How to Improve the CRM Process

Once the CRM software has been invested in, it is important to ensure that you make the most of it.  That is why it is worth having a further look at a new piece in Mashable, which is focused on some key ways to improve the process: Foster word of mouth Even in the digital age, word of mouth remains invaluable in helping to increase sales.  The more customers talk about a company, the better!  Building a good online profile and obtaining a high level of trust with customers is the ideal way to help develop the profile enough for people to start passing on recommendations and a good CRM software system can help with this. Remember in a digital social world, a like or a tweet can have the same amount of response as human interaction and digital word of mouth should be part of your CRM strategy. Value feedback Asking for feedback on the web can be a brave step to take but it is a good idea.  Whilst customers will usually be brutally honest with everything they are unhappy about, they will rarely actually troll in the conventional sense.  Use feedback and combine it with relevant CRM data to improve the process. Also work with your customers and ask for references for your products and services, if they are unhappy they will soon tell you or not want to respond to the request. Always be honest One of the most important ways to handle the CRM process is to make honesty the key policy.  The key is to build up positive, trusting relationships with customers and honesty remains the best way to do this. Always take a personal approach to communications, especially if the company is smaller. Keep track of all the data As with all CRM software, data is invaluable in ensuring that relationships increase and sales grow as a result of the data.  Ensure that data is kept accurate. Source: Mashable As we move in to 2014 and as economic growth returns to all areas of business you may be considering better CRM and automated system, if so, then contact MyCRM to help implement Managed CRM 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.      

How to empower your team to integrate with CRM software adoption

An interesting new piece I found on the Computer World blog has explored in more depth a vital factor in implementing a new CRM system: namely, the staff that will be using it.  It's always worth exploring the potential 'people factor' in terms of effectively using the software Here are a number of topic areas that should be given consideration as part of the implementation plan as adoption of the system is key to success. Convince the workforce of the value Everyone who's worked with a CRM system knows how valuable the software can be.  However, it's still vital to ensure that everyone who is new to it is given examples and demonstrations that show how much easier their job will be once they start using the software.  Ask them for feedback In the early stages of using the system, always encourage your staff to be vocal in asking questions.  If they're certain about everything, they're far more likely to obtain great results.  Whether it's an enquiry about workflow or simply a question regarding how to actually use the software, always make sure questions are answered. Provide a positive vision for the system It's important to provide the sales staff with a positive vision for the future.  Emphasise the ways in which the system will both reduce workloads and increase sales. Effectively manage the change process Effective change management is a skill in itself, and one that's vital when implementing any new software.  Once the staff know how valuable CRM software can be and how much it will help them, they can then begin the transition.  Ensure, though, that you stick rigidly to the three-stage process of preparing for the change, implementing it and then reinforcing the change once it's in place. Source: Computer World As we move in to 2014 and as economic growth returns to all areas of business you may be considering better CRM and automated system, if so, then contact MyCRM to help implement Managed CRM 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.  

Mobile Dynamics CRM proves effective

Microsoft's own Dynamics CRM software has been proving very popular since it's upgrade earlier this year.  In particular, the mobile apps that came alongside the software have been making waves big enough to be featured in a new piece by Sci-tech Today. The ability to create, update and delete CRM functions such as tasks, accounts, contacts and leads on opportunities has been applauded by many users of the software.  As well as this, the ability to attach images to records, to create and update notes and to make phone-calls all within the software has meant that the sales process has been streamlined for many of the companies currently using the software. The mobile apps were released across the board, with iOS users requiring either the 6th or 7th iteration of the software to operate it.  For Windows customers, only 8 will do, although there are interestingly some features that are exclusive to the latter operating system.  The ability to map customer addresses, view their social activity feed or view data that's already been looked at can only be carried out on the windows handset. Before the apps were released, Dynamics CRM could only be accessed through a browser, but the new iteration is far more customer friendly.  Brad Shimmin, an analyst at Current Analysis, said that Microsoft was obviously trying to create "a more consistent experience across devices, even as they make their Windows Phone devices' experience a superior one." Interestingly, outgoing CEO Steve Ballmer had already touted a One Microsoft vision focused on greater unity between devices and services. Source: Sci-tech Today 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.    

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.  

6 key points on getting customer service right

It is important to never forget that the C in CRM stands for customer.  As a result, it is important to ensure that a company maintains its emphasis on good customer service.  These are some of the key factors: Happy customers are returning customers It is important to ensure that the main aim of using CRM software is still to build positive, ongoing relationships with customers.  If they feel that a company really values them, then they will be far more likely to return to it. Set and manage realistic expectations Effective CRM strategy is implemented through providing both clients and customers with genuinely realistic expectations.  Once these have been set out, it is vital to follow through.  The one thing to avoid above all costs, of course, is disappointing customers. Be ready to help, influence and be a connector When meeting someone new or working with a  new customer be ready to help and be prepared to listen not just head into a sales pitch, don’t be all pitch and sell understand what the person or organisation needs. Always document important information It is worth a business taking time to keep track of any important information about a customer, such as whether they have any family, when their birthdays are, etc.  This helps to ensure that the relationship is more personal, with businesses then able to add that special touch to their service. Respond quickly It is important for a firm to respond to customer queries as soon as they realistically can.  The quicker the response, the more valued the customer will feel, which should be something that every firm aims for.  Even if the response to the query itself has to be delayed, a company should still be able to ask if there is anything else the customer would like to deal with in the meantime. Source: Mashable It is also very important to remember nobody in any sector or walk of life enjoys a hard sell or being sold to, so remember at a human level treat people like you would want to be treated, Never sell to people just give them an opportunity to buy. CRM is so much more than just a software application it is the need to interact listen and deliver great service, the same service you would expect from any of your supplier as everyone is someone’s customer. About MyCRM MyCRM has over 20 years’ experience in understanding how CRM as a technology and CRM as a process can work in business and has therefore developed a number of off-the-shelf extensions to enhance CRM productivity. We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/ As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account.

How to use CRM software to encourage growth

One of the questions I get asked regularly is will a CRM help my business grow, and done properly the answer would be yes every time. One of the key benefits of using effective CRM data is that it can help to increase growth in the company.  That's why we're going to take a look at a new piece on the web that's highlighted some of the key methods for helping to increase this growth. This IS key to understand what you want out of your CRM and your business and this implemented correctly will drive growth is sales and repeat business. Sales funnel analysis Examining a sales funnel (i.e. the data that shows how many contacts are moving into each stage of the sales process) is an effective way to measure the company's health.  By effectively analysing CRM data, it's possible to use this information to diagnose the health of the company's sales process.  If the company is regularly losing custom at the quotes stage, for instance, then you'll know to explore this area more deeply and to make changes and improvements to the process. Forecast the future A bit of clairvoyance never hurt any business. Accurate data from the sales funnel can genuinely help a company estimate what the sales figures for the next quarter will look like.  By looking at how many leads wind up as genuine closes, it's easy to take the current set of leads and estimate sales during the next month or so. Playing to strengths Even the best teams have weaknesses.  Using CRM data effectively, can help to analyse where the key strengths are, and how to take advantage of them.  The data for instance, could show that one member of the sales team excels at converting leads into sales, but isn't so strong in getting the initial leads. This way, you can move them into their strength areas whilst still developing their other skills. The good implementation of CRM is paramount, the exercise should not be seen as installing a software solution, more over it should be demonstrated across the business that customers are placed at the heart of everything your organisation does. To find out more on how MyCRM and its partner organisation can help deliver effective and managed solutions to help your organisation grow then contact us today. 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: Business 2 Community

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