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]

Choosing the right CRM system, software and provider.

As part of my quest to find relevant news articles and blog posts on CRM I found this new article in Business News Daily.  The article poses some interesting points for those looking to invest in a new CRM system, particularly those that are thinking about investing in new software.  The points below can be raised when considering many things for your business but consideration has to be given to cost, ROI (Return on Investment) and longevity of a solution. Also give thought to who is providing what, as although a hosting provider may offer software they might not offer consulting that is specific to your business sector or the manufacture of the software may provide it as a serv... [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]