• Categories
    • CRM

CRM-Toolkit.com

CRM, Customer Service

Avoiding CRM Failure

If you’re evaluating a CRM suite in particular, you may have heard a lot of horror stories about CRM investments going to waste. Rest assured, it’s not the technology; cases of outright technology failure are rare in e-business, and their heyday was years ago, when a lot of applications were in their early generations.

Much more often, CRM failure has to do with the old saying, much beloved of coaches, that goes, Fail to plan, plan to fail. This is the point emphasized by Mike Murphy, executive director of Siebel Global Services. Addressing his company’s CRM audience some months ago, Murphy remarked, “If you focus on technology as the only aspect of a customer-facing solution, you’re going to have a fairly high-risk project.”

This truism of CRM has been out there for years, but it seems not all adopters have paid attention. “People frequently do not take into account the lessons of those that have gone before them,” Murphy tells Line56. “They will ignore some of the warnings.”

It’s part of a larger pattern in which CRM adopters haven’t conducted due diligence about the state of their own company, or of customers. Take the case of Cisco, which bought hosted CRM from Salesforce.com but subsequently came to realize that user behavior rejected the tool in favor of existing applications. That’s something that the company should have known from the CRM get-go, either causing it to pass up Salesforce.com altogether or else paying increased attention to the change management needed to embed Salesforce.com.

That’s a case of not knowing how CRM users behave, but Murphy knows of plenty of other cases in which a customer strategy has been missing. “When we do a post-mortem on these projects, we see that a customer strategy is lacking, or isn’t linked to a corporate strategy.”

For example, a manufacturer might be tasked to use CRM to do order management in order to improve cross-sell numbers, but might not have segmented the customer base properly. The customers might be craving cross-divisional solutions, not the discrete products currently offered by the manufacturer. But you’d never learn this by implementing order management.

Murphy offers a simple, three-step guide to avoiding CRM failure: 1. Align IT and business about what CRM-addressable problems are, and what to do about them; 2. Articulate a customer strategy, and how it links to corporate goals as well as to the proposed CRM system; and 3. Define goals in a measurable way so you can track your progress.

That’s what you should have on your mind when you think about a CRM suite, or even a component tool. Otherwise, as Murphy says, you might end up with “the technology piece working, but no results.”

David Cowgill is a Senior CRM Marketing Manager in San Francisco.

Article Source: http://www.crmblogger.com/crm/2005/09/avoiding_crm_fa.html

For further information contact: David Cowgill CRM Blog Founder http://www.crmblogger.com

###

Article Source: http://EzineArticles.com/?expert=David_Cowgill

  • Share/Bookmark
October 18, 2009 | Tags: account, adopters, Align, Article, Articulate, aspect, attention, audience, base, behavior, blog, business, case, change, change management, com, company, component, contact, corporate strategy, craving, CRM, crm suite, CRM-addressable, Customer, customer base, customer strategy, David Cowgill, Define, diligence, Director, div, due diligence, evaluating, example, executive director, Fail, failure, favor, founder, Global, global services, guide, heard, heyday, high risk, horror, horror stories, information, line, lot, Management, Manager, manufacturer, marketing, may, Mike Murphy, mind, order, order management, part, particular, pattern, piece, plan, Plenty, point, post mortem, progress, Project, risk project, Salesforce, San Francisco, saying, Senior, Siebel, simple, solution, SOMETHING, source, STATE, strategy, suite, system, technology, technology cases, technology failure, three-step, tool, truism, user, way, working, you're| No Comments »

The Importance of CRM Customer Relationship Management

One of the primary factors in the success of any company is the liaison it shares with its customers. CRM or Customer Relationship Management designates all features of interaction a company shares with its customer. This includes everything from sales to service.

CRM is basically a business strategy designed to accrue gains, generate revenue and cater to customer needs and satisfaction. With the e-media picking up pace, the manner in which companies approach their CRM strategies has greatly changed. This has even altered the consumer?s purchasing attitude. So these days CRM too has become a web based effort as most of the customer relationship is handled electronically.

The web based CRM service is more effective. Web-based CRM services mainly covers three areas of service- sales force automation, management of customer relationships and customer services and automated marketing.

A web-based CRM software is a web-based system used for contact management, marketing and sales support, project tracking and other tasks associated with CRM. This software enables teams and departments to share a central and fresh database. The software facilitates its users with an online contact manager and a project-tracking tool, either over the web or within the corporate intranet. With the aid of the CRM software you can view and manage contacts, customer?s record, hot leads, projects and left-out work, from anywhere and with any web-browser. Moreover unlike the intervening and needed to be testified upgrades of an enterprise software, the upgrades to the web based software do not affect the organization?s regular operations in any manner. Due to these features more and more companies are driven towards this web-based software.

Siebel Systems Inc., HydraNet and Push CRM are some eminent names in web-based software service. Lately SAP has also blessed the market with on-demand Customer Relationship Management solution. A web based CRM has many names out of which on-demand CRM is one.

These systems provide agents with the most up-to-date information on all customer service transactions. The software adds to the strategic value and business of the organization by automating sales, marketing and customer service. For instance the SAP product specializes in providing core sales-force automation features for managing customers, contacts and sales pipelines.

The software runs and keeps a complete track of your data after it is downloaded or purchased and then installed on your server or web-host. Usually the CRM software runs on all significant platforms such as Unix, Linux, Windows, Mac OS X, Novell (6.5) and so forth. Since the software serves many purposes at the same time, it is quite expensive. However an incredible competition in the market has enabled the software seekers to exercise their choice to a certain extent.

In choosing a web-based CRM software it is important that the user should firstly analyze his or her budget or the budget of the organization. Secondly also check your organization?s partner ecosystems. A user-friendly hosted CRM system, an on premise version or the combo of both should follow this and finally try to go for software that can fit any type of user, any size company and in any industry.

Mansi Aggarwal recommends that you visit Web based CRM
for more information.

Article Source: http://EzineArticles.com/?expert=Mansi_Aggarwal

CRM Customer Relationship Management is one of the newest innovations in customer service today. CRM stands for customer relationship management and helps the management and customer service staffs cope with customer concerns and issues. CRM involves gathering a lot of data about the customer. The data is then used to facilitate customer service transactions by making the information needed to resolve the issue or concern readily available to those dealing with the customers. This results in more satisfied customers, a more profitable business and more resources available to the support staff. Furthermore, CRM Customer Relationship Management systems are a great help to the management in deciding on the future course of the company.

As mentioned, there is much data needed for the CRM system to work. These fields include the customer name, address, date of transactions, pending and finished transactions, issues and complaints, status of order, shipping and fulfillment dates, account information, demographic data and many more. This information is important in providing the customer the answer that he or she needs to resolve the issue without having to wait for a long time and without going to several departments. With just a few mouse clicks, a customer support representative for example can track the location of the customer?s package or order. This is infinitely better than the cumbersome process of tracking shipments previously. Furthermore, the customer service representative will also be able to see the previous concerns of the customer. This is a great help especially if the customer is calling about the same issue since he or she will not have to repeat the story all over again. This results in less time in resolving the issue, thus, higher productivity of the support staff.

CRM Customer Relationship Management systems are also important to the top management because it provides crucial data like customer satisfaction and efficiency of service by the frontline crews. A piece of customer relationship management software will also be able to generate the needed reports for product development or new concepts. Furthermore, this system will also be a great help for the top management in deciding the company?s future course of action, whether it involves phasing out one of the products on the shelves or making adjustments to one of the products sold.

The reports generated by CRM systems are also invaluable to your advertising and marketing planners, as they will be able to pinpoint which ideas works and which do not. Because of CRM systems, you will be able to release advertisements or plan marketing campaigns more in tune with your target market. This will also lead to more responses to your advertisement and a more effective marketing campaign.

Successful integration of a CRM Customer Relationship Management system in your company, however, might not be as easy as it seems. The following might give you an insight why CRM systems fail in some companies? Most companies fail to prepare for CRM systems. By this, I mean that most companies fail to integrate all the departments that need to share the information for it to be effective. Furthermore, CRM units scattered all over the company?s departments is often more effective than just making one big CRM department. This will ensure that each department will get the information and data that they need.

A CRM system will also help you a lot in expanding your business. As CRM systems are capable of handling enormous amounts of data, CRM systems will help you a lot in coping with the increased numbers of customers and data. With a CRM Customer Relationship Management system installed and properly utilized, you can be sure that all data is maximized and used to ensure that your business will be successful and your customers a lot more satisfied than before.

Steven Taylor is a Marketing Consultant to http://www.Retronix.com
– one of the most innovative and effective suppliers to the electronics & semiconductor industries. Services include BGA Rework
and De-Bug Services.

Article Source: http://EzineArticles.com/?expert=Steven_R_Taylor

  • Share/Bookmark
| Tags: account, aid, answer, Article, attitude, automated marketing, automation, automation management, budget, business, choice, combo, company, company shares, competition, concern, consumer, contact, contact manager, core, corporate intranet, course, CRM, crm strategies, Customer, customer needs, customer relationship management, customer relationships, database, date, demand customer, effort, Enterprise, everything, example, extent, Force, fulfillment, help, HydraNet, Inc, industry, information, innovations, instance, interaction, intranet, issue, liaison, Linux, location, lot, Mac OS, Management, management marketing, Manager, manner, Mansi Aggarwal, many names, market, marketing, mouse, name, newest, Novell, one, online, order, organization, pace, package, partner, picking, premise, Process, product, Project, record, Relationship, representative, revenue, sales force automation, SAP, satisfaction, server, service, Siebel, siebel systems, siebel systems inc, size, software, software service, solution, source, staff, stands, status, strategy, success, support, system, time, today, tool, track, Tracking, type, UNIX, user, value, version, web, web based crm, web based crm software, web based software, Web-based, Windows, work| No Comments »

Microsoft Dynamics ERP Selection: GP, AX, NAV, SL, CRM – Notes for Consultant

There is an interesting phenomenon happening in the small and medium business segment. The widespread adoption of on-demand or software as a service (saas) CRM, led by Salesforce.com, and followed by companies such as NetSuite and RightNow Technologies.

Well, that’s not really new.

What is new is the expanded use of saas CRM software within these mini-enterprises, whether independent businesses or smaller divisions or departments of larger corporations, as their principal business platform. Since saas CRM manages the lifeblood of the business, sales and customers, and is increasingly more user friendly and flexible, it is becoming the preferred method for companies to manage their business.

As a result, it is also becoming the de facto integration hub, or SOA enabler, for the smaller enterprise.

A case in point is the experience of a well-known educational products sales company. It’s parent company sells educational toys through retailers. However, it launched a division that sells education-oriented items to schools and school districts, such as a handheld screen-based interactive tool that uses story narratives to teach English proficiency to non-native English speakers. This newer division established a territory sales model, with geographically-based sales executives selling to school districts in their area.

The main corporate entity has only a handful of account managers who sell to large retailers such as Wal-Mart and Toys’r'Us. Whereas it is geared towards a retail sales model and related B2B IT infrastructure, the newer division had the infrastructure needs of a territory-based direct sales model. They required a CRM application to track leads, opportunities, and closed sales, and because of the reduced bandwidth of this smaller business unit, they required the efficiency gains of an automated commission calculating application.

With no dedicated IT resources (IT resources are tied to corporate and are available “on-loan” to the new division), and a need to ramp-up quickly, the division chose to bring the CRM and commission calculation functionality of the on-demand model. They chose Salesforce.com and Xactly Corporation, respectively, to fulfill these functions. The one on-premise application they had access to was Oracle Financials for accounting.

The missing piece was to integrate these applications together. They chose to go with a packaged integration platform, adopting their subscription-based pricing model and on-premise software.

In addition to being the CRM platform for the new division, Salesforce.com is also serving as the de facto “enterprise service bus” to incorporate the accounting functionality of Oracle Financials, and to trigger Xactly to do it’s job of calculating sales commissions.

This use of Salesforce.com as a de facto on-demand ESB platform was noted in an August 2007 white paper entitled “Busting Myths of On-Demand Integration,” by Peter Coffee, Director of Platform Research.

“On-demand platforms exhibit the growing capability to provide a foundation for integration,” he said, citing a May 2007 announcement of the Salesforce.com SOA technology that enables the exposure and consumption of web services.

In the same paragraph he notes:

“This is not to say, however, that a move to a Web services protocol strategy (such as that of using a saas application such as Salesforce.com) is a prerequisite for on-demand integration…there are options available for use with the salesforce.com platform” such as custom coding or a third party integration platform.

In other words, on-demand applications, Salesforce.com being the most prominent, are quickly establishing themselves as integration hubs the way ESB providers such as Sonic Software, IBM’s Websphere, and BEA’s Weblogic were formulated to be.

These SOA solutions, however, are cost-prohibitive for smaller companies, divisions or departments, and are often managed by enterprise IT staffs who are unresponsive to the needs of the department. These smaller enterprises have to fend for themselves, and are adopting on-demand applications that require little to no IT involvement.

IT typically has to get involved when it comes to integration, according to Coffee. Such was the case with the educational products company. Their IT department provided the input that the newer division needed to give the technical “thumbs-up” to the integration solution. But due to human bandwidth issues they decided to go with a fully delivered integration solution as opposed to the traditional toolset that is typically sold to IT departments.

Tying together Salesforce.com, Oracle Financials and Xactly Corporation was done in the span of four months and cost less than $50,000. Why did it take that long? Because they had to take a breather between deciding on an integration vendor and a commission calculation vendor.

Compare that with enterprise application integration projects which typically take nine months or more and cost hundreds of thousands of dollars, and you can see why Salesforce.com, together with fully configured integration solutions, are quickly becoming the “integration hubs” or systems of record for the smaller enterprise.

Fernando Labastida is an account executive with Pervasive Software, and serves the Northern California, Pacific Northwest, Southwest Canada, Minnesota, and all of Latin America. He can be reached at http://www.labastida.com
or 512-945-9273.

Article Source: http://EzineArticles.com/?expert=Fernando_Labastida

Microsoft recently (in September 2005) renamed its ERP product: Great Plains ? Microsoft Dynamics GP, Navision ? Microsoft Dynamics NAV, Axapta ? Microsoft Dynamics AX, Solomon ? Microsoft Dynamics SL, Microsoft CRM ? Microsoft Dynamics CRM. The idea is probably nice ? to unify future concordance product under Microsoft Dynamics name. There are multiple possibilities, however in getting all MRP systems merged into one Microsoft Dynamics and what should be taken as base and what should be phased out. We can not be judges ? we will give you some facts for you to take into consideration. This article is planned as a first entry point to look ?under the hood? of Microsoft ERP applications and probably compare the facts with the competition: SAP (especially SAP Business One if you are small or mid-size company or international branch of multinational corporation), Oracle E-Business Suite/Oracle Financials, also referred as Oracle Applications.

? Microsoft Dynamics GP 9.0/Microsoft Great Plains. This ERP was initially architectured by Great Plains Software ? Great Plains Dynamics and Great eEnterprise hit the market in earlier and middle 1990th. If you remember those old-good-days of IT boom ? nobody knew which operating system will win: Unix/Solaris, Microsoft Windows, Apple MAC OS. This is why ? the traditional (and pioneering way) for those days was to create a shell, written in C language to abstract you from Graphical platform. Great Plains Dexterity was this shell, programming language (sanscript). The second fundamental idea was to abstract Great Plains Dynamics from database platform, however the abstraction was done on the level of ?budget? database platforms: Ctree/Faircomm, and Btrive, later on Pervasive SQL 2000, for Microsoft SQL Server 6.5/7.0/2000 Great Plains used atomic stored procs approach to speed up database access. Nowadays Microsoft Dynamics GP/Great Plains versions 5.5, 6.0, 7.0, 7.5 are available for Ctree and Pervasive, however since version 8.0 Microsoft Great Plains is available on MS SQL Server/MSDE platform only. Currently Microsoft Great Plains 9.0 is offered in USA, Latin America, Canada (including French Canadian version for Quebec), UK, Australia, New Zealand, South Africa and other countries where official language is English ? such as South East Asia, for instance.

? Microsoft Navision/Navision Attain/Microsoft Dynamics NAV. Some ERP analytics believe that Microsoft Great Plains Business Solutions (later renamed into Microsoft Business Solutions) bought Navision Software (est. in 1984). The fundamental ideas of Navision come to its own shell ? C/SIDE, database proprietary platform: C/SIDE, etc. Navision was designed to be flexible and grow with your business ? from small to upper mid-market. Navision Software had its own marketing plans prior to be purchased by Microsoft and expanded in continental Europe, UK, USA (competing with Great Plains Software and Solomon Software). When Navision was bought by Microsoft ? Microsoft Business Solutions offered and promoted Navision in East Europe: Russia, Romania, Bulgaria, Hungary, etc. Plus it tried Navision in Brazil (over 100 implementations – 2005). Navision is more flexible to localization challenge (than Microsoft Great Plains)

? Microsoft Axapta/Microsoft Dynamics AX ? it seems to be rising star for Microsoft and it can compete with upper ERP/MRP mid-market. Axapta has modern design and its ability to expand is still in its architecture modern model (versus Great Plains or Navision ? where we see integrations with MS Office, Web Fronts/Business Portal/eConnect/eCommerce type of improvements). In late 2005 we see US and UK MBS VAR activity to sign for Axapta and consultants training.

? Microsoft Dynamics SL/Microsoft Solomon ? this ERP is for project-driven organizations.

? Microsoft Dynamics CRM 3.0/Microsoft CRM 3.0. This CRM solution from Microsoft is abreast of the majority of Microsoft recent ideas and innovations: Microsoft Exchange, Active Directory, XML Web Services driven MS CRM SDK with C# and VB.Net sample code. Currently MS CRM 1.2 and 3.0 has integration to Microsoft Dynamics GP 7.5, 8.0 (with service patch) and 9.0 (coming?)

Please do not hesitate to call or email us: USA 1-866-528-0577, 1-630-961-5918 help@albaspectrum.com

Andrew Karasev is Chief Technology Officer at Alba Spectrum Technologies ( http://www.albaspectrum.com
http://www.greatplains.com.mx
http://www.enterlogix.com.br
) – Microsoft Business Solutions Great Plains, Navision, Axapta MS CRM, Oracle Financials and IBM Lotus Domino Partner, serving corporate customers in the following industries: Aerospace & Defense, Medical & Healthcare, Distribution & Logistics, Hospitality, Banking & Finance, Wholesale & Retail, Chemicals, Oil & Gas, Placement & Recruiting, Advertising & Publishing, Textile, Pharmaceutical, Non-Profit, Beverages, Conglomerates, Apparels, Durables, Manufacturing and having locations in multiple states and internationally.

We are serving USA Nationwide: CA, IL, NY, FL, AZ, CO, TX, WI, WA, MI, MA, MO, LA, NM, MN, Chicago, New York, Los Angeles, Phoenix, San Francisco, Denver, Seattle, Boston, Atlanta, Miami, Houston, Dallas, San Diego, Toronto, Montreal, Vancouver, Minneapolis, Washington, Baltimore, New Orleans, Austin, Kansas City.

Article Source: http://EzineArticles.com/?expert=Andrew_Karasev

  • Share/Bookmark
| Tags: (great, 2005), account, Accounting, addition, announcement, application, Article, August, Axapta, bandwidth, base, breather, bus, business, Busting, calculation, capability, case, com, commission, company, concordance, consideration, consumption, corporation, cost, CRM, Ctree, custom, database, demand, department, Director, division, Dynamics, Enterprise, entry, ERP, ESB, executive, exhibit, exposure, Fernando Labastida, Financials, foundation, functionality, IBM, idea, in, input, Integration, involvement, job, language, may, Microsoft, model, move, MRP, Myths, name, NAV, Navision, Northwest, On, on-demand, Oracle, paper, paragraph, party, Pervasive, plains), platform, prerequisite, pricing, product, protocol, recently, record, renamed, research, Salesforce, SAP, september, server, service, shell, side, SOA, software, solution, Sonic, source, span, SQl, strategy, technology, toolset, Tying, use, vendor, version, way, web, Weblogic, Websphere, Xactly| No Comments »

On-Demand CRM – Integration Hub for the Small Business or Enterprise Department

There is an interesting phenomenon happening in the small and medium business segment. The widespread adoption of on-demand or software as a service (saas) CRM, led by Salesforce.com, and followed by companies such as NetSuite and RightNow Technologies.

Well, that’s not really new.

What is new is the expanded use of saas CRM software within these mini-enterprises, whether independent businesses or smaller divisions or departments of larger corporations, as their principal business platform. Since saas CRM manages the lifeblood of the business, sales and customers, and is increasingly more user friendly and flexible, it is becoming the preferred method for companies to manage their business.

As a result, it is also becoming the de facto integration hub, or SOA enabler, for the smaller enterprise.

A case in point is the experience of a well-known educational products sales company. It’s parent company sells educational toys through retailers. However, it launched a division that sells education-oriented items to schools and school districts, such as a handheld screen-based interactive tool that uses story narratives to teach English proficiency to non-native English speakers. This newer division established a territory sales model, with geographically-based sales executives selling to school districts in their area.

The main corporate entity has only a handful of account managers who sell to large retailers such as Wal-Mart and Toys’r'Us. Whereas it is geared towards a retail sales model and related B2B IT infrastructure, the newer division had the infrastructure needs of a territory-based direct sales model. They required a CRM application to track leads, opportunities, and closed sales, and because of the reduced bandwidth of this smaller business unit, they required the efficiency gains of an automated commission calculating application.

With no dedicated IT resources (IT resources are tied to corporate and are available “on-loan” to the new division), and a need to ramp-up quickly, the division chose to bring the CRM and commission calculation functionality of the on-demand model. They chose Salesforce.com and Xactly Corporation, respectively, to fulfill these functions. The one on-premise application they had access to was Oracle Financials for accounting.

The missing piece was to integrate these applications together. They chose to go with a packaged integration platform, adopting their subscription-based pricing model and on-premise software.

In addition to being the CRM platform for the new division, Salesforce.com is also serving as the de facto “enterprise service bus” to incorporate the accounting functionality of Oracle Financials, and to trigger Xactly to do it’s job of calculating sales commissions.

This use of Salesforce.com as a de facto on-demand ESB platform was noted in an August 2007 white paper entitled “Busting Myths of On-Demand Integration,” by Peter Coffee, Director of Platform Research.

“On-demand platforms exhibit the growing capability to provide a foundation for integration,” he said, citing a May 2007 announcement of the Salesforce.com SOA technology that enables the exposure and consumption of web services.

In the same paragraph he notes:

“This is not to say, however, that a move to a Web services protocol strategy (such as that of using a saas application such as Salesforce.com) is a prerequisite for on-demand integration…there are options available for use with the salesforce.com platform” such as custom coding or a third party integration platform.

In other words, on-demand applications, Salesforce.com being the most prominent, are quickly establishing themselves as integration hubs the way ESB providers such as Sonic Software, IBM’s Websphere, and BEA’s Weblogic were formulated to be.

These SOA solutions, however, are cost-prohibitive for smaller companies, divisions or departments, and are often managed by enterprise IT staffs who are unresponsive to the needs of the department. These smaller enterprises have to fend for themselves, and are adopting on-demand applications that require little to no IT involvement.

IT typically has to get involved when it comes to integration, according to Coffee. Such was the case with the educational products company. Their IT department provided the input that the newer division needed to give the technical “thumbs-up” to the integration solution. But due to human bandwidth issues they decided to go with a fully delivered integration solution as opposed to the traditional toolset that is typically sold to IT departments.

Tying together Salesforce.com, Oracle Financials and Xactly Corporation was done in the span of four months and cost less than $50,000. Why did it take that long? Because they had to take a breather between deciding on an integration vendor and a commission calculation vendor.

Compare that with enterprise application integration projects which typically take nine months or more and cost hundreds of thousands of dollars, and you can see why Salesforce.com, together with fully configured integration solutions, are quickly becoming the “integration hubs” or systems of record for the smaller enterprise.

Fernando Labastida is an account executive with Pervasive Software, and serves the Northern California, Pacific Northwest, Southwest Canada, Minnesota, and all of Latin America. He can be reached at http://www.labastida.com
or 512-945-9273.

Article Source: http://EzineArticles.com/?expert=Fernando_Labastida

  • Share/Bookmark
| Tags: account, addition, adoption, application, area, bandwidth, bus, business, Busting, case, com, company, consumption, corporation, CRM, custom, department, efficiency, enabler, English, Enterprise, entity, ESB, exhibit, experience, exposure, functionality, happening, hub, IBM, infrastructure, input, Integration, interesting, Mart, may, medium, method, model, On, on-demand, paper, phenomenon, point, protocol, research, result, RightNow, Salesforce, school?, segment, service, Small, SOA, software, solution, Sonic, strategy, technology, there, tool, toolset, Tying, unit, user, way, web, Weblogic, widespread, Xactly| No Comments »

Microsoft CRM Implementation: Employee Time & Billing – Notes for Consultant

Microsoft Dynamics CRM 1.2 and now 3.0 could be considered as extremely flexible platform, suitable for small, mid-size and corporate businesses, it is easily customizable via C# or VB.Net in MS VisualStudio, however you can deploy MS CRM as is for sophisticated task, such employee timecards, consultant billable hours tracking, contract management, etc. Assuming that you as business owner have IT department or even Microsoft savvy consultant ? you are ready to launch employee timelog process right away, without annoying customization and custom reporting.

? Procedure. MS CRM is flexible in the sense that you can create and attach activity to virtually any object ? Account, Contact, Lead, Quote, Order, Invoice, etc. If you have your consultants do just that ? it will help (all the documents and info will be in CRM), however it would be no structure and you would be spending your time digging CRM in the search of historical information. Remember Lotus Notes Domino? Where you could also keep attaching and expanding lists and tree-like structure? You need the procedure and the procedure will help you structurize the data in MS CRM

? Structure. The structure, deployed for employee time management should be like this. Customer (Account) should have Contracts. Each Contract should have contract lines (where you can allocate the budget per line), then each line should have Cases (when you fulfill the contract ? you assign your consultants to the cases, such as install software, fix bugs, replace old server with the new one, etc.). And finally, consultants should log cases, such as appointments (if the date and time is known) and tasks (if the date and time is now known, however you know the deadline)

? Scenario. Customer ABC has ERP Implementation contract. This contract has two lines: Software Installation (24 hours budget) and User Training (40 hours budget). You activate contract, open two cases for Installation: SQL Installation and Client installation. You assign SQL case to John and Client case to Bill. You book John for Monday onsite visit (appointment, from 8am till 4pm) to install SQL, for bill you create task ? install clients for Nancy and Marilyn (you ask Bill to stop by next week, but you leave him to schedule and decide on the date). When John finishes installation, he opens MS CRM, appointment (either web or outlook client), goes to the appointment->action->close appointment (action Close Applintment->Completed) and 8 hours are logged toward SQL Installation case. When finally you close the case ? you decide on the number of billable hours (you will be shown the actual and budgeted time).

? Reporting. You will probably need two reports: consultant/employee time, were you should be able to see budgeted, actual, written off time ? here you evaluate consultant performance. The second report is Project status.

Feel free to call us in US & Canada: 1-866-528-0577, 1-630-961-5918, Latin America: S

  • Share/Bookmark
| Tags: ABC, account, action, activity, Applintment, Appointment, appointments, bill, book, budget, bugs, business, business owner, businesses, Canada, case, Client, Close, Completed, considered, consultant, contact, contract, contract management, contracts, corporate, corporate businesses, could, CRM, custom, Customer, customer account, customization, date, deadline, department, deploy, digging, Domino, Dynamics, employee, employee time management, ERP, extremely, Feel, flexible, flexible platform, historical information, implementation, implementation contract, info, information, Installation, invoice, john, Latin America, line, Lotus, lotus notes domino, Management, Marilyn, Microsoft, microsoft dynamics crm, mid-size, Monday, ms crm, Nancy, Notes, now, number, old server, onsite, order, outlook, owner, performance, platform, procedure, Process, Project, Quote, report, reporting, scenario, search, sense, server, Small, software, software installation, sophisticated task, SQl, status, structure, structurize, suitable, task, time, timelog, Training, user, visit, VisualStudio, web, week| No Comments »

Great Plains Integration Example – Importing MS CRM Hours to GP Service Invoice

Microsoft Dynamics GP customization tools selection changed with the introduction of eConnect. If you are on version 9.0 or higher (current GP version is 10.0 – August 2008), we recommend you to deploy eConnect in GP integration routines programming. In this small publication we would like to orient you in Microsoft CRM consulting hours capturing and moving them into Great Plains SOP invoice for billing out to your customers. This example allows MBS consulting practice to build their time billing and accounting systems virtually for free, as Microsoft Dynamics certified partners at this time enjoy GP and Microsoft CRM licenses for free

1. Service Activity in MS CRM. You can schedule, assign your CRM users and resources, associate with Account, Contract, Contract Line or even case. In our example we have case, created on contract line level as future Service Invoice in GP

2. Account contract and contract lines. In MS CRM you budget your time and assign hours (more precisely minutely) rates on the contract line level. Then you invoice contract to enable creating case, associated with contract line and toward this case your consultants log their time in the form of tasks.

3. Closing the cases and transferring them to your custom time log table. First of all, you should know that in MS CRM database you should not create custom objects, such as table, view, stored procedure. Instead you should create new database and place your custom objects there. Having time log table, you should create nightly SQL job, which will move closed cases and their tasks into time log table and mark these cases as transferred

4. Creating Service Invoices in GP. This job is done by eConnect application. You scan time log table, and create SOP Invoice with non-inventory item lines simply by placing consultant name as item number and description as task title. Finally, when your eConnect routine creates Sales Invoice for the case, you should mark case as integrated in your time log table

5. Dexterity nature of GP tables and fields. Great Plains Dexterity places some limitations on the length of GP SOP invoice line records. Please, read about the field descriptions in GP tables in Tools->Resource Description->Tables

Andrew Karasev, Alba Spectrum http://www.albaspectrum.com

help@albaspectrum.com
1-866-528-0577, 1-630-961-5918, serving Great Plains USA and Canada nationwide. Local service in Chicago, Houston, Dallas, San Diego.

Please visit our information portal Pegas Planet: http://www.pegasplanet.com

If you need custom programming for GP, we are happy to help you with Dexterity, eConnect, VBA/Modifier, SQL Stored Procedures, Crystal Reports. We also provide instant support to new and existing clients via web sessions for the customers in CA, IL, WI, NY, FL, IN, MI, TX, GA, NE, NM, AI, NC, SC, OR, WA, DC, DE, PA, VI, AZ, LA

Article Source: http://EzineArticles.com/?expert=Andrew_Karasev

  • Share/Bookmark
| Tags: (current, account, Accounting, accounting systems, activity, Alba, albaspectrum, Andrew Karasev, application, Article, August, Billing, budget, Canada, case, certified partners, changed, Chicago, closing, com, consultant, consultant name, Consulting, contract, contract line, Creating, CRM, crm consulting, crm database, Crystal Reports, custom, custom time, customization, customization tools, Dallas, database, deploy, description, Dexterity, Dynamics, eConnect, example, field, form, future service, Great Plains, having time, higher, Houston, information, Integration, introduction, inventory item, invoice, invoices, item, job, length, level, line, log, MBS, Microsoft, microsoft crm, microsoft dynamics gp, Modifier, move, name, nature, number, NY, orient, Pegas, Planet, Portal, practice, procedure, Procedures, programming, publication, resource, Sales, San Diego, selection, service, service invoice, service invoices, SOP, source, spectrum, SQl, Stored, support, Table, Tables, task, time, time billing, time log, Title, Tools, USA, VBA, version, VI, view, visit, web| No Comments »

Increase Referrals by Using Contact Management Home Care CRM

Using a CRM system you can view and protect all of the up-to-date activities of all sales representatives, gain insight into their standings with referral sources, track sales data, and analyze territory progress. Proper information management is critical to building relationships with customers, and relationship building is critical to home care success. In the past it was hard for home care agencies to keep track of up-to-date activities of their sales representatives, gain insight into their standing with referral sources, track sales data, and analyze territory progress.

Agency owners pay sales representatives to go into the community, nurture contacts, input data, track information, and bring in referrals. This is important for agencies because it allows them to get as many clients as possible with a minimal amount of resources. In most cases, when a sales professional leaves, they take all of that valuable information with them at a significant cost to the agency. Historically, it takes upwards of a year for an agency to effectively manage the territory again, not to mention lost revenue and the investment of filling the spot of the sales representative and effectively training them.

Having the right CRM in place mitigates most of those losses, enabling the agency to pick up where the sales representative left off, allow for an easy transition, and offset some of the consequences of staff turnover. The password protection and data encryption ensures that a home care agencies, intellectual property will be safeguarded by putting these systems in place.

The agency is able to maintain account relationships and get the new sales representative on solid footing quickly. After all, a new representative will immediately know all of the pertinent information related to the account, such as what the A, B, and C accounts are, who makes the referrals, what discharge planner to deal with, referral sources, favorite foods, favorite sports teams, special interests, office hours, best time to call, if they were dissatisfied in the past and what made them dissatisfied, and whatever other information prior sales representatives have input into the account. All of which can be managed using a customer relationship management system.

With the growing sophistication yet easy-to-use functionality of customer relationship management tools, home care executives are realizing increased efficiencies, better time management, improved customer service to referral sources and an easy method of maintaining client information after a sales representative leaves another can pick up right where they left off, ultimately leading to stronger and lasting account relationships and more referrals.

Adam Bishop, Founder of PlayMaker CRM. At Last! A customer relationship management (CRM) tool that is specific to home care. http://www.playmakercrm.com/free-trial

Article Source: http://EzineArticles.com/?expert=Adam_Bishop

  • Share/Bookmark
| Tags: account, account relationships, activities, Adam Bishop, agency, amount, Article, building, building relationships, care, Client, community, cost, CRM, crm system, Customer, data encryption, discharge, discharge planner, encryption, encryption ensures that, favorite foods, favorite sports, footing, founder, functionality, Gain, gain insight, historically, home, information, input, input data, insight, investment, Management, method, nurture, Office, password, password protection, place, planner, PlayMaker, progress, property, protect, protection, referral, referral sources, Relationship, representative, representatives, revenue, right, Sales, sales representative, sales representatives, service, sophistication, source, special interests, sports teams, spot, staff, staff turnover, standing, standings, success, system, territory, territory progress, THEIR, time, tool, track, Training, transition, turnover, up-to-date, view, year| No Comments »

How CRM Software Works — Creating Customer Satisfaction with a Click

The Web has certainly revolutionized how consumers shop. It has enabled an entirely deeper CRM capability and speed in delivering messages, special offers, transaction data, etc. In fact, marketers have prophesied that the next step in CRM is near total abandonment of traditional consumer advertising, both print and broadcast, and almost total adoption of real-time targeted marketing, a.k.a. inbound marketing, via the internet. An example would be as you enter a Web site, you will be presented with personalized messages, based on data the advertiser has stored on you regarding purchase history, online activity, and promotion participation, along with financial and demographic information, as well. And this will trigger true shopper bliss.

Now, as an obsessive marketer myself, I have to say I?m ready to jump on the bandwagon, emotionally. However, as I step back and analyze what is truly meant, here, I have to question the validity of such a claim. Perhaps it is not the objective that troubles me, but the premise. And the reason is simple: to shop is a comfort to real shoppers. It is a safe activity, meaning that you are participating in an activity that you control, you direct, and you make decisions for what you will shop. Oh, and you might want some degree of help at different points in the process.

Four short years ago we were working with a company that was attempting to sell an in-store, in-lane system that would provide real-time, personal marketing. The client worked very hard on all presentations, yet failed to achieve adoption with a single retailer. My marketing instinct tells me that they would meet the same fate, today.

Why? First of all, because of human nature. After all, part of the human experience is shopping. Most people don?t want to be told what they want. They just want you to have and deliver it when they find it. In fact, some enjoy the experience of the hunt, not even knowing what they want before they set out to discover it. The Web site, then, provides a new world in which to experience this new discovery. However, the value of the experience is relatively unchanged.

Secondly, because of human nature. Consumers feel as though technology is greatly responsible for unwanted intrusions into their private life, already. With out-of-control spam, strange targeted messages that include their names and seem to read their minds, and telemarketing calls that appear to coincide with recent online activity (and often do), consumers are likely emotionally negative toward more of the same, especially as it relates to shopping, online or not.

Finally, because of human nature. Consumers are inundated with information. The internet has given them the ability to search for information that is highly targeted more quickly and efficiently than ever. Generally speaking, those consumers will not tolerate additional information being pushed at them. Remember how I described the shopping experience; it is about an activity that the shopper controls, at their pace. It is unlikely that the mass of online shoppers will eagerly relinquish that control to strangers, especially those that they cannot see.

All my evaluation is not meant to deny that there is great opportunity afforded the marketer seeking greater online CRM. But, the ones that are successful are the ones that can enhance, not detour, the shopping experience, which is truly human.

Opportunity: To find out how Danskin Creative Communication can improve the efficiency of your marketing, advertising, brand identity and development, web design or web strategy, broadcast ad spots, video production, graphic design, copywriting,public relations, etc., contact us at http://resources.danskincreative.com/index.asp?isFunction=contact
.

Article Source: http://EzineArticles.com/?expert=Mick_Danskin

When people ask, ?What is CRM?? the literal answer is, ?Customer Relationship Management,? but that doesn?t really convey much in terms of what all CRM does for a business. This CRM definition is too narrow to really explain everything the system does if it is working to its fullest potential and is user-friendly enough to expand and grow as a customer-client relationship changes and grows.

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. The range of CRM software options vary from those that provide simple customer tracking and live chat capabilities to the more complex CRM solutions that can integrate all of the customer relationship data an enterprise has on each client past, present and future in a dynamic information data network.

What should I look for in a CRM software package?

If there?s an ideal CRM software package that works for every company and every situation, it hasn?t been discovered yet, simply because every company has slightly different needs for their customer relationship management needs as well as software implementation.

In general, however, when you are looking for a strong CRM software package there are a few things to keep in mind. If you are shopping for a CRM package, try to forget about the initial price tag at first (as difficult as this may be) and focus on the adaptability, usability and integrity of each system you evaluate as it relates to your particular needs. A few things to consider:

? What are the most important facets of customer relations are we looking to address, and does this CRM software support tracking and updating all aspects of this? For example, if your company wants to customer service to have ready access to changes in customer spending habits and an opportunity to offer new product options based on these records, make sure this capability is built into the software. Customization down the line will be time-consuming and expensive — if you have a primary goal, make sure it is standard in your CRM software package.

? Will the CRM software package integrate smoothly with all platforms currently in use at your company? If you will have to re-enter all databases such as client names, addresses and phone numbers, this will significantly increase the amount of money you?ll spend in the long run. Make sure that you can either integrate smoothly or import all information needed flawlessly.

? Is the product more than you need? An enterprise solution that offers fifteen functions you don?t need and never will isn?t a bargain if you will never expand into that market niche. Just because it?s available doesn?t mean you have to have it. Selling custom-sewn hats? You won?t need a CRM software package for tracking million-dollar overseas accounts.

? Has this CRM software package been used for a company of your size before? If it has been used for companies up to 10,000 and you have 150,000, the system may simply not be able to sustain the volume of data and crash or develop glitches. Look for something more powerful with a support system capable of understanding the size of your company.

Can you build me a dream CRM software package?

Hmm?let?s see. The best CRM software package would be optimally functional across all platforms and have its own customer support backing it, and ?. Well, let?s take a look at our own list of what we?d really like in a CRM software package if money was no object and we could ?have it all,? so to speak:

? A CRM software provider that has partnerships with other vendors for support in the event you need it for integration of platforms.

? Extensive training from certified CRM software technicians who will walk your people through the process of setting up, using and training others on the system.

? Full data migration capabilities to and from all programs in current use to the new CRM software.

? Offsite server storage backup for all information in the CRM system for added security.

? A toolbox for company programmers for customizing templates for company use — this will save huge amounts of time by eliminating the need to write custom codes from scratch.

? Either in-house consultants or a choice of contracted consultants they recommend (try not to be at the mercy of one consultant when there is a problem).

? A CRM software package designed by a company familiar with our specific industry and its structural needs.

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 person?s needs, wants and spending patterns.

For banks, CRM software can indicate their banking patterns — are they investing through the bank? Have they recently looked into a money market fund? Do they have substantial funds that could be put to better use than languishing in a simple CD?

A mail order company can note your shopping tendencies and make Christmas shopping suggestions based on past purchases by seeing that you buy a lot of kids? clothes and that you spend about $200 each holiday. Used correctly, a toy company can steer you toward some bargains and suggest alternatives, enriching your shopping experience and building customer loyalty.

Why does CRM software fail so often after it?s put into place?

You?ve heard the stories about a company buying a CRM software package and then realizing it hasn?t really changed anything. The big-wigs are disappointed, customer service is frustrated, and the clients are aggravated with the new changes that don?t seem to show any improvements in customer service or client relations. How does it happen?

Because CRM software was purchased that wasn?t appropriate, was purchased too soon, or wasn?t implemented properly. If you don?t purchase CRM software that specifically addresses what your customer concerns are, you may have software that is very detailed in an area you don?t need and somewhat lacking in exactly what you do need.

Purchasing too soon means you bought the software before you had evaluated what you really wanted. Many companies by CRM software with a goal ?to improve customer relations,? which is not a clear business goal! You should have a very specific, well-defined objective that your CRM software solution can address, and you company should have developed a formal objective before you went shopping for a solution. Retaining customers? Improving the size of current customer portfolios? Penetrating a new market niche? Reduce customer complaints? Improve customer repair response? Determine what it is you want to focus on as a goal, and then choose your CRM software solution based on how it will address it.

Finally, implementation of a new CRM program requires proper management support and effective training. That means that management must be behind it one hundred percent, and not have ?head in the sand? approach where they determine that ?that?s for customer service, I never did understand that stuff,? and avoid learning how the CRM software works. It is an attitude that will pervade the company.

Second, training is essential and must encompass the company to ensure that all levels of personnel will embrace the new system and understand the genuine need for it and the real goal of what you are trying to achieve with your new CRM software solution.

Some CRM software options for small and medium sized businesses

For small and medium businesses, the most common customer relations management software request is for anything that enhances online communications and improves the time between a customer complaint or question and resolution of the issue for them.

For many companies, there are software solutions that can be purchased or downloaded to be used through their Internet website for basic services such as online customer support through live chat and customer assistance with online purchasing that is both efficient and relatively inexpensive. If your need is primarily to improve sales volume, improve response to customer questions and complaints and to make your company website more personalized, look into these solutions that are at the lower end of the price spectrum while providing solid CRM products:

? LivePerson offers two different versions, Basic and Enterprise that provide live chat, email and a variety of interactive forms customized to meet companies? needs for customer relations. This company has developed live chat solutions and online forms for everything from universities to financial services firms. This company provides a wide range of services, including online marketing, case studies, and software designed to improve online shopping cart capabilities.

? LiveHelper offers many of the same features, and adds real time traffic monitoring and other data assessment features as well. For the price, LiveHelper is a very good CRM software value.

? GroopZ includes customer routing software so that you can transfer entire chat strings from one customer service rep to another if you need be, along with an efficient filing system for chat transcripts and customer records. For improving customer relations, the software support suggests pre- and post-service questions for all customers who contact you.

Also included are templates you can set up with specific, pre-scripted answers to frequently asked questions in online chat to save customer service representatives time and make the process clearer and more efficient. This company does a bit more customizing on the front end to fit your needs, and pricing is adjusted accordingly.

? SupportWizard gives you three CRM options that give you some flexibility — you can buy, lease or let them host your customer service/relations solutions. Interactive FAQs, live chat, standard answers to frequent questions, and Boolean search capabilities to review past interactions all make this package extremely effective. SupportWizard also has more customizable features than some, including an ?escalation alert? that can be tailored to specific situations when a supervisor would be notified if a customer service situation exceeds certain parameters.

This is one of the more expensive packages available, but rather than a monthly fee you are paying for lease or outright purchase options, so factor this into the cost. You will also get spectacular customer support and constant upgrades and patches when necessary. The integration of email, live chat and telephone information into one database is also a plus with SupportWizard.

? BoldChat offers free CRM software for online customer service chat that you can use for a limited time, and offers a $9.95/month and a $39.95/month customized version of their CRM software. Both offer live customer service chat, but one adds customized windows and more options on buttons and the number of available customer service reps you can add.

? CSLive offers the most comprehensive CRM software solution available for small and medium businesses, with live chat, email, and the usual customer service features you expect from a small business CRM solution, but with plenty of extras. CSLive also offers an extensive tracking and filing system, an Internet server site where you can upload and store files of customer help articles that customers can be referred to that can by emailed directly to clients by your reps. Throw in the message center and online meetings, and this is practically an enterprise sized solution at a small business price of $29.95 a month.

CRM software, whether on a monthly user basis or purchased outright and downloaded onto your own server, will make serving and understanding your clients and customers a more productive experience, and you will all be happier for it.

Copyright

  • Share/Bookmark
| Tags: abandonment, access, account, adaptability, adoption, advertiser, amount, anything, area, ask, backup, bandwagon, bank, Banking, bargain, bliss, building, business, capability, choice, Christmas, Client, company, consultant, crash, CRM, custom, Customer, customization, demographic information, doesn, dream, ent, Enterprise, Event, example, experience, Extensive, fate, fifteen, full, fund, goal, hasn, Hmm, holiday, human experience, human nature, implementation, industry, information, instinct, Integration, integrity, isn, line, list, Look, lot, loyalty, mail, Management, market, marketer, marketers, mean, mercy, migration, mind, money, need, niche, objective, offsite, opportunity, order, package, people, person, personal marketing, phone, place, premise, price, problem, Process, product, provider, purchase, purchase history, purchasing, real time, Relationship, Retaining, run, scratch, security, server, service, shoppers, shopping, size, software, solution, SOMETHING, spending, storage, support, system, tag, time, toolbox, toy, Tracking, Training, transaction data, usability, use, validity, volume, wasn, what, when| No Comments »

Microsoft CRM Customization – Processing In/Out-Going Email Messages

We would like to give you several situations, when you may need custom development and programming to improve Microsoft CRM functionality. This overview is for programmer, software developer, IT specialist, database administrator.

Microsoft CRM, the CRM application from Microsoft Business Solutions utilizes almost all the recent Microsoft technologies: .Net (it is actually written in C#.Net with HTML and Javascript at the web client side plus has Microsoft CRM SDK with C# and partially VB.Net samples), Microsoft SQL Server, Microsoft Exchange 2003/2000 and others. Now to give you brief review from the workflow and messages – you can send email directly from Account, Contact or Lead and it will be processed by Microsoft CRM-Exchange connector. This email will have GUID in the message header. When addressee answers the email – it will be processed by the connector – it will recognize the GUID and will find the original activity and will attach this email as closed activity to the original object: contact, account or lead. This is very nice feature, but in the real world you may have these situations:

1. CRM user will not use CRM interface and will send email from his/her Outlook. Addressee will receive and respond and these emails will not be handled by Microsoft CRM-Exchange connector. They will not have GUID and connector has no idea on what to do with them.

2. Imagine, that you have Account Best Corporation, with contact person John john@bestcorporation.com
. Now new person in Best Corporation, Susan sends you message from susan@bestcorporation.com
– and her email will not be connected to your Best Corporation account, because this email doesn’t have GUID and it also doesn’t have matching email in the contact person. So – it is probably nice to catch emails by domain name as well, say – all the emails, coming from www.bestcorporation.com
should be attached to Best Corporation account.

3. Now – your sales rep initiated the first email to the client from Microsoft CRM and got response, transferred back into CRM account. Then he occasionally replied on the reply from outlook – this reply, having GUID will be replied back and not transferred into MS CRM, because MS Exchange connector “thinks” that this message was already replied by the first reply.

4. To decrease the possibility that users will use outlook to send new messages and answer the messages from there – you would probably like the idea to delete them from MS Exchange database when they are transferred to the CRM. In this case they will not be seen in MS Outlook (We are not talking about Microsoft CRM Outlook client, where you actually see CRM data and objects)

If you are programmer or software developer – you can actually program these advancements and we’ll give you the direction.

This technique is COM+ applications, registered as Microsoft Exchange sinks or handlers. You can use VisualStudio.Net, but you will not have debugging available, because these applications will work as event handlers. Microsoft Exchange allows you to alter it’s logic in the events, exposed for custom handling. Incoming emails should be handled, when ONSYNCSAVE Microsoft Exchange Database event is fired before the commitment. You use Microsoft CRM SDK to create the email activity. You should use direct SQL update to flag the activity as closed (however not recommended by Microsoft – but Microsoft CRM SDK doesn’t have the method to close the activity – so you really don’t have an option from SDK side). Outgoing emails should be handled with so-called transport events firing, which is more complex and less documented part of Microsoft Exchange SDK.

Happy customizing! if you want us to do the job – give us a call 1-866-528-0577! help@albaspectrum.com

About The Author

Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies ? USA nationwide Microsoft CRM, Microsoft Great Plains customization partner, based in Chicago, California, Colorado, Arizona, Texas, Minnesota, New York, Georgia and Florida, Canada, UK, Australia and having locations in multiple states and internationally ( http://www.albaspectrum.com
), he is Great Plains Dexterity, SQL, C# and VB.Net, Crystal Reports and Microsoft CRM SDK developer; akarasev@albaspectrum.com

Article Source: http://EzineArticles.com/?expert=Andrew_Karasev

  • Share/Bookmark
| Tags: account, activity, addressee, administrator, akarasev, Alba, albaspectrum, Andrew Karasev, application, Arizona, Article, Australia, Author, bestcorporation, business, C, California, call, Canada, case, Chicago, Chief, Client, Colorado, com, commitment, connector, contact, contact person, corporation, CRM, crm application, CRM-Exchange, Crystal Reports, custom, customization, database, database administrator, developer, development, Dexterity, direction, domain, email, Event, Exchange, exchange connector, feature, firing, flag, Florida, functionality, Georgia, give, Great Plains, GUID, handling, Happy, header, HTML, idea, Incoming, interface, Javascript, job, john, like, Logic, message, message header, method, Microsoft, microsoft business solutions, microsoft crm, microsoft exchange, microsoft sql server, microsoft technologies, Minnesota, name, New York, Officer, onsyncsave, option, Outgoing, outlook, overview, part, partner, person, possibility, program, programmer, programmer software, programming, real world, rep, reply, response, review, sales rep, SDK, server, server microsoft, side, software, software developer, source, specialist, specialist database, spectrum, SQl, susan, technique, technology, Texas, transport, UK, USA, user, VisualStudio, web, web client, workflow, world, would, www| No Comments »

Web Based Home Care CRM Can Boost Your Agency’s Referrals

We would like to give you several situations, when you may need custom development and programming to improve Microsoft CRM functionality. This overview is for programmer, software developer, IT specialist, database administrator.

Microsoft CRM, the CRM application from Microsoft Business Solutions utilizes almost all the recent Microsoft technologies: .Net (it is actually written in C#.Net with HTML and Javascript at the web client side plus has Microsoft CRM SDK with C# and partially VB.Net samples), Microsoft SQL Server, Microsoft Exchange 2003/2000 and others. Now to give you brief review from the workflow and messages – you can send email directly from Account, Contact or Lead and it will be processed by Microsoft CRM-Exchange connector. This email will have GUID in the message header. When addressee answers the email – it will be processed by the connector – it will recognize the GUID and will find the original activity and will attach this email as closed activity to the original object: contact, account or lead. This is very nice feature, but in the real world you may have these situations:

1. CRM user will not use CRM interface and will send email from his/her Outlook. Addressee will receive and respond and these emails will not be handled by Microsoft CRM-Exchange connector. They will not have GUID and connector has no idea on what to do with them.

2. Imagine, that you have Account Best Corporation, with contact person John john@bestcorporation.com
. Now new person in Best Corporation, Susan sends you message from susan@bestcorporation.com
– and her email will not be connected to your Best Corporation account, because this email doesn’t have GUID and it also doesn’t have matching email in the contact person. So – it is probably nice to catch emails by domain name as well, say – all the emails, coming from www.bestcorporation.com
should be attached to Best Corporation account.

3. Now – your sales rep initiated the first email to the client from Microsoft CRM and got response, transferred back into CRM account. Then he occasionally replied on the reply from outlook – this reply, having GUID will be replied back and not transferred into MS CRM, because MS Exchange connector “thinks” that this message was already replied by the first reply.

4. To decrease the possibility that users will use outlook to send new messages and answer the messages from there – you would probably like the idea to delete them from MS Exchange database when they are transferred to the CRM. In this case they will not be seen in MS Outlook (We are not talking about Microsoft CRM Outlook client, where you actually see CRM data and objects)

If you are programmer or software developer – you can actually program these advancements and we’ll give you the direction.

This technique is COM+ applications, registered as Microsoft Exchange sinks or handlers. You can use VisualStudio.Net, but you will not have debugging available, because these applications will work as event handlers. Microsoft Exchange allows you to alter it’s logic in the events, exposed for custom handling. Incoming emails should be handled, when ONSYNCSAVE Microsoft Exchange Database event is fired before the commitment. You use Microsoft CRM SDK to create the email activity. You should use direct SQL update to flag the activity as closed (however not recommended by Microsoft – but Microsoft CRM SDK doesn’t have the method to close the activity – so you really don’t have an option from SDK side). Outgoing emails should be handled with so-called transport events firing, which is more complex and less documented part of Microsoft Exchange SDK.

Happy customizing! if you want us to do the job – give us a call 1-866-528-0577! help@albaspectrum.com

About The Author

Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies ? USA nationwide Microsoft CRM, Microsoft Great Plains customization partner, based in Chicago, California, Colorado, Arizona, Texas, Minnesota, New York, Georgia and Florida, Canada, UK, Australia and having locations in multiple states and internationally ( http://www.albaspectrum.com
), he is Great Plains Dexterity, SQL, C# and VB.Net, Crystal Reports and Microsoft CRM SDK developer; akarasev@albaspectrum.com

Article Source: http://EzineArticles.com/?expert=Andrew_Karasev

Proper information management is critical to building relationships with customers, and relationship building is critical to home care success. In the past it was hard for home care agencies to keep track of up-to-date activities of their sales representatives, gain insight into their standing with referral sources, track sales data, and analyze territory progress.

Managing the territory for the sales representative is crucial in maintaining a competitive edge in a highly diluted market. Reps must manage a large geographic territory with hundreds if not thousands of call points and decision-makers. A CRM makes it easier to manage data, focus on key accounts and the big decision-makers, and track historical information within these customers, says Tim Conroy, a regional sales manager for Texas Home Health. He oversees 13 sales representatives and one hospital liaison around six clinical offices.

Several months ago, Texas Home Health incorporated a CRM system in an effort to better manage its accounts. Conroy uses the technology to access accounts and territory management quickly and easily, as well as view the progress of his sales reps and analyze effective territory management.

Conroy’s sales representatives list their accounts and call points in addition to referrals and admissions, allowing him to track whether current strategy is producing desired results.

From a management perspective, a CRM provides a window into the sales rep’s ability to administratively manage their territory, Conroy adds. It supports the manager in tracking key accounts and keeping up-to-date with the amount of territory penetration occurring on the local level.

It is important for agencies to have up-to-date real time information. Users of CRM systems can view referral source history in one place, acquire a deep knowledge of accounts and contacts, link a contact with its parent organization, and build relationships through account tiers. In short, they have more tools to mange more accounts more effectively and efficiently. Since all sales activities are integrated into one database, managers are in a better position to manage the sales and marketing process, ensuring that their reps follow the right steps within a specific Sales Zone to get referrals faster and easier. They can measure each step in the sales cycle, know early on if the opportunity is taking too long or if a step is not completed, and identify areas or skills that need to be developed or improved.

Since the CRM is web-based, users have secured, offsite access anywhere there is Internet connection, including the office, car, home, and even on premise of the referral source.

With the growing sophistication yet easy-to-use functionality of customer relationship management tools, home care executives are realizing increased efficiencies, better time management, improved customer service to referral sources and an easy method of maintaining client information after a sales rep leaves – ultimately leading to stronger and lasting account relationships and more referrals

Adam Bishop, Founder of PlayMaker CRM. At Last! A customer relationship management (CRM) tool that is specific to home care. I’d like to invite you to get your 30 Day Free Trial when you visit: http://www.playmakercrm.com/free-trial

Article Source: http://EzineArticles.com/?expert=Adam_Bishop

  • Share/Bookmark
| Tags: account, activity, addressee, administrator, akarasev, Alba, albaspectrum, Andrew Karasev, application, Arizona, Article, Australia, Author, bestcorporation, building, business, C, California, call, Canada, care, case, Chicago, Chief, Client, Colorado, com, commitment, connector, contact, contact person, corporation, critical, CRM, crm application, CRM-Exchange, Crystal Reports, custom, customers, customization, database, database administrator, developer, development, Dexterity, direction, domain, email, Event, Exchange, exchange connector, feature, firing, flag, Florida, functionality, Gain, Georgia, Great Plains, GUID, handling, Happy, header, home, HTML, idea, Incoming, information, insight, interface, Javascript, job, john, Logic, Management, message, message header, method, Microsoft, microsoft business solutions, microsoft crm, microsoft exchange, microsoft sql server, microsoft technologies, Minnesota, name, New York, Officer, onsyncsave, option, Outgoing, outlook, overview, part, partner, person, possibility, program, programmer, programmer software, programming, proper, real world, Relationship, relationships, rep, reply, response, review, sales rep, SDK, server, server microsoft, side, software, software developer, source, specialist, specialist database, spectrum, SQl, standing, success, susan, technique, technology, territory, Texas, track, transport, UK, USA, user, VisualStudio, web, web client, workflow, world, www| No Comments »
« Older Entries
 
  • About Us

    As a cutting edge Service Framework Company, The Art of Service is leading the way in providing high end, client focused Books, Toolkits and online and classroom Education Programs. We've served over 800 corporate clients and 500,000 individual clients and students in 87% of the world's countries. A recognized leader in the Service Management community, The Art of Service has quickly become the Specialist- and Manager’s Educator of Choice.
  • Tags

    application Article business call Client com company computer contact CRM Customer customer relationship management customization database email example information Integration internet Management market marketing Microsoft order organization Process product Relationship service software solution source strategy success support system technology time today tool use visit way web world
  • Recent Posts

    • Avoiding CRM Failure
    • The Importance of CRM Customer Relationship Management
    • Web Based CRM Guide 101
    • Improve Performance With Effective CRM
    • 3 Steps to Successful CRM For Both Big and Small Companies
    • Small Business CRM – Fueling Large Scale CRM Growth
    • Who Uses CRM?
    • CRM History – The Evolution of Better Customer Service
    • Open Source CRM For Small Business
    • Microsoft CRM Services For Your Business
    • Is Your CRM Lying to You?
    • Free CRM Solutions
    • CRM Applications Are The Need Of Day For All Businesses
    • Automotive CRM Software
    • CRM Review

© 2010 CRM-Toolkit.com is proudly powered by WordPress | Constructor Theme
Entries (RSS) and Comments (RSS).