How can CRM software aid different business processes?

After doing some research and reviewing a number of articles including this new piece on CIO.com, I just thought I‘d take the opportunity to cover off some of the key processes and areas that a good implementation of CRM can be used for. The article on CIO talks about 3 key areas and explores the CRM sector in a different way.  Essentially, it looks at three ways in which an effective CRM system can help to improve a company's business processes.  But from experience and understanding what CRM systems can be used for I’ve taken the opportunity to add what is missing. A CRM system implemented correctly is and can be so much more. The first three points below are correct and worth noting but it is unlikely that these will solve your business pains, unless you’re a multi-site multi continent corporate organisation. CRM as a smart file cabinet Some businesses use their CRM system as simply a database of the relationships that clients have built with customers. These businesses do not create leads in the traditional manner. Deals are more likely to be made over a round of golf or dinner than through a phone call.  To these companies, CRM software represents a useful database of contacts at the client firm, address books, event planning and other key documents.  Status reports are also useful as are activity summaries.  CRM allows collaboration and the storing of documentation Some companies, of course, remain focused on a traditional account management system, replete with up-selling, renewal and multi-phase contracts.  In this sort of working environment, CRM software allows all of the main departments - marketing, sales, engineering, delivery, etc. - to stay co-ordinated with each other.  This ensures that all of the necessary work is completed and that departments can be aware of the sort of work that will appear in future. CRM the task master For some of the most ambitious companies, CRM software operates as the driver behind a fairly automated, standard process.  Companies such as this often have various processes running simultaneously, meaning that CRM software is required to manage all of the relevant information side-by-side in order to ensure that all of the channels are working with each other. So let’s look at what else can be achieved - and the question you need to ask is exactly that: What do we want to achieve with a system for our business? Here I break down beyond the basic three areas. CRM the Marketing Machine Again looking at many articles there are lots of different approaches, but let’s looks at online and email marketing.  As the technology age progresses forwards in leaps and bounds the most common form of marketing is either online or email marketing, but just sending the pretty HTML email is no longer enough. The marketing and CRM system needs to provide interaction data which can be used to prioritise sales and calls with prospects and customers. The data collected from campaigns can drive automated sales processes by creating follow up phone calls and activities, streamlining data input. CRM the Sales Multiplier All businesses including ours want and need sales. It’s a fact of business, so can CRM help? Well yes - as by combining the above techniques and defining processes, sales teams can work smarter. By integrating your website statistics and your capture forms directly into CRM, sales teams can access data on when people visit the company web site, and who they are. I know it all sounds pretty straight forward, but for many organisation that have not adopted a CRM strategy this level of sales generation is still a big step forward. CRM the Customer Blanket A CRM software solution does not automatically mean great customer service awards for your business, but the software is a tool that can help you get there and the strategy will help your business define the process. Great customer service comes with the mind set of your employees and management team wanting to deliver the best. From a great sales experience to fantastic support that goes the extra mile, this is how CRM is defined and it can mean so many different things to many different people and organisations. CRM the MyCRM Way So a good CRM provider does not just provide software, but will want to help an organisation attain great benefits and will want to help solve the pain points to make productivity and sales increase for their customers. Or should I say, that is what we aim to do! You can see here what our current customers say http://www.mycrmgroup.com/customers.aspx but more importantly we want your business to succeed with the use of a great software solution.   To get a trial of Microsoft Dynamics CRM you can register with MyCRM here: http://hosted.mycrmgroup.com/demorequest.aspx To gain access to product extensions from the MyCRM team please register here: http://downloads.mycrmgroup.com/Account/Register.aspx About MyCRM MyCRM has over 20 years’ experience in understanding how CRM as a technology and CRM as a business process can work in business and has therefore we have developed a number of off-the-shelf extensions to enhance CRM productivity. We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/ As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution:- You can get access to arrange of products for Microsoft Dynamics CRM from the MyCRM download centre here http://downloads.mycrmgroup.com after registering for an account.

Effective CRM and Mobile Apps can help end poor customer service

An interesting new article in Business 2 Community has highlighted that in the mobile age, effective customer service remains the key to achieving positive CRM results. With 90% of UK shoppers saying that they would walk away from a sale if they encountered poor customer service, it is important that no avenue of a brand is left behind.  The article voices the fact that mobile CRM is the ideal way to achieve this. A mobile CRM should be used to determine information under two umbrellas. This would be the information the customer actually wants to access on their mobile and also how they want to engage with it. The article then highlights the value of both simplicity and ease of access in terms of the software that the customers utilise.  Customers need to be able to access what they need quickly and easily. The value of social media - something we have highlighted previously - is also noted.  Research indicates that 85% of online complaints last year were actually ignored, despite almost half of the cases expecting some form of response.  With the mobile and web markets growing each and every year, it remains vital for firms to invest in order to both obtain more valuable data on their customers, as well as to help build genuine relationships with them. Essentially, the piece highlights the overall value that CRM can offer any firm.  Effective customer relationship management software can be used to collect data from all of the main communication channels and can store it within one main interface to be used accordingly. Source: Business 2 Community  MyCRM aim to help deliver effective CRM and you can see here what our current customers say http://www.mycrmgroup.com/customers.aspx but more importantly we want your business to succeed with the use of a great software solution.   To get a trail of Microsoft Dynamics CRM you can register with MyCRM here http://hosted.mycrmgroup.com/demorequest.aspx To gain access to product extensions from the MyCRM team please register here http://downloads.mycrmgroup.com/Account/Register.aspx About MyCRM MyCRM has over 20 years’ experience in understanding how CRM as a technology and CRM as a business process can work in business and has therefore we have developed a number of off the shelf extensions to enhance CRM productivity. We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/ As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for you Microsoft CRM Solution:- You can get access to arrange of products for Microsoft Dynamics CRM from the MyCRM download centre here http://downloads.mycrmgroup.com after registering for an account.  

What makes data-sets valuable to CRM?

A new article by the smart data collective has sought to analyse what makes certain nuggets of information valuable.  The results are quite interesting, as they argue that size has nothing to do with value.  Here are some of the key takeaways from the piece: Evaluate content Business interactions vary substantially.  On some occasions someone may be a customer and at other times they might simply offer consultation.  That means that context is important in terms of CRM. For instance, to many firms, an insurance agent represents an outgoing but to a few specialist companies, they are a customer.  It is important to remember that there is not one single definition of 'customer', and blanketing every single person as a potential customer for every product is a bad idea. Connections The purpose of a business is to create and keep customers.  However, it is important to differentiate, therefore, between a pure 'connection' - i.e. someone who is linked to the company through another means (maybe they are a Twitter follower or signed up to a previous e-mail list) and a genuine customer who has invested in services.  Connections are valuable, but they should not be treated in the same way as a customer. Resolution. There are two takes on volume as a descriptor of big data with respect to CRM. One is resolution. This speaks to the amount of obtainable, valued information on a single person, organization or group.  Over the years, there has been a decidedly large increase in the resolution of information on customers in CRM applications. Simply compare an early contact record circa 1990 and a MS Dynamics CRM record and you will see the major differences.  The amount of relevant information that businesses can capture, store, process, distribute and consume on persons, organizations and groups in all contexts has dramatically increased. But as they say, you’ve seen nothing yet. Density There are so many opportunities to access data in the modern world, that it is important to make sure that the data remains 'dense' in terms of how usable it is.  The more in-depth, useable data exists on a customer, the more valuable their CRM profile will be.  It is important, of course, to avoid filling the CRM profiles with data that do not provide value.  This could lead to a larger data set but not necessary a more useful one. You can see the full article here: Smart Data Collective As CRM strategies for businesses evolve and organisations start to track more data from different sources then CRM configuration and extensions are a key component to investing in a future proof platform, with MyCRM and Microsoft Dynamics it is our opinion that any organisation is well placed in making the investment in Microsoft Technology. 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/

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

A new piece in the Financial Post has highlighted the potential that CRM could bring to the higher education sector.  Interestingly, research has already indicated that institutions could gain a 42% increase in revenue by making use of an effective customer relationship management process piece Four key requirements for a CRM system were explored: Complete tracking of students A successful CRM system in the higher education sector would need to build a detailed profile of each student's interests, including their preferences and their purchase intent, not to mention their academic financial and communication history.  Essentially, this has the same aim as a business profile which is to better understand the person in question. Seamless integration CRM software should be seamlessly integrated into the campus's computer networks.  A unified data set is believed to increase lead conversion by more than 12%, which is a useful statistic in any sector! Enabling effective segmentation of the population Essentially, the system should be able to identify which students fit into which demographics and to be able to send targeted e-mails as a result.  Again, this mirrors the ability of a SME CRM system by being able to identity different types of customer. Automated workflows Just as with a small company, a higher education CRM system should be able to notify the right people at the right time.  If, for instance, an institution is able to answer a student's enquiry first, they will increase their conversion rate by up to 238%. Source: Financial Post Using a solution like Microsoft Dynamics CRM can enhance education processes and working with as provider like MyCRM we can help define process and integrate data for external use with in parent portals. We also have a number of solutions that can be used for bulk marketing and productivity enhancement. MyCRM aim to help deliver effective CRM and you can see here what our current customers say http://www.mycrmgroup.com/customers.aspx but more importantly we want your business to succeed with the use of a great software solution. To get a trail of Microsoft Dynamics CRM you can register with MyCRM here http://hosted.mycrmgroup.com/demorequest.aspx To gain access to product extensions from the MyCRM team please register here http://downloads.mycrmgroup.com/Account/Register.aspx About MyCRM MyCRM has over 20 years’ experience in understanding how CRM as a technology and CRM as a business process can work in business and has therefore we have developed a number of off the shelf extensions to enhance CRM productivity. We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/ As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for you Microsoft CRM Solution:- You can get access to arrange of products for Microsoft Dynamics CRM from the MyCRM download centre here http://downloads.mycrmgroup.com after registering for an account.  

Implementing CRM - Key Questions for your CRM Provider

A new piece in Business 2 Community has explored some of the key questions that a company should ask any CRM service provider that they're considering working with.  We're completely in favour of firms working with only the best companies, so we're going to explore each point:   Do they have a mobile friendly approach?   In the modern business world, the ability to be mobile is essential.  How many executives are genuinely sat at their desk for eight hours a day?  Virtually none, and yet some CRM services aren't accounting for the ability to explore data on the move.  Any CRM system you invest in should be useable on the road.   With the recent release of Microsoft CRM 2013 the consideration for mobile access from different devices has been addressed.   How easy are they to use?   One of the keys to implementing a successful CRM system is to ensure that all the staff who are going to be using it are happy with the usability of the system. CRM systems are intended to increase profits, and it's therefore vital to ensure that any software you adopt is going to be easy and pleasant to use.   The key component to Microsoft CRM is its integration with Outlook as a straightforward extension or with its easy to use UI from a popular web browser.   How long will implementation be?   As with any new system, implementation time is key: no one wants to spend eight months implementing anything!  Ensure that any CRM company you work with is able to implement their system quickly and efficiently.   And with Microsoft CRM as a service provided by MyCRM you can have a basic system up and running in a few days with initial training given.   How can the data be used?   You're investing in CRM because it will provide you with valuable data.  Therefore, it's important to make sure that the system offers you the data you need.  If you're focused on sales forecasts, or sales funnel analysis, then ensure the software provides the relevant information.   Working with a provider like MyCRM will help you focus on what is important, don’t let the CRM become a repository but a tool that can be used for developing and generating new business, for example combine the powerful email marketing solution eCampaign with CRM and for a nominal fee you can generated new business with tracked emails.   Source: Business 2 Community   MyCRM aim to help deliver effective CRM and you can see here what our current customers say http://www.mycrmgroup.com/customers.aspx but more importantly we want your business to succeed with the use of a great software solution.   To get a trail of Microsoft Dynamics CRM you can register with MyCRM here http://hosted.mycrmgroup.com/demorequest.aspx To gain access to product extensions from the MyCRM team please register here http://downloads.mycrmgroup.com/Account/Register.aspx About MyCRM MyCRM has over 20 years’ experience in understanding how CRM as a technology and CRM as a business process can work in business and has therefore we have developed a number of off the shelf extensions to enhance CRM productivity. We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/ As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for you Microsoft CRM Solution:- You can get access to arrange of products for Microsoft Dynamics CRM from the MyCRM download centre here http://downloads.mycrmgroup.com after registering for an account.        

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.