Tips on migrating to a new CRM system in 8 easy steps

A new piece in Business 2 Community has highlighted some of the key factors that should be considered when making a transition to a new CRM system.  If you are considering making such a migration, then they are well worth taking a further look at the full article which cover 8 steps on having the right key points in the project. Decide on (and stick to) your hard and fast date: It is important to ensure that as part of the migration, you set a concrete date from which the new system starts to be used and ensure that everyone working with the software in any way sticks to it.  If you do not keep to this, you run the risk of a problematic transition period where users are continual... [More]

Microsoft complete switch on of Dynamics CRM 2013 - Online

Microsoft has now completed its staggered rollout of the cloud-enabled CRM management suite, keeping to the release timetable that it first released back in July.  Dynamics CRM 2013 is now fully available worldwide.  As well as the software itself, it is now possible for users to access the accompanying applications on their tablet devices and make use of the cloud.  The relevant smart-phone apps will also be released this month. Simon Hutson, who represents the Microsoft Dynamics Sales team, revealed in a new blog-post that Dynamics CRM 2013 "is now live in our EMEA [Europe, Middle East and Africa] data-centers. (APAC [Asia-Pacific] data-centers went live last week, and th... [More]

More free apps as Microsoft roll out CRM smartphone apps

Microsoft has revealed that they will be rolling out the companion smart-phone apps to their Dynamics CRM system within the next 30 days.  The apps will be compatible with the iPhone, Android and Windows handsets. Earlier this month, the company released the companion apps for tablet devices to a reasonably good reception and many users are now keen to get their hands on the mobile versions as well. Like their bigger tablet brothers, the mobile Dynamic CRM apps will be completely free. Interestingly, the company also announced on October 21st that they would be partnering with InsideView Inc to integrate that company's Social Insights offering directly into the Microsoft CRM Online a... [More]

How can social technology and awareness benefit CRM?

Ensuring the implementation of an effective CRM system remains extremely important for any business looking to achieve increased sales and customer engagement.  An interesting new article from Destination CRM has also highlighted the value of exploring customer relationship management within social media and some of the benefits that this can have. Target prospects One of the key ways that CRM systems can benefit from effective social media use is that it offers an outstanding way in which to find potential new prospects.  A company can easily monitor discussions and analyse trends to find out which people are discussing areas relevant to their brand and can use this targeted dat... [More]

Microsoft Dynamics 2013 Apps in an App Store near you

It has been announced that Redmond has rolled out the new tablet app for Microsoft Dynamics.  The app can now be downloaded from both the Apple app store and the Windows store. The main Dynamics CRM software (RTM) set was released earlier this month. It has received good reviews from those who've used it, and the hype for the tablet app has continued amongst those who downloaded the software. The app itself promises to involve the user in all of the main activities from the main software itself.  It's easy for users to access their current activities, view their accounts, and look at current open leads and opportunities as well as viewing their contact books. Interestingly, the ... [More]

More to good CRM than just software!

CRM software has been developed to a high standard over the years and it is mostly considered to be very efficient. However, according to enterpriseAPPStoday, this might not be enough to make sure that there is a good customer experience.   The article highlights that only 65 of the Fortune 500 companies in the US in 1955 have survived to the present day, demonstrating the importance of being able to adapt quickly to changes in the market and ensuring that their service is still relevant to their customers.   The use of Customer Relationship Management software has helped companies of all shapes and sizes to adapt to the needs of their customers, but CRM also needs to take into... [More]

Mobiles: a perfect addition to a Microsoft CRM strategy

A new piece in Business 2 Community has highlighted the importance of mobile devices in implementing an effective CRM strategy.  What details, though, should you include as part of the mobile application?  What makes an app valuable and useful? Complete insight into planning Whenever you're carrying out the work of actually implementing your customer relationship management strategy, one of the most important things to be able to access is the original planning documentation.  How many customers or leads are you planning to communicate with?  How are we going to engage with them?  What topics do we think should be discussed?  Having access to the original plan... [More]

Customer Think explores Microsoft Dynamics CRM 2013

A new piece at Customer Think has further explored the latest CRM software from Microsoft (Dynamics CRM 2013), looking at the developments that have been made since Dynamics 2011. The analysis also highlights some of the key aspects that any effective CRM software should possess, and for this reason alone it's worth taking a closer look. Firstly, the article quite rightly highlights the User Experience within the new software.  This is without doubt an absolute necessity when it comes to CRM management, simply because the customer relationship management makes use of a huge amount of data. Yammer integration for social networking has been added, as well as a process flow control, which... [More]