone, not just data scientists, to gain access to these previously unavailable, but extremely valuable insights. Click To Tweet

THE FUTURE OF ANALYTICS IS IMMERSIVE, SMART, AND REAL-TIME

Tableau and other dashboard-centric BI tools are fantastic tools. But for BI that’s immersive, data science-driven and real-time, Spotfire is the tool of choice.TIBCO Spotfire and the new TIBCO Cloud™ Data Streams software are available now in the TIBCO Connected Intelligence Cloud. Log into your TIBCO account and start exploring real-time data in minutes! Visit the Real-Time Analytics page to get your free 30-day trial started.

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AI Weekly: Constructive ways to take power back from Big Tech

October 23, 2020   Big Data
 AI Weekly: Constructive ways to take power back from Big Tech

The audio problem

Learn how new cloud-based API solutions are solving imperfect, frustrating audio in video conferences.

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Facebook launched an independent oversight board and recommitted to privacy reforms this week, but after years of promises made and broken, nobody seems convinced that real change is afoot. The Federal Trade Commission (FTC) is expected to decide whether to sue Facebook soon, sources told the New York Times, following a $ 5 billion fine last year.

In other investigations, the Department of Justice filed suit against Google this week, accusing the Alphabet company of maintaining multiple monopolies through exclusive agreements, collection of personal data, and artificial intelligence. News also broke this week that Google’s AI will play a role in creating a virtual border wall.

What you see in each instance is a powerful company insistent that it can regulate itself as government regulators appear to reach the opposite conclusion.

If Big Tech’s machinations weren’t enough, this week there was also news of a Telegram bot that undresses women and girls; AI being used to add or change the emotion of people’s faces in photos; and Clearview AI, a company being investigated in multiple countries, allegedly planning to introduce features for police to more responsibly use its facial recognition services. Oh, right, and there’s a presidential election campaign happening.

It’s all enough to make people reach the conclusion that they’re helpless. But that’s an illusion, one that Prince Harry, Duchess Meghan Markle, Algorithms of Oppression author Dr. Safiya Noble, and Center for Humane Technology director Tristan Harris attempted to dissect earlier this week in a talk hosted by Time. Dr. Noble began by acknowledging that AI systems in social media can pick up, amplify, and deepen existing systems of inequality like racism or sexism.

“Those things don’t necessarily start in Silicon Valley, but I think there’s really little regard for that when companies are looking at maximizing the bottom line through engagement at all costs, it actually has a disproportionate harm and cost to vulnerable people. These are things we’ve been studying for more than 20 years, and I think they’re really important to bring out this kind of profit imperative that really thrives off of harm,” Noble said.

As Markle pointed out during the conversation, the majority of extremists in Facebook groups got there because Facebook’s recommendation algorithm suggested they join those groups.

To act, Noble said pay attention to public policy and regulation. Both are crucial to conversations about how businesses operate.

“I think one of the most important things people can do is to vote for policies and people that are aware of what’s happening and who are able to truly intervene because we’re born into the systems that were born into,” she said. “If you ask my parents what it was like being born before the Civil Rights Act was passed, they had a qualitatively different life experience than I have. So I think part of what we have to do is understand the way that policy truly shapes the environment.”

When it comes to misinformation, Noble said people would be wise to advocate in favor of sufficient funding for what she called “counterweights” like schools, libraries, universities, and public media, which she said have been negatively impacted by Big Tech companies.

“When you have a sector like the tech sector that is so extractive — it doesn’t pay taxes, it offshores its profits, it defunds the democratic educational counterweights — those are the places where we really need to intervene. That’s where we make systemic long-term change, is to reintroduce funding and resources back into those spaces,” she said.

Forms of accountability make up one of five values found in many AI ethics principles. During the talk, Tristan Harris emphasized the need for systemic accountability and transparency in Big Tech companies so the public can better understand the scope of problems. For example, Facebook could form a board for the public to report harms; then Facebook can produce quarterly reports on progress toward removing those harms.

For Google, one way to increase transparency could be to release more information about AI ethics principle review requests made by Google employees. A Google spokesperson told VentureBeat that Google does not share this information publicly, beyond some examples. Getting that data on a quarterly basis might reveal more about the politics of Googlers than anything else, but I’d sure like to know if Google employees have reservations about the company increasing surveillance along the U.S.-Mexico border or which controversial projects attract the most objections at one of the most powerful AI companies on Earth.

Since Harris and others released The Social Dilemma on Netflix about a month ago, a number of people criticized the documentary for failing to include the voices of women, particularly Black women like Dr. Noble, who have spent years assessing issues undergirding The Social Dilemma, such as how algorithms can automate harm. That being said, it was a pleasure to see Harris and Noble speak together about how Big Tech can build more equitable algorithms and a more inclusive digital world.

For a breakdown of what The Social Dilemma misses, you can read this interview with Meredith Whittaker, which took place this week at a virtual conference. But she also contributes to the heartening conversation about solutions. One helpful piece of advice from Whittaker: Dismiss the idea that the algorithms are superhuman or superior technology. Technology isn’t infallible, and Big Tech isn’t magical. Rather, the grip large tech companies have on people’s lives is a reflection of the material power of large corporations.

“I think that ignores the fact that a lot of this isn’t actually the product of innovation. It’s the product of a significant concentration of power and resources. It’s not progress. It’s the fact that we all are now, more or less, conscripted to carry phones as part of interacting in our daily work lives, our social lives, and being part of the world around us,” Whittaker said. “I think this ultimately perpetuates a myth that these companies themselves tell, that this technology is superhuman, that it’s capable of things like hacking into our lizard brains and completely taking over our subjectivities. I think it also paints a picture that this technology is somehow impossible to resist, that we can’t push back against it, that we can’t organize against it.”

Whittaker, a former Google employee who helped organize a walkout at Google offices worldwide in 2018, also finds workers organizing within companies to be an effective solution. She encouraged employees to recognize methods that have proven effective in recent years, like whistleblowing to inform the public and regulators. Volunteerism and voting, she said, may not be enough.

“We now have tools in our toolbox across tech, like the walkout, a number of Facebook workers who have whistleblown and written their stories as they leave, that are becoming common sense,” she said.

In addition to understanding how power shapes perceptions of AI, Whittaker encourages people to try to better understand how AI influences our lives today. Amid so many other things this week, it might have been easy to miss, but the group AIandYou.org, which wants to help people understand how AI impacts their daily lives, dropped its first introductory video with Spelman College computer science professor Dr. Brandeis Marshall and actress Eva Longoria.

The COVID-19 pandemic, a historic economic recession, calls for racial justice, and the consequences of climate change have made this year challenging, but one positive outcome is that these events have led a lot of people to question their priorities and how each of us can make a difference.

The idea that tech companies can regulate themselves appears to some degree to have dissolved. Institutions are taking steps now to reduce Big Tech’s power, but even with Congress, the FTC, and the Department of Justice — the three main levers of antitrust — now acting to try to rein in the power of Big Tech companies, I don’t know a lot of people who are confident the government will be able to do so. Tech policy advocates and experts, for example, openly question whether factions Congress can muster the political will to bring lasting, effective change.

Whatever happens in the election or with antitrust enforcement, you don’t have to feel helpless. If you want change, people at the heart of the matter believe it will require, among other things, imagination, engagement with tech policy, and a better understanding of how algorithms impact our lives in order to wrangle powered interests and build a better world for ourselves and future generations.

As Whittaker, Noble, and the leader of the antitrust investigation in Congress have said, the power possessed by Big Tech can seem insurmountable, but if people get engaged, there are real reasons to hope for change.

For AI coverage, send news tips to Khari Johnson and Kyle Wiggers and AI editor Seth Colaner — and be sure to subscribe to the AI Weekly newsletter and bookmark our AI Channel.

Thanks for reading,

Khari Johnson

Senior AI Staff Writer


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6 Ways TIBCO Can Help You Sustainably Innovate

October 12, 2020   TIBCO Spotfire
TIBCO SustainableInnovation scaled e1602179587319 696x365 6 Ways TIBCO Can Help You Sustainably Innovate

Reading Time: 3 minutes

In late September, we were really excited to have so many of you join us for our first all-digital TIBCO NOW. The TIBCO NOW Connected Experience was full of insightful keynotes, engaging customer conversations, awards, as well as a slew of product releases.  From now through October 9, you can still register and access all the great content on demand. Catch up on all the great keynotes, breakout sessions, and perspectives from innovative leaders from around the world.  

Keep reading for six ways TIBCO can help you sustainably innovate.

Cheers To Our TIBCO Lighthouse Award Winners!

Each year, we are excited to recognize our customers that put TIBCO technologies to use to address some of the world’s most challenging opportunities. Learn about how these industry leaders are pushing the boundaries of innovation to achieve digital transformation and improve society for all. If your company has successfully utilized TIBCO technology to transform your enterprise, fill out the nomination form so we can share your story during next year’s TIBCO Lighthouse Awards at TIBCO NOW 2021.

Introducing the New TIBCO Cloud Integration “Big Basin Release”

You can now connect and monitor your apps wherever they reside. That means seamlessly watching all your remote apps that might be in the cloud, or on-prem or in a hybrid environment, on one new unified dashboard. There’s also a marketplace to easily connect to every available app. For more information, please refer to the product documentation and see this demo.

Get Real-time Awareness & Take Action with TIBCO Cloud Data Streams 

In a real-time world, you have the tall task of analyzing and responding to changing conditions—without any delays. Whether it’s business-critical data from customer transactions, or streaming data from manufacturing, supply chain, or the IoT, TIBCO Cloud™ Data Streams can help. TIBCO Cloud™ Data Streams allows you to work with real-time data to stay up-to-the-moment and ahead of the curve. Read this whitepaper to learn more about how TIBCO Cloud Data Streams is democratizing operational intelligence with streaming business intelligence simplicity. 

Boost Business Agility With the TIBCO Responsive Application Mesh

Aligning technology choices with the needs of the business can seem impossible, yet it’s a puzzle many organizations are faced with everyday. We’ve developed The TIBCO Responsive Application Mesh to help our customers evolve rigid, legacy application architectures into highly flexible digital platforms using modern cloud-based technologies that adapt quickly to rapidly changing business requirements. In this series of white papers, you’ll learn how it can boost agility for your business.

CXO Insight of the Month: How to Overcome Cloud Data Silos

A key to a strong organization is being nimble and leveraging data to make strong decisions.  Cloud software deployments have been a catalyst for many organizations in this regard, but many are seeing the unintended challenge of multiple cloud instances. Each cloud deployment is an opportunity for data to be siloed. The good news is that it can be fixed with these keys to breaking down data silos within your organization.

Become A Data Science Superhero—Hone Your Skills And Get Rewarded

Data scientists are as rare as superheroes these days. We’ve identified six essential skills to help you become a powerful data scientist and a superhero to your organization. By joining and taking in our Data Science Superhero Challenge, you’ll be eligible to win some great prizes. Start your origin story by joining the TIBCO League challenge.

You can now connect and monitor your apps wherever they reside. That means seamlessly watching all your remote apps that might be in the cloud, or on-prem or in a hybrid environment, on one new unified dashboard. Click To Tweet

Sustainable business practices and data-centric tools are critical components for long term financial performance as well as societal impact. TIBCO’s mission, highlighted at this year’s TIBCO NOW, is to give organizations what it takes to re-invent themselves now and into the future. We call it “Sustainable Innovation”. And we’ll continue to deliver on that promise through insights, tools, and expertise to help you transform. In the meantime, binge-watch content to your heart’s content through October 9.

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5 Ways to Unlock the Power of Your Data

September 10, 2020   TIBCO Spotfire
UnlockDataTIBCO 696x522 5 Ways to Unlock the Power of Your Data

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While it won’t be the same as seeing you in person, we are excited about bringing you the  TIBCO NOW Connected Experience, taking place on September 22-24. This year’s event is about sustainable innovation and using data to find the next breakthrough for your most pressing business challenges. Choose from several registration options, including a no-cost package, for an event that works best for you. You won’t want to miss our many expert speakers from multiple industries, including Toto Wolf, the Team Principal & CEO of the Mercedes-AMG Petronas Formula One Team. The current champions use TIBCO technology to effectively connect their real-time data and enhance its intelligence to deliver championship performances. 

Check out the global agenda and learn more about the speakers and breakout sessions with Biogen, SARA Assicurazioni, and many other great customers. Register now.  

Continue reading to learn five other ways TIBCO can help you unlock the power of your data to enhance your customer experiences today! 

CXO Insight of the Month: 10 Steps to Creating a Data-driven Culture

Being data-driven has become an organizational necessity. But building and cultivating a data-driven culture is hard, even at times overwhelming. Putting the talent and processes in place is only half the battle. The other half is creating a cultural shift to reliance on data for decision-making. This article from Harvard Business Review lays out 10 steps that will help you navigate and improve your organization’s cultural shift.

Overcome Cloud Data Silos with Data Virtualization

While you may be adopting more cloud platforms to solve business needs, you may also be realizing that there are data problems that go with it. You’re not alone; many organizations with hybrid and multi-cloud environments now face cloud data silos and the need for cloud data integration. Leveraging data virtualization may be the right solution. Read this paper that compares approaches for overcoming and integrating cloud data silos. 

Choose a Messaging System for a Truly Digital Enterprise 

As organizations like yours are becoming data-rich, the challenge becomes organizing it across systems to produce the ability to drive decisions. To do this, many organizations are turning to open-source tools like Apache Kafka to integrate software systems with real-time analytics.  But how do you know which tool will be right for your business? Read this whitepaper that details many of the messaging solutions out there to help you make the right choice.

Get Certified: Spotfire X TIBCO Certified Professional Exam Is Now Open

Take the next step to acquire even more TIBCO product knowledge so you can drive innovation and uncover the next great opportunity for your organization.  For Spotfire X users, we’re excited to share the Spotfire X TIBCO Certified professional exam, which both helps your organization and adds a certification to your accomplishments. Not a TIBCO Spotfire user? Learn about other certifications and education opportunities offered by TIBCO Academy.

TIBCO Tech Talks: Insights that Fit Your Schedule

Our goal with TIBCO Tech Talks, our ongoing informal but informative podcast series, is to provide insights, updates, and innovation inspiration. In one of our recent episodes, product marketing managers Derek Birdsong and Kevin Larsen talked about how a responsive application architecture makes your business more resilient and creates a foundation for rapid innovation. Enjoy this episode and more on SoundCloud, Spotify, Google Play, and Apple Podcasts.

Stay Tuned for Next Month’s Tips

These are just a few ways that TIBCO can help your organization transform. At TIBCO, we know that data is the transformative energy of the modern enterprise. When organizations tap into the power of their data, they innovate, collaborate, and grow. They place customers at the center of business strategies, use data-driven insights to optimize execution at every opportunity, and they recast the value potential of data and intelligence to new channels, customers, and streams of revenue.

When organizations tap into the power of their data, they innovate, collaborate, and grow. Click To Tweet

With more than 14 leadership positions from top industry analysts including Gartner and Forrester, TIBCO can help your organization confidently predict business outcomes with real-time data-driven intelligence. At TIBCO, we give businesses what they need to succeed. Learn more about how TIBCO can unlock the value of your company’s real-time data, Contact Us for a more personalized plan, check out last month’s tips, and check the blog next month for more tips on how to unlock the power of your data.

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4 Ways to Reduce the Cost of Custom Reports in Microsoft Dynamics 365

September 4, 2020   CRM News and Info
crmnav 4 Ways to Reduce the Cost of Custom Reports in Microsoft Dynamics 365

When estimating the cost of Microsoft Dynamics 365 projects, reporting can sometimes represent a significant portion of the quote.  Many customers that want the Dynamics 365 system to fit within their budget ask if there are ways to reduce the project cost. If a large amount of effort is dedicated to building reports, it is an area worth revisiting. Often, the customer can take on the task of building some reports on their own, and reducing the overall project cost.

When you look at the cost of Dynamics 365 reporting you might ask:

  • To what degree can a Dynamics 365 user develop, create, and run their own reports?
  • Is SQL or SSRS (SQL Services Reporting Server) experience required?
  • What is the difference between “reports” that users can create themselves and a report that has to be developed by and experienced Dynamics 365 Partner?
  • What kind of data could be viewed in dashboards instead of custom reports?

The answer is that there are a number of options for creating reports in Microsoft Dynamics 365.

  1. Simple on-demand reports, i.e. push a button, get a report, can be easily created using the Report Wizard. If you understand the data and where it lives you don’t need SSRS skills to create insightful and actionable reports.
  2. More complex Microsoft Dynamics 365 reports would require SSRS skills, however, we have many customers who have come up to speed on SSRS and turn out some fairly complex reports. Having internal resources that are well-versed in creating reports is gold. It’s an area data driven companies will want to invest in.
  3. Another simple way to accomplish reporting is through dynamic filtered views. Views allow you to pull out groups of Contacts or Opportunities that have things in common, like location or sales stage. You can then tie views to charts and create some pretty compelling dashboards. Dashboards may also allow you to combine multiple reports into one view. You can also export views to Excel for great on-the-fly reporting.
  4. If the reports are well-defined in terms of layout, criteria and parameters….and you need SSRS reports, you could look to outsource the report development. If you work with a reputable, reliable resource well versed in SSRS, you could get your report development done at a fraction of the cost.

When you work with a Microsoft Dynamics 365 partner that has your best interests in mind, they will help you evaluate the realistic options to lower the cost of custom reporting, and still get the end results you need.  The Crowe CRM team can help.

If you are interested in evaluating Microsoft Dynamics 365 contact us today.

By Ryan Plourde, Crowe, a Microsoft Dynamics 365 Gold Partner www.CroweCRM.com

Follow us on Twitter: @CroweCRM

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3 Ways to Drive Intelligent Marketing with Microsoft Dynamics 365 Marketing CRM

August 26, 2020   Microsoft Dynamics CRM

Vying for the attention of buyers today requires more effort than ever before. As Marketers try to nurture customer demand, they must differentiate their business by offering truly personalized buyer experiences that turn prospects into engaged customers. Make that difference with CRM from Microsoft Dynamics 365 Marketing.

To formulate the right message, delivered at the right time, tailored to the buyer requires a lot of insight. Part of that insight comes from open communication and sharing between Marketing and Sales so that intelligence can be applied to planning every touchpoint of the customer journey. Managing marketing programs successfully with all these expectations is a monumental task. Thankfully, there are tools like Microsoft Dynamics 365 Marketing – a marketing automation application that helps marketing and sales teams turn prospects into business relationships.

Dynamics 365 for Marketing helps organizations:

  • Personalize buyer experiences to increase customer demand
  • Align sales and marketing
  • Make informed decisions

In this post, we will explore these points further, highlighting some of the application’s top features.

1. PERSONALIZE BUYER EXPERIENCE FOR INCREASED CUSTOMER DEMAND

Create Automated Campaigns with Customer Journeys

Customer Journeys allows Marketers to visualize and automate the steps of interaction from the point of discovery to becoming a qualified lead. Marketers can target specific segments, and manage multiple-step, multi-channel marketing campaigns that may include email marketing, web landing pages, events, LinkedIn integration, and more. Customer Journeys can also manage responses, generate follow up tasks, and launch Dynamics 365 workflows for tasks like content approvals.

Draft and Automate Personalized Content that Fuels Engagement

Marketers can create campaign assets quickly with configurable templates, reusable content blocks and design tools to stylize content. Assets include professional-looking email marketing campaigns, and marketing pages with text, images, links and other information. Pages can feature forms that capture visitor data (such as leads or contacts) into their Dynamics 365 database.

2. ENSURE SALES AND MARKETING ARE ALIGNED


Get a Holistic View of Your Buyers

Marketing and Sales can unify customer data from multiple sources in one single view with Dynamics 365 Customer Insights. From there, Marketing can define segments that can be exported into Dynamics 365 Marketing for targeted campaigns, as well as create detailed customer profiles.

Prioritize with Lead Scoring and Qualifying

Setting up lead scoring attributes makes Marketing efforts more deliberate and can lead to improved engagement with prospects. It also helps sellers track and prioritize sales-ready leads and better manage their opportunities.

Coordinate, Share and Collaborate

Sales and Marketing can use familiar Office 365 tools to collaborate on campaigns and leads. Prebuilt workflows automatically hand off sales-ready leads and initiate follow-up sales activities.

3. USE DATA TO MAKE INFORMED DECISIONS

Get a High-Level View of Your Data

Pre-built and custom dashboards display a visual analysis of the performance of marketing initiatives such as lead generation, customer journeys, email marketing, and more. Insights use data from across the application and could include data sourced from several Dynamics 365 applications.

Test Content

When creating email campaigns, Marketers can use built-in A/B testing capabilities to measure the performance of different versions of the same email.

Focus on the Right Audience

Marketers can set up lead-scoring models and then segment the high-priority leads to target campaigns with intelligence.

See the full article here

Just the Beginning

We’ve barely scratched the surface on how Dynamics 365 Marketing can transform CRM for your organization. And what’s more, Dynamics 365 Marketing works seamlessly with the Office 365 applications you already use every day. Contact JourneyTEAM to get set up with CRM Dynamics 365 Marketing now.


Daniel Bowker – Associate Solutions Architect

| 801-436-6636

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more. www.journeyteam.com

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5 Smart Ways to Make Dynamics 365 Work Better for You

August 3, 2020   Microsoft Dynamics CRM

Your Dynamics 365 is already doing many things for you. But software developers are here for you to make it work even better. Check our suggestions on how you can improve the performance of your CRM, increase security and cut maintentance costs.

xscott graham 5fNmWej4tAA unsplash min 1 625x417.jpg.pagespeed.ic.Hp9Vb1Ajaq 5 Smart Ways to Make Dynamics 365 Work Better for You

Photo by Scott Graham on Unsplash

Integrate Dynamics 365 with SharePoint

Documents in the CRM – contracts, invoices, payment orders, etc. – are usually stored as attachments against Notes. But a much better way of keeping them organized is transferring them to SharePoint.

This organization gives several advantages. SharePoint is a great team and document collaboration platform. You receive online editing tools in SharePoint and document versions are taken care of. As it often happens in any kind of organization, salespeople save documents in multiple folders: on OneDrive, Google Drives, on their personal desktops. Documents get lost. Also, chances are, document versions get confused and colleagues have to do double work. Storing sales-related documents in SharePoint relieves all this pain. In addition, SharePoint provides much more storage space than Dynamics 365 Notes, so you will hardly ever run out of space.

The good news is that Microsoft provides a native SharePoint integration in Dynamics 365. And it is straightforward. In this post, we show how to set the integration and move your documents from Dynamics 365 to SharePoint.

Protect sensitive information between Dynamics 365 and SharePoint

Quite a lot of companies use the option of integrating Dynamics 365 with SharePoint. However, not all of them know that security roles in Dynamics 365 don’t automatically apply in SharePoint in such an integration. Why is it important?

Many of us store sensitive documents in the CRM: contracts with values, information about prospects, stamps, etc. With privileges, you define who has access and editing rights for these documents in Dynamics 365. But when the documents are stored in SharePoint folders, they get available to any SharePoint user in your organization, and not only to those who have privileges. Obviously, this carries risks to the information integrity, the trust to your organization, and potentially violates the GDPR.

The lack of synchronization between Dynamics 365 privileges and SharePoint permissions happens because the two Microsoft products have significantly different security models. But this is not helpful for organizations, right? What you can do in this case is customize the integration by writing code, or use an out-of-the-box product CB Dynamics 365 to SharePoint Permissions Replicator.

Remove attachments from Dynamics 365 to an alternative storage

“One of our clients is having a problem with increasing database size very quickly. The huge database size is also becoming a performance issue. Besides, the client is looking for decreasing the storage costs. The current database size is 530GB. We have checked the free add-on from Microsoft but we are reluctant about bringing it in our org full scale. Besides, looking for more functionality like extracting old and new documents”. This request from a D365 admin reflects a typical constraint of the cloud CRM: free storage that is the default subscription capacity runs out sooner or later, especially so if you track emails in Dynamics.

Dynamics 365, just like every other cloud CRM system, has been primarily designed to manage customer relations and not store documents. When too much space is occupied, the CRM performance suffers significantly.

Monitoring D365 health is essential. By doing that, you ensure the system’s optimal performance and enough space for growth.

You can leverage alternative storages like SharePoint, Azure Blob or Azure File Storage to move heavy attachments from your CRM and optimize its performance.

Connect from any on-prem database to D365 Online

With many organizations transitioning to cloud services, it won’t be a surprise if you use Dynamics 365 online. SaaS is a great thing in many ways except for connecting with on-prem databases or applications or migrating to the cloud if you use an on-prem CRM at the moment.

The problem is that, generally, exposing back-end databases of SaaS services to the outside world is considered bad practice and can bring security risks. Therefore, Microsoft does not provide access to the back-end database of D365 online. Instead, to perform data interaction with D365 online, Microsoft offers the official API services, as we explain in this article. Thankfully, there are solutions now that help you to set up the integration easily – like, for example, D365 Database Sync Solution.

Seal Documents in CRM with Blockchain

Now that more document exchange is done online due to the COVID-19 lockdowns and natural processes like digitalization and decentralization, the question arises: how to keep the integrity of your data.

Many organizations look for a solution to prove the integrity and authenticity of documents and processes, ensuring trust in their business, in a fast and cost-effective way – unlike traditional methods that are slow and manual, demanding a lot of resources and interrupting the workflow.

And blockchain comes to help – with a practical application that can be used on a daily basis and in a familiar environment like your CRM. Smart Stamp Document Sealing with blockchain technology is an up-to-date solution to the issues of data compliance, storage and auditability. With one click, you seal a document, and with another click, you can verify if the document is the same as it was at the time of sealing or someone has tampered with it.

Summing up

Security, performance, cost-saving are important factors to consider when working with a CRM system. Dynamics 365, being one of the leading CRM systems on the market and an advanced tool for managing your sales and customers, can be upgraded using Microsoft tools and add-ons from software integrators. Good luck in your quest! We are always here to give a helping hand in your strive for a more productive and compliant workplace.

***

Written by Anastasia Mazur from Connecting Software, a producer of synchronization and integration software for business needs. For more stories, visit our blog.

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Mind the Gap: 3 Ways to Fill Your Data Management Talent Shortage

June 29, 2020   TIBCO Spotfire
TIBCO MindTheGap scaled e1593194015829 696x365 Mind the Gap: 3 Ways to Fill Your Data Management Talent Shortage

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As any London Underground rider can attest, “Mind the Gap” is a message reinforced many times on every trip. Yet when it comes to filling today’s pervasive data management talent shortage, minding the gap often seems like a journey without a destination.  

But let’s face it, data management is a challenging arena covering a diverse data landscape that spans myriad technologies, multiple disciplines, and every business domain. The phrase, “It takes a village,” comes to mind.

Further, these challenges are growing exponentially as massive data trends, such as the ten I identified in a recent blog, combine to make data management more complex and difficult than ever. This puts a premium on finding and retaining the best data management talent, including data architects, data engineers, database administrators, data stewards, and so on.

As a provider of data management software solutions, we see how much our customers struggle to attract and retain the right data management talent. While recognizing there is no one size fits all approach, this blog seeks to help our customers “mind their ‘data management talent’ gap” in three important ways.  

1. Radically simplify your complex data management processes 

Data management solutions have evolved over many years resulting in a hodgepodge of sometimes adjacent/sometimes overlapping tools. These silos of data management functionality along with aging, inefficient processes conspire to consume extra resources without providing extra benefit. But what if you could free up a large share of those resources by radically simplifying your data management processes?

Take your data integration process for example. It is significantly simpler and faster to integrate data with TIBCO® Data Virtualization than it is when trying to make traditional physical integration with all of its complex mappings, ETLs, staging schemas, and destination schemas work. In fact, data engineering staffing savings of 40 percent are typical. 

Rather than using three or more distinct tools to support metadata management, catalog services, and data governance processes, what if you could use one product to do them all as you can with TIBCO Cloud™ Metadata? This lightens your data management workload by reducing set up, administration, and execution efforts, while also speeding up new employee learning curves. 

Rather than using three or more distinct tools to support metadata management, catalog services, and data governance processes, what if you could use one product to do them all? Click To Tweet

2. Team with your business to add value 

When it comes to today’s complex data landscape, IT doesn’t have the resources to go it alone. Your business staff can add value in a number of ways. One way is by developing citizen data engineering talent on the business side to complement your overworked IT data engineers. 

Let’s drill down on this citizen data engineering opportunity. As mentioned above, your IT data engineers can use TIBCO Data Virtualization to efficiently provision hundreds of reusable business views. From these views, your business analysts can quickly find the data they need, improving analytics productivity. But when just a bit more data engineering is required to further prepare and refine the business view for a unique need, you don’t need to add that to your IT data engineering queue. Instead, your business analysts can use specialized, citizen data engineer targeted functionality to finish the task. 

Another way your business can address the data management talent shortage is by enlisting business domain experts, since who knows more about your data than your business users who create and use it every day. For example, at Panera Bread, store managers who know their store layouts better than anyone, use TIBCO EBX™ to maintain their individual store configurations in the master data repository. Similarly, corporate chefs maintain menu, recipe, and ingredient master data. 

With this new business-IT partnership, both sides work together to assess your needs and skills. They then collaborate to close your data management skills gap by proactively maximizing the value add each side can contribute.

3. Embed intelligence

Another way to address your data management talent shortage is to augment your people with artificial intelligence and machine learning (AI/ML). IDC analyst Stewart Bond outlines multiple such augmentation opportunities in his March 2020 report, The AI Automation Framework Applied to Data Integration and Data Intelligence Software. 

By adopting modern data management solutions, such as TIBCO Unify, you can take advantage of embedded AI/ML capabilities to automate multiple manual activities across metadata discovery, data quality, model design, code generation, query optimization, resource allocation, and more. 

Closing your data management talent gap

When it comes to managing your data if you are like most organizations, the skilled resources you require far exceed your current resources, which puts your ability to be a data-driven business at risk. 

But you don’t have to settle for the status quo when you can help fill your data management skills gap with the three approaches outlined above. For more on how to effectively and intelligently manage your data and enable your teams with better access, trust, and control for all your data, check out these helpful resources.

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