How modern marketing relates to CRM

An interesting article in Forbes magazine has highlighted some intriguing new viewpoints about how the modern marketing world is adapting.  We thought it would be interesting to explore the viewpoints related to the CRM process: Modern marketing represents engagement The article voices the possibility that the modern method of genuinely engaging with customer using digital and social technologies is actually a far better way of doing things, as it keeps the customer happy directly.  The modern process puts the customer first; as such, it means that it is more likely to obtain positive results. Online body language is key Modern customers reveal a lot about themselves by their choice of online action: where they visit, which emails they open, what they download.  This 'digital body language' can be ideal in creating content that is of genuine use to customers and in providing them with what they actually want, effectively reducing the risk of spam. Relationships must be built Customer relationship management should heavily emphasise the 'relationship' factor.  The relationships between the customer and the company itself should be the main area of emphasis, with relevant, ongoing communication occurring between both parties.  This helps both the customer to find what they are looking for and the company to tailor its products or services. Databases remain important When deployed effectively, databases offer enough customer information to shape the whole relationship-building process. CRM software is one of the key ways in which the data can be used to best effect. Source: Forbes If you looking for help with you Microsoft CRM Installation then please contact us today We believe CRM is more than just adopting some software it is a methodology of putting your customer at the centre of everything your organisation does so invest and spend time on the whole process to gain the best results. Here at MyCRM our aim to help deliver effective CRM. You can see what our current customers say here: http://www.mycrmgroup.com/customers.aspx, but more importantly we want your business to succeed with the use of a great software solution.   To get a trial of Microsoft Dynamics CRM you can register with MyCRM here: http://hosted.mycrmgroup.com/demorequest.aspx To gain access to product extensions from the MyCRM team please register here: http://downloads.mycrmgroup.com/Account/Register.aspx About MyCRM MyCRM has over 20 years’ experience in understanding how CRM as a technology and CRM as a process can work in business and has therefore developed a number of off-the-shelf extensions to enhance CRM productivity. We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/ As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account.    

Using CRM software to measure offline marketing

An interesting new article in ClickZ has explored some of the key benefits that CRM software can bring to the more traditional forms of offline marketing.  As we normally focus on the web, we thought it would be interesting to share the ways that it can help when going old school. Measure everything The more you measure ROI for your different marketing channels, the easier it will be to achieve positive results.  Using CRM software to measure even things like leaflet delivery or attending trade shows enables a company to get the best ROI overall. Individualise results By using specific tracking links on flyers and promotional material given out at local events, it's possible to measure each channel individually.  This is ideal in enabling a company to get an accurate impression as to which forms of offline marketing work effectively. Ask the customers One of the important factors in measuring effective offline marketing results is to ask the customers exactly where they heard about the company.  Over time, this will enable a firm to measure whereabouts most of their custom is coming from.  In turn, this will mean that they're able to further invest in the most efficient channels and can discard the others. It can compare percentages When you send out marketing to the offline world, it's easy enough to be able to measure the amount of leads that come back.  However, it's virtually impossible to measure percentages.  CRM software can help a company compare how many flyers, etc, were sent out with how many leads they generated.  This can help gain insight into which channels are most effective in a percentage sense. Source: Click Z If you looking for help with you Microsoft CRM Installation then please contact us today We believe CRM is more than just adopting some software it is a methodology of putting your customer at the centre of everything your organisation does so invest and spend time on the whole process to gain the best results. Here at MyCRM our aim to help deliver effective CRM. You can see what our current customers say here: http://www.mycrmgroup.com/customers.aspx, but more importantly we want your business to succeed with the use of a great software solution.   To get a trial of Microsoft Dynamics CRM you can register with MyCRM here: http://hosted.mycrmgroup.com/demorequest.aspx To gain access to product extensions from the MyCRM team please register here: http://downloads.mycrmgroup.com/Account/Register.aspx About MyCRM MyCRM has over 20 years’ experience in understanding how CRM as a technology and CRM as a process can work in business and has therefore developed a number of off-the-shelf extensions to enhance CRM productivity. We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/ As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account.  

Microsoft review usability with CRM 2013 release

From as early as RU 12 on CRM 2011 a version of the new activity feeds were available, but in CRM 2013 this unique way of looking at customer interaction is embedded into the core customer screen for accounts contact and Leads, along with being available from the main Sales dashboard.   This makes working with the current release of Microsoft CRM easier and stream lines some of the activity tracking and is definitely a step in the right direction in helping end users get to the right information quickly. The CRM 2013 release has taken on a new bold design which give the application a brand new look and feel and the Microsoft design team have obviously given a lot of thought about end users and easy navigation with the new top activity bar.  A CRM expert Mukul Aggarwal noted: "The activity feed is the first thing you see when you view records in CRM, whether it's an opportunity, lead, account, contact or service case," in his blog post “With CRM 2013, you can create or filter activities right in the activity feed” Other activities can now be scheduled through the activity feed, and they include appointments, e-mails and even custom-created activities. As part of the attempt to make the software more streamlined, it is also now possible to stay on the same page once an activity has been saved, so other actions (such as marking it complete, deleting it, closing it and converting it to an opportunity or a case) can easily be taken.  Users are of course able to go back to their activity feed at any time.  The new software has also had new filters installed, which are ideal for helping to organise the different activity feeds. The in-progress filter is especially useful in that it displays the most relevant cases, such as those that aren't complete or those that haven't been closed. Essentially, the upgrades are focused more on user experience and streamlining the process, which are two key characteristics in any system. Source 1: http://www.eweek.com/enterprise-apps/microsoft-streamlines-dynamics-crm-2013-workflows.html Source 2: http://blogs.msdn.com/b/crm/archive/2013/11/11/with-crm-2013-you-can-create-or-filter-activities-right-in-the-activity-feed-no-flipping-screens.aspx CRM is more than just adopting some software it is a methodology of putting your customer at the centre of everything your organisation does so invest and spend time on the whole process to gain the best results. Here at MyCRM our aim to help deliver effective CRM. You can see what our current customers say here: http://www.mycrmgroup.com/customers.aspx, but more importantly we want your business to succeed with the use of a great software solution.   To get a trial of Microsoft Dynamics CRM you can register with MyCRM here: http://hosted.mycrmgroup.com/demorequest.aspx To gain access to product extensions from the MyCRM team please register here: http://downloads.mycrmgroup.com/Account/Register.aspx About MyCRM MyCRM has over 20 years’ experience in understanding how CRM as a technology and CRM as a process can work in business and has therefore developed a number of off-the-shelf extensions to enhance CRM productivity. We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/ As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account. 

Good CRM means clean data so lets see how to maintain data in your business

Another interesting article from Business 2 Community has explored in more depth some of the most effective ways in which to manage data as part of a CRM system.  The old saying rubbish in means rubbish out apply here or better still you only get out what you put.   Maintaining the quality of data is obviously a key part of the process, so it is worth taking a look at some of the tips.   Clear out anything that is too old   One of the most important factors in keeping data useful is to ensure that it remains accurate. Once it has reached a certain age, it is unfortunately more likely to be irrelevant. Therefore, it is a good idea to avoid using data over a couple of years old.   If you purchase data lists make sure it is current and don’t be bamboozled by offers of cheap data or a lot of data for half price, odds are in the long run it will cost you more in wasted calls and cleaning out.   Do not buy data that is over a year old   As a general rule, all data lists that are purchased will have a bounce rate - around 30% is typical. Third party lists are more likely to be less valuable once they have gone past a year or so. However, there is no substitute for building your own data!   Having integrated system that records information from your web site and social media sites will help your business grow a faster list of active prospects that could become customers.   Track bounces   Whilst it can be tough trying to motivate yourself to always stay on top of data, it is a good idea to invest time in genuinely analysing data periodically to ensure any information that ‘bounces’ can be scrapped.   This is easy if you have an extended solution like eCampaign from MyCRM http://downloads.mycrmgroup.com/eCampaign.aspx because your CRM can easily become an effective marketing machine but there are other options on have internal process to check data updates.   Train sales reps to update the data   It is important that those within the company are trained to pro-actively monitor the data within the CRM system.  If you make this an important part of training for any new employees, you will end up with a more efficient, less clogged-up data set.   Source: Business 2 Community   If you’re looking for some help with your Microsoft CRM then MyCRM can help as we 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  

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/    

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.