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]

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]

RFU Implements Microsoft Dynamics CRM as part of IBM Project, but can Small Clubs benefit from the Same Technology?

The benefits of CRM have been given an obvious boost this week. The UK Rugby Football Union has announced that it is to introduce the new Microsoft CRM software in order to better understand and to make better use of its data. The aim for the Union is to try and improve its engagement with both fans and players of the sport by making use of the information they have as well as trying to obtain more of it. The RFU is the main governing body for English Rugby Union and currently employs over 500 people in order to help develop the sport at both a national and a youth level.  The organisation currently has an annual turnover of around £116 million. The CRM service will be created ... [More]

Do you need to troubleshoot your CRM processes and do they still work for your business?

A new article on CIO has taken a look at how best to explore your current CRM process and if you are having any issues, the sorts of problems that you should be looking to troubleshoot. Data quality is the first thing looked at, and with good reason, as it is often cited as being a contributor to user dissatisfaction.  Some of the reasons for a lack of quality data include duplication of records, mis-owned or improperly assigned records, field accuracy (especially with contact details and addresses) and a lack of completeness. Functionality is also noted by the article as being worthy of exploration.  For instance, if there are some items missing in the records, it needs to be as... [More]

Mobile devices and Social Media offer great potential for CRM to be Street and Customer Smart

We have recently found an interesting new article from Destination CRM which has focused on the obvious potential that modern mobile devices now offer to small and medium-sized companies in terms of operating their customer relationship management system. The article detailed three main areas in which Tablet PC’s like the Microsoft Surface, the Apple iPad, mobiles and other hand-held units could aid the CRM process. The first was the focus on marketing.  Mobile devices offer brands the opportunity to create great mobile content such as apps for games for users to access, leading to the potential for the brand being in "top of the mind recall" of the customer, and also providing ... [More]

Forbes analyse CRM Implementations

As one of the most vital aspects for running any business, customer relationship management is something that should be taken very seriously.  However, a new feature in Forbes has argued that the implementation of many CRM systems suffer from an incomplete vision and do not live up to their potential.  The article looks at several ways in which the process can become more complete. Firstly, it notes that the amount of information that is collected from customers should increase substantially.  Rather than just looking at an order history, CRM should involve building up a more in-depth customer profile, of the sort that marketing would normally use. Secondly, it highlights th... [More]

Creating Surveys in Microsoft Dynamics CRM with the all New! eSurvey

Creating Surveys in Microsoft Dynamics CRM with the all New! eSurvey Soon to be released is the latest fully integrated solution for Microsoft Dynamics CRM from MyCRM.  eSurvey is a full functional Survey, Poll and Data collection solution that can be used for Customer and Prospect Surveys, Competitions and even has the option to be used for running online Quizzes and Training, resulting in response scores and total scores. Data capture has never been so easy, as all questions can be created in CRM and all responses to the questions asked if stored against the contact.We have taken the opportunity although there are other no so functional options available to extend Microsoft CRM Mark... [More]