Your CRM software can your teams minimise errors

CRM software is already well reputed for helping sales reps to improve their conversion through providing useful data about both the sales process and the customers themselves. However, it can also be useful in reducing mistakes by the sales team and other teams.  Here's how: It can help record calls Some CRM software is capable of recording calls between potential clients and sales reps, meaning that they can then be gone back over once the call has completed.  This serves two purposes: firstly, it means that the rep that made the call can analyse their technique and see if they're making and repeating mistakes.  It also means that any other members of the team that pick up... [More]

A number of things to think about when getting your CRM features set up in 2014

With the New Year celebrations now done and dusted, and the plan for the New Year’s Resolutions beginning to fade then now is the perfect time to start considering exactly which CRM system or how to extend your current Microsoft Dynamics CRM to meet the growing expansions for 2014 / 2015. Is there ever a right time to take stock of your business and CRM needs that will improve the way you track interact and support your customers? Well I would argue yes now is the right time as country and global economies begin to grow and the feeling of confidence returns, now is the time to make sure your business processes are set up and ready for the next year. After spending what is now some 15... [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]

eMap Release Candidate Now Ready for Beta Testing

LATEST UPDATE 6th December :- eMap is released via Download Centre http://downloads.mycrmgroup.com/eMap.aspx LATEST UPDATE :- The new demo video is here http://www.youtube.com/watch?v=aqLKpkrL3Ws&feature=plcp   It’s been a little while since I blogged about our forthcoming release of eMap which is a full integration with Bing Maps and Microsoft Dynamics CRM.  There are a number of reasons for this and below we cover off some of the points on why we decided to delay the release to improve on what was the initial proto-type.Originally we had built a solution in Silverlight that delivered some Bing Map functionality, but after further development we quickly realised tha... [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]