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

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.     

Choosing the right CRM system, software and provider.

As part of my quest to find relevant news articles and blog posts on CRM I found this new article in Business News Daily.  The article poses some interesting points for those looking to invest in a new CRM system, particularly those that are thinking about investing in new software.  The points below can be raised when considering many things for your business but consideration has to be given to cost, ROI (Return on Investment) and longevity of a solution. Also give thought to who is providing what, as although a hosting provider may offer software they might not offer consulting that is specific to your business sector or the manufacture of the software may provide it as a service but then there is no support of help with setup leaving in the hands of partner consulting organisation. So when considering the implementation of any software consider the whole picture not just the software element. Below are a couple of points that should be considered: Know your initial requirements It is important that any company looking to invest in a new CRM knows exactly what they are hoping to gain from it. After all, the point of the investment is to benefit in specific ways.  Rather than focusing on the cosmetics of a system, it is best to ask in what specific ways it will benefit the firm. Consider developing a scope document that key parties can refer to and work against so that all objectives are highlighted and achieved. Make sure all key parties from your organisation are involved in the review process as ending up in the position where a new system is forced upon people will probably not improve productivity and acceptance. Know where the data is being stored With the explosion of “Cloud Software” and “Software as a Service” it is very easy to get confused with the jargon so if your organisation is going to be subscribing to an internet based service for your CRM software then ask the provider “Where is my Data?” Any company that offers CRM software should be prepared to let their clients know where customer information is being stored.  As a general rule, software will store all relevant data on one server in a single none shared database but this might not be the case.  It is the client’s right to ask where that system is and what security processes are in place to keep it safe. Does the software suit your business size? As with nearly all services, CRM software will have an optimum business size with which it functions best.  It is therefore a good idea to check whether a particular software set will suit your own firm, as obtaining software built for a smaller firm will likely lead to another upgrade in a couple of years. Also give consideration to not only the now but can the software evolve with your business make sure the solution can be easily updated configured and changed without expensive consultancy or development being sort, when simple field or page changes are needed.  The secret of a great CRM deployment is internal adoption, ownership and usability. Check for integration It is important that the relevant CRM software is compatible with any enterprise resource planning software that the company already uses.  Whilst full integration is not always required immediately, it is still worth knowing that it is possible further down the line. Also if you don’t have an ERP system and some smaller business don’t look at how your finance system will reconcile if you’re billing directly from the CRM against your customer records. Not Just Software. 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. 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. Original Article for reference http://www.businessnewsdaily.com/5425-how-to-choose-the-best-crm-software.html

Unique ways that CRM can aid a company

A new piece in the Box Free IT website has taken an in-depth look at the CRM industry. It has highlighted some of the key benefits that CRM can have with the emphasis firmly on providing genuine results. The first point that is highlighted in the piece is that CRM data and software can help to introduce a genuine system to smaller businesses.  SMEs often lack an in-place system designed to help record and follow up on potential prospects, which means that some genuine leads often fall through the cracks, leading to a revenue loss. Secondly, it highlights the value of putting into writing all of the steps of its sales process.  CRM software can enable a company to both initially define and then make changes to the system to see how results vary according to the process.  This solid definition can also increase the company's ability to train new staff and hold existing sales staff accountable. Another software benefit is that CRM as it is can also help generate sales from already existing customers.  There are two ways that this can occur: firstly, the software indicates which customers have purchased the most and when certain customers are due to buy again.  This can greatly increase a sales team's strike rate when used effectively. Finally, the piece cites the 'C' in ‘CRM’. That is, the fact that it can help any firm to provide a better service to already existing customers by building and tracking interactions between them and the firm. Also consideration has to be given as to the cost of CRM and a lot of small business owners may well not realise that they can have a complete CRM with marketing capability and tracking for as little as £150 per month and MyCRM is one of the only solution provides that can still offer a single user system based on Microsoft Dynamics CRM 2011 and in the new year CRM 2013. Smaller organisations may not have the need to implement a full scale CRM but usually want to solve a very simple problem and that is generation of more business.  By using the features of Microsoft Dynamics CRM with eCampaign along with understanding a few setup skills for social media like Facebook and twitter you can very quickly drive new customers and prospects towards your offerings. If your organisation is looking to consolidate data and increase sales active then talk to us to see if our approach will help. 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. Original Article for reference http://boxfreeit.com.au/2013/11/07/think-big-act-big-explore-the-future-of-work/    

What is CRM and how can I use my CRM data?

If you have ever asked yourself “what is CRM all about, and why does my business even need one?” then take a read though and I’ll try to explain how you can use the data you accumulate in your CRM system. But firstly - and lots have people have asked me this one - “What is CRM?” In short it is a database you collect information about your customers in.  I’d be surprised if you don’t already have one, although it might not be super effective and it might not be Microsoft Dynamics CRM. You might even have several with different information - some on spreadsheets like Microsoft excel. In this latest article, I try to discuss how CRM data can be used effectively in your business and why your CRM system should not become just an electronic filing cabinet for storing contacts.  I recently read an article on Search CRM which outlines multi-channel data acquisition and goes on to explain how to capture data, these being some of the key points: 1.     Ensuring access for the right people 2.     Social media changing the landscape But there is more pieces to the CRM pie to look at, as CRM implementation can be straight forward or as complex as you need it to be. Let me explain: First let’s look at data acquisition and the ways this is done. Most common sources are: ·         Website leads ·         Incoming Email ·         Trade show / Business cards ·         Purchased data But with the explosion of what is described as “social media” with sites like Facebook, LinkedIn and Twitter, there are other ways of capturing lead and customer data.  I recently wrote an article on socialising your business (http://blog.mycrmgroup.com/post/2013/10/21/Does-socializing-your-business-mean-good-CRM.aspx) which discusses getting social with your business, but here we look at the ways to use your captured data. Once you have your collection of data you’ll then need to work out if it is customer data or non-customer data (i.e. have you done business with this person or organisation?). You might also find you have supplier data and third-party data you need to reference. It is very worthwhile and highly recommended that you take the implementation of a new system as an opportunity to segment data into separate and correct sectors: being Customer, Supplier or Prospect. Then take a look at the data to see if it is current. Again it is recommended to take some time clearing old data and bad contact information like incorrect emails. Using a product like Microsoft Dynamics CRM with a provider like MyCRM can help you get to your end goals quicker. We have years of experience of sorting data and getting it into a system for review.  So what can your data do for you? It can help impact development One of the key ways to achieve success in any field is to give the customer what they want and CRM data can enable your organisation to do this.  If an organisation has information about the likes and dislikes of its general audience, it can better shape products that are developed in the future. It can focus on particular targets CRM data can enable your organisation to more accurately target who you sell your products to. To take a hypothetical example; if a music shop sells both keyboards and guitars, effective data will allow them to send out targeted e-mails to those who have bought each of the instruments.  This also avoids the wastefulness (and potential for annoyance) that can occur by repeatedly trying to sell a guitarist a keyboard!  Many other examples can be given to where the data can help organise and target activities for example; let’s say you’re running a training course in London and you want to find people to invite, you can filter the data in your CRM and maybe use a tool like eMap (http://downloads.mycrmgroup.com/eMap.aspx) to segment the data in order to invite people near the event which may produce a higher return. Prioritise Sales Activity Assuming your new CRM system is being used for marketing and email tracking with such tools as eCampaign (http://downloads.mycrmgroup.com/eCampaign.aspx), then the data created post-campaign can be used in sales activities. The sales team can then contact those that have interacted with an email sent, resulting in less cold-calling and more follow-up. Creating opportunities Finally, another key way that CRM data can aid a company is through social media data.  Social data is now becoming a firm part of most modern strategies (Microsoft has included social connections in their new Dynamics CRM 2013 software).  For instance, it might be that a company sales rep realises that his company has , in the past, built a successful relationship with a manager who has now moved on to work for another company that the sales rep wishes to pitch to.  This sort of data can be incredibly useful in terms of making connections that otherwise might have been missed.   These are just some examples of how organising your customer and prospect data can help create better business and better customer engagement, as there is nothing worse that having a customer call in and you having to ask what product they have bought! 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. Original Article for reference http://searchcrm.techtarget.com/feature/Why-multichannel-CRM-makes-customer-data-acquisition-less-painful

Microsoft releases industry templates for CRM 2013

Microsoft is making an attempt to differentiate its Dynamics CRM software from other competitors in the sector by including a new set of 18 specific industry templates as part of the software.  These templates are designed to be used by companies in those industries, and include sports management, healthcare and even more specialist areas such as prison inmate data. The customised templates were announced during Microsoft's Convergence 2013 EMEA event, held in Barcelona. As well as the templates, Microsoft also publicised a new pricing offer which will bundle the Dynamics software with Office 365.  The offer will be available up until March 2014 according to the company’s announcement. Microsoft also confirmed that Dynamics AX 2012 R3, the latest version of their ERP (enterprise resource planning) suite, would land in April, with customers also having the ability to run the software on Windows Azure.  It won't be until the next AX update that Microsoft begins to integrate features solely based around pure SaaS, ie those that save on system resources and allow for multiple customers to be patched and updated at the same time.  Early adopter programs for the latter feature will probably begin sometime next year, with AX remaining available in its on-premises form. Microsoft's Dynamics CRM 2013 has now more or less been completely rolled out, with the popular apps for both tablet and smartphone now freely available to customers.  The reception to the CRM software has so far been very positive amongst those that have already implemented it.  Source: TechWorld This is also great news for independent vendors like MyCRM who can offer the same CRM templates with additional configuration and support. Once readily available MyCRM will be hosting demo version of all the industry templates for Microsoft Dynamics CRM 2013.   MyCRM aim to help deliver effective CRM and you can see here what our current customers say 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 trail 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 business process can work in business and has therefore we have 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 you Microsoft CRM Solution:- You can get access to arrange of products for Microsoft Dynamics CRM from the MyCRM download centre here http://downloads.mycrmgroup.com after registering for an account.

Questions to ask before investing in your next CRM system

A CRM system can have a number of positive impacts on almost any company.  However, it is important that before a system is invested in, certain key questions are asked of it: Is it easy to use onboard? It is important to make sure that one, intuitive cross-referencing tool is used in order to allow that offline customer data is used in order to increase the online audience.  This should be do-able in an immediate, genuinely actionable way. How compatible is the system? It is important for a CRM system to be able to link up effectively with other data and tools.  Therefore, whatever particular apps a company considers essential, whether it is advertising click data or shopping cart information, it should be able to be linked in easily with the new software. Can the audience data be segmented? It is important to be able to edit the information gathered by the CRM software so that it can be broken down into a number of different attributes such as home values, product ownership, social profiles and overall consumer influence.  Customer Data is only valuable in the sense of its detail. How effective is the reporting? When sharing data with others in the company, it is important to be able to both analyse it and to be able to report it accurately. Effective CRM software should provide the ability to create customised reports on everything from the existing customer profiles to prospect lists. Is there a proven success rate? It is important that CRM software (and indeed any software) be able to demonstrate proven effectiveness in previous cases.  What verticals has the software been used in and what results did it achieve? Source: Adotas The answers from MyCRM would be Yes, Very, Yes, Very and Yes as Microsoft Dynamics CRM is one of the most versatile and flexible solutions for both online and on premise deployments. Here at MyCRM we aim to help organisations benefit from the role out of a CRM system and not just host it so if you are considering implementation even in a small way then just let us know. MyCRM aim to help deliver effective CRM and you can see here what our current customers say 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 trail 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 business process can work in business and has therefore we have 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 you Microsoft CRM Solution:- You can get access to arrange of products for Microsoft Dynamics CRM from the MyCRM download centre here http://downloads.mycrmgroup.com after registering for an account.  

How can CRM software aid different business processes?

After doing some research and reviewing a number of articles including this new piece on CIO.com, I just thought I‘d take the opportunity to cover off some of the key processes and areas that a good implementation of CRM can be used for. The article on CIO talks about 3 key areas and explores the CRM sector in a different way.  Essentially, it looks at three ways in which an effective CRM system can help to improve a company's business processes.  But from experience and understanding what CRM systems can be used for I’ve taken the opportunity to add what is missing. A CRM system implemented correctly is and can be so much more. The first three points below are correct and worth noting but it is unlikely that these will solve your business pains, unless you’re a multi-site multi continent corporate organisation. CRM as a smart file cabinet Some businesses use their CRM system as simply a database of the relationships that clients have built with customers. These businesses do not create leads in the traditional manner. Deals are more likely to be made over a round of golf or dinner than through a phone call.  To these companies, CRM software represents a useful database of contacts at the client firm, address books, event planning and other key documents.  Status reports are also useful as are activity summaries.  CRM allows collaboration and the storing of documentation Some companies, of course, remain focused on a traditional account management system, replete with up-selling, renewal and multi-phase contracts.  In this sort of working environment, CRM software allows all of the main departments - marketing, sales, engineering, delivery, etc. - to stay co-ordinated with each other.  This ensures that all of the necessary work is completed and that departments can be aware of the sort of work that will appear in future. CRM the task master For some of the most ambitious companies, CRM software operates as the driver behind a fairly automated, standard process.  Companies such as this often have various processes running simultaneously, meaning that CRM software is required to manage all of the relevant information side-by-side in order to ensure that all of the channels are working with each other. So let’s look at what else can be achieved - and the question you need to ask is exactly that: What do we want to achieve with a system for our business? Here I break down beyond the basic three areas. CRM the Marketing Machine Again looking at many articles there are lots of different approaches, but let’s looks at online and email marketing.  As the technology age progresses forwards in leaps and bounds the most common form of marketing is either online or email marketing, but just sending the pretty HTML email is no longer enough. The marketing and CRM system needs to provide interaction data which can be used to prioritise sales and calls with prospects and customers. The data collected from campaigns can drive automated sales processes by creating follow up phone calls and activities, streamlining data input. CRM the Sales Multiplier All businesses including ours want and need sales. It’s a fact of business, so can CRM help? Well yes - as by combining the above techniques and defining processes, sales teams can work smarter. By integrating your website statistics and your capture forms directly into CRM, sales teams can access data on when people visit the company web site, and who they are. I know it all sounds pretty straight forward, but for many organisation that have not adopted a CRM strategy this level of sales generation is still a big step forward. CRM the Customer Blanket A CRM software solution does not automatically mean great customer service awards for your business, but the software is a tool that can help you get there and the strategy will help your business define the process. Great customer service comes with the mind set of your employees and management team wanting to deliver the best. From a great sales experience to fantastic support that goes the extra mile, this is how CRM is defined and it can mean so many different things to many different people and organisations. CRM the MyCRM Way So a good CRM provider does not just provide software, but will want to help an organisation attain great benefits and will want to help solve the pain points to make productivity and sales increase for their customers. Or should I say, that is what we aim to do! You can see here what our current customers say 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 business process can work in business and has therefore we have 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 arrange of products for Microsoft Dynamics CRM from the MyCRM download centre here http://downloads.mycrmgroup.com after registering for an account.

Effective CRM and Mobile Apps can help end poor customer service

An interesting new article in Business 2 Community has highlighted that in the mobile age, effective customer service remains the key to achieving positive CRM results. With 90% of UK shoppers saying that they would walk away from a sale if they encountered poor customer service, it is important that no avenue of a brand is left behind.  The article voices the fact that mobile CRM is the ideal way to achieve this. A mobile CRM should be used to determine information under two umbrellas. This would be the information the customer actually wants to access on their mobile and also how they want to engage with it. The article then highlights the value of both simplicity and ease of access in terms of the software that the customers utilise.  Customers need to be able to access what they need quickly and easily. The value of social media - something we have highlighted previously - is also noted.  Research indicates that 85% of online complaints last year were actually ignored, despite almost half of the cases expecting some form of response.  With the mobile and web markets growing each and every year, it remains vital for firms to invest in order to both obtain more valuable data on their customers, as well as to help build genuine relationships with them. Essentially, the piece highlights the overall value that CRM can offer any firm.  Effective customer relationship management software can be used to collect data from all of the main communication channels and can store it within one main interface to be used accordingly. Source: Business 2 Community  MyCRM aim to help deliver effective CRM and you can see here what our current customers say 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 trail 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 business process can work in business and has therefore we have 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 you Microsoft CRM Solution:- You can get access to arrange of products for Microsoft Dynamics CRM from the MyCRM download centre here http://downloads.mycrmgroup.com after registering for an account.  

Can CRM benefit higher education and what are the parallels with business?

A new piece in the Financial Post has highlighted the potential that CRM could bring to the higher education sector.  Interestingly, research has already indicated that institutions could gain a 42% increase in revenue by making use of an effective customer relationship management process piece Four key requirements for a CRM system were explored: Complete tracking of students A successful CRM system in the higher education sector would need to build a detailed profile of each student's interests, including their preferences and their purchase intent, not to mention their academic financial and communication history.  Essentially, this has the same aim as a business profile which is to better understand the person in question. Seamless integration CRM software should be seamlessly integrated into the campus's computer networks.  A unified data set is believed to increase lead conversion by more than 12%, which is a useful statistic in any sector! Enabling effective segmentation of the population Essentially, the system should be able to identify which students fit into which demographics and to be able to send targeted e-mails as a result.  Again, this mirrors the ability of a SME CRM system by being able to identity different types of customer. Automated workflows Just as with a small company, a higher education CRM system should be able to notify the right people at the right time.  If, for instance, an institution is able to answer a student's enquiry first, they will increase their conversion rate by up to 238%. Source: Financial Post Using a solution like Microsoft Dynamics CRM can enhance education processes and working with as provider like MyCRM we can help define process and integrate data for external use with in parent portals. We also have a number of solutions that can be used for bulk marketing and productivity enhancement. MyCRM aim to help deliver effective CRM and you can see here what our current customers say 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 trail 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 business process can work in business and has therefore we have 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 you Microsoft CRM Solution:- You can get access to arrange of products for Microsoft Dynamics CRM from the MyCRM download centre here http://downloads.mycrmgroup.com after registering for an account.  

Customers want more personalisation from businesses

A new survey has shed light onto the attitude of modern consumers which highlights an interesting trend, revealing that despite concerns regarding the safety of their private information, many of them still want to receive more personalised data from businesses. This is usually found in the information that is sent to individual consumers. Organisations that used tailored marketing via email or web usually scored better with loyal customers. The SAS study showed that 71% of the 1,260 people surveyed did have some concerns regarding the recent revelations of data observation. 60% still expected businesses to be aware of their preferences and to understand their needs. 59% noted that they felt there had been an improvement in personalised communications by companies during the last five years. The results indicate that any firms involved in the customer relationship management (CRM) process should be focusing on meeting the individual needs of their customers where they can. Obviously CRM can be defined as so much more than just storing data about customers and prospects. Personalised communication can help target interest into services provided.  Extension tools like eCampaign from MyCRM (http://downloads.mycrmgroup.com/eCampaign.aspx) can help drive targeted emails with related personal data and enable organisations to use their Microsoft Dynamics CRM toolset to filter and hone datasets so that they are relevant. Respondents with incomes of over $100,000 (£65,000) were more likely to expect businesses to understand them and the same expectations were found with the under-30 demographic.  Personalisation was also expected by those with higher salaries.  Those who earned more seemed to indicate that they would be less understanding if they were to receive irrelevant messages from businesses. The survey also highlighted the fact that two particular industries were considered to be trailing behind the others in terms of customer understanding.  Airlines and hospitality were the two sectors that customers seemed to think were not pulling their weight in terms of customer relationship management.  This is interesting, as the amount of data that companies in this sector can obtain through loyalty cards, review sites and the like should enable them to out-perform those in other industries. For the full article see the link: Destination CRM   About MyCRM MyCRM has over 20 years’ experience in understanding how CRM as a technology and CRM as a business process can work in business and has therefore we have 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 you Microsoft CRM Solution. You can get access to arrange of products for Microsoft Dynamics CRM from the MyCRM download centre here http://downloads.mycrmgroup.com after registering for an account.