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]

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]

Report sheds positive light on CRM sector and growing need for Strong Customer Relationships

A new report from the US has indicated that CRM is becoming more and more popular, with the industry expected to reach around $28.8bn by 2018, with more and more enterprise-level focus on customer-centric business operations. A variety of factors has been contributing to the ongoing growth of the industry.  Some of the main sources cited are the different social media platforms such as user forums, web communities and the various social networks such as Facebook, LinkedIn and Twitter.  Essentially, there is a whole new world to explore in terms of handling customer relationships.  As well as providing a medium for exchanging messages and files, social provides customers wit... [More]

6 Questions for CRM that can amplify your Brand and Customer satisfaction.

An interesting new piece in The Drum today (Simon Brace - The Real Adventure www.realadventure.co.uk) has highlighted some of the key questions that any company should ask before they engage in a customer relationship management strategy.   They are well worth exploring further and provide some real food for thought. From a CRM point of view in helping smaller businesses achieve success with CRM and social awareness I have added additional thoughts from my own experience.   Is there a high consumer need for information regarding the product? One key to increasing customer engagement (and therefore requiring a CRM system) is whether the brand or the sector you work in repre... [More]

Microsoft begins the roll out of CRM Online 2013

Tech giant Microsoft has begun the roll out of the much anticipated next release of Dynamics CRM to its own CRM Online platform, with trials now being available for partners and customers, and with upgrades happening over the next quarter. It is planning to deliver its Windows 8/iPad client compliments for the service during the next few weeks, along with on premise and partner hosted releases of the software. The staged rollout for Dynamics CRM Online 2013, which has been codenamed "Orion", and first went live last week in the datacentres in the Asia Pacific region.  On or after October 7, it is being put live in the UK.  Finally, it will go live in the Americas within the next ... [More]

Creating Images Galleries and Selected Images in Microsoft CRM2011

What we need is an Image Gallery!! Having had the opportunity to work on a number of projects and see a whole range of requirements and needs for CRM, I thought I would share this one as this forms part of our new solution ePicture.I was recently working with a customer, who had a catalogue of images for products that they sold, these happened to be images of Telephone handsets and switches.  There was a requirement and a need to include these images into CRM so they could be used with Quotes, Orders and web site integration.  It was also made quite clear that there was no apparent budget or desire to introduce a SharePoint instance or integration into the organisation. As an or... [More]

Empower Your #Microsoft #CRM2011 Workflow with 36 New Workflow Functions

We are pleased to announce our first Workflow Function Library for Microsoft Dynamics CRM 2011, in this release we have added 36 new function calls for CRM Workflow that extend the business logic for Business Automation and processing of Data eWorkflow – Marketing                     Function – GetLastCampaignForMember                    Function - GetLastCampaignResponseForMember                   ... [More]