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]

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]

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]

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]