Creating Surveys in Microsoft Dynamics CRM with the all New! eSurvey

by Alistair (MyCRM) 15 August 2012 10:40

Creating Surveys in Microsoft Dynamics CRM with the all New! eSurvey


Soon to be released is the latest fully integrated solution for Microsoft Dynamics CRM from MyCRM.  eSurvey is a full functional Survey, Poll and Data collection solution that can be used for Customer and Prospect Surveys, Competitions and even has the option to be used for running online Quizzes and Training, resulting in response scores and total scores.

Data capture has never been so easy, as all questions can be created in CRM and all responses to the questions asked if stored against the contact.
We have taken the opportunity although there are other no so functional options available to extend Microsoft CRM Marketing even further.
With a drag and drop flexible user interface creating surveys has never been so easy the screen shot details the main survey screen in CRM.

 

 

 

With the rise in popularity of Social media and platforms like Facebook, LinkedIn and blogs, you now have the ability to track in CRM where the responses came from. So if you were running a Poll or a Competition on Facebook and LinkedIn you could record the success and data from the individual responses, and trend the response rates.

All the Survey responses are recorded directly in the CRM and this is a great way to also record prospect data that has contributed to an individual survey or entered a competition.

 

 

Each of the responses is stored within CRM can be used in workflow, so if certain questions are answered in a certain way then a work flow could trigger a call or an activity in CRM, increasing return on investment and coherence  between Marketing and Sales functions within the organisation.

Each Survey, Poll or Competition will create a landing page for recipients outside of the organisation, this page can be branded to you company colours and you can add a default logo directly from CRM

 

 
After configuration the page might look like this, although this is just an example of colour change and adding logo’s

 

 

eSurvey will be accessible for demo via the MyCRM Download Centre detailing current on-premise price points for 2012.
Please email Sales@mycrmgroup.com for further information

 

 

 

 

Event Invitations for Microsoft Dynamics CRM2011

by Alistair (MyCRM) 06 July 2012 16:03

Here is our latest Demo solution for Event Invitation tracking within Microsoft CRM

This solution is designed to work with eCampaign to enable organisations to track Events and Event responses directly in #CRM2011 after send the related Accept and Decline Links via an email marketing campaign. 

 

For more information on eEvent and Invitation tracking please contact sales@mycrmgroup.com or register with http://downloads.mycrmgroup.com/

Thanks Alisatir

Event Invitation tracking in Microsoft Dynamics CRM 2011

by Alistair (MyCRM) 05 July 2012 13:58


We have recently been working with a number of our eCampaign customers to develop a complete solution for Event Invitation Tracking in CRM.

So what is Event Invitation tracking, in some circumstances your organisation many want to send customers an invitation to attend a webinar or an event that is being held, and track the responses in CRM to create a list of contacts that wish to attend,

We have done this in the following way by adding new entities to CRM for Event and Event responses

PIC EV 1

 

On the creation of an event in CRM, two URL’s are created for the Accept and Decline process and these can be used in eCampaign to send a bulk email with event invitations.

When a recipiant recieves the email they will have two options, below is an example of an email for an event in eCampaign

PIC EV 2

 

 

When a recipient selects the Accept button from the email they will be taken to your event page which details the event and will display a message saying they have opted to attend

PIC EV 3

 

Likewise if the recipient Declines a similar page is displayed with a message saying they are not attending.

PIC EV 4 

 

For more information on eEvent and Invitation tracking please contact sales@mycrmgroup.com or register with http://downloads.mycrmgroup.com/

Thanks Alisatir 

 

 

Extending Microsoft Dynamics CRM2011 with Custom Workflow plugins

by Alistair (MyCRM) 26 April 2012 17:06

Since the release on Microsoft CRM 2011 and the release of the Microsoft Online platform we have had many prospects and customers come and ask the same question and that is

Oh can I do that in Workflow?

To date the answer has been you can if your deployment is on-premise but not if you’re online, which usually starts of a conversation with the words “Are You Sure” and the “Sales Person told us it was exactly the same software”
So to clear that initial question or statement “Yes it is the same code build or same software” but and there is always a but, till now or until R8 is released you have not been able to run what are “Sandboxed” custom workflow plugins within CRM online.
Enter R8, R8 has many changes and support for different things but one little snippet we really liked was:-

"CUSTOM WORKFLOW ACTIVITIES IN CRM ONLINE
With the Microsoft Dynamics CRM Q2 service update, developers can build custom .NET Workflow activity assemblies for Microsoft Dynamics CRM Online. These custom assemblies can be developed and deployed as part of a Microsoft Dynamics CRM solution package. Once a custom workflow activity has been deployed, it can then be utilized within the workflow engine for business process management. These new capabilities ensure parity in the developer experience between Microsoft Dynamics CRM Online and on-premises. It also empowers organizations to bring external data, custom actions and integrations into their standard CRM business processes."

This means you will be able to run custom workflow plugins as part of a solution.  This really does bring in line the capability and functionality of CRM 2011 regardless of deployment type.
So why the blog post, well as expected we are now seeing customers come to us with requests for custom workflow plugins and to be honest we could build this on a one by one basis or a bespoke basis, but we have opted to release our full library of workflow extensions for CRM 2011.

eWorkflow
eWorkflow like all our other products and services starts with a download licenced install of a CRM2011 solution, once deployed you can start building extended workflows with the following additional functionality

Marketing
Marketing List Subscribe (/unsubscribe)
Marketing List Remove (all)
Get Last Campaign For Member
Get Last Campaign Response For Member

Sales
Get Total Value Of Opportunities
Get Total Value Of Quotes
Get Total Value Of Invoices
Get Total Value Of Orders

General Functions
Equation Solver
Basic Math
Convert Value
Maximum
Minimum
Add Business Days To Date
Add To Date
Parse Date From String
Subtract Business Days From Date
Subtract From Date
Regex String Format
Regex Match
Regex Replace
Regex Return Match
Capitalize String
Pad String
Replace
String
Substring
Remove Whitespace
URL Decode
URL Encode

See all the new Workflow Helpers 

 
So as you can see from the list above we have introduced a number of additional functions that can be used in CRM2011 but more importantly these are tested and supported to use straight from install.

We anticipate that on release there may be other functions that get added, but this includes the first release.

The eWorkflow Helper Library will ship with a number of tested workflow functions for #CRM2011 for both on-premise or hosted either online or partner hosted and can add a new level of automation to the implementation of CRM.

You can register for a free download account with MyCRM at http://downloads.mycrmgroup.com/

Or email sales@mycrmgroup.com

Regards


Alistair

 

Making User management easy in Microsoft CRM 2011

by Alistair (MyCRM) 24 February 2012 11:07

A number of our larger hosted and on-premise customers all seem to report the same problem in that they are not able to manage CRM user information effectively.   In many cases the CRM administrator from the organisation has had to remote into end users laptops or desktop to change personal settings and this increases the work load of many System administrators.

We took the suggestions made and created a wish list with the intention of creating a better user administration experience in Microsoft Dynamics CRM 2011

Our goal was to enable System administrator to have extended user settings for CRM and expose additional features that have been excluded from the standard Microsoft CRM admin area.

 

Introducing eUser – Extended User Settings

eUser from MyCRM Extended is an extended solution for User Management and administration of end system users which becomes a valuable add-on post a hand full of CRM users.

There are two main features sets with the new functionality and these are extended end-user settings and bulk end user settings

First we take a look at some of the end user extended record settings.  
As you can see from the screen shot below we have exposed a number of the options that end users can select for themselves so that an administrator can set these when adding a user account


The General tab shows how to set among other things dates and currency for the end user
 

 

 

If we now take a look at the extended activities tab you can see that extra setting have been created to allow an administrator to day and times

 

 


On the final extended user tab you can see a number of exposed features under formats, Email and Privacy

 

 

  
These final settings will enable administrators to set language, tracking and error responses.


We now go on to look at the new bulk setting features of the new user setting solution.

Introducing eUser – Extended Bulk Settings

In this part of the solution we show the new features for bulk setting user permission in CRM 2011
 
Here an administrator can bulk set how many records a user sees by default, the advanced find mode, the default tab and default pane for selected users. 

 
On the email tab as before the administrator can see options around email setting for the selected users.

 

The advanced find has also been configured to easily add selected users across the enterprise, so that an administrator can change setting on bulk
 

 

 

 

 

The new eUser module will be released via the download centre in March 2012 and will have a full 14 day trial.

To find out more about MyCRM Products and services please visit http://www.mycrmgroup.com

To register for a free download account please visit http://downloads.mycrmgroup.com

 

With kind regards

 

Alistair

 

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

 

 

 

 

 

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

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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