Customers want more personalisation from businesses

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

Report sheds positive light on CRM sector and growing need for Strong Customer Relationships

A new report from the US has indicated that CRM is becoming more and more popular, with the industry expected to reach around $28.8bn by 2018, with more and more enterprise-level focus on customer-centric business operations. A variety of factors has been contributing to the ongoing growth of the industry.  Some of the main sources cited are the different social media platforms such as user forums, web communities and the various social networks such as Facebook, LinkedIn and Twitter.  Essentially, there is a whole new world to explore in terms of handling customer relationships.  As well as providing a medium for exchanging messages and files, social provides customers with an ideal medium on which to voice their opinion about a company.  Cloud based SaaS systems are another positive reason noted as being behind the growth.  On-demand cloud based software allows enterprises to increasingly opt for hybrid solutions, allowing them to combine the internet-based capabilities with their own in-house deployments.  Cloud based technology has led to a decrease in costs and a faster and easier implementation.  It also means a decrease in upfront capital expenditure. On-premise CRM systems currently represent the largest product segment in the market overall, according to the report, with SaaS software demonstrating the fastest growth.  Currently, the United States remains the largest regional market but that tends to be the case with a lot of technological advancement.  More industries have also been keen to adopt the technology with academia, healthcare, energy and utilities all beginning to increase their use of the software. Source: PR Web Globally the business need and acceptance of CRM solutions is growing and with Solutions like MyCRM hosted which is a month by month managed service with no long term contracts smaller and mid-sized firms are looking for an easy introduction in to managing at least part of their business process and customer support. There are many solutions available and MyCRM selected Microsoft Dynamics as its core platform because of its ability to be flexible stable and fit for all business needs from 1 employee to many thousands. 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.  

Tips on migrating to a new CRM system in 8 easy steps

A new piece in Business 2 Community has highlighted some of the key factors that should be considered when making a transition to a new CRM system.  If you are considering making such a migration, then they are well worth taking a further look at the full article which cover 8 steps on having the right key points in the project. Decide on (and stick to) your hard and fast date: It is important to ensure that as part of the migration, you set a concrete date from which the new system starts to be used and ensure that everyone working with the software in any way sticks to it.  If you do not keep to this, you run the risk of a problematic transition period where users are continually updating both databases sporadically.  Whilst there will inevitably be a little bit of this, it is sensible to minimise it. Which data are you bringing over? Over a period of time, any large database will inevitably begin containing less important data here and there.  That is why it is important to plan which information is going to make the transition.  Individual contacts and leads are obviously essential. But is it worth importing absolutely all referring sources or lists of activities?  A good way to handle this is to have an overlap for a few months, meaning that the old data can still be accessed.  This way, you will get an accurate indication as to how much of the excess you genuinely need.  Pick your tools  All CRM data migrations require some form of tool to aid the process, and it is important to pick correctly.  Fortunately, you can work alongside your CRM software consultant to help ensure that you choose the right one!  Sort your data for batch export.   You’ll need to pick which data to import first and which goes second, third and fourth. The article covers some of the aspects of this Tweak your .CSV before the import. This is a great opportunity to review your data and have a bit of a clean up as you transition to the new system Double-check the setup of your new CRM’s architecture. Compare the final .csv file with your new CRM. Make sure that the fields in the CRM match the ones in the spread sheet – down to their spelling and format. Also the new CRM System might be hosted so it’s important to get this step correct. Import! Bring the data from your .csv file into the new CRM. When moving to Microsoft dynamics CRM there are many tools available and here at MyCRM we can help you work through this process. Test, rinse and repeat. Test is first on a staging version of the new CRM this can then be used for acceptance testing any partner/ implementation team can help with this.  Read more at Business 2 Community   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.  

Microsoft complete switch on of Dynamics CRM 2013 - Online

Microsoft has now completed its staggered rollout of the cloud-enabled CRM management suite, keeping to the release timetable that it first released back in July.  Dynamics CRM 2013 is now fully available worldwide.  As well as the software itself, it is now possible for users to access the accompanying applications on their tablet devices and make use of the cloud.  The relevant smart-phone apps will also be released this month. Simon Hutson, who represents the Microsoft Dynamics Sales team, revealed in a new blog-post that Dynamics CRM 2013 "is now live in our EMEA [Europe, Middle East and Africa] data-centers. (APAC [Asia-Pacific] data-centers went live last week, and the Americas will go live later this week.)" Overall, it is believed that the software is now available in 42 different global markets.  The on-premises and partner-hosted deployments will become available on October 31st. Bob Stutz, the corporate vice president for the project, said that it "delivers on this promise of customer centricity by bringing together Microsoft technologies in a way that helps businesses and organizations better engage and nurture their customers." A key aspect of the software is the tighter integration with the Yammer enterprise social networking platform that functions alongside communications to both Lync and Skype. The software has already announced a number of mobile-friendly benefits to the software that includes configurable templates for specific industries.  The software has been described as a "new people-first design" that focuses specifically on customer information and interactions.  New guided workflows are also noted as being perfect for increasing win rates and shorter sales cycles. Source: E-Week 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.  

More free apps as Microsoft roll out CRM smartphone apps

Microsoft has revealed that they will be rolling out the companion smart-phone apps to their Dynamics CRM system within the next 30 days.  The apps will be compatible with the iPhone, Android and Windows handsets. Earlier this month, the company released the companion apps for tablet devices to a reasonably good reception and many users are now keen to get their hands on the mobile versions as well. Like their bigger tablet brothers, the mobile Dynamic CRM apps will be completely free. Interestingly, the company also announced on October 21st that they would be partnering with InsideView Inc to integrate that company's Social Insights offering directly into the Microsoft CRM Online and on-premises releases.  The new social marketing integration will populate Microsoft's CRM system with genuine real-time information from around 30,000 sources, and will be available at no extra cost to the Dynamics CRM Online customers based in the US (if they possess professional licenses).  The global rollout for Social Insights Technology is expected to arrive later in 2014 according to executives at Microsoft. The Dynamics 2013 software, which was codenamed "Orion", was the first major update to Microsoft's CRM platform since their release in 2011.  It currently boasts integration with Yammer, Lync and Skype, and a touch-centric user interface with improved performance, in addition to several other updates.  The tablet and smart-phone addition Apps were promised at the time of the initial release date on October 8th. The new range of apps have been long awaited s this was one of the items required with CRM 2011 that never progressed well and was left to 3rd party suppliers. The great advantage of Microsoft Dynamics CRM is that the solution is full extendable and there are number of well know platform extenders including MyCRM that have a ranges of current products available for Microsoft CRM 2011 and Microsoft CRM 2013. Source: ZDnet 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.

Does socializing your business mean good CRM?

Good question really, and yes - there is a lot of hype about social CRM and Social Marketing. So with that I thought I’d add my views and thoughts.  There are a lot of questions to be answered and there is very little point trying to jump on a bandwagon if socialising your brand and business does not fit with your product or service, although there are very few products or services these days that are not available online.   So, what is CRM? Okay, let’s drop back to basics for a while and get a grasp on what CRM really means to your business and to your customers. So what is CRM? Well the one thing it is not is an expensive investment in software and computer equipment. CRM is the process methodology used in a business for Sales, Marketing and Support strategy to understand the approach you want to or will take when managing your customers.  CRM software like Microsoft Dynamics CRM supplied as a managed service by MyCRM (http://hosted.mycrmgroup.com/) should be seen as a software application that can help your organisation achieve good processes to handle and track customer activities. A common mistake that is made (and this is the key reason a number of CRM projects fail) is that the emphasis is placed on the technology and that the software application will somehow manage your customers for you. So where should you begin? There are many methodologies and guides on the subjects as you can probably imagine. So step back and think of it like this: what do you want to achieve in the key areas of your business? Key areas are likely to be Sales, Marketing, Service and Support but take each one as an individual process.   Let’s take Sales: We all want more sales but giving some thought on how you can capture these will pay dividends. Firstly: what type of sales does your business do, and what I mean by that is, is your organisation solution selling or product selling? Solution Selling can be defined as having arranged an appointment and probably demonstrated a solution in use, then a proposal is written and a level of negotiation will take place before a deal is closed. So first step is to define that process, and then using CRM software like Microsoft Dynamics you can map the process through the several stages.  I will be writing a separate post on defining the sales process in Microsoft CRM. Product Selling can be more easily defined as “I want one of those”. This is where a customer has a need for a product, but the strategy here needs to be given thought on why they should buy it from you (i.e. what is better about the way you can sell product X?). That simplifies the type of selling a little, and thought should also be given to who the intended target are.  If your business model is B2C then consider the best way to fit your product into the target sector. If your business model is B2B then examine and understand the target business sector. Socialising your business for the sake of it (i.e. “Oh, we have a Facebook page”) is not really a strategy and thought needs to be given on how you can attract potential prospects to your organisation via popular social media sites and blogs.   Let’s Consider Marketing:- There are many ways to attract a prospects attention and depending on size of the organisation some or all of the list below may be in reach and used in a campaign: Social Media Marketing Search engine Marketing Email Marketing SMS marketing Hard Copy Print Media Hard Copy Print Direct Online Network Advertising TV Advertising Radio Advertising Web Site For the purpose of this post I’m not going to review each, but take a look at the social aspect and how to drive interest using these channels. The first port of call has to be your businesses web site, things to consider: Is the site current? Does it work correctly in all browsers? Does it represent the business and target audience that you need to attract?  Does the presentation of information work well on tablet PCs and mobiles? Is the content updated regularly? Is the Meta data correct? Can it be integrated into your CRM System easily? With the launch of such devices as the Microsoft Surface and the Apple iPad there has been a huge increase in mobile computing and the way we all consume information and access data, so consideration has to be given on how your organisation presents itself.   As more and more people access information on the go with these types of devices more businesses will have to adapt or potentially lose out to competitors that can deliver a good customer journey and access to the right information at the right time. When I started in business one thing that people would always say to me was “Cash is King!” But for good presence, awareness and marketing then “Content is King”. Once consideration has been given to presence then the next step is to consider the best approach in how to contact your prospects and customers and keep them informed of latest service updates and product updates. Email Marketing:- The most popular approach to contacting customers and individuals is by the tried and tested method of tracked email. Tracked email solutions, or email marketing solutions, enable an organisation to track who reads an email and what level of interest was shown - usually through interactions and web tracking. Email marketing solutions like the MyCRM eCampaign solution (http://downloads.mycrmgroup.com/eCampaign.aspx) has 2 key stages - the first being design of template and sending, and the second being the tracking and rating of activity. The second stage enables an organisation to prioritise the activity of sales and customer services through to prospects and customers that interact more. This approach is usually called smart selling. SMS Marketing:- This approach has also seen some popularity and is excellent to gain a response from an individual if an activity is happening within a 3 hour time frame.  A good example of this was when working with a Rugby club: The marketing team would send SMS messages to fans 3 hours before a game with special offers that were on in the bar or the restaurant. By doing this the revenue for the club pre-game increased by 40%. But sending an SMS about a special offer that is online is not likely to have the same impact, or the same call to action. Social Media Marketing:- In only a few years we have also seen the increase in the use of social networks, and although Microsoft CRM does not connect up to Facebook or Twitter natively there are options available.   That said, creating activity on a company page on Facebook or Twitter can amplify and drive traffic to a company website - and MyCRM as an organisation use this approach quite actively. See our Facebook here: https://www.facebook.com/pages/My-CRM-Limited/367480604689. More is discussed in the section below about building the social network and presence. Search Engine Marketing:- There are two main popular types of search engine marketing and these are “adwords” and banner marketing. Both Google and Bing have their own services and you can read more here: Bing https://secure.bingads.microsoft.com/ Google https://adwords.google.com Making use of adwords can be an expensive process depending on which keywords are required, and some specialist help may be required to help set up the adverts and keywords used to get the best effect if working on a smaller budget. Overall, marketing is key for driving repeat and new business and sales teams will always want more qualified opportunity coming into the business.   Support and getting it right:- A number of larger organisations are already using social media for support and I recently discovered this by making a complaint about a product I had bought from Argos on their Facebook page, only to get a very quick response and great customer service.  There are a number of ways to go about this: you can give a customer support representative access to your support page on Facebook, or have integration into another software product like Microsoft CRM.  At the end of the day the process is the same and enables a new interface to be used for your business so customers can interact with you. What is very important to understand though is that using social media for support should be considered as just a single tool and a single channel, and should not be left as the only way a customer can interact with support.   Getting Social:- Building a social media presence is an ongoing process. Some organisations do it well, and some as an afterthought. You can see the MyCRM Facebook page (https://www.facebook.com/pages/My-CRM-Limited/367480604689) that we actively post news and information that links to products and support updates.  We also run sponsored links and advertising campaigns two or three times per year on Facebook. Facebook is a great brand builder for your product - regardless of size of organisation – content can be easily placed in newsfeeds or on advertising feeds. By doing this awareness will grow, and if you have interesting things to say about product or problems that your organisation can help with then more interest will build around your social presence and brand. There are now dedicated agency businesses that will help build your social presence from as little as £1000 ($1500) per month, but you’re not going to get a great deal of content. If you’re working on a low budget then you might want to look at alternatives like Pure Content (http://www.purecontent.com/) that can help build specific content around your business by providing new stories on a daily or weekly basis. Twitter is another great tool for driving people to your web site and raising awareness about products and services that you may sell or offer.  Just like Facebook, you need people and organisations to follow what you are saying. If you don’t have an audience of volume then you’re not going to get a great return, and this is why I said that social awareness and social brand recognition is built over time. Marketing services and ads from Facebook can help but also organisations like Twitter Counter http://twittercounter.com/ can help build followers. Keep in mind that you do need to have the right message and keep tweets relevant to the service you offer. Using Twitter for competitions and special offers is also great - I have seen many competitions and promotions where an organisation will offer a free iPad or the latest smartphone if you complete your details online for a new product or event.  These competitions or promotions then draw the lucky winner from all those that entered.  This said, you do need a page and a way to record this information, so thought needs to be given on how you are going to run an online promotion with Twitter. Twitter is also great for including #HashTags. By using #HashTags you can generate interest outside of your direct followers, for instance we use #CRM and #MSDYNCRM regularly in our posts for #MyCRM (https://twitter.com/MyCRMGroup). In conclusion; does socialising your business mean good CRM? Well, like all technology enhancements if it is done correctly and the correct message is used, or you have the requirement of instant answers then yes, at MyCRM we believe that social integration will help you drive your business forward.   To get a trial of Microsoft Dynamics CRM you can register with MyCRM here http://hosted.mycrmgroup.com/demorequest.aspx To gain access to product extensions from the MyCRM team please register here http://downloads.mycrmgroup.com/Account/Register.aspx   About MyCRM MyCRM has over 20 years’ experience in understanding how CRM as a technology and CRM as a business process can work in business and has therefore we have developed a number of off-the-shelf extensions to enhance CRM productivity. We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/ As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution:- http://downloads.mycrmgroup.com/eNumber.aspx Extend your Microsoft CRM system with automated numbering for individual entities and text updates. http://downloads.mycrmgroup.com/eSurvey.aspx  The all-new eSurvey solution for Microsoft Dynamics CRM extends the marketing capability of Microsoft CRM even further, by delivering a fully integrated customer survey tool.

How can social technology and awareness benefit CRM?

Ensuring the implementation of an effective CRM system remains extremely important for any business looking to achieve increased sales and customer engagement.  An interesting new article from Destination CRM has also highlighted the value of exploring customer relationship management within social media and some of the benefits that this can have. Target prospects One of the key ways that CRM systems can benefit from effective social media use is that it offers an outstanding way in which to find potential new prospects.  A company can easily monitor discussions and analyse trends to find out which people are discussing areas relevant to their brand and can use this targeted data to reach out to these potential new customers. 'Surprise and delight' customers Another key benefit of effective social media is to use the networks to 'surprise and delight' customers.  A great example came when Morton's steakhouse received a tweet from a customer asking if he could be greeted at Newark airport with a porterhouse steak.  He was subsequently amazed when the company did exactly that, winning themselves a loyal customer for life, as well as some outstanding PR and word-of-mouth promotion. Rewarding loyal influentials Another key way to take advantage of social media CRM is that it offers a company the chance to reach out and talk to their most influential customers.  For instance, if a popular blogger felt moved to review and praise a product of the firm, the company could use social media to actually get in touch with the blogger and further build the relationship, providing a real opportunity for further promotion Later this week I will be posting more on Social CRM with the considerations that can be given and things to think about but this article gives a great starting point on how CRM and Social CRM are one in the same and the principal of extending your organisations reach to enable social interaction will lead to higher customer satisfaction and business qualification. By default Microsoft Dynamics CRM current has internal social ability with the integration of the Microsoft Owned Yammer but here at MyCRM we are working towards new integration of Social Media for day to day activity like sales, marketing and support. Source: Destination CRM 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:- http://downloads.mycrmgroup.com/eNumber.aspx Extend your Microsoft CRM system with automated numbering for individual entities and text updates. http://downloads.mycrmgroup.com/eSurvey.aspx  The all-new eSurvey solution for Microsoft Dynamics CRM extends the marketing capability of Microsoft CRM even further, by delivering a fully integrated customer survey tool.

Microsoft Dynamics 2013 Apps in an App Store near you

It has been announced that Redmond has rolled out the new tablet app for Microsoft Dynamics.  The app can now be downloaded from both the Apple app store and the Windows store. The main Dynamics CRM software (RTM) set was released earlier this month. It has received good reviews from those who've used it, and the hype for the tablet app has continued amongst those who downloaded the software. The app itself promises to involve the user in all of the main activities from the main software itself.  It's easy for users to access their current activities, view their accounts, and look at current open leads and opportunities as well as viewing their contact books. Interestingly, the app also possesses the ability to access key performance indicators, with all of the necessary charts and data available for viewing through the customisable start screen and app dashboard. Bob Stutz, the corporate vice president of Dynamics CRM, said that the solution marked a 'turning point' in the industry, and invited anyone unsure about the software to give it a free trial.  He was also keen to obtain feedback: “We want to hear from you. Please let us know what you think of this product, either here in the comments, or on Twitter at #CRM2013,” Mr Stutz said. “Over the next few weeks on the lead up to our Global Premiere Event -- a virtual event where we will feature stories of customers using this new release to deliver exceptional customer experiences -- we are going to kick-off a blog series to examine the state of the market. " Read the article here Source: CIO-Today 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  

More to good CRM than just software!

CRM software has been developed to a high standard over the years and it is mostly considered to be very efficient. However, according to enterpriseAPPStoday, this might not be enough to make sure that there is a good customer experience.   The article highlights that only 65 of the Fortune 500 companies in the US in 1955 have survived to the present day, demonstrating the importance of being able to adapt quickly to changes in the market and ensuring that their service is still relevant to their customers.   The use of Customer Relationship Management software has helped companies of all shapes and sizes to adapt to the needs of their customers, but CRM also needs to take into consideration marketing and customer service as well as any issues within the workforce.  Research has shown that large numbers of companies do not have an engaged workforce, yet this is essential for a good customer experience.   Research house Ovum, has highlighted software such as Microsoft Dynamics as one of the market leaders in CRM software, but using this is just one step towards meeting client needs.  Ovum has recommended that customers look at adapting their approach each year to ensure that they keep pace with changes in the market.  Companies need to look at leadership, workforce engagement, innovation, collaboration and process integration among other things in order to keep the service strong and fresh.  This is in addition to any CRM software being used.   However, CRM software is still highly relevant to our business climate.  As a central registry of customer information it is essential to the functioning of any business.         There are many stories of good and bad implementations of CRM; from where the software ends up being just a glorified address and contact book, to the hugely successful implementations where the solution is in every touch point in the business.   But it is clearly pointed out in this article that CRM implementation and good CRM is more than just adapting some software.  In fact it is about every person in the organisation understanding the custom vision and process i.e. being engaged.   MyCRM as a managed solution provider has had years of experience of advising and helping organisations benefit and improve customer engagement. We can provide not only the software but additional tools and marketing knowledge to help organisations grow and expand.   Read the full article here: http://www.enterpriseappstoday.com/crm/crm-software-good-but-not-enough.html 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:- http://downloads.mycrmgroup.com/eNumber.aspx Extend your Microsoft CRM system with automated numbering for individual entities and text updates. http://downloads.mycrmgroup.com/eSurvey.aspx  The all-new eSurvey solution for Microsoft Dynamics CRM extends the marketing capability of Microsoft CRM even further, by delivering a fully integrated customer survey tool.

Mobiles: a perfect addition to a Microsoft CRM strategy

A new piece in Business 2 Community has highlighted the importance of mobile devices in implementing an effective CRM strategy.  What details, though, should you include as part of the mobile application?  What makes an app valuable and useful? Complete insight into planning Whenever you're carrying out the work of actually implementing your customer relationship management strategy, one of the most important things to be able to access is the original planning documentation.  How many customers or leads are you planning to communicate with?  How are we going to engage with them?  What topics do we think should be discussed?  Having access to the original planning documents on your mobile device will mean that you can stick to the agenda wherever you are. Unique access to the system itself Ideally, anyone working with CRM software should look to be able to make decisions whilst out on the road.  Ideally, this means that the mobile device should be able to access almost all of the same features that the main software does.  The app should be able to access information on customer data, potential sales opportunities and any tenders that are still in play.  Any other relevant information should also be accessible. Individual profile access There are a variety of different roles involved in the CRM process, with everyone from project managers to IT technicians playing their part.  Ideally, then, you should be looking to have a different login 'area' for each user that contains all of the data relevant to their specific role.  This can be a real time and money saver. Source: Business 2 Community This is an interesting article and quite timely as the new release of Microsoft Dynamics CRM 2013 RTM has had definite consideration given to the new way or mobile way of working.  Since the release of the first smart phones and tablets new work patterns have emerged and consumption of data from business and social systems has emerged.  With its brand new fluid way of working Microsoft Dynamics is even easier to use on a range of devices, and Microsoft have gone a step further with apps for both the iPad and Windows 8 Tablets. MyCRM http://downloads.mycrmgroup.com is a managed service provider of Microsoft CRM and can help deliver key extended functionality through a range of applications from its download centre  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 http://downloads.mycrmgroup.com/eNumber.aspx Extend you Microsoft CRM system we automated numbering for individual entities and text updates.  http://downloads.mycrmgroup.com/ePDF.aspx Our record to PDF solution enables increased productivity directly in CRM by allowing an end user to quickly send a Quote or Order or even an invoice by email to the end customer in just a few clicks. We also offer from our own datacentre a fully managed version of Microsoft Dynamics CRM, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/ To find out more visit http://www.mycrmgroup.com