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Getting reporting right in your CRM implementation

Getting reporting right in your CRM implementation

We recently came across this article and it made all of us think for a moment, as whatever expensive implemented reporting tools businesses opt for there is always an urge to export your data to Excel and manipulate in a spreadsheet.

Is this the wrong approach?  Here at MyCRM we think not, as the best approach is the one that works for your business.  CRM and your data should not be a road block but an asset to helping you achieve your day to day, and long term goals.

Using a solution like Microsoft Dynamics CRM from MyCRM helps your organisation attain cost effective CRM and data storage, but use your locally installed Excel to manipulate the data along with other office products.

To take a trial of Microsoft CRM with MyCRM click the link here http://hosted.mycrmgroup.com/demorequest.aspx

Excel as CRM reporting interface not so silly

Those who use cloud-based customer relationship management (CRM) software often pay a substantial amount of money each month, while those who use an on-premises CRM system usually have a larger upfront cost but a lower monthly bill.

This means that no matter which platform is chosen from the get-go, CRM is a significant investment, but it’s one that is well worth it.

When a business invests in a CRM system, reporting usually comes with the territory, and custom reporting is especially coveted. The standard reports a CRM system has to offer can be helpful, but it is the customised reports that really make a difference. Thankfully, there are plenty of third-party services that can integrate customised options.

However, managers still want to get the data from their CRM systems into a spreadsheet, which means that Excel remains a player in the world of CRM analytics. Cloud-based CRM providers don’t always make it easy to export data into an Excel spreadsheet. On-premises CRM systems are usually more accessible.

Why do managers still love Excel so much? Most people are creatures of habit, and Excel has been used for decades. Everyone is used to it. Moreover, it is extremely user-friendly and easy to use.

In essence, Excel isn’t the best analytic tool, but it is one that is here to stay.

Source: http://it.toolbox.com/blogs/insidecrm/making-excel-the-reporting-interface-for-on-premises-crm-not-such-a-crazy-idea-65414

About MyCRM

Here at my CRM we offer our customers http://www.mycrmgroup.com/customers.aspx the best solutions to help them drive business forward and gain real benefits from implementing Microsoft Dynamics CRM.

We are in our 6th year of trading as a business and have seen incremental growth year on year in profits, our team are based in the Isle of Wight, UK and we maintain relationships with customers in 26 countries.

If you need help, support or advice with your Microsoft CRM then we are waiting for your email. Sales@mycrmgroup.com


MyCRM Download Centre and App Store

You can also register with the MyCRM App Store and Download Centre for Microsoft Dynamics CRM here http://downloads.mycrmgroup.com/


 


MyCRM says Let CRM strengthen the sales pipeline

In today’s news cast we look at a story first published to Small Biz Trends that defines the role of CRM in business.  As a CRM provider MyCRM can help with the implementation of a system, but getting your process and requirements correct will lead to user adoption and success.

Let CRM strengthen the sales pipeline

If a business finds itself on the tipping point of growth and wants to rise to the next level, it needs to leverage the right tools. The proper tools can help streamline and automate processes that drive both sales and marketing performance, and it is a customer relationship management (CRM) system that can really make the difference.

The right CRM system can help a business better centralise and manage its customer data, key marketing efforts, and sales communications. It is an open, flexible platform on which businesses can automate sales, customer service, and communication with customers in order to improve the overall experience.

Here are three important ways that CRM can strengthen the sales pipeline:

  • Improved business intelligence. Thanks to the robust client and lead analytics found in a good CRM system, businesses are able to make better marketing and sales decisions. These reporting tools also make it easier to improve productivity and streamline processes.

  • Marketing management. Marketing plays a huge role in the sales pipeline, and a good CRM system allows businesses to create, track, and manage marketing campaigns. CRM systems make it possible to automate many steps, produce data-driven results, and customise campaigns easily.

  • Smarter email campaigns. One of the most popular and effective marketing tools is email, and a good CRM system can help to deliver personalised, relevant, and timely email marketing communications to leads and customers. The CRM system can even help analyse response rates and determine the effectiveness of each campaign.

Source: http://smallbiztrends.com/2015/01/crm-powers-your-sales-pipeline.html


About MyCRM

Here at my CRM we offer our customers http://www.mycrmgroup.com/customers.aspx the best solutions to help them drive business forward and gain real benefits from implementing Microsoft Dynamics CRM.

We are in our 6th year of trading as a business and have seen incremental growth year on year in profits, our team are based in the Isle of Wight, UK and we maintain relationships with customers in 26 countries.

If you need help, support or advice with your Microsoft CRM then we are waiting for your email. Sales@mycrmgroup.com


MyCRM Download Centre and App Store


You can also register with the MyCRM App Store and Download Centre for Microsoft Dynamics CRM here http://downloads.mycrmgroup.com/

 

 


Discounted Bing Map Licences for Microsoft CRM Available.

Here at MyCRM we occasionally have discounted eMap Licences including Bing Maps available on new Annual Subscriptions.

We currently have 100 new 10 user licence keys available at a discounted rate of $1000 USD for the year which is a saving of $500 USD.

These keys have to be used and purchased by February 6th 2015.

To get your discounted key please follow the steps below

 

1.      Register on the MyCRM Download Centre here http://downloads.mycrmgroup.com/ and request a eMap Key

 

2.      Email Sales@mycrmgroup.com with the code #Discount500Map and your eMap key

 

3.      Install the MyCRM Licence Manager in CRM

 

4.      Install you Map Key in the MyCRM Licence manager.

 

5.      A payment link will be sent with the associated discount for purchase.

 

We also have 50 new 25 user licence keys available at a discounted rate of $2500 USD for the year which is a saving of $1250 USD.

 

The discount code for the 25 user key is #Discount1250Map and should be emailed to sales@mycrmgroup.com to claim.

 

Our Map solutions are fully compatible with Microsoft Dynamics CRM 2011, CRM 2013 and CRM 2015 for On Premise installations and for CRM Onlineor Partner Hosted


To Find out more about using Bing Maps within Microsoft CRM please visit http://downloads.mycrmgroup.com/eMap2013.aspx


CRM systems and technology

Every business owner should already have an understanding of customer relationship management (CRM) and the practice of maintaining relationships with customers through a number of platforms and technologies.  CRM often involves using a variety of tools to organise, automate, and improve sales, marketing, customer support, and technical support.


In days past, CRM was inefficient, unreliable and difficult.  Today, thanks to the advent of digital technologies such as software, hardware, the internet, and cloud-based programmes, CRM is more efficient and effective than ever.  It is also a lot more streamlined.  Ultimately, CRM helps businesses acquire new customers and keep old ones.  It helps capture customer data for marketing endeavours and maintain a higher return on investment.


Improvements in technology have led to advancements in CRM.  This can be seen in the tools that are now offered in most CRM systems.  They are effective, user-friendly, and typically work in real time.  With so many CRM systems now being cloud-based, business managers don’t have to worry about their data being lost or compromised.


In addition to software, technological advances in hardware have also improved CRM systems and strategies across the board.  With so many customers accessing accounts, businesses, and services from a range of devices such as smartphones, tablets, and laptops, it is important that CRM providers keep up.  The best CRM systems are easily accessed by both customers and employees from any device.


Here at MyCRM we focus on what individual businesses want from a CRM system, and with many years of experience and working with many different types of organisations, we consider ourselves to be well positioned to offer a managed CRM service http://hosted.mycrmgroup.com/


About MyCRM


Here at my CRM we offer our customers http://www.mycrmgroup.com/customers.aspx the best solutions to help them drive business forward and gain real benefits from implementing Microsoft Dynamics CRM.


We are in our 5th year of trading as a business and have seen incremental growth year on year in profits, our team are based in the Isle of Wight, UK and we maintain relationships with customers in 26 countries.


If you need help, support or advice with your Microsoft CRM then we are waiting for your email. Sales@mycrmgroup.com


MyCRM Download Centre and App Store 


You can also register with the MyCRM App Store and Download Centre for Microsoft Dynamics CRM here http://downloads.mycrmgroup.com/


 




 


Making CRM work in your industry and sector.

From time to time we always like to review how CRM can be used in different vertical spaces or by different business types, and more recently I came across this story.  CRM as a strategy and it is a strategy, can be used in any businesses that has customers with repeat business.

CRM and the modern auto dealership

The key to success in the modern auto dealership industry is managing customer relationships, but the very nature of the industry presents some unique issues. 

In most cases, dealership customers only buy a car every few years, and that purchase is often a significant portion of their budget.  When people buy cars, they are typically more cautious, do a lot more research, and interact with the dealership a lot differently than they might with other businesses.

Thanks to customer relationship management (CRM) technology, dealerships are getting better at maintaining a solid customer base.  The days of the index card are gone.  Today, a robust CRM system customised to meet the needs of a car dealership helps sales managers keep track of their clients.

The latest CRM systems delve into the needs of the modern car dealership, ranging from scheduling appointments, to social media, to tracking leads.  The system can also help measure the success of marketing campaigns.  All of this is particularly important in the car dealership industry, where interaction with the consumer is at a minimum most of the time.

Because CRM data is powered by consumer insight, car dealerships can maximise that information to make the most of their marketing schemes.  Analysing such data can also help run a more targeted campaign and boost the effectiveness of sales techniques.

Auto dealerships are increasingly recognising that their CRM systems are profit-generating engines that drive business through meaningful customer connections.  CRM has become an essential technology that touches on almost every aspect of a dealership’s operations.

Source: http://www.dealermarketing.com/crm-technology-in-the-modern-dealership/

 

Here at MyCRM we focus on what individual businesses want from a CRM system, and with many years of experience and working with many different types of organisations, we consider ourselves to be well positioned to offer a managed CRM service http://hosted.mycrmgroup.com/



About MyCRM

Here at my CRM we offer our customers http://www.mycrmgroup.com/customers.aspx the best solutions to help them drive business forward and gain real benefits from implementing Microsoft Dynamics CRM.

We are in our 5th year of trading as a business and have seen incremental growth year on year in profits, our team are based in the Isle of Wight, UK and we maintain relationships with customers in 26 countries.

If you need help, support or advice with your Microsoft CRM then we are waiting for your email. Sales@mycrmgroup.com



MyCRM Download Centre and App Store

You can also register with the MyCRM App Store and Download Centre for Microsoft Dynamics CRM here http://downloads.mycrmgroup.com/  


MyCRM Daily CRM News 04-12-2014

Welcome to our CRM daily update

Here are some of the latest CRM posts from around the web


Considering security for CRM

Although security isn’t something most business managers think about when it comes to customer relationship management (CRM) systems, it is something that should be considered. This is particularly true as CRM becomes even more interconnected and customers use a wider range of devices.

Security software

First and foremost, the right security software is essential.  Businesses don’t need to break the bank when it comes to security software.  Sometimes the best solutions are simple and affordable.  What one needs to look for is a firewall as well as both anti-malware and anti-virus protection.  The key is to installing the program and then keeping it up to date.

Encryption

Encryption is another pretty basic security principle that should be considered with a CRM system.  Mobile devices such as tablets and laptops should ultimately be equipped with encryption software.  This software helps prevent unauthorised users from gaining access to sensitive information and is an essential solution in the event that a mobile device goes missing.

Passwords

Companies should implement a strong password system.  Although passwords aren’t the ideal method of security, they are the most common.  A strong password typically consists of more than eight characters and includes letters and numbers as well as special characters.  It is also helpful to require a password change every 30 to 90 days.

Keeping customers informed

Social engineering is a form of trickery that hackers often use to bypass security measures.  Most consumers know this as phishing.  It is the responsibility of the company to keep their clients informed about the latest in phishing attempts and to warn them about giving their password out and never opening attachments or clicking links from unknown senders.

Considering security for CRM is pretty straightforward and usually consists of some fairly simple efforts.   Source:  http://it.toolbox.com/blogs/insidecrm/keeping-your-crm-secure-61627



Is your company customer-centric?

Most business owners know that the customer is king and will say that their company is most definitely customer-centric.  However, this isn’t really always the case.

In fact, most companies are actually sales-centric or product-centric; the customer is not really at the core of their business.  When this happens, businesses alienate their clients and ultimately hurt their bottom line.

“Customer-centric” is so much more than business jargon. It is a concept that fundamentally influences how a business is run.  In such businesses, everything is focused on the customer.  Meeting the customer’s needs should be the goal of every business, but those that are truly customer-centric will strive to not only meet but also exceed the customer’s expectations.

This might sound like a good plan in theory, but actually becoming customer-centric isn’t always as easy as it seems.  Often, major changes to the way the company does business and the company culture are required.  One of these changes is to implement a good customer relationship management (CRM) system.

The CRM system will allow business managers to find out as much as they can about their customers.  Having the basic information is helpful, but customer-centric businesses need to know even more so that they can build a picture of just who their customers are.  Analysing this data allows businesses to anticipate their clients’ needs and build a solid, functional relationship with them that extends for years.

Overall, the benefits of being a customer-centric business include more profitability, a loyal and satisfied customer base, and more sales.

Source:  http://it.toolbox.com/blogs/insidecrm/making-your-company-customercentric-61626



State of Ohio embraces CRM for developmentally disabled residents

Although it’s just in its pilot phase, Ohio has implemented a customer relationship management (CRM) system that is projected to increase collaboration between providers while simultaneously improving person-centred care throughout the state.

The new CRM-based system, known as "imagine", was recently implemented by the Ohio Department of Developmental Disabilities (DODD) and is intended to help deliver person-centred programmes and services to state residents with special needs.  The new system is expected to be more efficient and less expensive than the one the state is currently operating.

The DODD manages a state wide system of support programmes for more than 100,000 Ohio residents with special needs and developmental disabilities.  These services, which are tailored to specific communities, are typically delivered by each of the state’s 88 counties.  Because each county handles its own programme, there are varying procedures, processes, and providers.  Service plans also happened to be paper-based.

The way Ohio was running these special programmes was about as inefficient as one can get.

“We wanted to make the entire process electronic, which could reduce the use of paper, improve accuracy, and help encourage collaboration across the teams, which in many cases includes the individual, guardian, case financial manager, Human Rights and Behaviour Support Committees, providers and more,” explains Bryant Young, CIO of the DODD.

Prior to the implementation, the DODD began assessing the different options for a technology-based method that could be rolled out over time across all 88 counties.  In-house development, COTS-based solutions, and proprietary solutions were all considered, but the DODD ultimately ended up going with Microsoft Dynamics CRM.

The DODD’s technical team used the CRM platform as the principal core and built a configurable and customisable application around it.  Directors, finance managers, administrators, and budget specialists can all interact with the system in a streamlined workflow management scheme. 

It took eight months to build this CRM system, and both the DODD and Medicaid funded it.  However, integration was quite seamless as legacy data was imported through both real-time and batch processes. 

“The biggest benefit we’re seeing is the collaboration between the providers,” Young goes on to say. “They can all see the plan, they can talk to each other, and they can work together. It allows them to get a full view of that individual person and how best to serve him or her. They’ve never had that before.” 

The state of Ohio should be an example to small business owners considering implementing and launching a CRM system and strategy. 

Source:  http://www.govtech.com/health/Ohio-Leverages-CRM-to-Improve-Services-to-Citizens-with-Developmental-Disabilities-.html


About MyCRM

Here at my CRM we offer our customers http://www.mycrmgroup.com/customers.aspx the best solutions to help them drive business forward and gain real benefits from implementing Microsoft Dynamics CRM.

We are in our 5th year of trading as a business and have seen incremental growth year on year in profits, our team are based in the Isle of Wight, UK and we maintain relationships with customers in 26 countries.

If you need help, support or advice with your Microsoft CRM then we are waiting for your email. Sales@mycrmgroup.com

MyCRM Download Centre and App Store

 

You can also register with the MyCRM App Store and Download Centre for Microsoft Dynamics CRM here http://downloads.mycrmgroup.com/

 


MyCRM Daily CRM News 03-12-2014

Our CRM daily update.

Here are some of the latest stories from across the web relating to CRM 


Using CRM to boost Q3 sales

Although it is often the fourth quarter that gets all the attention, Q3 is just as important when it comes to a company’s sales.  Competitors, investors, and customers might see how the business does from July to September as an indication of how the company will end the year.

Reaching and surpassing sales goals while the year is still progressing is critical to a business’s overall success.  How can business managers be sure that their organisation is on the right track?  The answer is simple: customer relationship management (CRM).

Here are five ways that Q3 can be helped by CRM:

  1. Increasing productivity.  The small details can often slow productivity, and having a solid CRM strategy can help prevent this.  The CRM system makes actions such as finding leads, customer assistance, and sales much more efficient.
  2. Putting the focus on customers.  The relationship between the customer and the business is perhaps one of the most vital aspects of a company’s continued success.  After all, there is no company without the customer.  CRM, as the name attests, helps sales teams and customer service representatives stay in contact with customers, analyse data, and provide actionable conclusions.
  3. Speeding up response time.  When assisting customers, expedience must be the top priority.  A good CRM platform will be able to organise and compile user data and synchronise it with different communication tools, which will help speed things up. 
  4. Converting leads.  Leads are essential, but if they don’t convert into customers, they can be worthless.  The CRM system can help organise leads and make the journey from lead to customer easy, efficient, and quick.
  5. Managing tasks.  Every salesperson knows just how easy it is to get buried underneath an avalanche of things to do.  When every task is essential, it can be overwhelming and hurt productivity.  The CRM system can help prioritise tasks and get a more accurate overview of what is going on.

Source:  http://it.toolbox.com/blogs/understanding-crm/hitting-the-ground-running-how-crm-can-help-your-q3-sales-61660



Using CRM to maximise subscription economy

Anyone who is familiar with the notion of software as a service (SaaS) is probably familiar with the idea of subscription economy.  However, simply being aware of subscription economy doesn’t necessarily mean that a business is good at it.

A key factor in solid subscription economy is keeping engagement high.  Content marketing, for example, is part of the sales funnel that leads readers toward being informed, clarifies their needs, and ultimately leads to a purchase.  However, subscription economy goes beyond the basic principles of content marketing and focuses on the on-going relationship and retention of those readers.

Remember, a customer who is dissatisfied with a service, product, or subscription service is more likely to stop engaging with it, which ultimately translates to the loss of sales.  This is precisely why content marketing efforts shouldn’t be stopped once a subscription is locked down; the relationship must be constantly nurtured.  In other words, regular communications with customers are critical.

Using the data from one’s CRM system is a good way to create groups of customers within similar markets or with similar needs.  It is also possible to categorise customers based on where they live, how they use the products, or just about any other criteria.  This helps to keep the content fresh and relevant, and customers will stay satisfied with the subscription, services, and information.

The key is that businesses not go dark on their customers.  Content that is too sales-oriented, filled with marketing language, or too self-serving is a turn-off for clients.  If the content is relevant and useful, customers will be happy.

Source: http://www.crmbuyer.com/story/80560.html



Five reasons why CRM fails

Companies of every size typically have a customer relationship management (CRM) system and strategy.  Every business wants to maintain a solid relationship with its customers because the customers are their bread and butter.  However, more often than not, many companies fail at CRM and end up losing clients and money.  Why is this?

There is not usually just one thing that any particular company does wrong.  The failure of a CRM strategy is usually caused by a couple of different factors, but there is a common thread.  Here are five common areas in which CRM starts to fail. 

  1. Organisational silos. An organisational silo is what happens when decisions made by humans limit the success of the CRM strategy.  This is often caused by a misunderstanding of the data, failure to address support issues, and the inadequate preparation of the sales department.  For example, if the marketing department launches a spectacular campaign and the sales and operations departments are overwhelmed, an organisational silo may be the result.
  2. Competing interests.  When one part of the company claims CRM as its responsibility over any other department, the strategy may be doomed.  This often comes to a head when the marketing and sales departments clash over how to handle leads.  The key to CRM success is that each department works together to analyse and utilise the data as effectively as possible.
  3. Processes that go nowhere.  When CRM data is used properly, the benefits can be amazing.  However, problems arise when the data is collected, put into a report, and delivered, only to be ignored until the next report comes out.  It is important to be aware of why the data is needed.  This will help others understand why it is being collected and perhaps how to use it more effectively.
  4. Confusing customer lifecycles.  CRM isn’t done when the sale is closed or when the lead is generated.  The fact is that CRM is an on-going process that evolves with the customer base.  Remember, landing that first sale is important but not as important as the returning, long-time, happy customer.
  5. Poor employee performance.  If the employees who deal with the customers on a daily basis aren’t performing, the CRM strategy is going to fail.  One bad experience with a staff member can undo all the hard work others have done to bring that client in.  The first step is to provide ample training and keep up with quality control, especially when it comes to the team.

Source:  http://www.crmbuyer.com/story/80584.html



About MyCRM

Here at my CRM we offer our customers http://www.mycrmgroup.com/customers.aspx the best solutions to help them drive business forward and gain real benefits from implementing Microsoft Dynamics CRM.

We are in our 5th year of trading as a business and have seen incremental growth year on year in profits, our team are based in the Isle of Wight, UK and we maintain relationships with customers in 26 countries.

If you need help, support or advice with your Microsoft CRM then we are waiting for your email. Sales@mycrmgroup.com

MyCRM Download Centre and App Store

 

You can also register with the MyCRM App Store and Download Centre for Microsoft Dynamics CRM here http://downloads.mycrmgroup.com/

 


MyCRM Daily CRM News 28-11-2014

Our CRM daily update. Can you afford to not have CRM?


Not investing in CRM software can be costly

Intuitive software has long provided a stable and rewarding investment, but many organisations still haven’t invested what they should in the right customer relationship management (CRM) software.  This can be a costly mistake.

Purchasing and implementing new software, especially CRM software, comes with inherent risks; that’s just the nature of switching to a new system.  However, the biggest risk might well be waiting too long to get started.

Nothing is forever

Local software programs, robust as they might be, don’t last forever – they aren’t diamonds, after all.  Although many programs are able to quickly leverage data and provide analytics, they can be limited in the number of copies used or updates available.  Software becomes out-dated quickly.  Investing in a dynamic CRM program helps alleviate this loss and allows for a more pliable solution.

Investment costs increase as time goes on

Businesses can enjoy future financial savings and improved efficiency by choosing a good CRM platform from the start.  Remember, equipment upgrades, loss of opportunities, manpower, and the competition might prevent managers from deciding to switch from one system to another later on down the road.  This can get expensive, especially if the switch to a new program is inevitable for the success of the company.

Despite any investment fears that businesses might have, it is best to find a good CRM platform and invest right away.  Businesses owe it to themselves and their clients to offer the best experience possible – one that will help to carry their goals and success into the coming decades.


Source:
http://www.business2community.com/customer-experience/crm-software-waiting-invest-costly-0903357#!UH6Mg

Five signs that any CRM project is going to fail

There are two main reasons why customer relationship management (CRM) projects fail: failure to meet the needs of the business and exceeding the company’s resources, schedule, or funds.  However, there is a wide range of reasons why these failures occur.  Here are five common signs of a failing project.

1.  Unclear project requirements

The proper effort and discipline needed to get a CRM project off the ground is impossible without a good idea of what the project actually requires.  Make sure that methods are in place to help manage system changes and transitions, design, processes, testing, and training.

2.  Not everyone is on board

Everyone must be on board in order for a CRM project to go off without a hitch.  Make sure all project stakeholders and senior management are on the same page as sales staff, managers, and marketing.  Everyone needs to be a part of this transition.

3.  Poor scheduling

Scheduling delays can happen for a number of reasons, and most of them are easily dealt with.  However, with a little forward thinking and focus on appropriate time estimation and managing the project scope, the schedule and cost can stay on track.

4.  Poor project governance

There is nothing worse than a communication breakdown or a question about what one’s responsibilities are in the workplace.  Confirm that the CRM project has clear-cut strategies, governance structure, roles, responsibilities, and priority.  These must be in place in order to properly monitor and control the project.

5.  Poorly trained users

If those who will be using the CRM system are not properly trained, there is going to be very little success.  Spend time and effort on formal training, strategy, and plans before launching the new system so that everyone understands how to use it and what it is for. 

Source:  http://it.toolbox.com/blogs/insidecrm/10-sure-signs-your-crm-project-will-fail-61625

CRM systems often targeted for attack

Customer relationship management (CRM) plays an integral role in the success or failure of a business.  A good CRM system houses lots of personal information that thieves may want to get their hands on such as customer information, statistics, and correspondence.

Because of the nature of the information they hold, CRM systems are often targeted for attacks, which makes them a high priority for the security team.  However, if the security team doesn’t know what they are protecting or the implications an attack might hold, it can get a little messy.

Lots of companies are dependent on their CRM system for everyday operations.  Employees might use the software to reach out to customers, do invoicing, handle payroll, and distribute marketing correspondence.  It is important to be aware of how much money the company would lose if the system was down and what tasks the company could complete without it.  The CRM system isn’t a target of just cyber-thieves; disgruntled employees and competitors could all be a threat.  The security team needs to implement features to prevent all sorts of attacks from both the inside and out.

A disruptive attack can definitely put a damper on things and hurt the company’s bottom line, but more severe attacks involve the theft of data, which can be particularly problematic.  Most CRM systems are a treasure trove of information such as personal data, financial records, and more. 

Making sure that the CRM system is secure is the first step in improving the customer relationship and experience.  In fact, most customers assume that their information is going to be protected, so don’t let them down. 

Source:http://it.toolbox.com/blogs/insidecrm/why-crm-solutions-are-targeted-for-attacks-61624

 

About MyCRM

Here at my CRM we offer our customers http://www.mycrmgroup.com/customers.aspx the best solutions to help them drive business forward and gain real benefits from implementing Microsoft Dynamics CRM.

We are in our 5th year of trading as a business and have seen incremental growth year on year in profits, our team are based in the Isle of Wight, UK and we maintain relationships with customers in 26 countries.

If you need help, support or advice with your Microsoft CRM then we are waiting for your email. Sales@mycrmgroup.com

MyCRM Download Centre and App Store

 

You can also register with the MyCRM App Store and Download Centre for Microsoft Dynamics CRM here http://downloads.mycrmgroup.com/

 

 


MyCRM Daily CRM News 26-11-2014

Our CRM daily update, customer usability is key.

Here are some of the latest newsfeeds from around the web where CRM is the focus

Making the customer’s mobile experience better

If a company fails to keep mobile functionality in mind, it risks losing customers.

Today, everything is about the mobile experience.  It seems that wherever one looks, there is a smartphone or tablet in someone’s hand.  Thanks to this phenomenon, a business’ customer relationship management (CRM) strategy must now also include making the customer’s mobile experience better.

Customers are now more technically savvy than ever.  When they use social business tools and technology, they expect to encounter an ideal experience on whatever device they decide to use, whether it's a laptop, desktop, tablet, or smartphone.  Companies must be prepared to optimise this experience or be prepared to fail.

Here are a few great tips to ensure that the customer’s mobile experience is as good as it can get:

1.  Offer a web experience that is just as good as the mobile app.

First and foremost, the website must be responsive and adaptive.  This means that regardless of device or screen size, customers will have the best experience possible.  Don’t make customers download a separate app just to access the content; the app should be something that creates additional value, not something that is required.

2.  Improve search functionality with analytics.

Help users find exactly what they need and want by offering smart searches.  This helps to predict what a customer might want or need based on past performance and can actually save time and money for both the customer and company.

3.  It’s all about usability.

Another way to improve the customer’s mobile experience is to make sure that there is an intuitive layout.  For social networking, make sure the platform has guided setup tools that clearly instruct users on how to best experience and navigate the site.

Source: http://www.enterpriseappstoday.com/social-media/3-tips-on-improving-customers-mobile-experience.html

CRM combined with BI optimises customer orders

The use of modules within a customer relationship management (CRM) system helps the gathering and analysing of business intelligence (BI) be more efficient.  This also helps to optimise customer orders in the long run.

What are the modules that a good CRM system should have to improve the overall customer experience and boost the company’s bottom line?  Here’s a quick list:

  • Invoicing
  • Billing and payments
  • Orders management
  • Recurring bill payments
  • Price quotes
  • Reminders and notifications
  • Products

Streamlining the procurement and acquisition processes through a structured and organised workflow and solid set of BI rules is essential in a strong CRM strategy.  This integrated intelligent process allows for a more advantageous use of CRM software over conventional methods.  When procedures and operations are streamlined in this way, cost savings are sure to follow.

Keeping up to date on the order management process in particular allows a business to implement internal policies and controls to mitigate loss, avert poor customer service, and avoid unnecessary risks that might come up.  Remember, the main goal is not just a profit but also a positive customer experience, which often leads to repeated sales in the long run.

Business managers must keep in mind that although they are independent elements, BI and CRM complement each other and make it possible to efficiently manage timeframe requirements, sales order optimisation, and functionality to improve and enhance the customer experience. 

Source: http://it.toolbox.com/blogs/insidecrm/use-business-intelligence-with-crm-to-optimize-customer-orders-61360

CRM can help manage B2B relationships

Customer relationship management (CRM) is a lot more versatile than many people might think.  Today’s CRM software programmes are designed to not only boost a company’s bottom line by improving the overall customer experience, but they also help to manage business-to-business (B2B) relationships.

Most CRM systems are so robust that they have just about everything including the internet, intranets, and extranets, not to mention reporting, analytics, and so much more.  This is precisely why they are quickly becoming an essential aspect of any business’ operations.  Today’s increased need for information sharing has motivated CRM providers to evolve even further to provide an organisational reach that spans across various markets.

Current behaviours show that in order to successfully manage a B2B relationship, businesses must embrace social networking.  Recent statistics have shown that almost 75 per cent of all B2B customers use social media to purchase products and services.  Social media is also integrally incorporated into decision-making, communications, and organisation.  The CRM systems that are available today often incorporate social media platforms into their models.

However, not all CRM platforms are created equal.  CRM software must be flexible so that a business can create opportunities and brand value, evaluate and monitor sales and marketing efforts, build a sustainable and strong customer base, and align values and goals.  This means that companies must know both their competitors and customers very well and be able to track their respective behaviour.

Taking all of this into account, it is clear that CRM software can offer an ideal solution for managing critical B2B relationships just as well as it can help manage the customer experience.

Source:  http://it.toolbox.com/blogs/insidecrm/manage-b2b-and-b2g-relationships-with-crm-61321  

Ten tips for growing business through social CRM competency

It is time to say goodbye to the days in which employing independent and dissimilar CRM and social components might bring about strong customer relationships.  Today, successful customer relationship management strategies require the integration of social and organisational tools.

Despite this shift in the rules of the road of CRM, assimilating a company’s CRM and social platforms is still a work in progress.  Although the importance of integration is clear, many firms – even the biggest ones – lack the tools needed to get a solid social CRM programme off the ground.

With this in mind, here are ten tips on how to boost a business’s social CRM capabilities in order to better interact with existing customers, increase the customer base, and ultimately grow the business.

  1. Keep updated records.  Make sure every customer’s record is as up-to-date as possible.  Every time a record is pulled, scrub it for new information. 

  2. Frequently post recommendations.  Small actions like posting sincere comments or recommendations about how nice it is to work with key customers can go a long way.

  3. Improve CRM tools.  Grow the database and improve efficiency tools by adding every new connection or like to the CRM programme.

  4. Get referrals.  Business growth often comes from word-of-mouth and referrals, which usually come from the best customers, so make a point of asking for them. 

  5. Consistency is key.  Every week, post something relevant to customers that piques their interest.  This helps customers view the company as a relevant source of information.

  6. Interact. Interaction is key, so interact with online groups and communities within the relevant industry every day.

  7. Be helpful.  A positive and helpful attitude can go a long way, and it can even turn a dissatisfied customer into a long-term and loyal one.  Offer assistance in a speedy manner. 

  8. Keep an eye on things.  Successfully monitoring the company or brand’s mentions in social posts is an excellent way to act on customer feedback quickly.

  9. Promote social presence.  Make sure people know where to find the company.  Include links to social media pages on all communications and offer an incentive to connect.

  10. Measure success.  Set attainable goals and use solid indicators of success to measure how well the social CRM strategy is working.


Source:
http://www.business2community.com/social-business/10-ways-improve-companys-social-crm-competencies-grow-business-0899259#wRX153fIW0OcMkzj.99  

About MyCRM

Here at my CRM we offer our customers http://www.mycrmgroup.com/customers.aspx the best solutions to help them drive business forward and gain real benefits from implementing Microsoft Dynamics CRM.

We are in our 5th year of trading as a business and have seen incremental growth year on year in profits, our team are based in the Isle of Wight, UK and we maintain relationships with customers in 26 countries.

If you need help, support or advice with your Microsoft CRM then we are waiting for your email. Sales@mycrmgroup.com 

MyCRM Download Centre and App Store 

You can also register with the MyCRM App Store and Download Centre for Microsoft Dynamics CRM here http://downloads.mycrmgroup.com/

 

 


MyCRM Daily CRM News 25-11-2014

Our CRM daily update.  Working together to get the best result

CRM is not just about IT knowledge

Many business managers think that in order to implement and launch their customer relationship management (CRM) system, they only need IT knowledge, but nothing could be further from the truth.

This isn’t to say that new technology or IT knowledge isn’t an integral part of a CRM strategy, but those things are not the only factors influencing the success or failure of CRM.  In fact, any solid CRM strategy actually involves every player in the company – all the way from top management to marketing and sales.

Getting it together

Once the decision to implement a CRM strategy and a dedicated CRM system has been made, there must be someone in charge of the entire process.  In some organisations, every department seems to defer to the IT department when it comes to understanding and using the CRM system, but in reality it isn’t the IT department’s responsibility.  Sure, they can help work out the kinks and modify the system to best suit the company’s needs, but the IT department is definitely not in charge of maintaining customer relationships and enhancing the overall experience.

Therefore, in order to avoid any confusion and maintain a smooth-running CRM strategy, there has to be someone in charge of the CRM efforts.  Often, this is going to be someone in upper management, but it really can be anyone dedicated to the daily operations of the company.  The key is to be consistent and organised in order to make the most of the CRM strategy.

Source: http://it.toolbox.com/blogs/insidecrm/administering-crm-takes-more-than-it-knowledge-61361

CRM overtaking ERP as most valuable business application

Customer relationship management (CRM) may very well be supplanting enterprise resource planning (ERP) as the most valuable business application, according to recent trends.  As most business managers know, CRM focuses on the customer and his or her experience while ERP is more about the business and its efficiency.

While both aspects are important to the success or failure of a business, it seems that CRM is taking the lead.  After all, the customer is the driving force behind most business models, and unhappy customers do not come back for repeat business.

"CRM is not just for sales and marketing anymore," explains Nucleus Research’s VP of research, Rebecca Wettemann.  "The data is more actionable and current than on aging ERP apps."

There are CRM systems for almost any industry and many of these systems can be used across a variety of sectors, but niche players are starting to become the norm.  For example, there are now CRM systems made specifically for the financial sector, life sciences, non-profits, and other sectors.

Businesses can make the most of their CRM strategy by taking a look at several different CRM applications and seeing which can facilitate their industry-specific needs in the best way.

As the CRM industry continues to grow, CRM vendors must constantly rise to the challenge of supporting a large number of users, which means they are using the cloud more than ever.  This allows CRM vendors to remain viable even in a market that is evolving quickly.

Source: http://www.enterpriseappstoday.com/crm/crm-gets-more-vertical.html

CRM can help manage B2B relationships

Customer relationship management (CRM) is a lot more versatile than many people might think.  Today’s CRM software programmes are designed to not only boost a company’s bottom line by improving the overall customer experience, but they also help to manage business-to-business (B2B) relationships.

Most CRM systems are so robust that they have just about everything including the internet, intranets, and extranets, not to mention reporting, analytics, and so much more.  This is precisely why they are quickly becoming an essential aspect of any business’ operations.  Today’s increased need for information sharing has motivated CRM providers to evolve even further to provide an organisational reach that spans across various markets.

Current behaviours show that in order to successfully manage a B2B relationship, businesses must embrace social networking.  Recent statistics have shown that almost 75 per cent of all B2B customers use social media to purchase products and services.  Social media is also integrally incorporated into decision-making, communications, and organisation.  The CRM systems that are available today often incorporate social media platforms into their models.

However, not all CRM platforms are created equal.  CRM software must be flexible so that a business can create opportunities and brand value, evaluate and monitor sales and marketing efforts, build a sustainable and strong customer base, and align values and goals.  This means that companies must know both their competitors and customers very well and be able to track their respective behaviour.

Taking all of this into account, it is clear that CRM software can offer an ideal solution for managing critical B2B relationships just as well as it can help manage the customer experience.

Source:  http://it.toolbox.com/blogs/insidecrm/manage-b2b-and-b2g-relationships-with-crm-61321  

Partner management is key

In most cases, selling direct can be pretty simple; the business controls everything from the salesperson to the training to the payment structure and the marketing.  Selling can get a bit more complicated when a business sells through the channel as more and more depends on partners.

How can businesses ensure solid selling when working with partners?

Incorporating customer relationship management

On average, partner companies work with about eight different vendors, although some work with as many as 15.  In order for a company to enjoy success with partners, they do need a few things including a good economic proposition, the ability to fulfil customer expectations and a compelling product.  Additionally, businesses should be easy to work with.

Although customer relationship management (CRM) is usually associated with direct sales, the principles behind it are also effective when dealing with partners. Remember, partners aren’t just a conduit to the customers – they are also customers in a way.  If partners have a good experience, they are more likely to show results and more sales.

Fine-tuning the CRM experience

Businesses should provide effective and efficient portals that are frequently updated.  The portal should be a one-stop resource for partners, training, marketing materials, applications, registration, and other things that are critical to the relationship between vendors and partners.  Using the CRM system to manage partners is an effective way to profile partners and use that information to deliver specific content tailored to their needs.

An effective portal system and method for managing partners leads to a greater wallet share, which is something every business owner is after.

Sources: http://www.crmbuyer.com/story/80424.html


About MyCRM

Here at my CRM we offer our customers http://www.mycrmgroup.com/customers.aspx the best solutions to help them drive business forward and gain real benefits from implementing Microsoft Dynamics CRM.

We are in our 5th year of trading as a business and have seen incremental growth year on year in profits, our team are based in the Isle of Wight, UK and we maintain relationships with customers in 26 countries.

If you need help, support or advice with your Microsoft CRM then we are waiting for your email. Sales@mycrmgroup.com

 

MyCRM Download Centre and App Store 

You can also register with the MyCRM App Store and Download Centre for Microsoft Dynamics CRM here http://downloads.mycrmgroup.com/