New Hosted CRM 2011 services launched – Enterprise CRM

by Alistair (MyCRM) 14 February 2012 12:34

Here at MyCRM we have now launched the latest version of our managed services for Microsoft CRM 2011, as before we have opted to add value over price per month and are pleased to offer 3 great solution packages from entry level to enterprise.

Enterprise CRM

Included in the Per User price:
• Full CRM License for access to Microsoft Dynamics CRM 2011
• Unlimited telephone and email support
• 5GB storage per CRM user
• Data Backups – Nightly
• Data Backup retention for 7 Days
• Monthly Backup Download on request
• 95.95% Network Uptime Guarantee

Extra above standard CRM


• 32 hours service time free for setup and configuration


• Fully Integrated Email Marketing with unlimited emails

http://downloads.mycrmgroup.com/eCampaign.aspx

• Integrated Document Creation with ePDF

http://downloads.mycrmgroup.com/ePDF.aspx

• Integrated Number and form auto population with eNumber

http://downloads.mycrmgroup.com/eNumber.aspx

• Integrated Tax calculation for key entities including product line override

http://downloads.mycrmgroup.com/eTax.aspx

• Integrated 360 degree of the customer with eView

http://downloads.mycrmgroup.com/eView.aspx

• Integrated Document Management with SharePoint 2010

Optional Extras:

• All CRM Extensions from the MyCRM Download Centre Supported
• Additional Data Storage £9 per GB per month
• Additional Consulting service packages from £2850

Our hosted environment is fully managed by MyCRM and is hosted from UK Data Centers.

Our enterprise offering including support retails at £95 per user per month and includes service time built in for deployment and configuration, along with full telephone and email support.

To request a Demo of a trial of MyCRM 2011 click here http://hosted.mycrmgroup.com/pricing.aspx

Or you can visit our main site here http://www.mycrmgroup.com

New Hosted CRM 2011 services launched – Professional CRM

by Alistair (MyCRM) 14 February 2012 12:16

Here at MyCRM we have now launched the latest version of our managed services for Microsoft CRM 2011,
As before we have opted to add value over price per month and are pleased to offer 3 great solution packages from entry level to enterprise.


Professional CRM

Included in the Per User price:


• Full CRM License for access to Microsoft Dynamics CRM 2011
• Unlimited telephone and email support
• 5GB storage per CRM user
• Data Backups – Nightly
• Data Backup retention for 7 Days
• Monthly Backup Download on request
• 95.95% Network Uptime Guarantee

Extra Included above Standard


• 16 hours service time free for setup and configuration

• Fully Integrated Email Marketing with unlimited emails

(http://downloads.mycrmgroup.com/eCampaign.aspx)

• Integrated Document Creation with ePDF

(http://downloads.mycrmgroup.com/ePDF.aspx)

• Integrated Number and form auto population with eNumber

(http://downloads.mycrmgroup.com/eNumber.aspx)

• Integrated Tax calculation for key entities including product line override

(http://downloads.mycrmgroup.com/eTax.aspx)

Optional Extras:

• All CRM Extensions from the MyCRM Download Centre Supported
• SharePoint Hosting and Integration from £8 per user per month
• Additional Data Storage £9 per GB per month
• Additional Consulting service packages from £2850


Our hosted environment is fully managed by MyCRM and is hosted from UK Data Centers.

Our professional offering including support retails at £65 per user per month and includes service time built in for deployment and configuration, along with full telephone and email support.

To request a Demo of a trial of MyCRM 2011 click here http://hosted.mycrmgroup.com/pricing.aspx

Or you can visit our main site here http://www.mycrmgroup.com

New Hosted CRM 2011 services launched – Standard CRM

by Alistair (MyCRM) 14 February 2012 11:59

Here at MyCRM we have now launched the latest version of our managed services for Microsoft CRM 2011, as before we have opted to add value over price per month and are pleased to offer 3 great solution packages from entry level to enterprise.

Standard CRM - Managed Service

 
 Included in the Per User price:

• Full CRM Licence for access to Microsoft Dynamics CRM 2011
• Unlimited telephone and email support
• 2GB storage per CRM user
• Data Backups – Nightly
• Data Backup retention for 7 Days
• Monthly Backup Download on request
• 95.95% Network Uptime Guarantee
• 8 hours service time free for setup and configuration

Optional Extras:

• All CRM Extensions from the MyCRM Download Centre Supported
• SharePoint Hosting and Integration from £8 per user per month
• Additional Data Storage £10 per GB per month
• Additional Consulting service packages from £2850


Our hosted environment is fully managed by MyCRM and is hosted from UK Data Centers.
Our standard offering including support retails at £35 per user per month and includes service time built in for deployment and configuration, along with full telephone and email support.


To request a Demo of a trial of MyCRM 2011 click here http://hosted.mycrmgroup.com/pricing.aspx

Or you can visit our main site here http://www.mycrmgroup.com

CRM 2011 now even better with added BING

by Alistair (MyCRM) 10 February 2012 13:16

 

One of the things we have toyed with for a little while is creating map integrations for CRM 2011 and after some recent conversation with the Microsoft Bing Team we have an approach to move forward on and to give an integrated experience with content and Maps.

A couple of the features we wanted to include in CRM 2011 were

In CRM 2011

Phase 1

On the left navigation you will have an eMap Icon this will present a Map, that will show all active Account, Contacts and Leads.

1. From the map you can navigate to open any of the displayed CRM records 

2. You can use the search capability to find areas and related CRM Records i.e. Search ABC company

 

3. You can select to use Advanced find for supported record types and display the returned search criteria on the Map  

4. You can draw an area on the map and create marketing list or export to Excel 

On each contact, lead or account record

1. A map is added to each of the above record types

2. Additional GEO data is added to the individual record

3. Driving instructions are available from a post code you enter to the contact record along either estimated travel time

4. Additional views for birds eye view and street level will be incorporated

 

Additional features have also been implemented and are currently in design to see if they make the first version or if these are to be included in the second product development phase.

Remember that integrating Microsoft Bing into a line of business application requires user licences and this is not a free integration, eMAP will be fully licenced with built in Microsoft End user licences for Bing Maps.

If you would like more information please email sales@mycrmgroup.com or register with the MyCRM Download centre http://downloads.mycrmgroup.com/default.aspx

 

 

 

 

 

Right I have created my Quote in CRM now as a Sales person where is the button to email it to the Customer

by Alistair (MyCRM) 19 January 2012 13:03

So even with the launch and subsequent rollup’s from Microsoft there is no easy way to send a quote or order confirmation out from Microsoft CRM 2011 with the click of a button.  I thought I’d take the time to document the process and then suggest some of the benefits of the ePDF solution from the end user.

The functionality to do this is in CRM but if you want to go from creating the Quote record to getting an email to send with the quote or order attached this would be the process


Create E-mail and Attach Quote PDF or Order PDF

The CRM 2011 Way

1. Click Run Report Dropdown
2. Select the report to run
3. Click „Export‟ button
4. Select Acrobat (PDF) file
5. Select where to save report
6. Close Report Screen
7. Click on the „Add‟ tab
8. Click on E-mail
9. Click on Save
10. Click on Attach File
11. Click Browse
12. Find where you saved PDF and click Open
13. Click Attach

 
As you can see from the 13 steps not exactly time efficient or best use of a Sales Persons time.  I then looked for another approach, and this would be to use the CRM mail merge functionality which when I did, I ended up with about 18 different steps to get a word doc attached to my email and to be honest found this quite confusing.

 

In projects gone by and that sounds really bad but I have seen a range of solutions offered most involving the purchase of more licences for another 3rd party tools that would integrate in CRM, which from an end user point view is not ideal as you then working in several different interfaces.
So after much investigation and not being able to find a solution I set about working with the team here at MyCRM to see if something could be done, not only for our customers but for me, as I use CRM 2011 all day long.

The Solution

Building on what we had learnt with CRM 4.0 we successfully, after a few updates released a solution called ePDF 

 

 

 

The ePDF solution is an addition or extension to the way CRM works and extends the following record types in Microsoft CRM 2011.
The ePDF solution allows the creation of a PDF attached files on an email to be created through a very simple process and extends the following record types.

1. Quote
2. Order
3. Invoice
4. Account
5. Contact
6. Service Activity
7. Contract
8. Lead

Working with the team I wanted to help make the process as easy and as straight forward as possible and to be honest anything that reduced the 13 steps above had to improve my working environment, so this is what we got the process down to

The ePDF way

1. Click Create PDF Report button on the entity tool bar
2. Select the report to run from the pop up screen
3. Click Create E-mail and Attach PDF from the pop up screen
4. Email window opens with PDF attachment of related quote or report generated.

So in a nutshell that was the reason behind ePDF and you can find more from the link below and download a trial for 14 days if you, like me, need to send quotes quickly.
 
http://downloads.mycrmgroup.com/ePDF.aspx

Alistair (mycrm)

 

 

Tags: , , , , , , , , , ,

2011 | Add-On | Blog | CRM | Dynamics | Quote | solution

Effective Email Marketing with Microsoft Dynamics CRM 2011 and eCampaign - Part 1

by Alistair (MyCRM) 09 January 2012 11:15

Welcome

This is the first part of a 5 part series on email marketing with Microsoft Dynamics CRM 2011 and the popular eCampaign solution from MyCRM

Introduction

As you may know, most people now spend more time reading their emails and interacting with email either from their desk or mobile device than they do surfing the web. Email is one of the most powerful mediums that you can use to enhance product awareness and target potential customers and prospects. Here we have defined 10 steps to improve email marketing with Microsoft Dynamics CRM to increase viability of campaigns and product awareness.

1. Avoid getting caught in the spam filters

It is a known fact that the majority of large Internet service providers and email providers/ organisations now use rigorous spam protection mechanisms to trap unsolicited email before it gets into your prospects and customers inboxes. Spam filters generally “rank” each email by a number of different criteria, and, if that email rates above a certain level (such as 10 spam points), then it is flagged as spam and deleted.  To make sure your emails don’t get flagged as spam - and deleted before they even get to your intended audience - try to avoid using words such as ‘Free’, ‘$$$’, ‘Save’, ‘Discount’, in, Job, etc. in both the subject line and the content of your email This will help with the delivery of your message, but Spam filtering is an increasing science so diligence in the design of content is very relevant.

2. Maximising click-thru rates

It is extremely important to get your message right and make sure collateral for you email campaign is easy to understand. Much market research has been done and analysis has shown that end users and consumers prefer easy to read layouts with effective head line text. URLS that are included into email templates should be available through direct text links as well as buttons. The inclusion of a blue bold text link CLICK HERE is likely to have a greater response of click through than a button or a strategically placed graphic.

3. Opt for personalisation

Within Microsoft Dynamics CRM personalisation of emails is part of core product, sometimes referred to as data slugs. Using a solution like Dynamics CRM you are likely to have a greater return and higher interest rate. Take the following example. If you were standing in a crowded room, which one of these would get your attention? “HEY, YOU!” or “HEY Sue” (assuming your name is Sue). By opting for personalisation of outbound email to named contacts research shows that you can receive up to 650% more clicks on your email message Why? Putting things simply, it’s because your prospects and customers feel like they already have a relationship with you as you’ve addressed them by their first name.

4. Easy unsubscribe process

By using a combination of Microsoft Dynamics CRM and MyCRM’s eCampaign module tailored unsubscribe is built in allowing your end prospects and customers to easily unsubscribe from email messages and marketing lists.

5. When is the best time to send the campaign?

Research and studies have shown that the best day to perform an email marketing campaign to your targeted marketing list is either Tuesday or Wednesday when people are more receptive to communication. This means that they are more likely to read your content and click on links, meaning
more response and return leading to great potential sales. On Mondays, you will find and research has proven, that people at work will be catching up or recovering from the weekend. We have tested this method ourselves after taking advice and found that Tuesday and Wednesday after lunch, post 1pm and before 4pm, are the best times to communicate with prospects and customers.

6. Repeat email campaign

Sending regular weekly emails for the purpose of product placement and direct selling can have a negative response from prospects and customers. Remember to schedule a campaign and send the follow up campaign 2 or 3 weeks after the first, preferably at the same time on the same day of the week.

7. Consistency is key

If you’re running a newsletter or frequent email publication, make sure you keep the look and feel consistent from issue to issue. By keeping the look and feel consistent you help to maintain and strengthen your brand and your image to your subscribers. This will make it easier to close sales when you need to. Create a template for your newsletter or eshots and whenever you need to create a new issue or send out a new campaign, use that template as the basis for each campaign or issue.

8. The 5 second subject line

It is a known fact that when sending email marketing or newsletters you only have about 5 seconds to catch the attention of the end recipient or subscriber as it hits there inbox. You generally have about 5 seconds to catch there attention with the subject line of your email. After this, they will either delete your email or ignore it. As a tip in your subject line, try and specify a benefit that the subscriber can expect by reading your email. For example, instead of using Newsletter Issue 274, use ‘Newsletter: <include a name for the feature in your email> like ‘10 Tips for Email Marketing success’.

9. The preview pane

A number of email clients such as Microsoft Outlook show a preview of an email when it’s selected in your inbox. Always have some interesting content at the very top of your email, as this is the part that will show in the preview window of your subscribers email program. Also try not to have too many graphics at the top and have text content as if the end recipient or subscriber has to download images to see what the email is about they are more likely to ignore it or delete it. If you can capture people’s interest in the first 30 seconds they are likely to read all the content in the email that has been sent.

10. Always close by signing off

A very important ending point is to include a signature at the bottom of your emails as it’s one of the easiest ways to attract more traffic to your website. This signature should include your personal details, your web address, your company details and an unsubscribe link. Links should include email, company website and can also include 3rd party popular links like Linked In which may hold a professional profile.

 

To find out how you can make your Microsoft Dynamics CRM 2011 solution an effective email marketing tool click here

http://downloads.mycrmgroup.com/eCampaign.aspx

Or contact our sales tem sales@mycrmgroup.com

 

 

Tags:

2011 | Add-On | Blog | CRM | Dynamics | solution

Keep all your Contact Addresses in Sync with the Account

by Alistair (MyCRM) 06 January 2012 15:16

A customer that I was working recently commented on the way addresses are handled in Microsoft CRM 2011, and to be honest I’d never really thought of it as a problem.

The Issue in More Detail. 


Our customer noted that only one address could be created by default and obviously you could add address 2 and maybe even address 3 fields to the form but suddenly everything gets quite cluttered, they then where disillusioned to say the least that the address on the contacts did not stay in sync with the address entered at Account level.  Most consultants reading this will probably think as I did that is easy you just write some JavaScript and configure the form, but when the client has not budgeted for any configuration in areas like this it becomes a real issue for the project.

The Requirement


The requirement was really straight forward and after understanding what I was being told this made a lot of sense and made me think that this is the way CRM should actually work. 
First off the customer needed the business address from the account to synchronise to all related contacts as a read-only business address on the contact form.
Secondly be able to create multiple addresses that only displayed one address block on the form that could be filtered via a business type drop down or pick list field, and had an address for Business, Home and Other.
Thirdly have the option to select a primary address on the contact i.e. one of the three addresses entered that would sync with the standard Address 1 fields in CRM so that when using mail merge on contacts you always got the primary address in the CRM Address 1 fields.

The Solution


I went away and discussed with the MyCRM team and a solution to meet the above requirement was created, the team created a number of plugins and JavaScript around the Contact and Account entity, to meet the requirement

On the contact form we added the new 3 x Address Blocks

 


 
By changing the address selector the relevant information is displayed. You can also set the address to be the primary and this will copy the data to the

We also took all the components that where developed and have created a solution called eAddress which can be found on the download centre

http://downloads.mycrmgroup.com/eAddress.aspx

If you would like any further information re Addresses in Microsoft CRM 2011 then contact our sales team sales@mycrmgroup.com

 

Tags: , ,

2011 | Add-On | Blog | CRM | Dynamics | solution

MyCRM Product Roadmap and Statement of Direction for Microsoft Dynamics CRM 2011

by Alistair (MyCRM) 06 January 2012 12:37

Welcome to the first of our half yearly road map releases from Product extensions for Microsoft CRM 2011.
Here at MyCRM we have a dedicated team of designers and developers that aim to deliver extended value for your CRM 2011 solution, you will see on the medium that we have various blog posts about our products and offering along with examples of how to do things.

 

Future Direction

More recently MyCRM has been in a design and planning phase for product release in 2012, our end game to deliver a number of Subscription Services along with a number of new Products.  Our focus as a ISV is to deliver easy to use easy to install full document solution that add value to end users and organisation day to day activity.


Quality is paramount and we will continue to offer maximum support cover for all products and solutions that are developed for CRM 2011.  Products developed for CRM 4.0 will be supported until the end of 2012, and then support on an adhoc per organisation basis as we fully understand that migration may need more of a business need.

 

New MyCRM Subscription Services

Our focus for our new subscription services will be around extending the marketing capability for CRM which will include Email, SMS, Social, and registration management.  As an organisation we are going to focus on fixed price per month per module and unlike some providers will not charge for usage or volume or transactions.

 

New MyCRM Products

We will continue to develop, extend and create solution for the Microsoft CRM 2011 platform for all deployment types support Online, Partner Hosted and On-Premise.  Our focus for the next batch of product will concentrate on Sales and managing data with an intention to offer better Product Management, Data Management Tools, and social integration for end users.

Tags:

2011 | Blog | CRM | Dynamics | Add-On | solution

eSpell – Integrated Spell Checking for Microsoft CRM Dynamics 2011

by Alistair (MyCRM) 17 November 2011 13:50

A number of customers I have recently been working with have come to the same conclusion or asked the same question, “How can I check the spelling in the notes or more importantly emails that I send from within CRM 2011”


I did the usual searches and only found a single solution for CRM 4.0 and then came to the conclusion that maybe this was a product or extension that was needed in the market, obviously I had scoured the market place and maybe the development community just assumed this would be in the core product.


Anyway cutting the story short the team here set about designing and building a solution that not only met the above requirement but went further to check fields on the individual form and then used multiple languages, further more we tested everything with Microsoft CRM Online, so we know it works with all deployment models.

 


The solution currently supports 8 language dictionaries which are easy for an end user to swap and download, the solution is built as a Silverlight component so deployment is straight forward.

You can find out more here

http://downloads.mycrmgroup.com/eSpell.aspx

Join Us  http://downloads.mycrmgroup.com

Or join the App group on Linked in http://www.linkedin.com/groups/Microsoft-CRM-AppStore-Marketplace-1500-1803842?mostPopular=&gid=1803842

Regards

Alistair

 

Tags: , , , ,

2011 | CRM | Dynamics

eView – a New way of working with CRM 2011

by Alistair (MyCRM) 14 November 2011 14:19

For the past 3 months we have been busily working on the first release of eView for Microsoft Dynamics CRM 2011.

So you may ask why change the way it works, why bother.  The answer is really straight forward, we love CRM, and CRM 2011 has re invigorated my use and need for this system in small, medium and enterprise business, but there are too many screens.  This is my opinion, I seem to be always opening and clicking and with 2011 there has be a move with the add tab on the ribbon, but we wanted more.

So eView was born on a white board here in the office and as a team we um’d and argued about the functionality.  In a nut shell we wanted a single screen at record and workspace level that could search, display pinned records, display activities for a highlighted record and display notes for the same record.  We wanted a hierarchical view of related records so you could get a 360 degree view of the customer’s record you were working with 

 

Above is the first draft release of the eView screen under workspace in CRM 2011, and the team and I think we have got most basses covered.

Obviously you can open and edit records from this screen, but on the final release you will have the option to right click and add related records at each level, you can also Add / Edit notes and activities in the related activity or notes window.

By selecting a record in the hierarchy view you will have the option to right click and select from a menu that allows you to add a related record, so on an Opportunity you could add Quote, Orders invoice, on an Account you could add contacts, sub accounts, opportunities, quotes.

With eView our aim is to deliver a CRM working experience from a single page, and if you drill down to the Account, Contact or Lead you can see a summary view for that record from here

 

 

eView is also fully configurable from the point of which entities are displayed down to which end user can see which view,  the configuration page enables views to be created for

  1. Everyone
  2. User
  3. Role
  4. Team

And in the same way the security roles work in CRM you can have multiple configurations that build up your individual view.

As an example I may have the everyone view that gives me Account, Contacts, but I may have an additional configuration as I am the purchasing manager and this is based on a CRM role

 

 

 

We are now moving rapidly towards our release candidate at the end of November  and although there is still plenty to do to finesse for the final release, I’d be interested in hearing comments from anyone who works with or implements CRM2011 to hear if this is a valuable solution or not

For many years now in the CRM market space there has been talk of the 360 Degree view of the customer, discussion about bringing all customer data together in a single view, so this is the MyCRM offering, hope you like it

Also don’t forget to register from a free download account so you can test the products on release

 

Join Us  http://downloads.mycrmgroup.com

Or join the App group on Linked in http://www.linkedin.com/groups/Microsoft-CRM-AppStore-Marketplace-1500-1803842?mostPopular=&gid=1803842

 

Regards

Alistair 

Tags: , , , , , ,

Blog | CRM

About the author

I have been working, deploying and developing CRM solutions for the past 12 years, and set up MyCRMGroup in 2009 as an ISV and Partner CRM managed hosting company

Month List