Microsoft Dynamics CRM






Archive for November, 2006



Focussing On Your Customers With CRM

Posted in Microsoft CRM | November 30th, 2006 | No Comments »

CRM helps you to focus on your customers. But are you getting the right kind of focus? Your customers are not just figures in a database. They are not all about profits - or loss. And they are not in any way secondary to your day-to-day activities of running a business. This snippet from an article by Jim Barnes may help to put things into perspective.

“…while most companies these days are focused on customersв€”or, at least, will tell you they areв€”I find they really don’t come at the customer from a particularly strategic perspective. It’s become quite commonplace these days to suggest that a company is customer-focused or customer-centric. But in fact, the companies that I have been exposed to, for the most part, are often lacking a strategy that’s focused on the development of customer loyalty or relationships. So they’re not coming at it from a strategic perspective.”

That’s the beauty of using a good CRM solution. You CAN adopt a strategic perspective, and so easily too. The technology can not only tie in the facts and figures, but it can help you develop the right kind of relationship with your customers too. It just takes a little imagination and the will to do so.

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Why Do YOU Need CRM?

Posted in Microsoft CRM | November 29th, 2006 | No Comments »

It’s easy to lose the reason why CRM is used in the first place. It’s not because a company has to “move with the times” and adopt new technology, just because it’s there. It’s not about making the operator’s life more easy, or about looking good to competitors. This snippet from an article by Naras V. Eechambadi, Ph.D. sums it up well:

“It is widely recognized that when “CRM” efforts “fail,” it is often because companies look to technology to provide a silver bullet and are disappointed when it fails to deliver. Companies are often seduced by software offerings that promise to make marketing and CRM easy, with their pretty, seemingly intuitive interfaces. When faced with the urgent pressure from software salespeople eager to make their quarterly numbers and willing to discount the product at month’s end, companies sometimes give short shrift to the need for well-developed business cases, cultural readiness, organizational preparedness and the process design that should precede a software purchase.”

Be sure that you purchase your CRM solution for the right reasons. Be sure you understand why you need CRM. And be sure that the CRM solution you purchase is the best there is.

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CRM - The Mistakes That Are Sometimes Made…

Posted in Microsoft CRM | November 27th, 2006 | No Comments »

Employing CRM in a business should be a no-brainer, but simetimes it isn’t all plain sailing. Sometimes simple mistakes are made that waste time and slow the system down. This needn’t happen. Here are a few common mistakes that others have noted.

  1. ‘If you use your CRM technology to в€œforceв€? customer service on a customer who only wants a certain type of relationship, they will view your actions as в€œan invasion of their privacyв€?.’
  2. ‘Too many CRM implementations are technology led instead of being process or performance led.’
  3. ‘No matter how many в€œfieldsв€? you put into your CRM application, you will never totally know your customers. Therefore, learn as much as you can about your customers and develop your programs and services so they are specific to each customerв€™s needs.’

It’s all too easy to implement CRM into your business and leave it to cover everything. But you cannot automate people. They have to be treated as the individual human beings they are. After all, without the people there is no need for CRM. Get the best system you can, then get your customer priorities right.

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Web-Based CRM

Posted in Microsoft CRM | November 26th, 2006 | No Comments »

Web-based CRM does have some advantages, but also some disadvantages too. With the widespread use of the Internet, and wi-fi hotspots appearing rapidly in many public buildings, web-based crm would appear to have an advantage over desktop systems.

CRM web based solutions can be easily made available to field operative by any type of business. In most situations, CRM web based solutions are built after systematically understanding the needs and demands they will face.

CRM web based solutions are cost effective and easy to maintain. And while medium sized business organizations were the main users of web-based CRM in the past, many small and big business organizations have started using the facilities of CRM Web-based solutions today.

Most mobile CRM systems are web-based applications. A central management system allows a company further reach and control over its employees and its customers, allowing for a smooth and fluid operation that suits operative and client alike.

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Mobile CRM

Posted in Microsoft CRM | November 25th, 2006 | 1 Comment »

Customer relationship management is a process, a strategy that allows a field operative to manage his customers, keeping the relationship between them and the company a fluid and progressive matter.

Mobile CRM offers a competitive advantage because it offers a way to reach more customers more quickly and more efficiently than by only using a more traditional CRM system.

Mobile CRM is amazingly easy to use and takes much of the stress away from the professional sales person. It allows them the luxury of being able to stay in touch and receive regular updates.

A more versatile, mobile workforce with faster access to centralized information, means that mobile CRM is definitely here to stay.

Mobile CRM can make it much easier to be certain that the lead gets slotted down the pipeline slowly and gently, but definitely and effectively, and eventually is located in the exact right position.

Consider mobile CRM for your workforce today!

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Buying a CRM Solution

Posted in Microsoft CRM | November 24th, 2006 | No Comments »

Buying a CRM solution can be confusing. There’s so much to think about, so many features to consider. All the top software programs do a similar job, though some better than others, obviously. Here are a few pointers to get you startedв€�

  1. The best CRM software packages enable customer service representatives to review the account information of each client or customer when they are talking to him or her and immediately understand something about that personв€™s needs, wants and spending patterns.

  2. Always ensure that you have offsite server storage backup for all your information contained within your CRM system for additional security.

  3. Mobile CRM gives you to valuable access to your information in the central database from anywhere in the entire world at any time of day or night.

  4. Professionals need no longer be confined to their offices. They can go to an appointment or go on a business trip and still be completely connected to the workplace, and be completely accessible to their clients.

Is there really any reason not to consider CRM?

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What To Look For In CRM

Posted in Microsoft CRM | November 23rd, 2006 | No Comments »

CRM solutions are business strategies that assist in building a healthy relationship with customers. CRM in the broader sense encompasses not only customer relationship management itself but how customer relationship management is handled and the most important elements of a CRM program that are essential to its being successful.

What should you look for in a CRM software package?

  1. Get all the feature you need, and all the feature you will need up front. Customization down the line will be time-consuming and expensive.
  2. Make sure that you can either integrate smoothly with all platforms currently in use at your company or import all information needed flawlessly.
  3. Look for something more powerful with a support system capable of understanding the size of your company.
  4. Look for full data migration capabilities to and from all programs in current use to the new CRM software.
  5. Make sure you get a CRM software package designed by a company familiar with our specific industry and its structural needs.

CRM is a process, not a software program. The software makes the process easier than the old-fashioned way of doing it manually. But it’s still just a tool. However, you don’t want to work hard, so get the best CRM tool there is. You’ll be glad you did!

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CRM - a Corporate Level Strategy

Posted in Microsoft CRM | November 21st, 2006 | No Comments »

“Customer relationship management is a corporate level strategy, focusing on creating and maintaining relationships with customers. Several commercial CRM software packages are available which vary in their approach to CRM. However, CRM is not a technology itself, but rather a holistic approach to an organisation’s philosophy, placing the emphasis firmly on the customer.”

This is the view taken by Wikipedia, and they are right too. CRM is not the thing - just the approach. However, the approach needs the best boost possible to work at the best possible level. There are CRM programs, and then there are other CRM programs.

Which is best for you?

Again, Wikipedia helps us on that one:

“A CRM system should:

  1. Identify factors important to clients.
  2. Promote a customer-oriented philosophy
  3. Adopt customer-based measures
  4. Develop end-to-end processes to serve customers
  5. Provide successful customer support
  6. Handle customer complaints
  7. Track all aspects of sales
  8. Create a holistic view of customers’ sales & services information”

There’s one program that covers all those points: Microsoft Dynamics CRM 3.0.

This program meets the need for CRM without requiring you to change your processes and procedures to fit in with software requirements. That has to be a very good thing indeed!
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Why Do You Need CRM?

Posted in Microsoft CRM | November 20th, 2006 | No Comments »

The work that a good CRM program does can be done manually. Just about… It’s true that companies in the pre-computer era had to manage without the benefits of a CRM program, but that’s no reason to continue working like that. Technology has moved on and so should you. Here are a few pointers to consider:

  1. A CRM can automate and analyze such functions as sales forecasting, sales cycle analysis, time management, sales force optimization, account management, and all the reports and analyses required.
  2. Your sales force can have essential information at their fingertips through palm computers or PDAs at the point of contact with customer.
  3. You will never need to say, “I’ll send the information later” or “we will get back to you on that”.
  4. All information available on the network is visible to your sales force the moment they need it.
  5. You can secure that order before your customer has time to change his mind, or be tempted by a competitor.

Microsoft Dynamics CRM 3.0 is a leader in the field of CRM. All CRM programs can perform well, but this program stands head and shoulders abover the rest in terms of efficiency and performance.

Why do you need CRM? Why would you think you don’t!

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CRM and Sales…

Posted in Microsoft CRM | November 19th, 2006 | No Comments »

With customization you can increase sales with CRM very rapidly. You can do this by the use of rules which allow automation of lead management and routing and sales process management. If these are then when combined with fully targeted competitor tracking, it will easily enable you to keep ahead of the pack until the order is finalized and closed.

Some key points to keep in mind are:

    1. This can be completed automatically and extremely rapidly, thus minimizing the possibility of counter bids and competition reaction.
    2. Automated systems allow analysis of specific leads and their allocation to the relevant product or account managers.
    3. Microsoft Dynamics CRM 3.0 allows your sales force to achieve a lot more in a lot less time.
    4. You can increase sales with CRM at a considerably faster rate if your CRM software integrates seamlessly with the office software used by your company.
    5. All transactions and communications can be carried out electronically and hence instantly and can be made remotely to wireless systems such as hand held palm computers, laptops and mobile phones, thus providing information rapidly at the point of contact with the customer.

CRM will dramatically increase your sales if used properly. The best systems available are easy to use and easy to learn. They will integrate seamlessly with most existing industry software.

Isn’t it time you adopted the best CRM system?

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