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]

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]

Microsoft releases industry templates for CRM 2013

Microsoft is making an attempt to differentiate its Dynamics CRM software from other competitors in the sector by including a new set of 18 specific industry templates as part of the software.  These templates are designed to be used by companies in those industries, and include sports management, healthcare and even more specialist areas such as prison inmate data. The customised templates were announced during Microsoft's Convergence 2013 EMEA event, held in Barcelona. As well as the templates, Microsoft also publicised a new pricing offer which will bundle the Dynamics software with Office 365.  The offer will be available up until March 2014 according to the company’s... [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]

Can CRM benefit higher education and what are the parallels with business?

A new piece in the Financial Post has highlighted the potential that CRM could bring to the higher education sector.  Interestingly, research has already indicated that institutions could gain a 42% increase in revenue by making use of an effective customer relationship management process piece Four key requirements for a CRM system were explored: Complete tracking of students A successful CRM system in the higher education sector would need to build a detailed profile of each student's interests, including their preferences and their purchase intent, not to mention their academic financial and communication history.  Essentially, this has the same aim as a business profile whic... [More]

Implementing CRM - Key Questions for your CRM Provider

A new piece in Business 2 Community has explored some of the key questions that a company should ask any CRM service provider that they're considering working with.  We're completely in favour of firms working with only the best companies, so we're going to explore each point:   Do they have a mobile friendly approach?   In the modern business world, the ability to be mobile is essential.  How many executives are genuinely sat at their desk for eight hours a day?  Virtually none, and yet some CRM services aren't accounting for the ability to explore data on the move.  Any CRM system you invest in should be useable on the road.   With the recent releas... [More]

Customers want more personalisation from businesses

A new survey has shed light onto the attitude of modern consumers which highlights an interesting trend, revealing that despite concerns regarding the safety of their private information, many of them still want to receive more personalised data from businesses. This is usually found in the information that is sent to individual consumers. Organisations that used tailored marketing via email or web usually scored better with loyal customers. The SAS study showed that 71% of the 1,260 people surveyed did have some concerns regarding the recent revelations of data observation. 60% still expected businesses to be aware of their preferences and to understand their needs. 59% noted that they f... [More]