Using your CRM data during the Christmas build-up

It is now December and as almost everyone knows the festive season is also one of the key sales periods for any retailer, whether they are online, on the high street or a combination of both.  A new piece has highlighted how CRM software can help any company improve their festive sales. Analyse the customer data If a CRM system has been in-place long enough, it is possible to analyse customer data and anticipate exactly what sort of purchases will be made during the festive period.  What will different customers buy and when will they buy? Create unique messaging Some companies will send out e-mails based solely around Christmas, i.e. 'here is our new range of Christmas products.' However, it is important not to forget that all customers are different.  They should, therefore, be sent different e-mails.  Christmas focused, yes, but still based around their likes and dislikes. 'Christmas bargains' should go to some people, and 'spoil yourself this Christmas' should go to another.  CRM data is the key in helping to segment customers and the data should not be wasted. Send out useful information CRM data will enable a company to send customers relevant information about services and products over Christmas.  If, for instance, a customer has bought a Christmas hamper every year for the last four years, it is reasonable to expect that they will do so again.  Knowing this enables the company to send them information on the different hampers available at the moment and where they can pick them up from.  This targeted festive marketing is one of the key benefits of using a CRM system. Source: Clickz Once the Christmas Holidays have passed you there are a number of things you should look at to help drive you business year on year Here are a few points 1.Analyze your customer sales. 2.Segment your customers. 3.Create messaging for individual customers and/or pools of customers. 4.Nurture and educate them with relevant  information. 5.Send them an offer. 6.Watch sales roll in; track, test, evaluate and repeat. If you need help implementing you CRM strategy or are just looking for a provider than can manage the service for you then please contact MyCRM today on http://www.mycrmgroup.com 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.

The 5 key guides of CRM Implementation success

Obtaining the right CRM system for your business can be a big investment.  However, there are several rules and guides that we recommend are followed in order to help make the right decision.  Below a 5 Key pointes that should be considered before purchase or implementation:- 1, Requirements Every single company will have different reasons for investing in a CRM system, and it's vital to ensure that these reasons are detailed in advance before any investments are made.  Whether the company's looking to increase brand awareness, generate more leads or close more sales, the details can make a big difference as to which system is invested in. 2, Deployment Type At the moment, companies are in the middle of two main options: software that is installed and used solely in house, and software that makes use of the cloud in order to function.  The former is considered by firms that have concerns regarding data security, (although the cloud is still a very safe option) with the latter very suitable for a firm whose staff are constantly on the move.  A full analysis of pros and cons for both is a good idea here. 3, Scale and Size Once the software has been assessed, then thought has to be given to exactly who is to use it and what parts of the business need to adopt the customer strategy, most organisation will start department by department but initial thought should be given to how CRM affects the business as a whole 4, Mobility Needs  Mobility for technology is still in its infancy but with the growth of online services and consumption of social media, thought should be given to how employees can embrace technology and use of a CRM system be become more productive in the Field. 5, Integration It's doubly important to check whether or not the data that the company already possesses (much of which will be quite useful) can be easily integrated into the CRM system in question.  This is a big deal, as no company wants to lose sales and customer profile information that they've worked hard to obtain.  Integration is a vital part of the process. Here at MyCRM we recommend that you find and work with the right partner that can help your CRM acquisition become a success and not just another piece of Software. 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.   Source: The Wise Marketer

How to make the CRM process sustainable

5 Key Tips After doing some more research I came across an interesting article on Destination CRM which highlights 5 key points about working in the customer service industry.  It is vital to try and ensure that relationships are sustainable as well as being of high quality.  These are some of the key ways in which to do so: Assess current levels It is important to take the time to analyse the standards of the current service levels and to try and improve on them.  One of the benefits of using CRM systems is that constant feedback from customers can be obtained and it should be used.  Whilst customer surveys should not be the sole tool used to assess the processes, it remains invaluable. Assess the staff It is important to take a good honest look at the employees who are responsible for the CRM process and to build up an accurate portrayal of their skills and weaknesses.  This can help any manager to delegate tasks to those members of staff that will be most effective in completing them. Define and disseminate service standards All companies that work with customers should have a firm "behaviour guide" in place to ensure that every member of staff is pulling in the same direction.  Service standards form a critical part of consistency in dealing with customers which is something customers expect. Train consistently In order to ensure that the customer service model is maintained and continues accurately, it is important to make sure that staff are training regularly and on an ongoing basis.  It is important to make sure that training is treated as a process rather than a one-off, so that staff are consistently developing their CRM skills. Develop and implement a strategy. Consider a "service certification" program with multiple certification levels to encourage continuous personal development. And do what works for your business, but motivation to create a great customer experience is key. Events, quizzes and bonus prizes can all have an effect to drive a strategy forward. Source: Destination CRM 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.  

Coming Soon eSpell 2013 the Spell Checker for Microsoft Dynamics CRM

On the success of the first release of eSpell for Microsoft Dynamics CRM some 3 years ago we have taken all the feedback from our customers and we are pleased to say eSpell 2013 is near ready for release And yes this time you can check the whole form in one click    eSpell still supports a number of dictionary languages and can still be added to custom entities as before   The spelling checking process now reviews all the fields on the form and checks in sequence giving an apropriate tick if the word is in the dictionary. This is one of the great productivity enhancement tools from MyCRM and if you have any questions please email Support@mycrmgroup.com To get a trail register on the MyCRM Downlaod Centre as eSpell 2013 will be released in the next 3 weeks. 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.      

Choosing a great CRM software system

  A new article featured in Business 2 Community has covered some excellent beginner tips for making the right decision with regards to purchasing the right CRM system.  These are some of the standout points: Actually knowing what you want  Because modern CRM software is so versatile, different businesses will likely invest in it for different reasons.  As a result it is important for each business to know exactly what they are seeking to get out of investing in the CRM system.  A set of individual goals is probably the ideal way to manage this. Does it promote user adoption? It is always worth keeping in mind the fact that insights gained from CRM software are only going to be as useful as the data being put into it.  It is important therefore to find a system that is popular with the team themselves.  Any friction, whether it is due to the process, the people or the system itself, should be minimised. Is mobility factored in? For many modern businesses, mobility is a key factor in any CRM software.  It is therefore important to check whether it is included as part of the system you are looking at.  The ability to be viewed on the road is almost essential. Understand the customisation It is important to ensure that any CRM system can adjust to the needs of the individual company.  Every firm making use of this sort of software will have their own unique goals and needs. The system should be able to be adjusted so that it pulls in that direction. But when it comes to your business as the owner or the senior manager you will understand what is best and what processes work and why.  Investing in or subscribing to a CRM service will not automatically give your business great Customer service, in fact if you are relying on just the software purchase to do this then it will probably have the opposite effect. The reason for this is that CRM is a methodology that your whole organisation will need to adopt and the process that are defined to ne place the customer at the centre of your business from what can be described as “First Contact” to “full and Final Product or Service Support” At MyCRM we can help you understand the possibilities and have one of our consulting partners working with you to gain a Sure Step to Microsoft CRM.   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.   Article Source http://www.business2community.com/sales-management/going-mobile-benefits-crm-go-0694234

7 Things to remember when choosing CRM software

After trawling a number of CRM related articles I found this on the Business 2 Community and the article takes a look at some of the key things to consider when choosing CRM software.  Some of the points are well worth further investigation.   As a Service provider of Hosted CRM solutions using Microsoft Dynamics CRM, here at MyCRM we could not agree more as it is very important to understand what a CRM system means to your business and understand who or what you want to achieve from the system.  CRM software is a little different as it has many purposes and several key offerings.   Remember that the team has to use it   Surprisingly, some companies that purchase a CRM system do not enforce the fact that everyone has to use it.  It is important to ensure that everyone gets involved in the use of the system and it is therefore a good idea to let everyone try different software packages out.   More so keep the team in the loop when selecting the software and understand each departments needs as one system does not always fit all   Know what features you need.   There is no point going out and subscribing to an online CRM system or purchasing expensive software before you have analyzed what your business needs are, as buy or subscribing to a CRM system without any preparation will not automatically give you great CRM in your business, unlike system like Email if you subscribe then you get an email system in your business as it is a commodity product, CRM is not it is a methodology for your business.   Examine how it will improve efficiency.   At the end of the day a new system like CRM has to add some value, solve a problem you have or improve the way you work, so take a look at what you do currently and see if there is an easy way to improve by using automation in a CRM system.   Remember the mobile side of things   It is important to remember that mobile integration is essential for any company with employees who are frequently on the move.  Whenever a company is considering which CRM system to invest in, it is important to account for how it will cope with being used on the move.  Offline access and syncing is a vital part of this.   You don’t work in a vacuum.   With the growth of mobile working and the use of Social media sites like Facebook and Twitter business and your business is going social so the idea of working in a silo or vacuum has now disappeared.       Consider hardware   As with any software, it is important to ensure that the company hardware will be compatible.  Some operating systems will work better with certain software and it is important that whichever package is purchased suits the hardware that the company already uses.   Also way up the cost of purchase verses an online service or managed service like MyCRM Hosted as this can reduce the cost of implementation and attain a faster ROI.   Consider the ROI   As with any investment a company makes, the aim of CRM software is to try to improve profits and to help to build relationships with customers.  Heading into any CRM software purchase, a firm has to have a plan that will enable it to use the software to increase sales and build these essential relationships.   Source:Business 2 Community   You can talk to MyCRM about these points and more and we are happy to advised and work with you to get the best out of you MyCRM System

How modern marketing relates to CRM

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.    

Using CRM software to measure offline marketing

An interesting new article in ClickZ has explored some of the key benefits that CRM software can bring to the more traditional forms of offline marketing.  As we normally focus on the web, we thought it would be interesting to share the ways that it can help when going old school. Measure everything The more you measure ROI for your different marketing channels, the easier it will be to achieve positive results.  Using CRM software to measure even things like leaflet delivery or attending trade shows enables a company to get the best ROI overall. Individualise results By using specific tracking links on flyers and promotional material given out at local events, it's possible to measure each channel individually.  This is ideal in enabling a company to get an accurate impression as to which forms of offline marketing work effectively. Ask the customers One of the important factors in measuring effective offline marketing results is to ask the customers exactly where they heard about the company.  Over time, this will enable a firm to measure whereabouts most of their custom is coming from.  In turn, this will mean that they're able to further invest in the most efficient channels and can discard the others. It can compare percentages When you send out marketing to the offline world, it's easy enough to be able to measure the amount of leads that come back.  However, it's virtually impossible to measure percentages.  CRM software can help a company compare how many flyers, etc, were sent out with how many leads they generated.  This can help gain insight into which channels are most effective in a percentage sense. Source: Click Z 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.  

Why CRM software use needs to be consistent

After looking through a number of pieces this weekend I found a number highlighted some key facts and some of the key reasons for ensuring consistent application within the CRM process and why this was extremely important to a business.  Here are a few to take a closer look at. With No CRM - It can lead to misguided communication One of the keys to success is ensuring that customers feel like they are being specially treated and CRM software enables a company to provide the customer with relevant product promotions in order to do so.  Ineffective infrequent use of the software means that a customer is likely to receive communications irrelevant to them.  When calling if the person they speak to in your business does not have all the facts to hand or does not know of the customer then the process of good customer relationships are flawed. The inability to time Another key to using the CRM software effectively is to ensure that promotions and communications can be sent at a time most suitable to the customer.  This can lead to a genuine increase in sales.  However, if the software is not used effectively then it can lead to the offers and promotions being sent through at the wrong times, both irritating customers and leading to a decrease in sales. A lack of genuine engagement It is important to remember that CRM stands for customer relationship management.  The whole point of the software is to try and enable a company to do the best they can in terms of building ongoing relationships with customers. Using it only in a sporadic sense is therefore counter-productive.  The relationship is developed over time, with the increase of obtainable data enabling the firm to develop a better picture of the customer's needs and wants.  Only using the software sporadically means that this profile of the customer will be less in depth and the company will not be able to serve their needs as effectively. There are many other reasons why CRM is affective to business for growth and managing customer expectation, for more contact MyCRM 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.

Microsoft review usability with CRM 2013 release

From as early as RU 12 on CRM 2011 a version of the new activity feeds were available, but in CRM 2013 this unique way of looking at customer interaction is embedded into the core customer screen for accounts contact and Leads, along with being available from the main Sales dashboard.   This makes working with the current release of Microsoft CRM easier and stream lines some of the activity tracking and is definitely a step in the right direction in helping end users get to the right information quickly. The CRM 2013 release has taken on a new bold design which give the application a brand new look and feel and the Microsoft design team have obviously given a lot of thought about end users and easy navigation with the new top activity bar.  A CRM expert Mukul Aggarwal noted: "The activity feed is the first thing you see when you view records in CRM, whether it's an opportunity, lead, account, contact or service case," in his blog post “With CRM 2013, you can create or filter activities right in the activity feed” Other activities can now be scheduled through the activity feed, and they include appointments, e-mails and even custom-created activities. As part of the attempt to make the software more streamlined, it is also now possible to stay on the same page once an activity has been saved, so other actions (such as marking it complete, deleting it, closing it and converting it to an opportunity or a case) can easily be taken.  Users are of course able to go back to their activity feed at any time.  The new software has also had new filters installed, which are ideal for helping to organise the different activity feeds. The in-progress filter is especially useful in that it displays the most relevant cases, such as those that aren't complete or those that haven't been closed. Essentially, the upgrades are focused more on user experience and streamlining the process, which are two key characteristics in any system. Source 1: http://www.eweek.com/enterprise-apps/microsoft-streamlines-dynamics-crm-2013-workflows.html Source 2: http://blogs.msdn.com/b/crm/archive/2013/11/11/with-crm-2013-you-can-create-or-filter-activities-right-in-the-activity-feed-no-flipping-screens.aspx 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.