How CRM Software can help: avoid classic customer service mistakes

by Alistair (MyCRM) 03 March 2014 16:23

To follow on from our last “how CRM Can” http://blog.mycrmgroup.com/post/2014/03/03/How-CRM-Software-Can-Help-improve-customer-service.aspx here are some points on what things can go wrong and that need to be addressed even if a CRM is in place.

The purpose to customer relationship management is keeping the customer happy, and CRM software is one of the most effective tools for this purpose. 

Even when organisations implement the technology correctly there are a number of mistakes that can occur and here we look at some of the common mistakes and how to avoid them.

A lack of empathy

You need to remember that many companies today just don't seem concerned about the customer's needs.  In this age where customers can access the same services as yours elsewhere within seconds, it is important to ensure that the website is fully functional, customers' calls are returned quickly (CRM software can help with scheduling these calls) and that staff are all able to discuss products without having to pass customers around too much.

But remember if you’re getting this wrong then maybe one of your competitor is getting it right and any amount of technology and software will not help if the ethos and organisational goal is to deliver excellence.

You can use the reporting features in Microsoft CRM to make sure your teams are completing the actions as part of the process, but getting your team aligned with the goal of the organisation is critical to customer success.

Making promises that are not kept

Companies often make promises that they either cannot keep or simply don't have any intention of keeping.  Needless to say, this is a sure way to lose business.  Consistency is vital in terms of pricing, language used, speed of calls and a number of other factors.  CRM software can help deal with a number of these factors, and although pricing is key it is not always the deciding factor, make sure you understand your customers goals and needs and help they achieve what they want to achieve with your product, solution or service.

Not treating people well

It is important to ensure that customers are treated with the respect they deserve.  This is a classic error that many financial institutions make: offering all the perks to new customers whilst older, loyal ones leave and work with someone else.  If a customer is a loyal and regular one, which is something that CRM software will help show, it is important to help reward them for continuing to work with you.  Failure to do so verges on neglect.

Source: Business 2 Community

If you are looking for some additional support with Microsoft Dynamics CRM or need help and advice on how to get stared then contact us today www.mycrmgroup.com

About MyCRM

MyCRM has over 20 years’ experience in helping small to medium sized businesses understand and implement CRM as a technology and CRM as a process.  We can help drive adoption and ROI in businesses and organisations that are implementing a marketing solution through a CRM like Microsoft Dynamics.  You can read our customer testimonials here http://www.mycrmgroup.com/customers.aspx

MyCRM don’t only provide a managed service but also off a range of product solutions which are off-the-shelf extensions to enhance CRM productivity, along with dedicated support packages to meet business requirements.

We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/

As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account.

How CRM Software Can Help: improve customer service

by Alistair (MyCRM) 03 March 2014 13:36

In our latest post in the series of How CRM can help articles today we are looking into the customer experience and the delivery of customer service.

One of the keys to CRM success is to already have a good customer service process in place.  To start with we are going to take a look at some of the things that make up good customer service and how CRM software can help implement them.

The article on Business 2 Community highlights some good points and it is worth thinking about how you expect or want you customers to get the best experience and general engagement from your business as just selling something or shipping a product is not always enough.

Always make the most of interactions

Customers are using their own money to purchase your products or services.  That is why it is vital to ensure that you completely stand by what you've said you will offer them.  Whether it is quality products, responsive service or excellent tech support, you absolutely must give customers what you say you will.  Customer service interactions provide the opportunity to ensure that even if their initial investment has gone awry, it can be fixed to ensure that your reputation remains.

An example of using this type of interactions you will need to think how you can do this to best benefit your business, but as an example the giant supermarket chain Tesco has a loyalty card, the card will record all the data of all the purchases you make this way Tesco can send appropriate offers to you, based on your buying habits.

Now it is unlikely your business is as big as Tesco and you might not have a sophisticated loyalty scheme, but you can easily use a tool like Microsoft Dynamics CRM from MyCRM to monitor and record this level of information.  You can then provide the service level based on your product offerings you have.

Caring and being compassionate

Caring about a customer's needs remains the best possible way to implement high quality service.  It is important to ensure that customers are being served in the way they deserve.  CRM can be invaluable here, providing data that lets you gain insight into the how they like to work, whether it is through e-mail or a phone call at the end of the day.

A CRM solution like Microsoft Dynamics CRM is the perfect tool for tracking history and be able to present this information in an intelligent and informative way customer by customer.

Building a structure

It is important to ensure that there is a solid structure in place that measures and manages your customer service so that the same standards are conformed to each and every time.  Again, CRM can help by providing all of the relevant information about how a company's processes will work.

Automated workflow can be used along with processes to help align end-users experience with the system software, which will enhance overall customer service as the process will be consistent for all.

Source: Business 2 Community

If you are looking for some additional support with Microsoft Dynamics CRM or need help and advice on how to get stared then contact us today www.mycrmgroup.com

About MyCRM

MyCRM has over 20 years’ experience in helping small to medium sized businesses understand and implement CRM as a technology and CRM as a process.  We can help drive adoption and ROI in businesses and organisations that are implementing a marketing solution through a CRM like Microsoft Dynamics.  You can read our customer testimonials here http://www.mycrmgroup.com/customers.aspx

MyCRM don’t only provide a managed service but also off a range of product solutions which are off-the-shelf extensions to enhance CRM productivity, along with dedicated support packages to meet business requirements.

We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/

As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account.

 

 

Managing CRM to leverage maximum success

by Alistair (MyCRM) 02 March 2014 12:45

It being a weekend I was just scouring all the latest news articles and posts around CRM and this post on Business 2 Community came to my attention as it highlights some of the keys point that make CRM a success in business.

Some organisation do make the mistake of believing that if they buy or subscribe to a CRM platform then they will have implemented great customer service. This idea is not exactly true, but they will be on the way to implementing great customer service as having the right software like Microsoft Dynamics CRM is a great starting point, along with a global provider like MyCRM.

Below are a number of key points that can help make CRM a success in any small, medium or enterprise organisation.  Let’s look at these in more details and see why CRM software can be effectively managed in order to achieve the maximum results.

Tidy up the home page

As the area from which all tasks spring, it's important to ensure that the home page is clear and easy to navigate.  If multiple clients are open at once, the name should appear somewhere on the title so it is easy to move around.

This enables an end user to quickly get access to the source of information about any one customer and a solution like Microsoft Dynamics is pre-configured to help define easy navigation.

Only open what is necessary

Keeping tabs open when they are not being regularly consulted is generally a bad idea.  Keep the unnecessary tabs closed so you know exactly what you are looking at.

The new look and feel of a solution like Microsoft Dynamics CRM enables an end user to easily navigate the right information about a selected customer.

Always update everything

It is important to keep all prospects up to date.  Not only will this ensure that you don't get lost in what you're doing, but it will also make it possible to pull completely accurate reports at any time.

Log all activities

It is important to make sure that all activities are logged so that the sales funnel can be accurately viewed.  Whether it is a brief telephone exchange or an e-mail that was received, anyone looking at the folder should know exactly where the prospect is in the sales funnel.

Always ask questions

CRM software is usually quite flexible, so it is a good idea to ask if there are any settings that could be changed in order to make using the software easier.  One minor change in terms of page structure could make the software a lot easier to use.

Source: Business 2 Community

To find out more about MyCRM please visit http://www.mycrmgroup.com/ and if you are already using Microsoft Dynamics then see the latest support offering here http://www.mycrmsupported.com

About MyCRM

MyCRM has over 20 years’ experience in helping small to medium sized businesses understand and implement CRM as a technology and CRM as a process.  We can help drive adoption and ROI in businesses and organisations that are implementing a marketing solution through a CRM like Microsoft Dynamics.  You can read our customer testimonials here http://www.mycrmgroup.com/customers.aspx

MyCRM don’t only provide a managed service but also off a range of product solutions which are off-the-shelf extensions to enhance CRM productivity, along with dedicated support packages to meet business requirements.

We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/

As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account.

 

 

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How CRM Software Can Help: to increase CLV in your customer base

by Alistair (MyCRM) 02 March 2014 11:20

Firstly I need to define CLV as I have heard it called many things, but in principal this is where your organisation builds a loyal relationship between your customer and your brand.

I will take a look at a couple of key points and explain why the customer and CRM experience is so important.  Research has proven that once a customer enjoys the experience of owning a product or working with a brand, a loyalty is formed and customer will return to make further purchases.

Customer lifetime value (CLV) is the term that we all use to measure a customer's satisfaction with a product; if their CLV is good, the customer will be loyal to the brand.  Here's how a good CLV level be maintained.

Learning and acting on customer tendencies

One of the things that is evidently important is being able to have the ability to monitor and gauge how a customer will typically act regarding sales and this is a key part of the CRM process.

This is where a solution like Microsoft Dynamics CRM provided as a fully managed service from MyCRM can help.  CLV can be increased by accurately gauging how customers will react and responding in a way that meets their needs.  For example, if a customer always buys a product in the lead up to Christmas, he or she should be presented with the most promotion around that time of year.  It is best to make a customer's experience as individualised as possible.

Tailoring, offers around previous buying patterns, will help highlight the right offers to returning customers and by using Microsoft Dynamics you can easily do this by recording all orders previously made.

A strong call to action and relevant information

One key thing to understand and do well is the ability to remain relevant to customers in the modern age.  After all, they are constantly bombarded with messages from competitors.  Surveys indicate that customers simply want their overall shopping experience to be improved.  Customers should always know exactly where they need to go in order to complete the transaction.  It is wise to maintain regular communication until the customer takes action, either to end the communication or moves to re-purchase.

Cross-selling

Cross-selling and upselling are not as prevalent as they once were, but they remain key ways to increase CLV.  By upselling and cross-selling, the sales staff are able to remind customers just how many more options they have when purchasing from the company.

These methods are still considered a great asset in sales approach for bringing awareness to new service lines and new products.

Source: Business 2 Community

Social Awareness

More and more social media is becoming a centre point strategy within marketing and sales positioning. Customer will be looking for your brand on platform like Twitter and Facebook and by having a strong presence will increase CLV in the digital world we live.

To find out more about MyCRM please visit http://www.mycrmgroup.com/ and if you are already using Microsoft Dynamics then see the latest support offering here http://www.mycrmsupported.com

About MyCRM

MyCRM has over 20 years’ experience in helping small to medium sized businesses understand and implement CRM as a technology and CRM as a process.  We can help drive adoption and ROI in businesses and organisations that are implementing a marketing solution through a CRM like Microsoft Dynamics.  You can read our customer testimonials here http://www.mycrmgroup.com/customers.aspx

MyCRM don’t only provide a managed service but also off a range of product solutions which are off-the-shelf extensions to enhance CRM productivity, along with dedicated support packages to meet business requirements.

We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/

 

As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account.

HOW CRM SOFTWARE CAN HELP: reduce errors that no one should make

by Alistair (MyCRM) 25 February 2014 15:07

In previous weeks, we have explored the idea of customer relationship management and how it can be used in a positive way.  Today, we're going to look at the other side of the coin: where people go wrong.  Let's take a look at some of the biggest errors that people make when dealing with CRM software.

Not appealing to the mobile market

Customers all over the world now use their mobile devices to browse the web.  This means that if your site is not optimised for mobile devices, you are likely to suffer from a serious loss in traffic.  As a result, you won't be able to access invaluable CRM mobile data.  It is not a smart move to ignore mobile and changes to the way we work in 2014.

Making things too complicated

Although we have discussed the sales funnel a few times, it is important to remember that although sales can sometimes be complicated, some customers simply show up with a desire to buy.  On these occasions, it is important not to get in their way.  Ensure that it is as easy as possible for customers to get what they want.

Ignoring evolution

If you operate a quality company and treat customers well, they will be loyal.  However, they won't be loyal forever.  It is vital to stay on top of how the marketplace changes.  Be sure to treat loyal customers as well as the new ones or they might disappear somewhere along the line.

Shirking responsibility

CRM software will usually enable a team to work out exactly where the ball was dropped.  It is important to ensure that the parties responsible for any problems are held accountable.

Source: Business 2 Community

The customer experience is key to your business and we all as business owners and as consumers are changing the way we shop and consume services, if you need help planning your CRM implementation in 2014 then contact MyCRM www.mycrmgroup.com for help advice and support

About MyCRM

MyCRM has over 20 years’ experience in helping small to medium sized businesses understand and implement CRM as a technology and CRM as a process.  We can help drive adoption and ROI in businesses and organisations that are implementing a marketing solution through a CRM like Microsoft Dynamics.  You can read our customer testimonials here http://www.mycrmgroup.com/customers.aspx

MyCRM don’t only provide a managed service but also off a range of product solutions which are off-the-shelf extensions to enhance CRM productivity, along with dedicated support packages to meet business requirements.

We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/

 

As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account.

HOW CRM SOFTWARE CAN HELP: with better relationships

by Alistair (MyCRM) 24 February 2014 15:14

CRM is all about one thing: customers! It's therefore important to make sure that the relationships are managed in the most effective way. 

One thing that is paramount to implementing a CRM project is that it is not just a software component for your business, in fact it is so much more, too much for one post but today I’m going to take a look at some of the specifics in terms of how the software can help

Building psychological profiling

Modern CRM software is capable of a great deal, and one of the most useful features is its ability to genuinely gain insight into how customers think when shopping.  Some, for instance, might always do their shopping first thing in the morning.  Others might prefer to wait until there is a sale.  In obtaining this extra level of detail, it becomes possible to send customers promotions that automatically tick the boxes in terms of what they want.

With popular solutions like Microsoft Dynamics CRM from MyCRM creating the right profile and capturing data from social media or from your own web site can be quite straight forward.

Product specifics

Another key set of data that CRM can acquire is information about the products themselves.  For example, a holiday firm would be able to find out which flight companies were most popular for which destinations and which hotels had the most rooms open at different times of the year.  Again, this information is valuable in terms of improving sales.

But as you can see it’s not about the software but definition of data.  An example would be a Super market loyalty card which tracks what as an individual you purchase, the CRM system which analyse the data and provide the best offers to you based on what you have previously purchased to the experience is tailored.  

How should the relationship be managed?

It's also important to develop information on exactly how the customer wants the relationship to be sorted.  Some customers might absolutely hate receiving calls and should be noted as such.  Others might like to call the store before they place an online order.  However they work through their sales, CRM software can provide the relevant information to help the process.

Source: Travolution

If you’re looking to increase business sales and customer support then visit MyCRM at www.MyCRMGroup.com I’m sure we can help.

About MyCRM

MyCRM has over 20 years’ experience in helping small to medium sized businesses understand and implement CRM as a technology and CRM as a process.  We can help drive adoption and ROI in businesses and organisations that are implementing a marketing solution through a CRM like Microsoft Dynamics.  You can read our customer testimonials here http://www.mycrmgroup.com/customers.aspx

MyCRM don’t only provide a managed service but also off a range of product solutions which are off-the-shelf extensions to enhance CRM productivity, along with dedicated support packages to meet business requirements.

We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/

As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account.

Warming up leads using CRM and social media

by Alistair (MyCRM) 24 February 2014 12:14

This is a great follow on article from my original post about socialising your business, and as social media is becoming more of the norm in business I’ve taken this opportunity to highlight some further points of why social media is a get asset to business.

I’ve always promoted positively and discussed the importance of social media to the CRM process.  It is inarguably one of the most crucial ways to engage customers.  Here I’m looking at how it can be used to help generate warm leads for the sales team and how CRM software can help with the process.

It helps a company get to know a prospect

When used effectively, CRM software really can help a company to understand a potential customer through the extraction of relevant social media data.  The company can monitor their online footprint.  They can also follow and share the customer's content if they have any and share their own.  This remains one of the most effective ways to build organic intimacy with potential clients.

Look at the buying cycle

Again, CRM software can be invaluable in terms of its ability to extract relevant data and analyse where in the buying cycle the customer currently is.  If they've recently had a trigger event (such as relocating, hiring new staff, participating in a merger, etc.) then they are far more likely to be open to potential sales.  Using social media, it is entirely possible to uncover this information and make use of it.

Deeper engagement

Where possible, social media should always be about asking questions and shortening the selling cycle.  A company should be ready to share helpful, relevant content and offer genuine solutions to the problem.  CRM software can help a company see when these sorts of questions are being asked.

Just a tool in the box or a strand to your bow

I’d also like to note that although MyCRM and I are an advocate of using Social media like Twitter and Facebook along with Linked in it should not be seen as the only solution and should be only part of the inbound and outbound marketing approach taken.

For more on this subject you can contact MyCRM here www.MyCRMGroup.com or review the source article Business 2 Community

About MyCRM

MyCRM has over 20 years’ experience in helping small to medium sized businesses understand and implement CRM as a technology and CRM as a process.  We can help drive adoption and ROI in businesses and organisations that are implementing a marketing solution through a CRM like Microsoft Dynamics.  You can read our customer testimonials here http://www.mycrmgroup.com/customers.aspx

MyCRM don’t only provide a managed service but also off a range of product solutions which are off-the-shelf extensions to enhance CRM productivity, along with dedicated support packages to meet business requirements.

We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/

 

As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from

CRM and Good Communications.

by Alistair (MyCRM) 24 February 2014 11:27

I recently picked up this interesting article on Information Age which relates broadly to the new age of CRM, but is it really a new age or are these just key points that every business in some way should be implementing.

Below I’ll cover some of the points as they are key to successful CRM and Sales.

One of the key points to overall sales success is ensuring that communications reach their fullest potential.  Here I’m going to take a look at how communications can be improved and how CRM software can become part of the overall process.

Personalise things

It's vital to ensure that the modern customer feels like he or she is being catered to exclusively.  Effectively targeting customers in a personalised way means that they are far more likely to invest due to the fact that they are being presented with products and services that suit them. The days of one advert going out to every single customer are long gone.

Ensure CRM is in place

CRM software and management systems in general are the standout tools in the modern sales world because they enable companies to manage and make use of a wide range of different data so they can ensure that the sales process is managed effectively.  This can have a huge effect on the quality of communications, as it ensures that the customer never feels bombarded with information and only ever receives genuinely useful information.

Pay attention

Everyone has seen the images taken from social media of automatic "bot" accounts delivering irrelevant replies to legitimate questions from customers.  It is vital to ensure that if a company does decide to invest in social communications, they really do take it seriously.  CRM can help by providing a set of relevant data on the customer to ensure that the replies sent are both relevant and consistent with their previous communications with the company.

Source: The Information Age

 

If you need help with implementation or support for you Microsoft Dynamics CRM please visit www.mycrmsupported.com

 

About MyCRM

MyCRM has over 20 years’ experience in helping small to medium sized businesses understand and implement CRM as a technology and CRM as a process.  We can help drive adoption and ROI in businesses and organisations that are implementing a marketing solution through a CRM like Microsoft Dynamics.  You can read our customer testimonials here http://www.mycrmgroup.com/customers.aspx

MyCRM don’t only provide a managed service but also off a range of product solutions which are off-the-shelf extensions to enhance CRM productivity, along with dedicated support packages to meet business requirements.

We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/

As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account.

Cost Effective Monthly Support for Microsoft Dynamics CRM now available

by Alistair (MyCRM) 22 February 2014 17:27

www.MyCRMSupported.com

 

I was recently at a business customer open day and got the chance to talk to a number of business owners about the challenges they faced with CRM solutions, a number of the people there asked questions around support and ad-hoc configuration.

The end result of the day was that we have now launched MyCRM Supported.  MyCRM Supported is a packaged support service to meet a range of business needs and requirements as every business is different and has different requirements.

With this in mind we have launched 4 different monthly subscription services.

 Advisory

The first of our support packs has been designed as an advisory service, when there are those time when you need to ask someone how a function works or how you can do a particular action in CRM. For on-premise customers, we also carry out an audit report on how the system is set up and check for latest rollups.

 

Guidance

If you're looking for a little more and need some help setting up basic configuration and importing of initial datasets, then this package may fit your budget. We still include our advisory role, and can also help with online configuration and general guidance to help get the best from your CRM investment.

 

Supervisory

Our Supervisory package extends that of Guidance, and we will put in place a strategy to maintain your CRM Server and Database. This will include planning all update rollups, performing and reviewing database maintenance along with guidance and best practice on using your CRM system. The Supervisory package is the perfect package for smaller organisations with between 25 and 40 users of CRM on-premise.

 

Administrative

Our full support as your administrator of CRM will help place your CRM in safe hands. We will perform and advise on CRM database maintenance and current configurations, and set up and remotely maintain the system to keep optimum performance in place. We will schedule and manage updates and advise on database backups. In addition, we provide the option to have a backup of your CRM database stored in our state-of-the-art secure data centre managed by Rackspace UK.

 

These package can be further tailored to unique requirements.

 

About MyCRM

MyCRM has over 20 years’ experience in helping small to medium sized businesses understand and implement CRM as a technology and CRM as a process.  We can help drive adoption and ROI in businesses and organisations that are implementing a marketing solution through a CRM like Microsoft Dynamics.  You can read our customer testimonials here http://www.mycrmgroup.com/customers.aspx

MyCRM don’t only provide a managed service but also off a range of product solutions which are off-the-shelf extensions to enhance CRM productivity, along with dedicated support packages to meet business requirements.

We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/

As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account.

Which businesses suit which CRM software and which business functions count?

by Alistair (MyCRM) 21 February 2014 12:28

I found this article recently and it reignited thoughts around questions I have been asked so many times through my CRM career.  Business owners that don’t understand or have a tainted view of what a CRM system is always ask why they need it and this article on Destination CRM covers some very good points.

But as I always say, CRM is a much bigger picture and as an organisation you must think about what the end goal or process is as CRM software is great for holding all the information but what is it you really want to achieve.

Let’s look at some examples of how CRM can be used to improve business activity:-

  1. Marketing:

As a business you probably going to want to do some targeted and tracked email marketing, with MyCRM you can do this with integrated eCampaign directly against your data in a single system.

  1. Customer Service

You may as a business want to run Surveys to see how you rate or what your customs are thinking at any one time and these are all CRM activities.

  1. Events

If you an organisation that is running events then a CRM system for you should include MAPS to segment data by region and give visualisation on how to select the best invitees, and you need to make sure that the solution come with an event management tool built in, with MyCRM you can go this with tailored solutions.

It is important to ensure that anyone investing in a new CRM system takes the time to get the right one.  We've previously looked at some of the main reasons to choose a particular set, but today we're going to look at how different businesses should consider the various options.

Cloud or non-cloud?

In the days of effective cloud file sharing, it's vital to consider whether or not this type of technology is going to form an important part of your CRM solution.  For some companies, it may be possible to make use of an entirely on-premises CRM system that can't be accessed elsewhere.  This can also be valuable for those who want to obtain total control by paying a little bit more upfront.  However, start-ups with slightly lower budgets might consider it more sensible to take the cloud-based approach. 

Users

It's also extremely important to take into account the number of day-to-day users who will be operating the software.  The cloud-based programs allow for increased flexibility within this number, which makes them ideal for start-ups where employment is typically a bit more fluid.  Larger companies should, of course, look at the merits of buying an overall license.

How will it integrate?

CRM is an excellent investment, but it's important to make sure that it will fully integrate with any existing software and data that the company already possesses.  Any firm investing in CRM needs to make sure that their new software can take advantage of the customer information that they already have in place.

Source: DestinationCRM

If you’re looking to extend you Microsoft Dynamics CRM capability or just need to understand more then visit us here www.mycrmgroup.com

If you need help with support then MyCRM offers a range of pre-packaged support options on a monthly subscription. http://mycrmgroup.com/support.aspx

 

 

About MyCRM

MyCRM has over 20 years’ experience in helping small to medium sized businesses understand and implement CRM as a technology and CRM as a process.  We can help drive adoption and ROI in businesses and organisations that are implementing a marketing solution through a CRM like Microsoft Dynamics.  You can read our customer testimonials here http://www.mycrmgroup.com/customers.aspx

MyCRM don’t only provide a managed service but also off a range of product solutions which are off-the-shelf extensions to enhance CRM productivity, along with dedicated support packages to meet business requirements.

We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/

As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account.

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

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