How modern marketing relates to CRM

An interesting article in Forbes magazine has highlighted some intriguing new viewpoints about how the modern marketing world is adapting.  We thought it would be interesting to explore the viewpoints related to the CRM process: Modern marketing represents engagement The article voices the possibility that the modern method of genuinely engaging with customer using digital and social technologies is actually a far better way of doing things, as it keeps the customer happy directly.  The modern process puts the customer first; as such, it means that it is more likely to obtain positive results. Online body language is key Modern customers reveal a lot about themselves by their c... [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]

Building efficiency in customer interactions

A new piece in 1 to 1 media has highlighted some of the key ways that CRM based customer interactions can be helped to be more efficient.  The points are worth further exploration: Reduce the time between engagement and action One of the keys to obtain real time CRM data is that it enables the company to act quickly in meeting the needs of customers.  This is important to adhere to. Ensure customers are empowered One of the keys to modern customer service is to ensure that the customers are engaged.  It is important for customers to always know exactly what they can do to take action.  The old call to action never stops being useful! Reduce any complexity Another ke... [More]

Why CRM software use needs to be consistent

After looking through a number of pieces this weekend I found a number highlighted some key facts and some of the key reasons for ensuring consistent application within the CRM process and why this was extremely important to a business.  Here are a few to take a closer look at. With No CRM - It can lead to misguided communication One of the keys to success is ensuring that customers feel like they are being specially treated and CRM software enables a company to provide the customer with relevant product promotions in order to do so.  Ineffective infrequent use of the software means that a customer is likely to receive communications irrelevant to them.  When calling if the ... [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]

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]

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]

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]