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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

CRM For HR Consultants

Critical to any customer relationship, are the employees who interact with the customer. If an employee is satisfied and has the ability to execute customer strategies, they can fulfill the brand promise. So when companies wish to enhance their customer relationships, they have to realize that the success of CRM initiatives relies heavily on the Human Resource strategies. The rationale is inescapable: if a person desires valued relationships with the customers, he or she needs valued relationships with the employees. (1) This approach is often referred to as Employee Resource Management (ERM).

Trained and motivated staff and a superior staff appraisal system is the key to customer contentment and hence, the foundation of CRM.

INTRODUCTION

The contemporary market environment is characterized by general variability, difficult foresee ability of the competitive situation, surplus economy, and well informed, more experienced, more fastidious, exacting and more impatient consumers and users, who cease being loyal to traditional products and brands.(2) Therefore we have a dire need for effective tools for increasing customer value and CRM is the answer to that. Several vendors now offer HR consultancy tools to their CRM software. These ad-ons provide solutions for enhanced staff productivity, end-user self-service and improved reporting capabilities.

CRM STRATEGY FOR HR CONSULTANTS

When planning CRM strategies for Human Resources, a company needs to provide solution to some basic issues. Some of these issues are employee grievances, inter-group conflicts, lack of career paths for ambitious employees, dissatisfaction with salary and remuneration, unclear job roles, no visible performance measures, poor recruitment policies, no induction training for new employees, critical skill shortages and management ignorance towards any of these problems (3).

APPLICATION

Today’s evolved consumer behavior demands a lot from companies. It is no longer a competition only among your own products. An organization is up against a multitude of astute competitors. That is why every company needs something to diversify itself from the contenders. Physical and timely accessibility of product/services is just as important as giving a customer valued service. In that scenario, the staff’s approach to managing the relation with customers is the key factor for the success of Customer Relationship Management (4).

The success of CRM will depend mainly on professional work approach of employees, on their motivation and skills and knowledge, and also on systematic and consistent measurement and appraisal of their achievement.

The basic workforce attributes in the context of CRM are an uncompromising concentration on customer’s needs, competitiveness and will-to-win recognition, decisiveness, skill to improvise, the ability of a team work and the ability to lead a team. The willingness and skill of continuous training and self-education are also crucial factors, and in doing so the requirements for training must primarily come from the skill recognition and staff appraisal (5).

STAFF APPRAISAL SYSTEM

A well managed staff appraisal system for HR consultants can be a very competitive advantage.

Also of value is the system by which to inform employees about the appraisal results and what conclusions to derive from the appraisals. It is possible to use a lot of appraisal criteria for this system. It is also possible to use many other criteria that refer to a worker personality; for example: skills, professional knowledge, self discipline, independence, reliability, loyalty and stress resistance.

The appraisal process proceeds in following three phases: preparation, practice and assessment. The preparation phase covers the activities starting with identification of the appraisal need, then the choice of the appraisal type and method after as much as fixing the criteria. The practice phase means obtaining the data for the appraisal. Registering of the obtained information is a very important activity within the framework of the practice phase of the appraisal. Most sensitive, but also the most interesting phase of staff appraisal process is the method of analysis of appraisal and telling the outcomes to appraised staff.

STAFF TRAINING

We are living in the Information Age where knowledge is the main competitive advantage. But the ability to use that knowledge for the company’s benefit is what separates a good employee from a bad one. A good manager needs not only information and feedback, but also training on how to use the assessed feedback/data to his advantage. Therefore education is no more left only to institutions – companies need to get into educating as well.

It is for the company’s own benefit that they use revised training methods for employers. They must give staff supplementary courses, retrain them and help them adapt to company policies, specialties and mechanisms.

The main goal of any CRM technique for human resource is to provide the company with loyal customers. Good HR strategies make sure that the company reaches this goal in the sphere of its performance improvement and growth. These goals can be reached only when the employees have the knowledge, training, skills and motivation necessary to do his work effectively.

AVAILABLE CRM SOFTWARE FOR HR

Some popular CRM softwares for HR consultants are designed to automate and centralize employee management and self-service. They provide enhanced employee productivity management, and reduced administrative overhead. All softwares have various functions like HR Policy tracking, paid-time-off vacation requests, employee expense tracking and commissions, compensation tracking, employee case management, call tracking and problem resolution.

All of these functionalities enable HR consultants to redirect their focus from administrative tasks to strategic business activities, improving staff efficiencies and job satisfaction. They also provide behind-the-scenes analytics work to guide against actions, enhance the value of employee interactions and help enforce the adoption of best practices.

CONCLUSION

Competitive advantage is more a matter of creativity and sustaining good relations with the customers, by providing excellent services and quality product. This is maintained by the employers who in turn need to have proper HR strategies working for their benefit.

HR consultants can benefit hugely from the softwares available to ensure employee satisfaction. The strategies of employee satisfaction hugely rely on a good appraisal system and employer training.

1. Cyber Marketing Services. (2007).”The Convergence of Human Resource Needs and Brand/Marketing Techniques.”
2. John Edwards (2007). “When HR Meets CRM”
3. CRM services, Asia/Pacific, (2006-2007), “Report highlight for market trends: 2006″. Gartner Group. 3Vl ek R. Customer value. 1. Ed. Prague: Management Press, 2002,
4. Lambert D. M., Stock J. R., Ellram L. M. (2000) Logistics. Computer Press.
5. Zemene P. Implementation Process of Differentiated Customer Relationship Management in Company of Plastics Industry; PhD Thesis, University of Pardubice, 2006.
5 Dohnal, J. (2002): Customer Relationship Management. Grada Publishing

Cyma Rizwan Khan

http://www.cymarizwankhan.wordpress.com

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

The World’s Most Popular CRM System

Without question, the worlds most popular approach to managing relations with customers will be paper based – files, folders, journal books, “stickie” notes.

But when it comes to using computers for CRM, the spreadsheet stands head and shoulders above all the others added together.

Excel, Numbers or Google Spreadsheets are not CRM systems. That doesn’t stop people using them for CRM applications, particularly lists. Lists of customers, targets, suspects, prospects. Lists of deals, sales, values, totals.The same applies to Plans.

There’s no sense to this, given the number of CRM systems around, some of which are free. Why would anybody use technology designed for calculating numbers, and with no integration or process, to manage the multiple dimensions of CRM e.g. Companies, People, Plans, Actions, Schedules, Assignments?

The answer is it’s simple to organize Outlook as a contact and task management system – (not great but can be made to work by somebody with too much time on their hands). This at least sits on the same computer so the spreadsheet lists and contact details are similar places. And of course most people are familiar with the tool set.

The other answer is it’s infinitely flexible. Any user can keep his, or her, information in ways that make sense to them. The tools become genuine enablers, helping, rather than hindering, users to do their jobs better.

Contrast this with typical CRM systems where there are lots of options to choose from, and lots of data to input, for somebody else’s benefit.

One approach is infinitely flexible, although time consuming and sub-optimally efficient. The other is rigid and mostly driven by what other people want.

Ask yourself whether you’d rather spend time finding and winning new business, or fighting somebody else’s idea of what your CRM should work like?

As VP of Sales and Marketing for the UK office of a US based server manufacturer, I ran a team of 50 sales and support people. The guys in Silicon Valley had a “CRM” system they used to collate prospect and forecast information from around the world.

To keep them quiet I had to put my data in their system, but for my own records I used spreadsheets.

Steve Reeves is Founder and CEO of Front Office Box, the Business 2.0 solution for helping smaller businesses manage plans, tasks, schedules and relationships. His passion is helping them exploit the Internet to increase opportunities and enhance capabilities.

Steve is a 30 year veteran of sales and sales management roles in the B2B space, primarily software, consulting and outsourcing.

Visit Front Office Box at http://www.frontofficebox.com

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

A Real CRM Strategy or Just Tracking Customers?

Exactly what is CRM

The idea itself is nothing new; its roots have been around since trading began. The principle of looking after your customers so that they come back regularly is, after all, merely the basis of good trading. In an increasingly competitive commercial world however, strong customer relationships take on an increasing importance. With the cost of selling to a new customer being five times the cost of selling to an existing one you can?t afford to lose established business.

Yes, you still want new markets, and yes, for various reasons customers will still disappear. The important thing is to minimise this loss and make sure the reasons behind it don?t stem from something you are doing ? or more significantly something you are not doing.

Which is why good Customer Relationship Management is vital ? and why the process has now been refined to make it more effective than ever.

What does CRM Involve?

In essence, making your customer feel special by understanding his needs and fulfilling those needs in a personal manner which will keep him coming back for more.

Going that extra mile and providing service beyond that which was expected takes your customer to the next stage, where he becomes a ?raving fan? of your business – and you can?t have too many of those. Achieve this and your customer suddenly becomes part of your sales force, telling everyone he meets how good you are.

This can actually be achieved without computers and software. A good memory and a card index can keep track of customer?s preferences and buying patterns. Newsletter campaigns, post sale follow-ups and special offer mailings can all be organised – given time; except that this is where it so often falls apart. For most companies time is the commodity in shortest supply.

Identifying the Challenge

This is where you find the first steps into CRM. Contact Management or Personal Information Manager software can provide substantial benefits. A database of customers for envelope labelling, simple word processing and calendar functions can save an enormous amount of time. The latest breed of contact manager software can do this quite efficiently across small groups of people, an office based sales team for example. So what?s the point of moving to a full CRM strategy? Why not stick with a simple address book style contact manager?

The real secret of selling has always been to ?Think Buying?
So consider for a moment, the things that annoy you as a customer:

? Promised return phone calls not made, and information not sent

? Not being informed of possible delays or problems

? That call to tell you when your order is ready ? promised but not made.

? One department in the company having no idea what another department said to you in the last call or letter.

? No one bothering to call to make sure the goods arrived, or are satisfactory. Probably no calls at all ? until of course they want to sell you something else

? No one knowing what they last sold to you ? or when

? No one knowing enough about you to offer you items or services that would enhance or compliment your purchase. Frequently only one person in the company seems to know anything about you! And if they?re not available??

Overcoming all this takes more than just contact management software.

The Answer

What is needed is a change in attitude that extends from shop floor to boardroom. Not easy! It takes something special to initiate such a major change, but once up and running the change will feed on its own success.

The CRM solution provides a sophisticated but (and this is important) ?easy to use? computer system which monitors all activity with customers, current or potential. Phone, mail, e-mail and fax all link in. Give everyone in your company who deals with your customers access to that system. Link it to word processors, accounts systems, stock control and manufacturing Now you?re starting down the right road to achieving your ultimate goal – customers who become Raving Fans.

Your Information Bonus

The additional benefit to a company implementing CRM, is far superior tracking of sales and marketing activities. Suddenly it becomes easier to identify the most effective sources of business.
i.e.

? which Mailshots worked best

? which sector provides your best business

? how many leads turn into actual sales

All this information makes running your company so much easier. Your Sales Manager will also benefit considerably from being able to see sales activity and ratios more clearly. He will probably produce the most accurate sales forecast you have ever seen!

Conclusion

So, should you try to implement CRM or just stick with contact management? That depends on what you want to achieve. If your aim is to look after your customers to the best of your ability, keep those customers, and tower head and shoulders over your competitors, it has to be CRM.

The alternative is to stay with the pack and lose, on average, 50% of your customers every 5 years. Can you afford to do that?

Roy Gough

Alloy CRM

Helping you keep your customers away from the competition

Roy Gough has run and managed businesses for over 30 years. He has experience in finance, automotive, retail, high tech and ecommerce. He uses this knowledge to help businesses to improve their sales and profitability. He currently also sells GoldMine business contact management software, QuoteWerks quotation management tool and Mind Manager the brainstorming and planning tool.

His web site can be found at http://www.alloycrm.com

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

How To Choose The Right CRM Solution For Your Business

Companies that want to increase efficiency, improve customer relations and target efforts on critical areas are finding themselves looking more and more at customer relationship management software to help them. Unfortunately, selecting the right software to meet a company’s unique needs is not always easy. There are things businesses can do to ensure they know how to choose the right CRM solution.

While hiring a consultant is sometimes the best answer, companies that have skilled IT support and responsive supervisors can often get away without this extra expense. When going it alone and still finding the right CRM solution is desired, there are ways to hedge the bets of selecting just the right software package or packages. The things to consider include:

Desired capabilities. Many business managers do not realize that CRM is not always a single program or software package. CRM programming to create an interactive online experience, for example, might be completely different than a package that creates a customer database, tracks orders and so on. These two components or modules might work together if purchased from the same company, but they are sometimes different products all together. To ensure the right pieces of the puzzle are purchased, it is wise to brainstorm the possibilities. If a company wants a system that can take orders online, notify a sales agent of the purchase, log information into a customer database and ensure that shipment tracking takes place, these specifications need to be clear. CRM can do a lot of things, but a company needs to be clear on exactly what is required to match up the correct programming options.

Existing programs. A full inventory of existing programs, how they work and whether they can or should be replaced is also vital. This can help a company further determine what is needed. If integration with certain programs is ultimately desired, this knowledge can help guide purchase selection, as well. The selection of the proper CRM package is covered more fully at http://www.crmpathway.com

Employee training. While some CRM solutions require very little employee training, completely new software packages might. It is wise to weigh the benefits versus the potential downtime in regard to making a selection. Programs that integrate with existing software and even function in a similar manner might serve companies that cannot afford much down time a lot better.

Careful selection. With a detailed list of what is hoped for, what is truly needed and how things should work, it is time to start reviewing the options. All the above information can go into an RFP to help streamline the process or a business can start going directly to software companies to find a match.

Review of the options. When RFPs come back or a few companies have been selected, it is a very good idea to see the software solutions in action. Live demonstrations, detailed summaries of what the programs can and cannot do in comparison to the initial requests and so on can all help ensure a solid decision is made.

Learning how to choose the right CRM solution often hinges on the business at hand. Having a detailed understanding of what is needed, what is desired and what different companies can and cannot provide can help guide knowledgeable purchases. If concerns about selection run high, a consultant is often a smart consideration. Good consultants know exactly what to do to ensure the right CRM solution is selected for a business.

Carl Formby owns and operates http://www.crmpathway.com
, a website packed with resources on Customer Relationship Management

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

Use Voice Messaging With CRM

Voice messaging software provides many options to sales agents. These software solutions are an example of CTI, or Computer Telephony Integration. They provide telephone automation for sales, customer support, and marketing programs within an organization’s Customer Relationship Management, or CRM.

Customer Relationship Management captures, contains, and retrieves the important information on leads, contacts, and clients. A CRM may be implemented with a major investment by the company to purchase or design software and hardware to support the processes of managing all the jobs associated with inside sales, or a host company may provide the software and hardware for the organization to use. The companies that provide the hosted CRM sometimes offer voice messaging solutions through their same company.

The voice messaging software creates voice broadcast initiatives from the contact lists within the CRM. Voice broadcasting is where a series of calls are made from a selected list and a prerecorded message is automatically played. Those listening to these messages generally have the option to press a button to be removed from the list or to speak to a live agent. Good voice messaging systems will allow these messages to be any length and allow these messages to be recorded from anywhere.

Different messages may be played if the call goes to voicemail versus whether or not the lead is contacted. Both of these messages can be prerecorded in the sales agents own voice and catered to whether it is a voicemail or a live-call scenario. Additionally multiple numbers may be called simultaneously for one contact. Whatever number answers first is where the voice message will be broadcasted to.

The time that these voice messages will be broadcasted is also customizable. This allows a sales team to ensure voice messages will be sent out at the best times of day to contact their leads. The CRM voice message pairing can identify the time zones different contacts live in and call numbers from the same contact list at different times based on their geographic location.

Voice messaging software also enhances inbound calling. These features start with the option for listeners of broadcasted messages to press a number to talk to a live agent. Similarly automatic messages can be set up as the default answer to toll free numbers, such as help lines. Answers to the most common questions can be recorded and the option to contact a live agent is presented also.

If an inbound call is not able to be answered by a sales agent voice message software provides a solution for that caller. He or she may then choose to leave a voice mail his or her self, which will be transferred to the first available agent for them to listen and respond to.

Voice messaging enhances many of the primary functions of Customer Relationship Management. It allows sales reps and contacts to get in contact with each other quickly and efficiently.

David Harlow is an SEO consultant for InsideSales.com
As a firm believer that people should know the facts, Harlow’s blog Inside Sales Adventures
seeks to inform new comers to the industry about important terminology in insides sales, as well as to give tips on what to look for when shopping for industry software.

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

SaaS CRM

In today’s crazy economic times companies are tightening up their purse strings as much as they possibly can. Any and all options on how to save a dollar are being considered by companies of all disciplines. Managers are faced with having to trim actual staff to save money or do without valuable technological resources in order to balance a meager budget. This is a precarious position that most of today’s business leaders are facing and leave minimal amounts of room for them to navigate the business playing fields.

Practically speaking, the staff that most management teams have in place have been stripped down to the most valuable team members. The teams that are still on a company’s payroll are overworked and stressed. This will not aid companies in their long tern fiscal and growth needs.

A large expense in many companies is its computer hardware and software needs. If this expense can be minimized and/or eliminated, there may be funds available to hire more staff or invest in staff needs such as training and team building. Software as a Service (SaaS), Customer Relations Management (CRM) SaaS CRM could be the tool that aids your businesses economic stimulus.

Today’s company’s success depends on having the ability to shift needed resources back and forth to areas in need. Many organizations tie up valuable resources in technological upgrades that may seem to have a never ending need for financial support. Naturally this causes uncertainty about backing such initiatives and as funding is pulled back, their goes any enhancements that may have resulted in systems upgrades and technological infrastructure strengthening and the never ending cycle of resource depletion continues.

What can organizations do? Hosted Microsoft Dynamics CRM offers today’s businesses the option to start thinking outside of the turmoil and present real time business solutions through CRM Microsoft pricing. The days are gone when managers could secure funding for bigger and better technological solutions and hiring of more and more staff to keep up with growth initiatives. The time has come for fiduciary responsibility and technological creativity.

The time has come to investigate PHASE 2 International and Software as a Service (SaaS). Saas CRM
offers alternative creative options with CRM Microsoft pricing
and all of the functional bells and whistles of the hosted Microsoft Dynamics CRM. These tools are one answer to help pull your business from the red and into the black. Think of selecting the SaaS CRM tools from PHASE 2 International as your un-cashed stimulus check. You and your business deserve the piece of mind and opportunities SaaS systems can bring to you. Visit PHASE 2 International for more details.

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

Microsoft CRM or Siebel

Siebel is traditional CRM market leader, however and mostly due to recession 200-2003, Siebel lost sizable portion of CRM market to new tiger, such as Microsoft CRM. Microsoft CRM s recent (2001) CRM answer from Microsoft and attempt top get market share from traditional vendors: Siebel, Oracle, Onyx. Now it is targeted to the whole spectrum of horizontal and vertical market clientele. It is tightly integrated with other Microsoft Business Solutions products such as Microsoft Great Plains, Solomon, Navision (the last two in progress).

We would like to give you Microsoft CRM selection advise, based on our MS CRM consulting practice, going back to its inception in 1999. This article is written in FAQ style for beginner level

1. What is your industry ? how strange it may look ? close to 40% of our clients or so-called orphan clients ? who needs help with Microsoft CRM customization are freight forwarding, transportation companies, who needs either improvement in Exchange-CRM connector or MS CRM integration with their freight forwarding system, where they would like to see on the fly resent shipment info. And also to mention freight forwarding companies are usually large (more than 50 CRM users)

2. How comfortable you are with Microsoft technology in-house support ? The old-days idea of Apple computer was to make computer absolutely intuitive and working for housewife. Now we know that this is not realized so far. If you compare MS CRM with Siebel ? you will see that MS CRM requires y0u to have Microsoft Certified people in staff. Everyone knows that Microsoft is ?so innovative? that each product requires daily service packs and patches

3. Do you have Great Plains, Solomon or Navision ? CRM is usually integrated with ERP system and if you are looking at MS CRM ? you should benefit if you have ERP from Microsoft Business Solutions (Great Plains, Solomon, Navision, Axapta or Small Business Manager – SBM)

4. Operating System Philosophy – Microsoft likes clients who have no UNIX/LINUX/IBM/Apple etc inclination and staked on Microsoft Windows 2003/2000/XP/Longhorn, preferably staying on Intel platform (No AMD Athlon 64)

Have fun in selection and decision. We are here to help you: 1-866-528-0577

About The Author

Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies ? USA nationwide Microsoft CRM, Microsoft Great Plains customization company, with offices in Chicago, Phoenix, Los Angeles. San Francisco, San Diego, New York, Atlanta, Denver, Miami, Toronto, Montreal, Madrid, Moscow ( http://www.albaspectrum.com
), he is Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer; akarasev@albaspectrum.com

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Microsoft CRM Lotus Notes Domino Connector FAQ

Microsoft Business Solutions CRM and IBM Lotus Notes Domino, being two groupware products from competing software development leaders, however could coexist within one organization computer network and even work together in collaboration. There maybe multiple reason why corporation would use both products: licensing, commitment to IBM Lotus Notes as legacy product, risk balancing ? staking on both Microsoft and Java/EJB/J2EE platforms, deploying Lotus advanced workflow to automate document management, etc. The need to synchronize MS CRM and Lotus Notes Domino databases is dictated by the ERP market and the connector is available. In this small article we?ll answer on the frequently asked questions.

? Messaging. Can MS CRM use Lotus Domino instead of Microsoft Exchange? Yes. MS CRM Lotus Domino connector allows you send messages from MS CRM objects: Lead, Account, Contact and all the future object, including Sales and Service modules

? Outgoing Messaging. When Microsoft CRM send email from Account, Contact, Lead ? connector takes control over and sends email through Lotus Domino server. It has Java Agent at the Lotus side and MS CRM SDK custom piece at the MS CRM side. If you compare outgoing messaging with standard MS CRM Exchange connector, then mechanism is slightly different. Microsoft CRM Exchange connector places GUID in the message header and uses this GUID to identify the object in the responding email to push it back to CRM and attach. MS CRM Lotus connector doesn?t use GUID ? instead it scans MS CRM objects (Accounts, Contacts, Leads) in smart cached way

? Incoming Messages. When Lotus Domino server receives email ? Java Agent side of the connector triggers checking with MS CRM if addressor email matches with any Contact, Lead or Account email. In the case of the match ? email is transferred into MS CRM in the form of activity of email type. Again ? please note that connector doesn?t use GUID mechanism. We found that matching is better approach and we have Microsoft CRM Exchange advanced connector ? which works with matching, without standard GUID mechanism.

? Microsoft CRM & Lotus Notes Events synchronization. Future version of the connector will synchronize MS CRM and Lotus Notes objects: Calendar, Appointment, Fax, Phone Call, etc. Please, note that Lotus has different objects ? we have the matching table, please check with us.

? Lotus & MS CRM Versions. Lotus should be version 6.0 or higher. The reason for this is simple ? version 6.0 supports Java Agent technology. MS CRM should be 1.2 or 3.0. Lotus could work in multiple hardware & OS platforms, such as Windows Server, AS/400, etc.

? Product Pricing. It is US$3k basic pack, including 30 users and then $75 each additional user. In Europe price is proportional in Euro.

? Support. Product is installed Worldwide and supported in Europe from German office, in the USA and Canada from Houston and Chicago, in South America, Africa, Australia, Asia, New Zealand from office in Sao Paulo Brazil.

Please give us a call if you have additional questions 866-528-0577 or 630-961-5918! help@albaspectrum.com

Andrew is Great Plains specialist in Alba Spectrum Technologies ( http://www.albaspectrum.com
) ? Microsoft Great Plains, Navision, Microsoft CRM Partner, serving clients in California, Minnesota, Illinois, Washington, Florida, Arizona, New York, New Jersey, Virginia, Georgia, Louisiana, Texas, Canada, UK, Australia, Brazil, Germany, Russia. Alba Spectrum serves corporate clients in Aerospace & Defense, Oil & Gas, Chemicals, Manufacturing, Transportation & Logistics, Pharmaceutical, Food Processing, Placement, Healthcare & Medicine, Beverages, Agriculture, Non-profit, Distribution & Supply Chain Management, Financial Services, Furniture, Textile, Apparels, Conglomerates, Wholesale & Retail.

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

Microsoft CRM Implementation – US Market Lessons

Microsoft CRM is CRM answer from Microsoft Business Solutions. If you compare it to other traditional CRM applications, such as Siebel – you will see that Microsoft CRM does use all the resent Microsoft technologies, that means that Microsoft targets its CRM to Windows market exclusively, plus this means that Microsoft CRM is more difficult in its installation. Microsoft doesn’t even have to care about other platforms, such as Linux/Unix or Apple. Now – we see kind of paradoxical situation when Microsoft CRM is gaining market share even in recession and early post-recession time. Where is the secret?

Let us give you our vision, based on our three years of MS CRM implementation practice in USA and internationally.

1. Microsoft CRM is for MCSE / Microsoft oriented IT departments ? Microsoft CRM would be be-loved system for IT specialists. If you are MCSE+I – CRM will recruit all your MS Exchange, Active Directory, MS SQL Server, Windows domain security, Windows 2003 Server, Web publishing and HTML knowledge and experience. This is completely opposite to earlier Apple Computer believe – that computer systems should be easy in service and completely intuitive. MS CRM is kind of intuitive for end user, but not for its administrator.

2. Microsoft CRM – is not CRM – but rather simplified CRM – if you do remember old days whitepapers about CRM in general, or even it’s predecessor – Lotus Notes/Domino – these papers were full of predictions about the future and were written for top level company executives, not for regular computer specialists. This was probably why so high percentage of CRM sales failed in implementations. Microsoft CRM has the highest ever rate of successful implementations, because it is not a CRM, but rather popularized version of it – it just does the job – as cheap and reliable car.

3. Transportation Companies – about 30% of our clients in the States are transportation and freight forwarding companies. This actually proves the hypothesis that MS CRM is very simple solution – these companies usually do not have extra money to spend on their computer system, but need the solution for its sales people to instantly see the cargos, plus have simple customization, allowing them to integrate with legacy system.

4. Movement down to small and tiny companies ? this is completely new trend for CRM market. We know the examples when 5 employees companies make a decision to implement and have surprising success in Microsoft CRM implementation.

Happy implementing!

About The Author

Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies ? USA nationwide Microsoft CRM, Microsoft Great Plains customization company, based in Chicago, California, Colorado, Texas, New York, Georgia and Florida, Canada, UK, Australia and having locations in multiple states and internationally ( http://www.albaspectrum.com
) You can reach Andrew at 1-630-961-5918 or 1-866-528-0577. He is Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer.

akarasev@albaspectrum.com

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

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