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

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.    

Your CRM software can your teams minimise errors

CRM software is already well reputed for helping sales reps to improve their conversion through providing useful data about both the sales process and the customers themselves. However, it can also be useful in reducing mistakes by the sales team and other teams.  Here's how: It can help record calls Some CRM software is capable of recording calls between potential clients and sales reps, meaning that they can then be gone back over once the call has completed.  This serves two purposes: firstly, it means that the rep that made the call can analyse their technique and see if they're making and repeating mistakes.  It also means that any other members of the team that pick up the sale later on can engage the customer in a manner consistent to the communications that they've already had. With the development of such tools like Skype and integrations with Microsoft Dynamics Call recording and file store of conversations is possible. It enables input from the team The main benefit of a CRM system is that it can provide a full range of data on a customer or client.  The ability to build and enable access to the same facts is crucial - this way, there will be no inconsistencies in terms of the products that the customer is targeted with and the offers they're given. It stops contradictions between different teams If a customer receives several different points of contact for one company, they might become confused or uncomfortable with the way that they're being handled. CRM software enables entirely different sales teams to offer a united front in terms of how the customer is treated, minimising the risk of the client being put off. There are also many other benefits that can help you different teams to gain efficiency in completing tasks. Use Maps to plan routes to gain efficiency There are many great features and benefits to using a system like Microsoft Dynamic’s CRM http://hosted.mycrmgroup.com/pricing.aspx in the cloud, but coupled with powerful Map solution’s like eMap http://downloads.mycrmgroup.com/eMap.aspx and marketing solution like eCampaign http://downloads.mycrmgroup.com/eCampaign.aspx your CRM system can soon become a very powerful platform for Success. Manage your business not your IT The world of IT systems is changing and with this comes a load of new acronyms and buzzwords like “Cloud” and “SaaS” but all these things mean is that someone is going to manage the service for you, so you can get on with what is important to your business. If you need help with the implementation of a CRM system or need additional tools then register with MyCRM http://downloads.mycrmgroup.com/default.aspx Source: http://www.firmology.com/2014/01/08/3-ways-sales-reps-can-reduce-mistakes-by-using-crm-software/  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.    

Using CRM to retain and empower your Sales Team

Today’s article originally from Business 2 Community highlights some of the point on why having a well implemented CRM in your business can help retain your Sales team and make them more productive. Over many years I have worked for several CRM based organisations and have realised Sales team members are happiest when they are selling successfully and CRM can be part of the tool set that helps individual’s achieve pre-set management goals. One of the key ways to make sure that CRM software is doing its job is to look at the impact it has on the sales team.  Indeed, the source of this article has taken a look at some of the ways in which the software can be used to help build and retain stronger sales teams. It can help with training If new staff members are trained to use the software as soon as they start in the role, then they're more likely to engage with it and are more likely to use it to make sales. If they're trained to do this immediately they're more likely to model their working day on the stats rather than other colleagues. Use the metrics One of the pluses of CRM software is that it provides verifiable metrics that can be used to judge the success of a sales team.  It's therefore important to actually use it, and to hold the sales team responsible for meeting the necessary targets (as judged through the data).  This can help you work out where the weaker links in the team are. Employees can track their own progress One of the plus sides of the data is that employees can track their own performance, and work out in advance what their commissions should be.  As such, CRM software can provide genuine motivation for success in of itself, purely by the team seeing how much additional money they've made as well as how much more they could potentially make. Adding Extra Value for Sales Team Members Here at MyCRM we understand how to make CRM effective to help get the job of sales and marking streamlined.  With years of CRM experience we have developed tools like ePDF http://downloads.mycrmgroup.com/ePDF.aspx for creating quick orders and Quotes we have created extensions like eMap http://downloads.mycrmgroup.com/eMap.aspx for Sales team in the field to create effective routes and minimise time on the road, or eCampaign http://downloads.mycrmgroup.com/eCampaign.aspx to help marketers drive new business. To find out more visit 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. Source: Business 2 Community

A number of things to think about when getting your CRM features set up in 2014

With the New Year celebrations now done and dusted, and the plan for the New Year’s Resolutions beginning to fade then now is the perfect time to start considering exactly which CRM system or how to extend your current Microsoft Dynamics CRM to meet the growing expansions for 2014 / 2015. Is there ever a right time to take stock of your business and CRM needs that will improve the way you track interact and support your customers? Well I would argue yes now is the right time as country and global economies begin to grow and the feeling of confidence returns, now is the time to make sure your business processes are set up and ready for the next year. After spending what is now some 15 years building and implementing CRM systems I have seen bubbles and downturns and more importantly recoveries.  A good well implemented Customer based system and strategy for your business is key regardless if you are a start-up or a well-established organisation. As technology is always moving forward and the way we all work is changing it is important that your staff and your customers have access to your business in more than one-way.  We saw in the UK that this December (2013) Christmas shopping online for the first time over took high-street and supermarket shopping for present buying and organisation that can deliver through multiple channels will have greater success. I’m sure reading this as a business owner you will have no doubt that taking your business forward is a priority for you own personal success, but with years of experience in implementation you probably have lots of questions about how you can use an effective CRM. If you don’t already have a CRM application that is set up in your businesses then talk to MyCRM as we can offer a complete solution with email marketing from £50 per user per month which is just £1.66 per day. But before you do you need to give some thought into what your business needs to achieve with CRM, Marketing, Sales and Support and if you need an online or social presence. Below are a number of key areas to think about. Mobility This is perhaps the most vital modern ability of any CRM software. Just as customers are becoming increasingly reliant on their mobiles in order to browse the web and purchase items, so the companies should also be developing their abilities to manage their sales workload whilst out and about.  The ability to update data on a particular sale in real-time can be hugely beneficial to any firm looking to improve their sales process, and the right CRM system can ensure seamless communication. Social Another key characteristic of CRM software is the full integration of social media data. The simple fact is that social media is now ubiquitous, with almost everyone making use of at least one network. Mining this data is therefore almost simple common sense.  It will enable to provide better information about customer likes and dislikes, as well as data on things like when they're most active. Real, provable feedback This is a constant in the world of CRM, and will be no less important in 2014. It's vital to ensure that the CRM software is able to genuinely increase sales and revenue - if it does this and can prove it, then it becomes well worth the investment. Self Service If you want to trade outside of the standard 9 to 5 and give access to customers to help themselves then you need to make sure the web site service or social media page can support this. Get a Provider Finding the Right Solution Provider is also key as there are many different types and the cost can vary, but as an organisation that is looking for fixed costs then it is worth discussing with providers the ability to have a hosted or managed service. MyCRM provide a dedicated managed CRM service and can offer help and advice on getting you started.  Help you set up Email Marketing campaign and track customer activity. 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 centrhhere: http://downloads.mycrmgroup.com after registering for an account.

Dont let you Business get dragged backwards by the Myths about CRM software

I found this article recently and thought I would post some of the points outlined as it is true, I regularly get asked why should we bother, and although CRM software is often an essential tool for businesses to enhance sales, generate helpful information, and gain the ability to successfully manage the sales process, it can be perceived as over-priced, fragmented, and underutilised. Business 2 Community have written an article, trying to dispel some of the more common myths, and we have covered the main points below: Troublesome to implement Populating a new CRM can often be perceived as a highly daunting task for managers, especially as you will have to deal with bringing your staff up-to-speed as well. It doesn’t have to be such a massive undertaking though, because a decent CRM will be able to populate fields by using the downloaded files from the old CRM. In terms of your staff, once they have their own user, they will have prompts on the screen to help them learn the new ways. Technically difficult For the standard employee, today’s CRM’s can actually be easy to use, and the good one’s are not overly tasking on your IT department either. Don’t have time Some CRM’s can be overwhelming due to the amount of information they require, however good CRM software will be able to give you a streamlined user interface, mobile-ready screens, and intuitive navigation, all of which is easily digestible. Too expensive Professional tools rarely come free, however you should feel like you are getting good value from your CRM and that it earns its place in your business. As long as you shop around for the most appropriate CRM for your business so you are able to get the most out of it, then you should have a good product worth the cost. No Return on Investment The question usually asked is what is the return on the investment for the business? This can be several fold from generating more leads and sales which increases growth to a better customer experience and better overall support. Source:  http://www.business2community.com/cloud-computing/5-myths-crm-software-0728787#!rMYyT 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 centrhhere: http://downloads.mycrmgroup.com after registering for an account. 

Exploring social CRM in more depth, part 2

Yesterday, we started to take a look at some of the different ways in which the social media process can be improved and perfected. A lot of yesterday's focus was on the pre-management and selection of the software, whereas today we're going to look at the management of it. Engage important customers Whilst social CRM does indeed help to generate new customers, there are nonetheless always going to be particular brand advocates that regularly mention the products. These people are more likely to get other people to choose the firm, so it's important to get them involved through activities like sending through gift certificates or regularly re-tweeting them. Respond, fast One of the key benefits of CRM software is that it allows the company to respond to queries quickly by monitoring social data to look for when the firm is mentioned. It's vital, therefore, for the company to respond as quickly as possible in real-time to any mentions online, whether they're positive or negative. Monitor online reputations Another key benefit to social CRM is that it allows the firm to monitor when it is mentioned on relevant industry sites, e.g. when a hotel is mentioned on sites like Trip Advisor.  Staying on top of this data means that the firm can more effectively manage its reputation, and help to work with any customers that have had a bad experience. Making the effort to do this is well worth it: reviews remain a key part of the decision making process for many customers. Source: Hospitality Technology To help drive your business CRM strategy in 2014 contact MyCRM today http://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.  

Exploring social CRM in more depth, part 1

Social media has - and will continue to have - a big role in the world of CRM. A piece in hospitality technology previously shed light on the social side of customer relationship management, and over the next couple of days we're going to take a look at some of the key ways that it's benefits can be maximised. I recently blogged on the point of taking your business social see http://blog.mycrmgroup.com/post/2013/10/21/Does-socializing-your-business-mean-good-CRM.aspx  Here these is a review on some good points for all business Developing a strategy It is important for everyone involved in a team's marketing strategy to know exactly what the overall aim is in terms of the brand's perspective.  What is the overall goal for a company's social media promotion? Is it to raise awareness? To drive sales? Or simply to help speed up the sales process? Firm goals mean success. Pick the right technology It's important to ensure that when first choosing the relevant software, the right one is picked. The ideal method is to choose software that already fits the needs of the company, rather than having to manipulate the firm's processes so that they fit the way that the software works.  If the company's sales process already works, there's no reason to change it. Have a single person monitor the process Whilst in many cases a number of people will help to manage the social media process, this isn't necessarily ideal. Preferably, one staff member should be placed in order to specifically manage social CRM. This way there is someone firmly in place whom relevant CRM and social information can go to. Follow up and respond quickly Social CRM is important as if you’re not responding with two way communication then you’re not being social, you can easily message out but you need to be aware of what people are saying about your business and respond to prospects and customers if you’re using social channels. Source:  Hospitality Technology To help drive your business CRM strategy in 2014 contact MyCRM today http://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. 

News Flash: Microsoft Buy Parature: Think Self-Service CRM

Microsoft's planned Parature acquisition will improve Dynamics CRM customer service app to compete more successfully with Salesforce.com and Oracle RightNow Read More:- http://www.informationweek.com/software/enterprise-applications/microsoft-parature-buy-think-self-service-crm/d/d-id/1113340 Read More:- https://community.dynamics.com/crm/b/crmconnection/archive/2014/01/07/microsoft-dynamics-crm-and-parature-a-match-made-for-you.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 Building a Business Sector Community

It's important to always try and stay on top of trends within CRM, as this is one of the key parts of obtaining success. Interestingly, many people believe that community will play a key part in the industry during 2014. Building an online community has long been considered a key part of general online success, and it's hard to imagine that it won't therefore impact CRM software in some way. It's likely that customer interaction through the community will become a key part of generating sales general. If run effectively, for instance, communities can provide a lot of relevant information to companies regarding the general viewpoints of customers, how they view certain products and ranges, where they'd like to see improvements, etc. It's therefore entirely possible that community will receive an enhanced budget from many companies during the upcoming year.  The potential for community data to be integrated with CRM software is obviously limitless. CRM software relies on genuine data from customers on likes and dislikes, when they're most likely to purchase, what area of the business they're interested in, as well as a number of other factors. Community offers a chance to obtain such areas of relevant data, whilst helping to generally build on the company's online reputation. If managed effectively and given the opportunity to thrive, online communities could be the ideal way for a firm to push their sales onto the next level whilst improving their own reputation and keeping customers happier: in this sense, it's almost the ideal addition to the CRM process. Source: CRM Buyer If you are looking for some help with the implementation or development of your Microsoft Dynamics CRM then you can contact our team here 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, with 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. If you have any questions need advice or general support then MyCRM can help you move forward. 

Measuring CRM effectiveness and ROI

One of the biggest investments your business can make is software and hardware, so it is critical that the decisions made are not on a whim but made with the correct information to hand. As an investment, there's no doubting the fact that CRM software can represent excellent value for money. However, being able to measure exactly how effective it's being is a key part of working out exactly how valuable it's being. That's why a new piece on Investment News is worth looking at: it details some of the key attributes to look at in order to work out CRM software's ROI. Engagement How pro-active is the software in terms of actually creating engagement with customers. Yes, it sends out e-mails, but does it receive them back? How many people have engaged with the brand that otherwise wouldn't have if the CRM software was not in place. Key things to consider is the configuration of the system and how metrics can be gathered and used for business purposes.  As an example CRM with email marketing from MyCRM has an average cost of £50 per user per month and enables an organisation to send unlimited emails and track responses.  If those responses are not then used for sales and further engagement where is the ROI?  Well it might be an ROI in driving more traffic to your web sites, but predominantly real ROI in anything is dictated by the number of returning sales and profit generated. Percentage of clients The chances are that before the CRM software was installed, your firm already had a number of clients in place. The key, then, is to work out how many of the clients you now have were brought in through the software. Are there clients there that probably wouldn't have bought a product or service had it not been for the software? But as you wil know the software is just the enabler so the strategy for your CRM is how you can drive more business and record and react on the information you have.  Many organisation will start small and define a single process.  Some define the whole business, either way at MyCRM we can help you work towards a goal of successful customer management and sales generation. Client turnover This is another key factor. Removing client turnover full stop is virtually impossible for any business. However, it should be possible to measure whether or not this figure has gone up or down since the software was installed. Remember, CRM stands for Customer Relationship Management: the software is there to help you improve the ways that you engage with your clients. It's important for statistics to bear out the fact that it's doing that. Source: Investment News If you are looking for some help with the implementation of development of your Microsoft Dynamics CRM then you can contact me here 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, with 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.