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.

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.

CRM and business process management

by Alistair (MyCRM) 27 January 2014 16:49
We are always keen to take a look at different aspects of CRM and how the software can help to enhance each step of the process. Today, we are going to look at how it can link up with business process management.
It can help improve efficiency
The aim of investing in CRM software is, of course, to help improve sales conversion rates. Yes, relationship building is vital, but more sales is the ultimate goal. CRM software combined with a positive business process can help ensure that all sales staff members know exactly how to close each sale and gives them access to the information that enables them to do so.
It minimises inconsistency
CRM software, like all business software, has an ROI, and combining its abilities with a strong business process is the ideal way to improve that return. Implementing a solid business process within the sales funnel can help to ensure that all members of the company act in accordance with the same procedures and policies. This helps to remove inconsistency across the board, ensuring the customer experience itself is more coherent, which in turn should generate more sales.
It can help track profitability
Thorough analysis on a sales process enables a high level of optimisation. As a result, the combination of a good business process and CRM software is invaluable. In addition to the customer data provided by the CRM software, the business process can provide information on the team itself, such as which techniques are most effective as well as which staff members perform the best and how to learn from them. All of this information can help to increase performance.
Source: Destination CRM
If you looking for help implement your Microsoft Dynamics CRM system then please take a look at how MyCRM 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.

How CRM software can help manage a company’s sales pipeline, when you know what it is! CRM that is!

by Alistair (MyCRM) 21 January 2014 12:01
From years of experience in the CRM market place I have come to realise, and some may disagree that CRM means many different things to many different people even when they are from the same organisation. I recently spent time with an organisation where the Sales Director sat across the table and clearly stated that “CRM is rubbish and it is all make believe and as an organisation we don't needed any of it!”.  My obvious response was just to smile and then, I asked why he thought that was the case.   
I was truly surprised by the response which was “What we need as an organisation is something to manage Sales and Opportunity to know if our targets are going to be hit, what we need is SRM Sales Relationship Management
After a very short demo of the sales process in Microsoft Dynamics CRM and an explanation that sales are made to customers I had a new “Raving Fan” on my hands, a "convert to CRM".  This was not because the demo I had given was the best ever demo but clarification of how CRM can help in that department in that instance i.e. managing sales opportunities had opened the door to other discussions on how CRM could be used within the organisation. 
In this post I look at how a tool like Microsoft Dynamics CRM can be used to manage a Sales Pipeline out of the box.  To any Sales Manager or Director the management of closed and open sales opportunity is key to meeting targets and here I look at how CRM does this effortlessly.
Understanding Prospects 
So the question you are probably asking is what is a prospect and where are they coming some?  IN Microsoft CRM a Prospect is a Lead record and looks like this:-
 

 
A lead record can be captured from many different sources including Social, Web, Phone or Email but the details are always the same, with the idea being that the individual is interested or may be interested in the products and services offered by your organisation.
Once a new lead or prospect has been added to your CRM then you should have a standard business process on how you want to contact that person. This may include email marketing, an introduction email, a phone call or some other interaction but this should be recorded at the lead or prospect level.
Understanding Prospect to Customer Status.
The next stage is to understand the best time for your business to convert the new lead to a customer, and it most cases this is when a number of process have been completed in CRM to qualify the Lead Prospect with the right information.
One of the great new features in Microsoft Dynamics CRM 2013 (see Screen shot above) is the help to qualify process which has 4 key steps from Qualify to Close.  This new easy to use process helps deliver lead / prospect creation, qualification, development, proposal and completion to an active pending customer.
The activity feed in the centre of the screen shows the real time status of activity for the customer record which has been converted from the original prospect or Lead record. 
 

 
 
 Helping to manage follow-ups
Once the initial leads have been generated, it's important for the sales staff to be able to manage the follow-up communications effectively. Fortunately, the CRM software means that information such as the action required, contact details and planned dates for the follow up can all be kept in one place, allowing for efficient communication between different sales staff.
Records can easily be assigned to individual sales team members with an over view and dashboards provided to Managers and Directors
Measuring results
Needless to say, one of the key parts of managing the sales funnel is to ensure that all of the most relevant information regarding results is added to the database.  Keeping this data enables a company to predict future sales results, meaning that relatively accurate sales forecasts can take place, enabling the business to optimise its planning and cash flow for the future.  Microsoft CRM come complete with in-built sales forecasting reports and dashboards.
 

 
Analyzing the results
The final key in terms of managing the sales pipeline is to ensure that the data used is analysed fully.  If there is a particular path that has led to sales success in the past, then it can be followed again.  Improvements to strategies should be made, and positive techniques put into action.  This enables the company to demonstrate to the sales staff exactly why some processes are being used and others not.
To find out more and to see why MyCRM specialise in delivering Microsoft CRM as a service contact us at www.mycrmgroup.com.
Article Source: Firmology
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.

 

 

CRM and Marketing for better Sales

by Alistair (MyCRM) 06 January 2014 16:37
After reading an interesting article of Business 2 Community I have to concur that a CRM system remains an effective investment for many people. However, there are several keys to making it work, especially within marketing. This is interesting, as it's often seen as being part of the more specific sales-side of things.
Interestingly, though, statistics showed that 46% of marketers using more mature lead management processes will then in turn have sales teams that follow up on more than 75% of the leads they've generated. Sales teams linked to 25% of these marketers will be able to contact prospects within around a day - the figure otherwise is around 10%. There is obviously, then, a lot of potential for marketers to use CRM software effectively.
One of the key ways in which CRM can aid marketers is profiling and segmentation. The marketing team needs to be able to ask the right questions in terms of what the different customer demographics want, and the CRM software can help to provide this extra level of insight.
Integration with e-mail marketing is another useful benefit of CRM systems. According to Jupiter research, relevant, on-the-ball e-mails help to drive around 18 times more revenue than general broadcast e-mails. 
And working with a provider like MyCRM can benefit organisations further as they not only offer best of breed CRM using Microsoft Dynamics CRM but can off extended function all in one place and include things like email marketing directly from the hosted managed CRM system. This offer some great advantages as marketing users can automate the CRM system to create lead follow ups for sales based on a scored criteria or location of prospect.  You can see more here http://downloads.mycrmgroup.com/eCampaign.aspx 
Finally, general ROI management can be aided substantially by the CRM process.  By using metrics such as customers acquired, attrition rates, cross-sell rates, up-sell rates and the average number of transactions, marketers can more accurately adjust their processes in order to help achieve higher levels of sales, and to better increase communication with customers.
Source: 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 the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account.

Getting ROI from CRM not just Like for Like

by Alistair (MyCRM) 10 December 2013 10:31

A new article in Business 2 Community has chosen to take a look at calculating ROI when using a CRM system.  Interestingly, within the piece are several tips highlighting the different mistakes that are typically made when using the system.  These are well worth further exploring:

Information silos

Businesses will often simply replace one set of information silos with another taken from the CRM silos.  There is no thought to the process, and often the new set of data is no more valuable.

Understanding the business process and how this is implemented is key to the success of not only the implementation but giving your Customer the experience they deserve.

No reconciliation

Another very common error is the fact that there is often no reconciliation between the goals of sales and the goals of marketing.  These are two key departments within the CRM process, and it's vital for them to be able to co-exist.

CRM can help join this departments and business processes together but thought needs to be given on the tools to be used and the implementation, using tools like eCampaign from MyCRM can help create follow-up phone calls for sales teams from marketing activities.

Managers create reports for the sake of it

Whilst there's little denying the fact that effective reporting can offer genuine insight capable of increasing sales and improving the process, it is still vital to ensure that this reporting is being conducted with legitimate aims, rather than just for the sake of it.

Within tools like Microsoft Dynamics CRM you can easily create Dashboard activities to give a snapshot of activity without running and producing lengthy reports.

Managers not accepting the CRM data

On some occasions, it's an unfortunate fact that managers stuck in their ways will actually ignore the data that the CRM software has provided, and instead continue to try and control the conversations in a pre-CRM manner, this is down to engagement and end user training of the new implementation.

Not actually using the system

Some businesses still believe that a CRM system is the key to sales success, and it is.  However, it has to be used effectively: if it just sits there, then not much of interest will take place. The CRM implementation for your business is not about the purchase of a new bit of software but very much about bringing all teams together to share collaborate and work effectively placing your customer at the centre of your organisation.

Source:  Business 2 Community

About MyCRM

MyCRM has over 20 years’ experience in understanding how CRM as a technology and CRM as a process can work in business and has therefore developed a number of off-the-shelf extensions to enhance CRM productivity.

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 modern marketing relates to CRM

by Alistair (MyCRM) 20 November 2013 13:14

An interesting article in Forbes magazine has highlighted some intriguing new viewpoints about how the modern marketing world is adapting.  We thought it would be interesting to explore the viewpoints related to the CRM process:

Modern marketing represents engagement

The article voices the possibility that the modern method of genuinely engaging with customer using digital and social technologies is actually a far better way of doing things, as it keeps the customer happy directly.  The modern process puts the customer first; as such, it means that it is more likely to obtain positive results.

Online body language is key

Modern customers reveal a lot about themselves by their choice of online action: where they visit, which emails they open, what they download.  This 'digital body language' can be ideal in creating content that is of genuine use to customers and in providing them with what they actually want, effectively reducing the risk of spam.

Relationships must be built

Customer relationship management should heavily emphasise the 'relationship' factor.  The relationships between the customer and the company itself should be the main area of emphasis, with relevant, ongoing communication occurring between both parties.  This helps both the customer to find what they are looking for and the company to tailor its products or services.

Databases remain important

When deployed effectively, databases offer enough customer information to shape the whole relationship-building process. CRM software is one of the key ways in which the data can be used to best effect.

Source: Forbes

If you looking for help with you Microsoft CRM Installation then please contact us today

We believe CRM is more than just adopting some software it is a methodology of putting your customer at the centre of everything your organisation does so invest and spend time on the whole process to gain the best results.

Here at MyCRM our aim to help deliver effective CRM. You can see what our current customers say here: http://www.mycrmgroup.com/customers.aspx, but more importantly we want your business to succeed with the use of a great software solution.

 

To get a trial of Microsoft Dynamics CRM you can register with MyCRM here: http://hosted.mycrmgroup.com/demorequest.aspx

To gain access to product extensions from the MyCRM team please register here: http://downloads.mycrmgroup.com/Account/Register.aspx

About MyCRM

MyCRM has over 20 years’ experience in understanding how CRM as a technology and CRM as a process can work in business and has therefore developed a number of off-the-shelf extensions to enhance CRM productivity.

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.

 

 

Building efficiency in customer interactions

by Alistair (MyCRM) 18 November 2013 13:51

A new piece in 1 to 1 media has highlighted some of the key ways that CRM based customer interactions can be helped to be more efficient.  The points are worth further exploration:

Reduce the time between engagement and action

One of the keys to obtain real time CRM data is that it enables the company to act quickly in meeting the needs of customers.  This is important to adhere to.

Ensure customers are empowered

One of the keys to modern customer service is to ensure that the customers are engaged.  It is important for customers to always know exactly what they can do to take action.  The old call to action never stops being useful!

Reduce any complexity

Another key part in ensuring that customers have the ability to serve themselves is to make sure that the process is an easy one.  Any complexities should be ironed out so that the customer's own part of the sale is easy to put through.

Respond to changes more quickly

Most CRM processes will change – it is a key part of optimising them - however, it is important that any of these changes are adjusted to quickly.  The quicker this is done, the easier the integration will be for both the customer and the company to deal with.

Bridge the gap between systems of engagement and systems of record

One of the keys to the CRM process is that it enables a company to have both data and engagement processes documented using one piece of software.  Wherever possible, this should be taken advantage of, so that all of the relevant data can be used by sales staff.

Source: 1 to 1 media

If you need help in your selection or implementation of Microsoft Dynamics CRM then talk to MyCRM about managed service solutions.

We believe CRM is more than just adopting some software it is a methodology of putting your customer at the centre of everything your organisation does so invest and spend time on the whole process to gain the best results.

Here at MyCRM our aim to help deliver effective CRM. You can see what our current customers say here: http://www.mycrmgroup.com/customers.aspx, but more importantly we want your business to succeed with the use of a great software solution.

 

To get a trial of Microsoft Dynamics CRM you can register with MyCRM here: http://hosted.mycrmgroup.com/demorequest.aspx

To gain access to product extensions from the MyCRM team please register here: http://downloads.mycrmgroup.com/Account/Register.aspx

About MyCRM

MyCRM has over 20 years’ experience in understanding how CRM as a technology and CRM as a process can work in business and has therefore developed a number of off-the-shelf extensions to enhance CRM productivity.

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.

 

Good CRM means clean data so lets see how to maintain data in your business

by Alistair (MyCRM) 12 November 2013 16:51

Another interesting article from Business 2 Community has explored in more depth some of the most effective ways in which to manage data as part of a CRM system.  The old saying rubbish in means rubbish out apply here or better still you only get out what you put.

 

Maintaining the quality of data is obviously a key part of the process, so it is worth taking a look at some of the tips.

 

Clear out anything that is too old

 

One of the most important factors in keeping data useful is to ensure that it remains accurate. Once it has reached a certain age, it is unfortunately more likely to be irrelevant. Therefore, it is a good idea to avoid using data over a couple of years old.

 

If you purchase data lists make sure it is current and don’t be bamboozled by offers of cheap data or a lot of data for half price, odds are in the long run it will cost you more in wasted calls and cleaning out.

 

Do not buy data that is over a year old

 

As a general rule, all data lists that are purchased will have a bounce rate - around 30% is typical. Third party lists are more likely to be less valuable once they have gone past a year or so. However, there is no substitute for building your own data!

 

Having integrated system that records information from your web site and social media sites will help your business grow a faster list of active prospects that could become customers.

 

Track bounces

 

Whilst it can be tough trying to motivate yourself to always stay on top of data, it is a good idea to invest time in genuinely analysing data periodically to ensure any information that ‘bounces’ can be scrapped.

 

This is easy if you have an extended solution like eCampaign from MyCRM http://downloads.mycrmgroup.com/eCampaign.aspx because your CRM can easily become an effective marketing machine but there are other options on have internal process to check data updates.

 

Train sales reps to update the data

 

It is important that those within the company are trained to pro-actively monitor the data within the CRM system.  If you make this an important part of training for any new employees, you will end up with a more efficient, less clogged-up data set.

 

Source: Business 2 Community

 

If you’re looking for some help with your Microsoft CRM then MyCRM can help as we aim to help deliver effective CRM. You can see what our current customers say here: http://www.mycrmgroup.com/customers.aspx, but more importantly we want your business to succeed with the use of a great software solution.

 

To get a trial of Microsoft Dynamics CRM you can register with MyCRM here: http://hosted.mycrmgroup.com/demorequest.aspx

To gain access to product extensions from the MyCRM team please register here: http://downloads.mycrmgroup.com/Account/Register.aspx

About MyCRM

MyCRM has over 20 years’ experience in understanding how CRM as a technology and CRM as a process can work in business and has therefore developed a number of off-the-shelf extensions to enhance CRM productivity.

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.

Original Article for reference http://www.businessnewsdaily.com/5425-how-to-choose-the-best-crm-software.html

 

Convert CRM records to PDF and email attachment ePDF for CRM2013 RELEASED

by Alistair (MyCRM) 12 November 2013 12:18

Over the next few weeks we will be releasing versions of our product range for #CRM2013 and following on from our release of eMap last week http://blog.mycrmgroup.com/post/2013/11/05/Using-Maps-to-find-your-way-in-CRM-2013!-EMAP-2013-RELEASED.aspx

We are now ready for the next solution:

Popular since CRM 4.0, our ePDF solution is now fully compatible with Microsoft CRM 2013. Below are a number of screen shots that walk through the process of quickly converting a record to a PDF attached to a CRM email.

For the purpose of this overview of the ePDF functionality we have used the quote record, but ePDF can be added to nearly all CRM entities that have a report, including custom entities.

First we open a quote record in CRM

 

 

Once the quote record is completed you can select the PDF functionality from the toolbar menu by droping down the list under the three dots ‘...'

 

 From here, select the ‘Create PDF Report’ option and the following screen will appear:

 

  

For the purpose  of this overview we show standard functionality, but It should noted that through configuration of Javascript the above window can be bypassed and a Report ID passed if you wish to have a single-click report to email PDF creation.

When the create email option is clicked, the record will be processed and converted to display a CRM email activity record which will have the PDF of the Quote report already attached.

 


To get a free trial of the ePDF extension for #CRM2013 then please register and visit the MyCRM Download Centre here: http://downloads.mycrmgroup.com/ePDF.aspx

 

 

 

 

MyCRM aim to help deliver effective CRM. You can see what our current customers say here: http://www.mycrmgroup.com/customers.aspx, but more importantly we want your business to succeed with the use of a great software solution.

 

To get a trial of Microsoft Dynamics CRM you can register with MyCRM here: http://hosted.mycrmgroup.com/demorequest.aspx

To gain access to product extensions from the MyCRM team please register here: http://downloads.mycrmgroup.com/Account/Register.aspx

About MyCRM

MyCRM has over 20 years’ experience in understanding how CRM as a technology and CRM as a process can work in business and has therefore developed a number of off-the-shelf extensions to enhance CRM productivity.

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

Map Add

Month List