Latest CRM News from the MyCRM Team

25. June 2014 Alistair 2011, 2013, Bing, Blog, Business, Cloud, CRM, Customer, Dynamics, Managed Service (0)
As usual this week we have been reviewing a number of great articles around the web on CRM and how businesses make best use of some or all of the functions.  Today we have 4 news articles in our News Cast summary below :-  Mobile CRM and security issues What to do when CRM isn’t working Time to call it quits on your CRM platform Has the CRM revolution already happened?    1.Mobile CRM and security issues   In the past couple of years, there has been much in the way of innovation for customer relationship management, or CRM.  One of these great innovations happens to be mobile CRM. As it stands, more and more companies are rightfully adding mobile capabilities to their collection of business strategies.  The mobile revolution is here.  Mobilising CRM can help lower sales costs, improve customer service, and boost relationship visibility.  However, mobile CRM is not without risk. Here is a look at the biggest security issues that come with mobile CRM.  Knowing about these risks is half the battle. Compliance issues When customers bring their own mobile devices to the mix, it is really hard to make sure that they are within compliance of government rules and regulations.  One way to deal with this issue is to mitigate the risk ahead of the game by getting the IT department involved.  This way, if a mobile device is stolen, there are ways to have sensitive material wiped clean easily and effectively. Data loss Data loss is a big deal.  The risk of customer data being lost or compromised is a very serious issue.  Mobile devices are lost or stolen all the time, so it is up to the organisation to ensure that sensitive information accessible through that device is secured. Privacy With mobile CRM, there are going to be privacy issues.  How is customer data protected?  How is corporate data protected?  Make company policies clear and enforceable and make sure that users are aware of them. Mobile CRM will inevitably open doors for organisations across the globe, but it has to be done correctly.  As long as the risks, such as those above, are dealt with early, there is no doubt that mobile CRM can help a company improve customer relationships and build their brand. Source:  http://it.toolbox.com/blogs/insidecrm/top-3-security-concerns-for-mobile-crm-59762   2.What to do when CRM isn’t working   It is true that having a quality customer relationship management (CRM) programme is essential to help grow a business, but what many managers fail to realise is that it takes more than simply having the software to succeed. Here are some examples of when CRM just isn’t working and what to do about it. Unpredictable sales When managers have very little information about when and how sales opportunities close, the result can be unpredictable sales.  This usually occurs when the sales process isn’t clear and there is a lack of incentive for reporting.  A good remedy for this problem is to have the sales team document how and why customers make the purchase. Too few prospects Often, organisations report that there is a lack of prospects out there.  Sometimes, prospecting seems futile because there is very little time for sales staff to actually get out there and hunt for them when they are servicing actual customers.  This might be the result of an understaffed sales team or a weak department.  Use rewards, upselling, and additional training to combat this issue. Prospecting just isn’t working If the sales team starts complaining that the act of prospecting just isn’t converting to any sales at all, it may be time to take another look at the current strategy.  The organisation’s core value proposition, lead generation, and marketing schemes may be problematic.  When this issue arises, it is a good time to assess whether the sales force is effective or deficient or if there is something else at play. Ultimately, it is the business owner’s responsibility to define how his or her company is to find, retain, and grow customers.  It is important to work with the sales team to generate goals and understand what is working and what is not. Incorporating these tips into a solid CRM strategy with an effective programme will definitely benefit the business over time. Sources:  http://www.bizjournals.com/bizjournals/how-to/growth-strategies/2014/04/why-your-crm-isn-t-working-and-how-to-fix-it.html     3.Time to call it quits on your CRM platform?   Customer relationship management, or CRM, can be a beacon of light for many managers, giving them valuable insight on everything that is going on with their customer accounts.  A good CRM platform does exactly that. An ineffective CRM platform can cause more damage than it prevents.  It can quickly become a burden requiring frequent updates and eating up resources.  So, how does a business owner know when it is time to move on? Here are some quick ways to determine if it might be time to consider a new CRM programme. The CRM doesn’t sync with address books.  A good CRM platform will easily sync with the address book in most email clients, smartphones, and tablets.  If this is not happening, it will become difficult to keep up with the latest leads and accurate customer information.  The CRM doesn’t automatically connect with email.  If it is up to the employee to remember to log into the CRM system and log an email or communication, something is very, very wrong.  The CRM platform should automatically connect with email so that this is done immediately. The CRM doesn’t sync with the calendar.  Whether the office is set up on Macs or PCs, the CRM system should easily sync with the calendar and allow the import and export of customer meetings and other events.  This helps to keep things organised, streamlined, and smooth. Sales are the only focus of the CRM system.  Customer relationship management goes far beyond sales and often begins well before that point.  An effective CRM system helps managers understand every aspect of a customer’s life cycle, from lead to conversion and beyond.    Maintain a meaningful business relationship by having a robust, well organised, and up-to-date CRM system that integrates important customer contacts, events, communications, statuses, and timelines. Source: http://www.bsminfo.com/doc/your-crm-and-you-tests-to-determine-if-it-s-time-to-break-up-0001   4.Has the CRM revolution already happened?   Over the past few years, there is no question that communication methods have changed, and with those changes, business owners have had to also change their CRM (customer relationship management) strategies.  This is, perhaps, precisely why social CRM is on the horizon as the "next big thing." Some people may wonder if the CRM revolution has already occurred?  Or is it happening now? There are a lot of organisations out there that want to engage their customers and keep them, and many look to CRM platforms and strategies to do so.  However, so many of these same organisations just aren’t getting it right. When CRM works, it works well despite the fact that the biggest thinkers in the industry are disappointed to say that technology hasn’t quite caught up with it yet.  As time goes on, CRM users are building their abilities and honing in on how to please customers and organise data efficiently. So, what is next on the CRM horizon – that CRM revolution, so to speak?  Mobile CRM, business intelligence, and social CRM are the big three right now.  Here’s a quick look at each.   Mobile CRM.  There is going to be a lot of talk about mobile CRM because mobility is such a big part of today’s society.  However, it is not so cut-and-dry; it’s not simple to just put an existing CRM system onto a smartphone, for example.  CRM developers are going to need better ways of incorporating data via mobile devices and apply it to everyday operations. Business intelligence.  There is no shortage of business intelligence solutions out there. However, there needs to be a better way to integrate CRM and marketing automation, which will inevitably lead to better analytics and stronger sales. Social CRM.  People are constantly changing the way they communicate and interact. The plethora of social media platforms that have sprouted up over the past couple of years is evidence of that.  With these communication changes, CRM systems must also evolve.  Businesses that stay ahead of the curve will likely see the most success. Source: http://www.crmbuyer.com/story/80320.html     If you are looking for some help moving your CRM solution forward or looking for help with migration or upgrade then contact MyCRM today www.mycrmgroup.com About MyCRM Here at my CRM we offer our customers http://www.mycrmgroup.com/customers.aspx the best solutions to help them drive business forward and gain real benefits from implementing Microsoft Dynamics CRM. We are in our 5th year of trading as a business and have seen incremental growth year on year in profits, our team are based in the Isle of Wight, UK and we maintain relationships with customers in 26 countries. If you need help, support or advice with your Microsoft CRM then we are waiting for your email. Sales@mycrmgroup.com   MyCRM Download Centre and App Store You can also register with the MyCRM App Store and Download Centre for Microsoft Dynamics CRM here http://downloads.mycrmgroup.com/

The secret to successful customer engagement

19. June 2014 Alistair 2011, 2013, Add-On, Business, Cloud, CRM, Customer, Dynamics, Hosted, Sales, Solution, Support (0)
Technology has brought business a long way in the last few years, but there is no doubt that it will forever be the age of the customer. This means that engagement between employees and customers is more critical than ever. In most cases, engaged customers are typically better brand advocates, more loyal, and spend more money with that business. Therefore, it is important for businesses to have a clear understanding of the foundation of customer engagement in terms of how to attract and influence them. Here are some secrets to engaging the customer that every business owner should know. Trust and transparency Even though this is business, there is an emotional component to customer engagement, which is often more powerful than rational engagement. The customer sentiment cannot be ignored, nor should it be. Customers who are emotionally engaged will complain less frequently and give more compliments. Respect customer privacy and give them a voice; they will be loyal in turn. Make a commitment to fairness Everyone wants fairness in life and work. Although some businesses view ethical engagement as optional, it really isn’t. With social media and mobile devices, businesses can no longer hide their social responsibility actions or lack thereof. Fairness is a fundamental value that consumers want in the companies they support. Make knowledge available Customers put a lot of value on quality, detail, innovation, service, and knowledge. A business that provides helpful, relevant information in addition to their products and services will be viewed as more valuable to its customers. This could be achieved through a weekly newsletter, offering helpful hints on a social platform, or anything in between. Incorporate social, mobile, and traditional elements When there is active customer engagement, businesses will find that customers are more willing to interact with them by making purchases, offering feedback, and providing invaluable insights on their experiences. Therefore, organisations should not discount traditional elements to customer engagement while at the same time embracing modern methods such as mobile and social platforms. Source: http://www.cmswire.com/cms/customer-experience/4-secrets-to-successful-customer-engagement-024622.php   If you are looking for some help moving your CRM solution forward or looking for help with migration or upgrade then contact MyCRM today www.mycrmgroup.com About MyCRM Here at my CRM we offer our customers http://www.mycrmgroup.com/customers.aspx the best solutions to help them drive business forward and gain real benefits from implementing Microsoft Dynamics CRM. We are in our 5th year of trading as a business and have seen incremental growth year on year in profits, our team are based in the Isle of Wight, UK and we maintain relationships with customers in 26 countries. If you need help, support or advice with your Microsoft CRM then we are waiting for your email. Sales@mycrmgroup.com   MyCRM Download Centre and App Store You can also register with the MyCRM App Store and Download Centre for Microsoft Dynamics CRM here http://downloads.mycrmgroup.com/  

Regardless of your business the customer comes first, and CRM is key

19. June 2014 Alistair 2011, 2013, Business, Cloud, CRM, Dynamics, Support (0)
See how car deals improve customer relationships with CRM. No matter what business sector your organisation is in, it helps to understand that keeping existing customers is a lot more profitable than attracting new ones.  Customers may well out grow your service but it is paramount you deliver the best experience while you can. Customer relationship management (CRM) helps businesses take control of their interactions with both future and current customers. A CRM system is a multi-faceted one that uses technology to automate, organise, analyse, and synchronise customer data for sales, marketing, technical support, and customer service purposes. CRM is essential to modern car dealers, but many simply do not know how to make the most of such a system. Here are a few tips: Keep a clean database. The secret to making the most of any CRM system is to keep the database clean. That means getting rid of any junk or useless data about every two years. Use the CRM system to revisit customers. The sales and aftersales departments need to work closely in order to keep customers coming back. Create a holistic approach to the customer experience and make sure it is a positive one. The software isn’t the only key. Too many business owners think that the CRM software is the only thing they need to worry about. However, CRM is a lot more than software; it is a business strategy. Don’t forget that. CRM allows for authentic customer reviews. Every car dealer knows just how important customer reviews are. Using CRM allows for authentic and honest testimonials to be used. People shopping for cars often check out what others have to say, so this is crucial. Use social media. Social media is not separate from CRM; it is an important aspect of it.  Car dealers should take advantage of social platforms to connect with customers and potential buyers. The article below covers some additional excellent points on how different business sectors can apply good customer service Source: http://www.am-online.com/news/2014/4/8/10-ways-car-dealers-can-improve-their-customer-relationship-marketing/34801/?page=1 If you are looking for some help moving your CRM solution forward or looking for help with migration or upgrade then contact MyCRM today www.mycrmgroup.com About MyCRM Here at my CRM we offer our customers http://www.mycrmgroup.com/customers.aspx the best solutions to help them drive business forward and gain real benefits from implementing Microsoft Dynamics CRM. We are in our 5th year of trading as a business and have seen incremental growth year on year in profits, our team are based in the Isle of Wight, UK and we maintain relationships with customers in 26 countries. If you need help, support or advice with your Microsoft CRM then we are waiting for your email. Sales@mycrmgroup.com MyCRM Download Centre and App Store You can also register with the MyCRM App Store and Download Centre for Microsoft Dynamics CRM here http://downloads.mycrmgroup.com/   

Social collaboration and Social CRM to improve competitive edge

19. June 2014 Alistair 2011, 2013, Blog, Business, Cloud, CRM, Customer (0)
I recently picked this article up from mobile marketing watch and it does highlight some great points as the business world moves to social media for leads prospects and growth. Businesses that are not using social media to manage relationships with their customers are really missing out. Those familiar with customer relationship management, or CRM, may not be privy to the fact that social CRM exists.  This is unfortunate because social CRM is an absolute must in today’s highly competitive marketplace.  Business owners should bear in mind that even if they aren’t using social outlets like Twitter and Facebook, chances are their customers are. It is important to know that social media platforms can be very effective in driving prospects in, but it can also drive potential customers away when not handled properly.  The key is to be helpful and engaging and never be dismissive or unresponsive. Here are three easy tips to help any business leverage social CRM to their benefit. ·         Have conversations with customers.  Engage in a dialogue with customers and potential clients via social media; that’s what it’s all about, after all.  When a customer sends a social media message, pay attention and respond. ·         Practise transparency.  Responding to social media messages with private or direct messages is really a missed opportunity, even when it is a complaint.  Businesses can demonstrate that they care by not hiding the good-faith efforts to help in any way. ·         Social media roundups.  Go ahead and do a periodic roundup of social media mentions via a Facebook post or newsletter.  This is a great way to give thanks to customers who provided the compliments as well as to those who have complained. Just remember, the basics of customer relationship management and customer service have not changed; social CRM is simply a new platform on which to practise these principles. Source:  http://www.mobilemarketingwatch.com/improve-your-competitive-position-with-three-social-crm-tips-40863/ The product and development at MyCRM are working on a perfect solution for social integration and not just for http://www.quadrapilla.com   If you are looking for some help moving your CRM solution forward or looking for help with migration or upgrade then contact MyCRM today www.mycrmgroup.com   About MyCRM Here at my CRM we offer our customers http://www.mycrmgroup.com/customers.aspx the best solutions to help them drive business forward and gain real benefits from implementing Microsoft Dynamics CRM. We are in our 5th year of trading as a business and have seen incremental growth year on year in profits, our team are based in the Isle of Wight, UK and we maintain relationships with customers in 26 countries. If you need help, support or advice with your Microsoft CRM then we are waiting for your email. Sales@mycrmgroup.com   MyCRM Download Centre and App Store You can also register with the MyCRM App Store and Download Centre for Microsoft Dynamics CRM here http://downloads.mycrmgroup.com/   

Using CRM for small business

27. May 2014 Alistair 2013, Blog, Business, Cloud, Customer, Dynamics, Hosted (0)
A lot of small business owners wonder if they really need CRM software. This article goes on to explain why and here at MyCRM we are a great believer in helping the smaller organisation to get going, we have special pricing options for 5 users or less and offer integrated email marketing and setup, and you can see more here http://www.mycrmhosted.com/pricing.aspx But when it comes to your business Customer relationship management, or CRM, plays an integral role in the success of a company regardless of its size.  CRM can help any business gain visibility, build a more knowledgeable and productive workforce, and create happier, loyal customers. All too often, most of the conversations related to the importance of CRM focus on big business, but the truth of the matter is that businesses of any size can benefit from implementing CRM practises. This is especially true for small businesses just starting out.  Often, the biggest hurdle that new businesses have is getting that first customer – then the next ten, twenty, and so on.  Building a brand and a customer base is a lot of hard work, and that’s exactly why CRM is so essential. The technology of CRM helps businesses know how to win over customers by identifying what is working and what is not.  It’s a fact that not every interaction with a customer is meaningful, but many of them are.  The CRM system will help to build a well-rounded view of customers and what they need. However, the adoption of a CRM system is not without its challenges, especially for a small business.  In fact, the implementation itself is often the biggest challenge as it means getting all staff on board, transferring data (sometimes from multiple sources), and understanding the technology. In the end, it is plain to see that a business is never too small to benefit from CRM.   Source: http://www.businessnewsdaily.com/6234-crm-small-business.html   If you are looking for some help moving your CRM solution forward or looking for help with migration or upgrade then contact MyCRM today www.mycrmgroup.com About MyCRM Here at my CRM we offer our customers http://www.mycrmgroup.com/customers.aspx the best solutions to help them drive business forward and gain real benefits from implementing Microsoft Dynamics CRM. We are in our 5th year of trading as a business and have seen incremental growth year on year in profits, our team are based in the Isle of Wight, UK and we maintain relationships with customers in 26 countries. If you need help, support or advice with your Microsoft CRM then we are waiting for your email. Sales@mycrmgroup.com MyCRM Download Centre and App Store You can also register with the MyCRM App Store and Download Centre for Microsoft Dynamics CRM here http://downloads.mycrmgroup.com/