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

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 ... [More]

CRM software – an advantage for the owner of a small Online business

Running a small business is not easy; a fact that rapidly becomes apparent to anyone taking those first tentative steps into the world of commerce. The product or service has to be right and if the enterprise is to succeed, customer service has to be top quality.  The advent of modern technology has made starting a business easier in some respects. Using the internet and social media it is now possible to quickly gain exposure for a new enterprise, promoting it at a lower cost and much more effectively than in the days of the old advertising techniques. Interaction with and relationship management of customers has also been made easier using modern technology. Knowing how to use these ... [More]

CRM and the sales team

A new article in the Business News Daily has taken an interesting new approach to the CRM process by asking exactly how the Wizard of Oz can teach companies about the CRM process.  There are actually some interesting lessons within the piece:   Sales teams should concentrate on closing   It's important to remember that any CRM software should be used to help compliment the work that the sales staff are carrying out, and shouldn't mean that they spend all of their time simply adding information to a database: as the article states, they're not data entry clerks!  It's important that the CRM software makes the sales process simpler.   Optimise the solution around... [More]

Microsoft begins the roll out of CRM Online 2013

Tech giant Microsoft has begun the roll out of the much anticipated next release of Dynamics CRM to its own CRM Online platform, with trials now being available for partners and customers, and with upgrades happening over the next quarter. It is planning to deliver its Windows 8/iPad client compliments for the service during the next few weeks, along with on premise and partner hosted releases of the software. The staged rollout for Dynamics CRM Online 2013, which has been codenamed "Orion", and first went live last week in the datacentres in the Asia Pacific region.  On or after October 7, it is being put live in the UK.  Finally, it will go live in the Americas within the next ... [More]

Mobile devices and Social Media offer great potential for CRM to be Street and Customer Smart

We have recently found an interesting new article from Destination CRM which has focused on the obvious potential that modern mobile devices now offer to small and medium-sized companies in terms of operating their customer relationship management system. The article detailed three main areas in which Tablet PC’s like the Microsoft Surface, the Apple iPad, mobiles and other hand-held units could aid the CRM process. The first was the focus on marketing.  Mobile devices offer brands the opportunity to create great mobile content such as apps for games for users to access, leading to the potential for the brand being in "top of the mind recall" of the customer, and also providing ... [More]

Creating Images Galleries and Selected Images in Microsoft CRM2011

What we need is an Image Gallery!! Having had the opportunity to work on a number of projects and see a whole range of requirements and needs for CRM, I thought I would share this one as this forms part of our new solution ePicture.I was recently working with a customer, who had a catalogue of images for products that they sold, these happened to be images of Telephone handsets and switches.  There was a requirement and a need to include these images into CRM so they could be used with Quotes, Orders and web site integration.  It was also made quite clear that there was no apparent budget or desire to introduce a SharePoint instance or integration into the organisation. As an or... [More]