How to Improve the CRM Process

Once the CRM software has been invested in, it is important to ensure that you make the most of it.  That is why it is worth having a further look at a new piece in Mashable, which is focused on some key ways to improve the process: Foster word of mouth Even in the digital age, word of mouth remains invaluable in helping to increase sales.  The more customers talk about a company, the better!  Building a good online profile and obtaining a high level of trust with customers is the ideal way to help develop the profile enough for people to start passing on recommendations and a good CRM software system can help with this. Remember in a digital social world, a like or a tweet can have the same amount of response as human interaction and digital word of mouth should be part of your CRM strategy. Value feedback Asking for feedback on the web can be a brave step to take but it is a good idea.  Whilst customers will usually be brutally honest with everything they are unhappy about, they will rarely actually troll in the conventional sense.  Use feedback and combine it with relevant CRM data to improve the process. Also work with your customers and ask for references for your products and services, if they are unhappy they will soon tell you or not want to respond to the request. Always be honest One of the most important ways to handle the CRM process is to make honesty the key policy.  The key is to build up positive, trusting relationships with customers and honesty remains the best way to do this. Always take a personal approach to communications, especially if the company is smaller. Keep track of all the data As with all CRM software, data is invaluable in ensuring that relationships increase and sales grow as a result of the data.  Ensure that data is kept accurate. Source: Mashable As we move in to 2014 and as economic growth returns to all areas of business you may be considering better CRM and automated system, if so, then contact MyCRM to help implement Managed CRM http://www.mycrmgroup.com   About MyCRM MyCRM has over 20 years’ experience in understanding how CRM as a technology and CRM as a process can work in business and has therefore developed a number of off-the-shelf extensions to enhance CRM productivity. We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/ As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account.      

How to empower your team to integrate with CRM software adoption

An interesting new piece I found on the Computer World blog has explored in more depth a vital factor in implementing a new CRM system: namely, the staff that will be using it.  It's always worth exploring the potential 'people factor' in terms of effectively using the software Here are a number of topic areas that should be given consideration as part of the implementation plan as adoption of the system is key to success. Convince the workforce of the value Everyone who's worked with a CRM system knows how valuable the software can be.  However, it's still vital to ensure that everyone who is new to it is given examples and demonstrations that show how much easier their job will be once they start using the software.  Ask them for feedback In the early stages of using the system, always encourage your staff to be vocal in asking questions.  If they're certain about everything, they're far more likely to obtain great results.  Whether it's an enquiry about workflow or simply a question regarding how to actually use the software, always make sure questions are answered. Provide a positive vision for the system It's important to provide the sales staff with a positive vision for the future.  Emphasise the ways in which the system will both reduce workloads and increase sales. Effectively manage the change process Effective change management is a skill in itself, and one that's vital when implementing any new software.  Once the staff know how valuable CRM software can be and how much it will help them, they can then begin the transition.  Ensure, though, that you stick rigidly to the three-stage process of preparing for the change, implementing it and then reinforcing the change once it's in place. Source: Computer World As we move in to 2014 and as economic growth returns to all areas of business you may be considering better CRM and automated system, if so, then contact MyCRM to help implement Managed CRM http://www.mycrmgroup.com About MyCRM MyCRM has over 20 years’ experience in understanding how CRM as a technology and CRM as a process can work in business and has therefore developed a number of off-the-shelf extensions to enhance CRM productivity. We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/ As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account.  

The 5 key guides of CRM Implementation success

Obtaining the right CRM system for your business can be a big investment.  However, there are several rules and guides that we recommend are followed in order to help make the right decision.  Below a 5 Key pointes that should be considered before purchase or implementation:- 1, Requirements Every single company will have different reasons for investing in a CRM system, and it's vital to ensure that these reasons are detailed in advance before any investments are made.  Whether the company's looking to increase brand awareness, generate more leads or close more sales, the details can make a big difference as to which system is invested in. 2, Deployment Type At the moment, companies are in the middle of two main options: software that is installed and used solely in house, and software that makes use of the cloud in order to function.  The former is considered by firms that have concerns regarding data security, (although the cloud is still a very safe option) with the latter very suitable for a firm whose staff are constantly on the move.  A full analysis of pros and cons for both is a good idea here. 3, Scale and Size Once the software has been assessed, then thought has to be given to exactly who is to use it and what parts of the business need to adopt the customer strategy, most organisation will start department by department but initial thought should be given to how CRM affects the business as a whole 4, Mobility Needs  Mobility for technology is still in its infancy but with the growth of online services and consumption of social media, thought should be given to how employees can embrace technology and use of a CRM system be become more productive in the Field. 5, Integration It's doubly important to check whether or not the data that the company already possesses (much of which will be quite useful) can be easily integrated into the CRM system in question.  This is a big deal, as no company wants to lose sales and customer profile information that they've worked hard to obtain.  Integration is a vital part of the process. Here at MyCRM we recommend that you find and work with the right partner that can help your CRM acquisition become a success and not just another piece of Software. About MyCRM MyCRM has over 20 years’ experience in understanding how CRM as a technology and CRM as a process can work in business and has therefore developed a number of off-the-shelf extensions to enhance CRM productivity. We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/ As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account.   Source: The Wise Marketer

6 key points on getting customer service right

It is important to never forget that the C in CRM stands for customer.  As a result, it is important to ensure that a company maintains its emphasis on good customer service.  These are some of the key factors: Happy customers are returning customers It is important to ensure that the main aim of using CRM software is still to build positive, ongoing relationships with customers.  If they feel that a company really values them, then they will be far more likely to return to it. Set and manage realistic expectations Effective CRM strategy is implemented through providing both clients and customers with genuinely realistic expectations.  Once these have been set out, it is vital to follow through.  The one thing to avoid above all costs, of course, is disappointing customers. Be ready to help, influence and be a connector When meeting someone new or working with a  new customer be ready to help and be prepared to listen not just head into a sales pitch, don’t be all pitch and sell understand what the person or organisation needs. Always document important information It is worth a business taking time to keep track of any important information about a customer, such as whether they have any family, when their birthdays are, etc.  This helps to ensure that the relationship is more personal, with businesses then able to add that special touch to their service. Respond quickly It is important for a firm to respond to customer queries as soon as they realistically can.  The quicker the response, the more valued the customer will feel, which should be something that every firm aims for.  Even if the response to the query itself has to be delayed, a company should still be able to ask if there is anything else the customer would like to deal with in the meantime. Source: Mashable It is also very important to remember nobody in any sector or walk of life enjoys a hard sell or being sold to, so remember at a human level treat people like you would want to be treated, Never sell to people just give them an opportunity to buy. CRM is so much more than just a software application it is the need to interact listen and deliver great service, the same service you would expect from any of your supplier as everyone is someone’s customer. About MyCRM MyCRM has over 20 years’ experience in understanding how CRM as a technology and CRM as a process can work in business and has therefore developed a number of off-the-shelf extensions to enhance CRM productivity. We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/ As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account.

How to use CRM software to encourage growth

One of the questions I get asked regularly is will a CRM help my business grow, and done properly the answer would be yes every time. One of the key benefits of using effective CRM data is that it can help to increase growth in the company.  That's why we're going to take a look at a new piece on the web that's highlighted some of the key methods for helping to increase this growth. This IS key to understand what you want out of your CRM and your business and this implemented correctly will drive growth is sales and repeat business. Sales funnel analysis Examining a sales funnel (i.e. the data that shows how many contacts are moving into each stage of the sales process) is an effective way to measure the company's health.  By effectively analysing CRM data, it's possible to use this information to diagnose the health of the company's sales process.  If the company is regularly losing custom at the quotes stage, for instance, then you'll know to explore this area more deeply and to make changes and improvements to the process. Forecast the future A bit of clairvoyance never hurt any business. Accurate data from the sales funnel can genuinely help a company estimate what the sales figures for the next quarter will look like.  By looking at how many leads wind up as genuine closes, it's easy to take the current set of leads and estimate sales during the next month or so. Playing to strengths Even the best teams have weaknesses.  Using CRM data effectively, can help to analyse where the key strengths are, and how to take advantage of them.  The data for instance, could show that one member of the sales team excels at converting leads into sales, but isn't so strong in getting the initial leads. This way, you can move them into their strength areas whilst still developing their other skills. The good implementation of CRM is paramount, the exercise should not be seen as installing a software solution, more over it should be demonstrated across the business that customers are placed at the heart of everything your organisation does. To find out more on how MyCRM and its partner organisation can help deliver effective and managed solutions to help your organisation grow then contact us today. About MyCRM MyCRM has over 20 years’ experience in understanding how CRM as a technology and CRM as a process can work in business and has therefore developed a number of off-the-shelf extensions to enhance CRM productivity. We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/ As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account. Source: Business 2 Community

Choosing a great CRM software system

  A new article featured in Business 2 Community has covered some excellent beginner tips for making the right decision with regards to purchasing the right CRM system.  These are some of the standout points: Actually knowing what you want  Because modern CRM software is so versatile, different businesses will likely invest in it for different reasons.  As a result it is important for each business to know exactly what they are seeking to get out of investing in the CRM system.  A set of individual goals is probably the ideal way to manage this. Does it promote user adoption? It is always worth keeping in mind the fact that insights gained from CRM software are only going to be as useful as the data being put into it.  It is important therefore to find a system that is popular with the team themselves.  Any friction, whether it is due to the process, the people or the system itself, should be minimised. Is mobility factored in? For many modern businesses, mobility is a key factor in any CRM software.  It is therefore important to check whether it is included as part of the system you are looking at.  The ability to be viewed on the road is almost essential. Understand the customisation It is important to ensure that any CRM system can adjust to the needs of the individual company.  Every firm making use of this sort of software will have their own unique goals and needs. The system should be able to be adjusted so that it pulls in that direction. But when it comes to your business as the owner or the senior manager you will understand what is best and what processes work and why.  Investing in or subscribing to a CRM service will not automatically give your business great Customer service, in fact if you are relying on just the software purchase to do this then it will probably have the opposite effect. The reason for this is that CRM is a methodology that your whole organisation will need to adopt and the process that are defined to ne place the customer at the centre of your business from what can be described as “First Contact” to “full and Final Product or Service Support” At MyCRM we can help you understand the possibilities and have one of our consulting partners working with you to gain a Sure Step to Microsoft CRM.   About MyCRM   MyCRM has over 20 years’ experience in understanding how CRM as a technology and CRM as a process can work in business and has therefore developed a number of off-the-shelf extensions to enhance CRM productivity. We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/ As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account.   Article Source http://www.business2community.com/sales-management/going-mobile-benefits-crm-go-0694234

How modern marketing relates to CRM

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

Using CRM software to measure offline marketing

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

Building efficiency in customer interactions

A new piece in 1 to 1 media has highlighted some of the key ways that CRM based customer interactions can be helped to be more efficient.  The points are worth further exploration: Reduce the time between engagement and action One of the keys to obtain real time CRM data is that it enables the company to act quickly in meeting the needs of customers.  This is important to adhere to. Ensure customers are empowered One of the keys to modern customer service is to ensure that the customers are engaged.  It is important for customers to always know exactly what they can do to take action.  The old call to action never stops being useful! Reduce any complexity Another key part in ensuring that customers have the ability to serve themselves is to make sure that the process is an easy one.  Any complexities should be ironed out so that the customer's own part of the sale is easy to put through. Respond to changes more quickly Most CRM processes will change – it is a key part of optimising them - however, it is important that any of these changes are adjusted to quickly.  The quicker this is done, the easier the integration will be for both the customer and the company to deal with. Bridge the gap between systems of engagement and systems of record One of the keys to the CRM process is that it enables a company to have both data and engagement processes documented using one piece of software.  Wherever possible, this should be taken advantage of, so that all of the relevant data can be used by sales staff. Source: 1 to 1 media If you need help in your selection or implementation of Microsoft Dynamics CRM then talk to MyCRM about managed service solutions. We believe CRM is more than just adopting some software it is a methodology of putting your customer at the centre of everything your organisation does so invest and spend time on the whole process to gain the best results. Here at MyCRM our aim to help deliver effective CRM. You can see what our current customers say here: http://www.mycrmgroup.com/customers.aspx, but more importantly we want your business to succeed with the use of a great software solution.   To get a trial of Microsoft Dynamics CRM you can register with MyCRM here: http://hosted.mycrmgroup.com/demorequest.aspx To gain access to product extensions from the MyCRM team please register here: http://downloads.mycrmgroup.com/Account/Register.aspx About MyCRM MyCRM has over 20 years’ experience in understanding how CRM as a technology and CRM as a process can work in business and has therefore developed a number of off-the-shelf extensions to enhance CRM productivity. We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/ As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account.  

Why CRM software use needs to be consistent

After looking through a number of pieces this weekend I found a number highlighted some key facts and some of the key reasons for ensuring consistent application within the CRM process and why this was extremely important to a business.  Here are a few to take a closer look at. With No CRM - It can lead to misguided communication One of the keys to success is ensuring that customers feel like they are being specially treated and CRM software enables a company to provide the customer with relevant product promotions in order to do so.  Ineffective infrequent use of the software means that a customer is likely to receive communications irrelevant to them.  When calling if the person they speak to in your business does not have all the facts to hand or does not know of the customer then the process of good customer relationships are flawed. The inability to time Another key to using the CRM software effectively is to ensure that promotions and communications can be sent at a time most suitable to the customer.  This can lead to a genuine increase in sales.  However, if the software is not used effectively then it can lead to the offers and promotions being sent through at the wrong times, both irritating customers and leading to a decrease in sales. A lack of genuine engagement It is important to remember that CRM stands for customer relationship management.  The whole point of the software is to try and enable a company to do the best they can in terms of building ongoing relationships with customers. Using it only in a sporadic sense is therefore counter-productive.  The relationship is developed over time, with the increase of obtainable data enabling the firm to develop a better picture of the customer's needs and wants.  Only using the software sporadically means that this profile of the customer will be less in depth and the company will not be able to serve their needs as effectively. There are many other reasons why CRM is affective to business for growth and managing customer expectation, for more contact MyCRM We believe CRM is more than just adopting some software it is a methodology of putting your customer at the centre of everything your organisation does so invest and spend time on the whole process to gain the best results. Here at MyCRM our aim to help deliver effective CRM. You can see what our current customers say here: http://www.mycrmgroup.com/customers.aspx, but more importantly we want your business to succeed with the use of a great software solution.   To get a trial of Microsoft Dynamics CRM you can register with MyCRM here: http://hosted.mycrmgroup.com/demorequest.aspx To gain access to product extensions from the MyCRM team please register here: http://downloads.mycrmgroup.com/Account/Register.aspx About MyCRM MyCRM has over 20 years’ experience in understanding how CRM as a technology and CRM as a process can work in business and has therefore developed a number of off-the-shelf extensions to enhance CRM productivity. We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/ As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account.