Event: Microsoft CRM - Everyone Gets it!
October 31, 2008 by JFerguson · Leave a Comment
Endless meetings. Scattered information. Copy machines that mysteriously jam whenever there’s a deadline. Let’s face it. Work is hard enough.
That’s why we made Microsoft Dynamics™ CRM so easy to use.
Consider this: Research says 46% of people licensed to use business management software never use it. Why? Because it’s too hard. Too unfamiliar. It’s not user-friendly. In short, no one gets it.
But everyone gets Microsoft Dynamics CRM.
It works like and with the familiar Microsoft software your people already know. So if they know Microsoft® Office Outlook® and Microsoft® Office Excel®, they know Microsoft Dynamics. Imagine what they can do, and what your business can accomplish, when you’re using CRM software everyone gets.
Join us in our Perth Office on Wednesday, the 3rd of December for a Breakfast presentation, on exactly how Microsoft Dynamics CRM can easily empower your organisation.
Want to join us?
It’s easy!
Either click here to email us or give Michelle a call on (08) 6250 7900 to reserve your place today.
Microsoft CRM wins #1 Ranking!
October 30, 2008 by JFerguson · Leave a Comment
Recently, Forrester announced the results of its rankings for its CRM Sales and Customer Service Wave reports.
Forrester ranked Microsoft Dynamics CRM as the #1 solution in the Direct Sales Management category, beating out Salesforce.com, Oracle Siebel, SAP CRM, and all others in SFA.
Also, Dynamics CRM was ranked as #1 in the “Record Customer-Centric” category over Salesforce, Oracle, and SAP. This category focuses on complex B2B relationships where customer service is driven from within the CRM solution.
To quote:
Microsoft Dynamics CRM. Over the past five years, Microsoft has established itself as a major CRM player thanks to deep capital investment, a formidable strategy, and strong branding. The product is strong in SFA, internationalisations, and usability.Arguably its greatest strength is its native Microsoft Office user experience. The solution is set up to look, feel, and function like Outlook. Sales analysis tools, opportunity management, and setup and configuration capabilities are the application’s key SFA strengths. The product also is available in multiple deployment options and is attractively priced below many of the alternative products in the market. The solution is built on the Microsoft .NET framework and integrates seamlessly with other Microsoft productivity tools, like Office, Outlook, and SharePoint.
Read More: Forrester Wave: Q4 2008 (250)
Microsoft CRM - Statement of Direction
October 28, 2008 by JFerguson · Leave a Comment
Microsoft have recently released the statement of direction for the Microsoft Dynamics CRM 4.0 product.
Microsoft is bringing new innovations to customer relationship management (CRM) software with Microsoft Dynamics® CRM. It is a flexible CRM solution that fits your people, fits your business, and fits your environment. This document outlines the future direction of Microsoft Dynamics CRM through to the next major release, Microsoft Dynamics CRM “V.Next” which is targeted for release in late 2009/early 2010.
Read more in the PDF file: Microsoft CRM Statement of Direction (224)
Manage a Telemarketing Campaign
October 27, 2008 by JFerguson · Leave a Comment
An excellent article written by Guy Riddle an Australian CRM MVP, discusses in detail the steps on how to manage a telemarketing campaign in Microsoft CRM 4.0.
To quote:
How do we go about setting up a telemarketing campaign through Microsoft Dynamics CRM? Here is the challenge - we have acquired a list of Companies that we want our telesales team to call, but it is not quite as straightforward as ‘assigning’ a number of the records to each member of the telesales team – as often is the case with telemarketing there are other requirements that come into play:
- We need to measure ‘activities’ so each and every Phone Call must be recorded
- Two teams are going to be calling (because of time zone differences they start at different times) – East Coast and West Coast – so we have to be able to determine which records fall into the appropriate classification.
- Each team consist of ‘temps’ who do not work every day, therefore all calls must sit in Queues – so we have to ‘generate’ Phone Call activities and assign them to the appropriate Queue
- Each call must carry an ‘Outcome’ (sometimes referred to as a wrap-up code), so we can measure how the campaign is working
- We have to handle busy signals; wrong numbers; fax numbers; etc. – in this case we need to record a ‘call’ was made but in some instances we want a ‘call back’ (or ‘try again’) Phone Call to be automatically created
- We require that ‘call back’ phone calls are to be made after the initial run through of all the calls – so they must sit in a separate queue so that they can be easily identified
- We need to update the Leads (as a result of the call) so we can analyse them effectively
Read more on the Microsoft Dynamics CRM Team Blog!
Add CRM to Outlook Favourites
October 27, 2008 by JFerguson · Leave a Comment
One of the quickest ways to ensure your users get using Microsoft CRM, is to make sure they can quickly and easily access content.
And probably the fastest way to improve your CRM productivity is simply to add folders that you use in CRM all the time to the favourites folders in the Outlook mail folder!
Here’s a video that will step you through exactly how to implement this great feature.
-
Subscribe in your RSS Reader
-
