Sales Force Automation Software Buyer Views 2014

  Every year, Software Advice talks with thousands of professionals looking for the right sales force automation (SFA) software for their company."  This provides us with unparalleled insight into the needs of SFA software buyers across a wide range of industries.      Software Advice BuyerView: Sales Force Automation Report from Software Advice   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  

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.      

Getting ready for the next big things in CRM, Ready!

I recently saw this article on Enterprise Apps Today and it made me think about what 2014 means for CRM and more so MyCRM and the App Store and the release of our 2013 managed service. See more http://downloads.mycrmgroup.com/ CRM as a concept and methodology is an ever changing landscape and it needs to be as technology never standstill long enough for you to catch your breath. It's a good idea for those of you working on a new CRM system to take a look at what are some of the key trends expected to take place in the sector this year. This article highlights some key areas and it is worth thinking about, especially as how your business might benefit:- Smarter CRM One of the biggest factors expected to take place this year is the advent of smarter systems, capable of both storing more data as well as analysing it more effectively.  As the consumer's browsing habits grow more complex, so the software will need to grow alongside it. Integration CRM systems have previously evolved much in their own accord.  This year, though, many people are considering it quite likely that future evolutions in the software will be constructed in conjunction with other sales solutions in order to maximise its usefulness. Contact centre tie-ins There have previously been questions about why CRM is not integrated more frequently within contact centre environments.  It's anticipated that this will change during 2014, with the unique sales environments looking to further improve their own processes by making use of relevant data from the software. Usability In the end, CRM progress this year will come down to simple usability.  Is the software easy to use? Does it make the lives of sales staff that much easier?  Does it work on a mobile basis?  If the answer to all of these questions is yes, then the chances are that the software will achieve success. Go Mobile We are all working more and changes in working patterns continue and this is where mobility is a key contributor.  You will need to make sure you CRM provider can allow you access for people at home or in the field.  Make sure you can get to important data before a meeting and make sure you have the right information on hand when responding to a support call. Social Marketing I have done a number of post of socialising your business and MyCRM have used the likes of Twitter https://twitter.com/MyCRMGroup and Facebook https://www.facebook.com/MyCRMGroup to great effect. You might ask is it right for your business, well its definitely worth having a think about as statistics have shown this last December that most Christmas retail was done online so being there can only drive more business. More Software as a Service Cloud, Hosted SaaS and even Managed but what do they mean, putting the acronyms and buzzwords aside what all this means is someone has the IT headache and it allows you to get on and run your business, but remember if you’re going down a service route make sure you can get help and advice from the provider on how best to use the software for your business. I will be posting more about things that are happening and new solution coming from MyCRM Source: Enterprise Apps Today MyCRM provide a dedicated managed CRM service and can offer help and advice on getting you started.  Help you set up Email Marketing campaign and track customer activity. 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.

Exploring social CRM in more depth, part 2

Yesterday, we started to take a look at some of the different ways in which the social media process can be improved and perfected. A lot of yesterday's focus was on the pre-management and selection of the software, whereas today we're going to look at the management of it. Engage important customers Whilst social CRM does indeed help to generate new customers, there are nonetheless always going to be particular brand advocates that regularly mention the products. These people are more likely to get other people to choose the firm, so it's important to get them involved through activities like sending through gift certificates or regularly re-tweeting them. Respond, fast One of the key benefits of CRM software is that it allows the company to respond to queries quickly by monitoring social data to look for when the firm is mentioned. It's vital, therefore, for the company to respond as quickly as possible in real-time to any mentions online, whether they're positive or negative. Monitor online reputations Another key benefit to social CRM is that it allows the firm to monitor when it is mentioned on relevant industry sites, e.g. when a hotel is mentioned on sites like Trip Advisor.  Staying on top of this data means that the firm can more effectively manage its reputation, and help to work with any customers that have had a bad experience. Making the effort to do this is well worth it: reviews remain a key part of the decision making process for many customers. Source: Hospitality Technology To help drive your business CRM strategy in 2014 contact MyCRM today http://www.mycrmgroup.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.  

News Flash: Microsoft Buy Parature: Think Self-Service CRM

Microsoft's planned Parature acquisition will improve Dynamics CRM customer service app to compete more successfully with Salesforce.com and Oracle RightNow Read More:- http://www.informationweek.com/software/enterprise-applications/microsoft-parature-buy-think-self-service-crm/d/d-id/1113340 Read More:- https://community.dynamics.com/crm/b/crmconnection/archive/2014/01/07/microsoft-dynamics-crm-and-parature-a-match-made-for-you.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.  

How can CRM software help manage the sales funnel?

There are a number of different benefits to CRM software, and one of these being how it helps to manage the sales funnel. A new article in the Smart Data Collective has highlighted some of the ways that it does so, and we're going to take a closer look here: It records all of the interactions CRM software enables the company to build a definitive repository for customer contact data, meaning that it can in effect replace three things: the company's individual contact list and address book, the main marketing database and the resolving issues database. All three can be monitored from one place. It provides a pipeline to follow If it's been configured properly, then the CRM software used should be able to be configured in such a way that it exactly matches the company's sales pipeline. It's therefore possible to see exactly where any single account is in terms of the sales funnel - it's even possible to edit the software so that it works in 'stages'. This means that the sales team can see when a particular lead is in the riskiest stage of the sales process, allowing them to provide the extra attention. It can automate Some of the most mundane and time consuming parts of the sales process can be automated using the CRM software, saving money and time. Things like delivering e-mails according to schedule, collecting responses and then monitoring click-through, message opens and other statistics, can all be conducted by the CRM software's processes. Intuitive Reporting Sales team member loving seeing how they have done and how they are doing against target, and motivation can be attained by showing real time comparisons on how other team members perform so make sure CRM is equipped with real-time reports and dashboards. Source: Smart Data Collective If you are looking for some help with the implementation of development of your Microsoft Dynamics CRM then you can contact me here 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, with 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 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 make the CRM process sustainable

5 Key Tips After doing some more research I came across an interesting article on Destination CRM which highlights 5 key points about working in the customer service industry.  It is vital to try and ensure that relationships are sustainable as well as being of high quality.  These are some of the key ways in which to do so: Assess current levels It is important to take the time to analyse the standards of the current service levels and to try and improve on them.  One of the benefits of using CRM systems is that constant feedback from customers can be obtained and it should be used.  Whilst customer surveys should not be the sole tool used to assess the processes, it remains invaluable. Assess the staff It is important to take a good honest look at the employees who are responsible for the CRM process and to build up an accurate portrayal of their skills and weaknesses.  This can help any manager to delegate tasks to those members of staff that will be most effective in completing them. Define and disseminate service standards All companies that work with customers should have a firm "behaviour guide" in place to ensure that every member of staff is pulling in the same direction.  Service standards form a critical part of consistency in dealing with customers which is something customers expect. Train consistently In order to ensure that the customer service model is maintained and continues accurately, it is important to make sure that staff are training regularly and on an ongoing basis.  It is important to make sure that training is treated as a process rather than a one-off, so that staff are consistently developing their CRM skills. Develop and implement a strategy. Consider a "service certification" program with multiple certification levels to encourage continuous personal development. And do what works for your business, but motivation to create a great customer experience is key. Events, quizzes and bonus prizes can all have an effect to drive a strategy forward. Source: Destination 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.  

Coming Soon eSpell 2013 the Spell Checker for Microsoft Dynamics CRM

On the success of the first release of eSpell for Microsoft Dynamics CRM some 3 years ago we have taken all the feedback from our customers and we are pleased to say eSpell 2013 is near ready for release And yes this time you can check the whole form in one click    eSpell still supports a number of dictionary languages and can still be added to custom entities as before   The spelling checking process now reviews all the fields on the form and checks in sequence giving an apropriate tick if the word is in the dictionary. This is one of the great productivity enhancement tools from MyCRM and if you have any questions please email Support@mycrmgroup.com To get a trail register on the MyCRM Downlaod Centre as eSpell 2013 will be released in the next 3 weeks. 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.