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 effecti... [More]

7 Things to remember when choosing CRM software

After trawling a number of CRM related articles I found this on the Business 2 Community and the article takes a look at some of the key things to consider when choosing CRM software.  Some of the points are well worth further investigation.   As a Service provider of Hosted CRM solutions using Microsoft Dynamics CRM, here at MyCRM we could not agree more as it is very important to understand what a CRM system means to your business and understand who or what you want to achieve from the system.  CRM software is a little different as it has many purposes and several key offerings.   Remember that the team has to use it   Surprisingly, some companies that purch... [More]

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... [More]

Microsoft review usability with CRM 2013 release

From as early as RU 12 on CRM 2011 a version of the new activity feeds were available, but in CRM 2013 this unique way of looking at customer interaction is embedded into the core customer screen for accounts contact and Leads, along with being available from the main Sales dashboard.   This makes working with the current release of Microsoft CRM easier and stream lines some of the activity tracking and is definitely a step in the right direction in helping end users get to the right information quickly. The CRM 2013 release has taken on a new bold design which give the application a brand new look and feel and the Microsoft design team have obviously given a lot of thought about end... [More]

Good CRM means clean data so lets see how to maintain data in your business

Another interesting article from Business 2 Community has explored in more depth some of the most effective ways in which to manage data as part of a CRM system.  The old saying rubbish in means rubbish out apply here or better still you only get out what you put.   Maintaining the quality of data is obviously a key part of the process, so it is worth taking a look at some of the tips.   Clear out anything that is too old   One of the most important factors in keeping data useful is to ensure that it remains accurate. Once it has reached a certain age, it is unfortunately more likely to be irrelevant. Therefore, it is a good idea to avoid using data over a couple of... [More]

Convert CRM records to PDF and email attachment ePDF for CRM2013 RELEASED

Over the next few weeks we will be releasing versions of our product range for #CRM2013 and following on from our release of eMap last week http://blog.mycrmgroup.com/post/2013/11/05/Using-Maps-to-find-your-way-in-CRM-2013!-EMAP-2013-RELEASED.aspx We are now ready for the next solution: Popular since CRM 4.0, our ePDF solution is now fully compatible with Microsoft CRM 2013. Below are a number of screen shots that walk through the process of quickly converting a record to a PDF attached to a CRM email. For the purpose of this overview of the ePDF functionality we have used the quote record, but ePDF can be added to nearly all CRM entities that have a report, including custom entities. Fi... [More]

Unique ways that CRM can aid a company

A new piece in the Box Free IT website has taken an in-depth look at the CRM industry. It has highlighted some of the key benefits that CRM can have with the emphasis firmly on providing genuine results. The first point that is highlighted in the piece is that CRM data and software can help to introduce a genuine system to smaller businesses.  SMEs often lack an in-place system designed to help record and follow up on potential prospects, which means that some genuine leads often fall through the cracks, leading to a revenue loss. Secondly, it highlights the value of putting into writing all of the steps of its sales process.  CRM software can enable a company to both initially d... [More]

What is CRM and how can I use my CRM data?

If you have ever asked yourself “what is CRM all about, and why does my business even need one?” then take a read though and I’ll try to explain how you can use the data you accumulate in your CRM system. But firstly - and lots have people have asked me this one - “What is CRM?” In short it is a database you collect information about your customers in.  I’d be surprised if you don’t already have one, although it might not be super effective and it might not be Microsoft Dynamics CRM. You might even have several with different information - some on spreadsheets like Microsoft excel. In this latest article, I try to discuss how CRM data can be us... [More]

Questions to ask before investing in your next CRM system

A CRM system can have a number of positive impacts on almost any company.  However, it is important that before a system is invested in, certain key questions are asked of it: Is it easy to use onboard? It is important to make sure that one, intuitive cross-referencing tool is used in order to allow that offline customer data is used in order to increase the online audience.  This should be do-able in an immediate, genuinely actionable way. How compatible is the system? It is important for a CRM system to be able to link up effectively with other data and tools.  Therefore, whatever particular apps a company considers essential, whether it is advertising click data or shop... [More]

What makes data-sets valuable to CRM?

A new article by the smart data collective has sought to analyse what makes certain nuggets of information valuable.  The results are quite interesting, as they argue that size has nothing to do with value.  Here are some of the key takeaways from the piece: Evaluate content Business interactions vary substantially.  On some occasions someone may be a customer and at other times they might simply offer consultation.  That means that context is important in terms of CRM. For instance, to many firms, an insurance agent represents an outgoing but to a few specialist companies, they are a customer.  It is important to remember that there is not one single definition of... [More]