Cost Effective Monthly Support for Microsoft Dynamics CRM now available

www.MyCRMSupported.com   I was recently at a business customer open day and got the chance to talk to a number of business owners about the challenges they faced with CRM solutions, a number of the people there asked questions around support and ad-hoc configuration. The end result of the day was that we have now launched MyCRM Supported.  MyCRM Supported is a packaged support service to meet a range of business needs and requirements as every business is different and has different requirements. With this in mind we have launched 4 different monthly subscription services.  Advisory The first of our support packs has been designed as an advisory service, when there are those time when you need to ask someone how a function works or how you can do a particular action in CRM. For on-premise customers, we also carry out an audit report on how the system is set up and check for latest rollups.   Guidance If you're looking for a little more and need some help setting up basic configuration and importing of initial datasets, then this package may fit your budget. We still include our advisory role, and can also help with online configuration and general guidance to help get the best from your CRM investment.   Supervisory Our Supervisory package extends that of Guidance, and we will put in place a strategy to maintain your CRM Server and Database. This will include planning all update rollups, performing and reviewing database maintenance along with guidance and best practice on using your CRM system. The Supervisory package is the perfect package for smaller organisations with between 25 and 40 users of CRM on-premise.   Administrative Our full support as your administrator of CRM will help place your CRM in safe hands. We will perform and advise on CRM database maintenance and current configurations, and set up and remotely maintain the system to keep optimum performance in place. We will schedule and manage updates and advise on database backups. In addition, we provide the option to have a backup of your CRM database stored in our state-of-the-art secure data centre managed by Rackspace UK.   These package can be further tailored to unique requirements.   About MyCRM MyCRM has over 20 years’ experience in helping small to medium sized businesses understand and implement CRM as a technology and CRM as a process.  We can help drive adoption and ROI in businesses and organisations that are implementing a marketing solution through a CRM like Microsoft Dynamics.  You can read our customer testimonials here http://www.mycrmgroup.com/customers.aspx.  MyCRM don’t only provide a managed service but also off a range of product solutions which are off-the-shelf extensions to enhance CRM productivity, along with dedicated support packages to meet business requirements. We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/ As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account.

Which businesses suit which CRM software and which business functions count?

I found this article recently and it reignited thoughts around questions I have been asked so many times through my CRM career.  Business owners that don’t understand or have a tainted view of what a CRM system is always ask why they need it and this article on Destination CRM covers some very good points. But as I always say, CRM is a much bigger picture and as an organisation you must think about what the end goal or process is as CRM software is great for holding all the information but what is it you really want to achieve. Let’s look at some examples of how CRM can be used to improve business activity:- Marketing: As a business you probably going to want to do some targeted and tracked email marketing, with MyCRM you can do this with integrated eCampaign directly against your data in a single system. Customer Service You may as a business want to run Surveys to see how you rate or what your customs are thinking at any one time and these are all CRM activities. Events If you an organisation that is running events then a CRM system for you should include MAPS to segment data by region and give visualisation on how to select the best invitees, and you need to make sure that the solution come with an event management tool built in, with MyCRM you can go this with tailored solutions. It is important to ensure that anyone investing in a new CRM system takes the time to get the right one.  We've previously looked at some of the main reasons to choose a particular set, but today we're going to look at how different businesses should consider the various options. Cloud or non-cloud? In the days of effective cloud file sharing, it's vital to consider whether or not this type of technology is going to form an important part of your CRM solution.  For some companies, it may be possible to make use of an entirely on-premises CRM system that can't be accessed elsewhere.  This can also be valuable for those who want to obtain total control by paying a little bit more upfront.  However, start-ups with slightly lower budgets might consider it more sensible to take the cloud-based approach.  Users It's also extremely important to take into account the number of day-to-day users who will be operating the software.  The cloud-based programs allow for increased flexibility within this number, which makes them ideal for start-ups where employment is typically a bit more fluid.  Larger companies should, of course, look at the merits of buying an overall license. How will it integrate? CRM is an excellent investment, but it's important to make sure that it will fully integrate with any existing software and data that the company already possesses.  Any firm investing in CRM needs to make sure that their new software can take advantage of the customer information that they already have in place. Source: DestinationCRM If you’re looking to extend you Microsoft Dynamics CRM capability or just need to understand more then visit us here www.mycrmgroup.com If you need help with support then MyCRM offers a range of pre-packaged support options on a monthly subscription. http://mycrmgroup.com/support.aspx     About MyCRM MyCRM has over 20 years’ experience in helping small to medium sized businesses understand and implement CRM as a technology and CRM as a process.  We can help drive adoption and ROI in businesses and organisations that are implementing a marketing solution through a CRM like Microsoft Dynamics.  You can read our customer testimonials here http://www.mycrmgroup.com/customers.aspx.  MyCRM don’t only provide a managed service but also off a range of product solutions which are off-the-shelf extensions to enhance CRM productivity, along with dedicated support packages to meet business requirements. We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/ As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account.

The deeper impact of how CRM can increase business

CRM software is known by many people to be an effective way to automate different customer management tasks.  However, it can be used in a far for reaching way across all departments to manage customer data.  In this article I found on Business 2 Community we’re going to take a look at the different areas that the software can have a positive overall impact on. The avoidance of duplication In any sales team, wasted time is lost money. CRM software can massively cut down on the amount of time staff spend dealing with something that has already been done, such as returning calls and creating lists of customers that require call backs.  It can also help prevent duplication within the company's database. No forwarding needed In a traditional sales environment, data needs to be constantly forwarded to different sales staff so that they can take on different accounts. Within a CRM-based environment, this is no longer necessary; everyone can access the same information and the same software without leaving their desk. Again, this is a big time saver. Everything can be recorded The more information a company has about a customer, client or supplier, the more accurate and helpful they can be. CRM software means that every single interaction the company has with anyone of value, including other departments within the company itself, can be recorded in some way. It's not just the sales team It is worth remembering that CRM software can be set up to initiate workflows and other tasks for every single department, and its utility is not limited just to sales. Even departments as diverse as financial administration, human resources and purchasing can make use of the software. This ensures that the whole company is pulling in the right direction. Source: Business 2 Community If you’re starting a new business or looking to grow and need a cost effective managed solution then find out more at www.mycrmhosted.com   About MyCRM MyCRM has over 20 years’ experience in helping small to medium sized businesses understand and implement CRM as a technology and CRM as a process.  We can help drive adoption and ROI in businesses and organisations that are implementing a marketing solution through a CRM like Microsoft Dynamics.  You can read our customer testimonials here http://www.mycrmgroup.com/customers.aspx.  MyCRM don’t only provide a managed service but also off a range of product solutions which are off-the-shelf extensions to enhance CRM productivity, along with dedicated support packages to meet business requirements. We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/ As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account. 

CRM software – an advantage for the owner of a small Online business

Running a small business is not easy; a fact that rapidly becomes apparent to anyone taking those first tentative steps into the world of commerce. The product or service has to be right and if the enterprise is to succeed, customer service has to be top quality.  The advent of modern technology has made starting a business easier in some respects. Using the internet and social media it is now possible to quickly gain exposure for a new enterprise, promoting it at a lower cost and much more effectively than in the days of the old advertising techniques. Interaction with and relationship management of customers has also been made easier using modern technology. Knowing how to use these new tools is essential if a business is to thrive in the online world. Online shopping removes the traditional trader/customer interaction. Trading in a digital marketplace such businesses never meet their clients, as a result customer relationship management (CRM) software has grown in importance, with Cloud based systems growing in popularity. Such software and automated systems can cope very well with the customer relationship side of running an online business. These systems manage a customer base by tracking and organising it, allowing the user to grow the customer base and hopefully the business. CRM tools are particularly useful to small business owners as they provide the means to greatly improve an eCommerce store. Customer feedback and tracking of accounts forms one important element of such software. Clients can access advice, make delivery enquiries or complain more easily than ever before, something that most online customers regard as essential. Ignored customer emails to a company can do great harm to its reputation. With access to social media now so common among internet users a customer’s displeasure can immediately be transmitted to the world using Twitter, Facebook, etc. The use of CRM systems can help to avoid such calamities, thereby protecting the integrity and the good name of an online business.  As we see continued growth in global economies new and intuitive business are beginning to spring up and these new types of businesses are looking for intuitive technology that is easy on easy off and cost effective. Using a supplier Like MyCRM for your own business needs and requirements is a sensible approach as there is no long term contracts, integrations and email marketing can be built into the monthly user price and all the hardware and software licences are taken care of. To find out more about MyCRM Hosted Services please visit http://www.mycrmhosted.com   About MyCRM MyCRM has over 20 years’ experience in helping small to medium sized businesses understand and implement CRM as a technology and CRM as a process.  We can help drive adoption and ROI in businesses and organisations that are implementing a marketing solution through a CRM like Microsoft Dynamics.  You can read our customer testimonials here http://www.mycrmgroup.com/customers.aspx.    MyCRM don’t only provide a managed service but also off a range of product solutions which are off-the-shelf extensions to enhance CRM productivity, along with dedicated support packages to meet business requirements.   We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/   As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account.  

Key decisions when choosing CRM software

When choosing between different CRM systems, there are a number of key decisions that a business needs to make. Today, we're going to take a look at what we consider the most important considerations. Users vs. non-users CRM software can be invaluable to a number of different departments, including sales, marketing and customer service. This means it is a good idea to double-check just how many people are going to actually use it. This can affect which software is chosen, as some packages may be more expensive when required to serve a large number of staff. Licensing could also be an issue. Connectivity It is also important to take a look at how well the software in question will integrate. Does the company have different connectivity issues with different departments? Can a particular batch of software facilitate connections with all of the departments, and can it do so seamlessly? Are you including social marketing? Social media marketing can be an extremely effective method for building detailed profiles of customers. However, it is not necessarily the right approach for every company. For those that do want to make use of social marketing, it is important to make sure that their CRM is able to link up with social media accounts and can relay all of that information to different accounts.  Your place or mine? Do you want to take control of the software or just subscribe to an online service, many technology article talk about clouds and online services, but if you not the kind of business that has the opportunity of an internal IT department then go cloud and find a solution provider like MyCRM. Do you go for mobile? Finally, it is a good idea to make sure that mobile connectivity is included within the software. If you are targeting the mobile device market, then the CRM also needs to target it. Why MyCRM Many needles one CRM haystack. After spending just over 15 years working in the CRM advisory and technology space, experience allows me to bare reference on what is good and what is not so good.  Ass a CRM provider in 2014 and as a Company MyCRM would only recommend Microsoft Dynamics CRM as a cost effective fit for purpose generic business platform that can empower business owners to not only manage customer relationships but drive sales and manage marketing in an effective and pro-active manner.    Source: Business 2 Community About MyCRM MyCRM has over 20 years’ experience in helping small to medium sized businesses understand and implement CRM as a technology and CRM as a process.  We can help drive adoption and ROI in businesses and organisations that are implementing a marketing solution through a CRM like Microsoft Dynamics.  You can read our customer testimonials here http://www.mycrmgroup.com/customers.aspx.  MyCRM don’t only provide a managed service but also off a range of product solutions which are off-the-shelf extensions to enhance CRM productivity, along with dedicated support packages to meet business requirements. We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/   As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account.

Mobile marketing and how CRM can help

Mobile remains a crucial part of any modern marketing strategy, and effective use of CRM software can be vital in achieving success within this realm.  Today, we're going to look at some of the key methods for getting great results in the mobile world and how CRM software can help. From a number of posts I’ve made over the past year Marketing and sales are still the key crucial areas to drive new business.  Today we look at that favourite email marketing from a source article I found on Business 2 Community. Targeted mobile e-mails With more and more people now comfortable shopping on the web, targeted e-mails can be ideal in terms of helping to reach an audience.  More importantly, it can bring them news and offers that are relevant to the type of shopping they like to do.  CRM data can help provide more detailed profiles of users and indicate which types of e-mails they'd like to receive. Timing One of the keys to engaging with customers is to send them information at the right time.  If you bombard them just as they are heading into a business meeting, they are likely to get annoyed. CRM software can help any company work out when customers are going to be most receptive to receiving information. Context It is important to make sure that customers are communicated with in the context that most suits them.  For example, whilst they might be happy to browse on their mobile, they might prefer to actually order when they get home.  CRM data can help analyse their shopping patterns and can prevent the company from trying to make the hard sell at times when the customer is less likely to engage positively with it.  This timing is vital for any firm that doesn't want to put its customers off. Source: Business 2 Community A number of points in this article are highlight the need for an integrated email marketing suit with your CRM platform, and there are many solutions including those from MyCRM http://downloads.mycrmgroup.com/eCampaign.aspx About MyCRM MyCRM has over 20 years’ experience in helping small to medium sized businesses understand and implement CRM as a technology and CRM as a process.  We can help drive adoption and ROI in businesses and organisations that are implementing a marketing solution through a CRM like Microsoft Dynamics.  You can read our customer testimonials here http://www.mycrmgroup.com/customers.aspx.  MyCRM don’t only provide a managed service but also off a range of product solutions which are off-the-shelf extensions to enhance CRM productivity, along with dedicated support packages to meet business requirements. We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/   As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account.

Using CRM in different Sectors and Verticals

I came across this article on CRM buyer and it reignited thoughts of past implementations when CRM was still a new concept and every opportunity was an opportunity to sell to a new vertical.  What I mean by this was that the company I worked for would win a project say in energy and then they would present themselves as specialist CRM providers in the energy business sector. Things have moved on a lot since the early software days and the CRM market has matured a lot with major payers like Microsoft delivering great platforms like Microsoft Dynamics CRM along with a number of industry templates and solutions. But the truth of the matter is CRM software can still hugely benefit companies in a number of different ways, but these benefits largely come from the ability to benefit the customers themselves.  I’m going to take a look at three different types of customers and how CRM software can be used to help improve their experience. B2C In any B2C environment, the key is to provide customers with products that will genuinely enhance their lives.  The goal here is to build ongoing interactions with the company in a bid to fully understand their needs and also how their needs will develop.  For example, someone learning to play the guitar will likely need more gear as he develops his skills, and if he has a positive ongoing relationship with a store selling said gear, he is more likely to go back there when he needs something new. B2B Customer need evolution becomes even more important in a B2B relationship, but the plus side is that relationships are often a bit easier to maintain.  The driving points for the buyer are usually stated upfront, such as price, timely delivery, and payment terms.  As long as the seller satisfies those points, the relationship will usually be maintainable.  Over time, the needs of the customer will often evolve, and CRM data can help track these needs.  Partners / Suppliers It is important to cultivate relationships with direct vendors and suppliers, as these will also develop over time.  Once the vendors' needs are met, it is also vital to ensure that value is increased in terms of training and that they feel like legitimate partners; again, this can be combined with CRM data to help build a better profile of the suppliers or vendors. Source: CRM Buyer In future articles I will be looking at the different vertical templates that are available for Microsoft CRM. If you looking for help implement your Microsoft Dynamics CRM system then please take a look at how MyCRM can help About MyCRM MyCRM has over 20 years’ experience in helping small to medium sized businesses understand and implement CRM as a technology and CRM as a process.  We can help drive adoption and ROI in businesses and organisations that are implementing a marketing solution through a CRM like Microsoft Dynamics.  You can read our customer testimonials here http://www.mycrmgroup.com/customers.aspx.  MyCRM don’t only provide a managed service but also off a range of product solutions which are off-the-shelf extensions to enhance CRM productivity, along with dedicated support packages to meet business requirements. We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/ As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account.  

Creating the sales pipeline using CRM a 6 step plan

In my Last post I discussed how CRM managed sales in Microsoft Dynamics CRM but here I’m going to take a step back and review a 6 point plan I found on Business 2 Community Let’s look at exactly how that sales pipeline can be built and how CRM software can help you accomplish this task. Finding the prospects There are a number of different ways to generate leads, and many of them are common marketing techniques.  However, CRM software can offer a substantial amount of help in this regard.  For example, it can be linked to a lead capture form such as a "Contact Us" page, where it can start to build useful customer information right away. The contact data can be used to fully integrate customer social media information.  This means that a profile of the customer is built immediately.  With integration to powerful email marketing and social tools Determining the real potential It is also vital to ensure that enough information has been obtained about a customer so that a realistic estimate can be made as to exactly how much money they might spend.  Again, CRM can aid the company in this endeavour by helping to collect as much relevant information as possible.  Once a customer's spending has been estimated, the sale can be planned. Identify the decision makers In some cases, the person responsible for making the final decision might actually be the lead himself.  However, for many customers, especially those in B2B, the decision maker will actually be a key executive who has to judge solely on statistics, which is something that CRM can help to provide. Meaningful follow strategy Creating activity to have teams follow up is key and this should where possible be an automated process, if individuals are interacting with the organisations web site and requesting information via email or by phone then a process should be in place to capture the content of the activity though workflow or integration. By having seamless activity creation the process by team members for follow-up is made far easier and guaranteed to be done, as the activities are already in the queue. Measure results As long as the follow up process is slick and well defined and that the data is being recorded then the measurements of results will come naturally as the data being recorded will be part of the CRM and in the database.  Solutions like Microsoft Dynamics CRM have some great chart and reporting capabilities built in and these tools can help present collated data as a snap shot view of what is happening in your business. Analyse results Using reports in you solution you can analyse and review targets and get a quick snapshot of what is happening, but that said this level of analysis only comes if the correct data is being input to start with and the old adage is still true “rubbish in means rubbish out” or put a better way “you will only get out what you put in” Source: Business 2 Community If you looking for help with implementation for CRM or just need some support then contact MyCRM http://mycrmgroup.com/support.aspx About MyCRM MyCRM has over 20 years’ experience in helping small to medium sized businesses understand and implement CRM as a technology and CRM as a process.  We can help drive adoption and ROI in businesses and organisations that are implementing a marketing solution through a CRM like Microsoft Dynamics.  You can read our customer testimonials here http://www.mycrmgroup.com/customers.aspx.  MyCRM don’t only provide a managed service but also off a range of product solutions which are off-the-shelf extensions to enhance CRM productivity, along with dedicated support packages to meet business requirements. We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/ As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account.      

CRM and business process management

We are always keen to take a look at different aspects of CRM and how the software can help to enhance each step of the process. Today, we are going to look at how it can link up with business process management. It can help improve efficiency The aim of investing in CRM software is, of course, to help improve sales conversion rates. Yes, relationship building is vital, but more sales is the ultimate goal. CRM software combined with a positive business process can help ensure that all sales staff members know exactly how to close each sale and gives them access to the information that enables them to do so. It minimises inconsistency CRM software, like all business software, has an ROI, and combining its abilities with a strong business process is the ideal way to improve that return. Implementing a solid business process within the sales funnel can help to ensure that all members of the company act in accordance with the same procedures and policies. This helps to remove inconsistency across the board, ensuring the customer experience itself is more coherent, which in turn should generate more sales. It can help track profitability Thorough analysis on a sales process enables a high level of optimisation. As a result, the combination of a good business process and CRM software is invaluable. In addition to the customer data provided by the CRM software, the business process can provide information on the team itself, such as which techniques are most effective as well as which staff members perform the best and how to learn from them. All of this information can help to increase performance. Source: Destination CRM If you looking for help implement your Microsoft Dynamics CRM system then please take a look at how MyCRM can help About MyCRM MyCRM has over 20 years’ experience in helping small to medium sized businesses understand and implement CRM as a technology and CRM as a process.  We can help drive adoption and ROI in businesses and organisations that are implementing a marketing solution through a CRM like Microsoft Dynamics.  You can read our customer testimonials here http://www.mycrmgroup.com/customers.aspx.  MyCRM don’t only provide a managed service but also off a range of product solutions which are off-the-shelf extensions to enhance CRM productivity, along with dedicated support packages to meet business requirements. We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/ As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account.

How CRM software can help manage a company’s sales pipeline, when you know what it is! CRM that is!

From years of experience in the CRM market place I have come to realise, and some may disagree that CRM means many different things to many different people even when they are from the same organisation. I recently spent time with an organisation where the Sales Director sat across the table and clearly stated that “CRM is rubbish and it is all make believe and as an organisation we don't needed any of it!”.  My obvious response was just to smile and then, I asked why he thought that was the case.    I was truly surprised by the response which was “What we need as an organisation is something to manage Sales and Opportunity to know if our targets are going to be hit, what we need is SRM Sales Relationship Management” After a very short demo of the sales process in Microsoft Dynamics CRM and an explanation that sales are made to customers I had a new “Raving Fan” on my hands, a "convert to CRM".  This was not because the demo I had given was the best ever demo but clarification of how CRM can help in that department in that instance i.e. managing sales opportunities had opened the door to other discussions on how CRM could be used within the organisation. In this post I look at how a tool like Microsoft Dynamics CRM can be used to manage a Sales Pipeline out of the box.  To any Sales Manager or Director the management of closed and open sales opportunity is key to meeting targets and here I look at how CRM does this effortlessly. Understanding Prospects So the question you are probably asking is what is a prospect and where are they coming some?  IN Microsoft CRM a Prospect is a Lead record and looks like this:-     A lead record can be captured from many different sources including Social, Web, Phone or Email but the details are always the same, with the idea being that the individual is interested or may be interested in the products and services offered by your organisation. Once a new lead or prospect has been added to your CRM then you should have a standard business process on how you want to contact that person. This may include email marketing, an introduction email, a phone call or some other interaction but this should be recorded at the lead or prospect level. Understanding Prospect to Customer Status. The next stage is to understand the best time for your business to convert the new lead to a customer, and it most cases this is when a number of process have been completed in CRM to qualify the Lead Prospect with the right information. One of the great new features in Microsoft Dynamics CRM 2013 (see Screen shot above) is the help to qualify process which has 4 key steps from Qualify to Close.  This new easy to use process helps deliver lead / prospect creation, qualification, development, proposal and completion to an active pending customer. The activity feed in the centre of the screen shows the real time status of activity for the customer record which has been converted from the original prospect or Lead record.        Helping to manage follow-ups Once the initial leads have been generated, it's important for the sales staff to be able to manage the follow-up communications effectively. Fortunately, the CRM software means that information such as the action required, contact details and planned dates for the follow up can all be kept in one place, allowing for efficient communication between different sales staff. Records can easily be assigned to individual sales team members with an over view and dashboards provided to Managers and Directors Measuring results Needless to say, one of the key parts of managing the sales funnel is to ensure that all of the most relevant information regarding results is added to the database.  Keeping this data enables a company to predict future sales results, meaning that relatively accurate sales forecasts can take place, enabling the business to optimise its planning and cash flow for the future.  Microsoft CRM come complete with in-built sales forecasting reports and dashboards.     Analyzing the results The final key in terms of managing the sales pipeline is to ensure that the data used is analysed fully.  If there is a particular path that has led to sales success in the past, then it can be followed again.  Improvements to strategies should be made, and positive techniques put into action.  This enables the company to demonstrate to the sales staff exactly why some processes are being used and others not. To find out more and to see why MyCRM specialise in delivering Microsoft CRM as a service contact us at www.mycrmgroup.com. Article Source: Firmology About MyCRM MyCRM has over 20 years’ experience in helping small to medium sized businesses understand and implement CRM as a technology and CRM as a process.  We can help drive adoption and ROI in businesses and organisations that are implementing a marketing solution through a CRM like Microsoft Dynamics.  You can read our customer testimonials here http://www.mycrmgroup.com/customers.aspx.  MyCRM don’t only provide a managed service but also off a range of product solutions which are off-the-shelf extensions to enhance CRM productivity, along with dedicated support packages to meet business requirements. We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/ As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account.