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Open Source CRM For Small Business

Today, small and mid-size business owners are using open source CRM software to help streamline their business processes with the expectation of generating more sales opportunities. Open source CRM solutions should be able to manage existing customers, facilitate prospecting, generate online sales leads, launch and track marketing campaigns, analyze customer needs and preferences, integrate with existing applications and provide secure access to company data from any computer with an Internet connection and a browser.

Here are a few keys to selecting the right CRM solution:

• Ensure the CRM software you choose has the ability to capture all relevant customer and sales related information. At a minimum, your CRM solution must be able to easily record all interactions with your customers. One of the major benefits of CRM software is in its ability to help collect, store and share data to all appropriate areas in your business — in real-time.

• Before you deploy a CRM tool you must first understand your existing sales and marketing workflow. Your CRM tool must be able to integrate with your existing processes or your sales and marketing team will not use it.

• It is imperative to understand the level of customization you will require. Do you have the required technical skills on staff to implement modifications? Does the CRM tool provide an API (application programming Interface) for extending the platform? Will custom changes prevent future upgrade options? Answering these questions in advance will save you time and money later.

• Determine if the CRM tool can integrate with applications used by your staff. For example, you must know whether the CRM tool can share or exchange data with your email client (e.g. Outlook or Thunderbird). You must also know if the CRM tool provides an easy to use import or export function for data mining and other sales analysis functions.

• Determine the level of support you will require. Most open source providers make their money on service and support rather than software sales. Therefore, you should investigate the various levels of support provided by the open source vendor.

• Research the level and quality of third party extensions. Quite often companies are able to find free or low cost extensions and avoid the expense of internal development. Third party extensions can add needed functionality and save your business time and money. For example, third party payment modules have become a necessary component for accepting electronic payment at the point of sale.

While there are many open source CRM products to choose from here are my top six:

1. SugarCRM
2. vtiger CRM
3. SplendidCRM
4. CentricCRM
5. XRMS CRM
6. ZOHO CRM

Be sure to test drive multiple open source CRM tools before deciding which open source CRM application to deploy.

Ricky Bracken is President & CEO of SaleManager Merchant Services. SaleManager provides enterprise class payment solutions to small and mid-size businesses. SaleManager payment solutions include a Payment Gateway Service
, Mobile Payment Solutions, POS Terminals, Retail & Restaurant payment solutions
, Certified Shopping Carts and CRM payment modules.

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CRM Software Selection – The Basics

Any business who sells products or services would do well to use a Customer Relationship Manager, or CRM, especially for a business that sells remotely. Additionally, a CRM is an important efficiency enhancing solution for any organization that uses a call center. The purpose of a Customer Relationship Manager is to organize and track all of the processes and data associated with each lead and client.

A CRM automatically fulfills many of the responsibilities a sales agent would have to perform. The many software solutions designed to compliment the data and task management of a CRM increases the versatility of it dynamically. With supporting computer telephony integration software, a Customer Relationship Manager can instantly capture leads from web forms filled out and submitted by interested contacts via the company’s website. Coupled with a telephone auto dialer, a CRM will upload its list of leads and route those calls through to the best available sales rep for each call. A CRM can even quickly send templated email messages or leave prerecorded voice messages to the lead that the sales rep is contacting with only a single mouse click by the agent.

By acquiring the services of an outside company, Customer Relationship Managers can be provided for remote sales operations without the capital investment into software design or hardware purchase. Instead, all of the necessary components of the CRM are hosted by the providing company. These Customer Relationship Managers are referred to as hosted CRMs or online CRMs.

These hosted Customer Relationship Management tools often provide a very high level of customization within their programs, in addition to having an outside firm that can specifically develop software solutions for a particular business’ or organization’s needs. This includes options such as “drag and drop” functionality. This is a common software function, when applied to CRMs, allows CRM users to individually customize their CRM to their specific business model. The users can add new layouts and fields, customize size, color, and placement of fields, and do so at either the company or sales rep level. Data can be dragged and dropped in whatever position the sales agents want on the screen.

A hosted CRM provides remote sales businesses the tools needed to effectively use all prime business time by reducing wasted time and making the tasks associated with sales easier to accomplish. It is a worthwhile investment even for very small operations, and scales to be productive for much large businesses as well.

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.

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The power and versatility of telephony software allows inside sales companies to increase their calls, contacts, impressions, faxes, emails, and callbacks. All of this serves to increase conversions and revenue. Telephony software solutions are available to complete the myriad of tasks that call centers or remote sales organizations need to accomplish. The software that manages all of the processes that need to occur for a remote sales professional to meet the needs of their clients and their employer is Customer Relationship Management software.

Customer Relationship Management software, or CRM, serves as a database for the storage of an organization’s information. A CRM calendars private and company events and tasks. It automatically captures information on new leads and incoming calls, and a CRM manages customer accounts through the entire sales process.

CRMs can be integrated with other computer telephony integration (CTI) software solutions. Perhaps the most important piece of software to use alongside Customer Relationship Management would be a telephone dialer.

Dialers automatically call through a list of leads, or a similar list of phone numbers pulled from the CRM. A dialer then patches that call through to a live sales agent. Several different dialers exist, from the speedy but sometimes unreliable ratio dialer to the effective and methodical power dialer. No matter what dialer is being used, they all become more effective when they are allowed to pull info from, and up load data too, the CRM.

CRM can also integrate other telephony business solutions with their own database and the dialers they empower. Voice messaging software allows sales reps to leave prerecorded, relevant voice messages on the voicemail of leads they attempt to contact. The CRM will automatically leave the message while the sales rep may move on to take another call. Alternatively these messages can be broadcasted by the CRM. The dialer will call through the list of contacts and automatically play the prerecorded message, freeing the sales rep to receive inbound calls or dial through a separate list. Generally, at any time the contact listening to the message may choose to speak to a live agent.

Email messaging is another example of a CTI solution. Pre-composed email templates may be selected and sent by the CRM during a conversation by a sales agent. These messages can automatically pull information to be included within the email, such as the contacts name or business. Instantly the lead can receive additional information promised to them by the sales agent.

Customer Relationship Management is the backbone of remote sales, and the industry has responded by producing plenty of business solutions to amplify it.

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CRM web based solution is an easy and cost effective way to maintain a healthy relationship with your customer on the Internet. It is the latest trend in modern business organizations. With the wide use of the Internet, business organizations have become more reliant on web based CRM services.

Customer relationship management, abbreviated CRM, is a comprehensive business strategy planned to maximize profitability, revenue, retention, and customer satisfaction. However, CRM business strategies mainly focus on customer satisfaction only. With the coming of CRM web based solutions, the entrepreneurs are able to offer support to the customer through the Internet, 24 hours a day, seven days a week.

Depending on the needs, CRM web based solutions can be availed by any type of businesses. For example, specialized CRM web based solutions are available for client profiles, frequently ordered items, automatic replenishment systems, one-click ordering, and market basket analysis. Mostly, CRM web based solutions are built after systematically understanding the needs and demands.

In a CRM web based solution, the Web is used as the platform. The software is generally installed on a single server. Hence, a user from any remote location can access the facilities of the CRM web based solutions through the Internet. Any slight change in the software of the main server will be reflected throughout the system. CRM web based solutions are cost effective and easy to maintain. Apart from these, CRM web based solutions also provide accessibility through wireless devices such as PDAs and WAP-enabled mobile phones. Thus, CRM web based solutions overrun all the downsides of their counterpart, client-server CRM solutions.

In the past, CRM Web-based solutions were used mainly by medium sized business organizations. But in recent year, almost all small and big business organizations have started using the facilities of CRM Web-based solutions.

CRM Solutions
provides detailed information on CRM Solutions, CRM Business Solutions, CRM Call Center Solutions, CRM Software Solutions and more. CRM Solutions is affiliated with Live Customer Support
.

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Installing a good CRM software package is the cornerstone of any customer relationship management program. Without good software, gathering and storing the multitude of details gained about a customer from each interaction would be very difficult.

Small business CRM systems has gone ahead in leaps bounds in recent years, with several top quality packages now available to choose from. Prior to beginning the search for good CRM software technology however, there are a few basic features you should seek in a potential CRM package:

CRM Web Based Solutions

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Customer Relationship Management is the backbone of remote sales, and the industry has responded by producing plenty of business solutions to amplify it.

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Who Should Use a CRM?

In the fast moving online world, it is easy and cheap for businesses to establish the internet presence. In the online world, building relationship with customers can bring a strong competitive advantage. A online CRM strategy can be a benefit for an organization in the following ways

* It reduces the cost of communication with customers

* It improves sales targeting through better customer segmentation

* It simplifies the customer retention strategies

* It encourages the development of a comprehensive database, with all staff being allowd access to important

information

* It increases the loyalty.

But an article I went through recently says that only 30% of the online retailers are thought to have CRM strategies, which means online retailers can use E-CRM effectively in order to develop a strong stance in the market.

I thought to put all important steps of E-CRM in the following way:

Step one – Identifying the online customer – The firms has to identify the customer segmentation well. Each market segmentation needs to be identified thoroughly. Are they are transactional users, non-transactional users, high value customers etc. Organization need to consider whether the resources are targeted to the high value users as attached with the Pareto principle.

Step two Website design – In the online world in order to develop a strong relationship the website should provide the customer a good experience. The website design should be based on the industry its operates and the customer segmentation it targets. Eg- A firm operating in the travel industry should not use colors related to gaming sites. The web site should also encourage return visits. This can be done by using attractive and updates web contents.

Step three – Information gathering and handling- Firms need to develop strategies for gathering and analyzing information about the customer activities. A proper development of database is important. Rather than just developing a database firms should think about data mining to target effective communication and life style , behavioral identification the customers. Web tracking should be enabled such as time spent on each pages, web logs etc.

Step four – Communication with customers – There has to be always one to one communication with the customers. The customer complaints and queries need to be answered quickly, also it is always important to display a FAQ page in the web. The organization has to determine the communication ways according to the target segments. Whether its email, bulletin boards (site communication) etc.

Step Five- Loyalty and trust – Trust can be seen as a single important element in CRM building online. Because in the online world there is no physical interaction. Building initial trust is very important. There are few sets of questions the firms need to answer.

Is brand development is based on recognition of attributes of the customer base?

If loyalty programs are used, is it cost effective?

Have customer attributes are identified?

Are there are community platforms?

As an e-marketer, I can see the importance of the above five steps. Firms need to keep all these steps into mind rather than just developing CRM strategies without any clear and cut goals.

T.Ragulan

http://www.ragulan.wordpress.com

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4 Things To Look For In A Mortgage CRM Provider

If you’re like many mortgage companies, you have just begun to look at the Internet for a viable source of business.

In the past several months you’ve begun to realize that it is no longer raining loans and you have to pursue new business more aggressively than ever before. For that reason, you MUST have a mortgage CRM (customer relationship management) strategy. A mortgage CRM strategy to help to find, sell and keep more customers. Remember it’s less expensive to keep a customer you already have than get a new customer. You need to find a mortgage CRM provider who understands CRM, but also understands the mortgage industry.

Here are four things to look for in a mortgage CRM provider.

(1) Does your mortgage CRM provider understand CRM and the mortgage business?

(2) Does your mortgage CRM provider understand the power of mortgage email marketing and how to integrate that with your lead management strategy?

(3) Does you mortgage CRM provider work with you to provide follow up strategies and scripts you can use in your marketing efforts – working as a team is key.

(4) Does your mortgage CRM provider understand the critical role your website plays in converting your website traffic and is your mortgage CRM integrated with your website?

Having the right mortgage CRM strategy is critical to your Internet marketing success, but its not about one thing. You CRM strategy should be part of a complete Internet marketing strategy that includes a mortgage SEO, mortgage email marketing, website and training strategy.

The author, John Boudreau, is CEO of Astonish Results, a digital marketing and training company for the mortgage industry located in Warwick, Rhode Island.

Astonish Results, provide high impact mortgage websites, training, CRM, SEO and email marketing and can be found at http://www.astonishresults.com

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CRM Free Software

There are several benefits attached with a properly managed and maintained CRM system, which has made it the buzzword in the business community.

In any business, it helps the organisation in lots of ways, both in terms of delivery more to the customers and also in terms of gaining more from them.

Using CRM, a business can:

Provide Better Customer Service

CRM systems give businesses many strategic advantages such as the ability to personalize relationships with customers regardless of which employee is service them.

Using CRM, a repository can be maintained on customer profiles, thereby treating each client as an individual and not as a group. This way, every employee can be better informed about each customer’s specific needs and transaction profile.

CRM also helps the organisation to easily adjust the level of service to reflect the customer’s importance or status.

Better customer service through improved responsiveness and understanding helps in building customer loyalty and decreases customer agitation. It also helps the company in getting continuous feedbacks from the customers on the product they have bought.

A good electronic company would always like to follow-up with its customers on the items they have bought, so as to rectify the problem (if any) even before it gets logged as a complaint.

Increase Customer Revenues

Using CRM data, marketing campaigns can be co-ordinated more effectively by ensuring that promotions do not target customers who have already purchased that particular products.

It also ensures higher customer retention by introducing loyalty programs. A business would never like to see a product to a customer who has just bought it recently.

Discover New Customers

CRM systems help the organisation in identifying potential customers. By keeping a track of the profiles of their existing clientele, the business can easily come up with a strategy to determine the kind of people they should target such that it returns them maximum clientage.

For example, if several students in a university sign up for a particular mobile service provider, the business can come up with a strategy to target rest of the community in the university.

“Cross Sell” and “Up Sell” Products More Effectively

CRM systems facilitate cross-selling (offering customers complimentary products based on their previous purchases) and up-selling (offering customers premium products in the same category).

It helps them to gain a better understanding of customers and anticipate their purchases (e.g. someone who purchases grass seed in the spring will need fertilizer later in the season).

Help Sales Staff Close Deals Faster

CRM helps the businesses in closing deals faster, through quicker and more efficient responses to customer leads and customer information. The turnaround time has decreased drastically for organisations that have been able to implement CRM systems effectively.

Make Call Centers More Efficient

With each employee having access to customer details and order histories, targeting clients becomes easier.

CRM helps the organisation’s workforce in knowing how to deal with each individual customer depending upon the customer’s archives available through CRM. The information can be accessed instantly from anywhere within the company.

Simplify Marketing And Sales Processes

CRM helps in developing better communication channels. Interactive Voice Response System, web sites, etc. have made life easy both for the organisation and also for its sales representatives.

It allows the business to give its customers the option of choosing how they want to communication with the business.

For more information visit CRM Software Center
– All the general information and resources for everything CRM – Customer Relationship Management. Visit http://www.crmsoftwarecenter.com
for more articles and info on CRM.

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The application, Customer Relationship Management helps a business to organize the data associated with their clients. CRM software organizes the data from the marketing, initial lead, sale, and to the ongoing support and follow up. This full profile of the customer relationship allows members of your team to access the information and network more efficiently.

Often times you will have a client email a simple ‘response’ to you. Imagine receiving an email that simply said okay and you and other members of your team have no idea what the client is referencing to. With CRM you will be able to track down what the original message from your company was. This will help to greatly improve customer relations.

Something important to note about CRM software is that it will help you save money because you can spend less to find new customers by earning more money from your current clients. Finding a free solution may not always be the best choice because you will be skimping on a very important area of your business.

CRM software is not always cheap, in fact, purchasing the CRM software may be a hefty investment for your company. This is especially true if you have a rather small business. Many CRM software companies will allow you to take the software for a test drive. An internet search can bring up several CRM software websites that offer free trials of the software. If you are unsure if the software is right for you and your company, by all means, take advantage of the free trial. You may realize after using the software that your company does not require such an application, or you may be amazed at benefits of using CRM software.

Additional Resources

Sales CRM Software

Small Business CRM Software

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Purchasing An Inexpensive CRM Software – What You Need To Know

There are multiple benefits to using customer relationship management in a business, many of which can be measured. A good business provides clear and good customer support and that’s what a CRM program does. The primary benefits of CRM are increased sales, identifying the needs of the customers, saving money by using online support, and success in attracting new customers to the company. All of these come from using some CRM in the business. These benefits of CRM can really help a business get started and keep going.

Perhaps the most important of the benefits of CRM would be the increased sales of products. A good customer relationship management can anticipate the needs of the customer. It does this by looking at the buying trends of that particular customer in the past. A customer who buys a lot of a certain kind of food, for instance, may want to try out variations of that food. The CRM helps provide the information on which products to sell based on customer data.

Another one of the benefits of CRM is the identification of the needs of the customer. The CRM can look at specific customer requirements to help give information on which product to sell. This goes hand-in-hand with anticipating the needs of the customer. By knowing what requirements the customer needs, a company can sell products matching those requirements. This can lead to increased sales due to being able to help out a customer.

Another really good benefit of using CRM would be the improvement of the business’s customer support. By setting up a website-based customer support instead of using the phone, customers can ask questions through email or website posts. The costs of having a website-based support is much cheaper than a phone-based customer support.

By having better customer support, a company can gain a better standing with its customers. This can lead to the attraction of new customers. Of all the benefits of CRM, being able to take in new customers is perhaps the best of them all. An increased flow of customers means more money taken in and causing the business or company to thrive.

There are many benefits to using CRM in a business. The software can help increase the sale of products by anticipating a customer’s needs. In order to properly anticipate the needs, the software needs to have a list of customer requirements. Other benefits of CRM, such as better customer support, and being able to attract new customers are also very helpful for a company.

Gottlieb Wendehals owns and operates http://www.crm-software-helper.com

CRM Solutions

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In this day of cut-throat competition, small- and medium-sized businesses, alike, have to adopt and evolve if they are to succeed. One way businesses do to survive and win the competition is focusing on giving excellent customer service thru the implementation of a CRM solution. Just a few years ago, customer relationship management were expensive and available only to large companies. With the proliferation of inexpensive web-based solutions, it can now be implemented even by the smallest one-man business outfits. But there is a CRM jungle out there. A lot of these solutions and options exist at the moment and this adds on your confusion when making the decision to purchase the best customer relationship management software for your business. This article will shed light on what you need to know so you can make an informed decision when purchasing an inexpensive customer relationship management software.

Don’t get CRM modules or options you don’t need If the solution offers too many options and functions way beyond your needs, when you only need basic functionalities, you better find another customer relationship management software that has the functionalities you want. Often, the price difference between a fully-loaded software and a software with basic functionalities can be significant. Some software contains back-end processing modules like order fulfillment or a full-pledged help desk. If you don’t need this, don’t go for this software and find a better solution.

Customizable solution

Each business has different processes and methodologies. The customer relationship management solution that you should get should be customizable to your requirements. There is no such thing as one-size fits all solution and this is especially applicable in the area of CRM applications. When approaching vendors, ask if the solution can be customized to your needs.

Ease of use

Learning to use the CRM system should be intuitive, easy and not complicated. If your employees spend a long time working or learning about the software, it will impact your bottom-line. With a complex system in place, instead of realizing some savings, you may end up spending more.

Data migration

The CRM software should have data migration programs to convert your existing databases to be imported into the system. If you have to re-enter all databases such as client information, this can affect your costs significantly.

Company profile

Get a profile of the company and its past clients. By looking at the clients list, you will at least be able to gauge if their CRM solution offering fits your market. If your business caters to 10,000 clients, you wouldn’t want to get a software proven to work mostly with 200-client implementations. You also would like to check the company’s reputation and if the company specializes in customer relationship management with a solid understanding of the market or if it is just a new player on the block.

Purchasing an inexpensive CRM software solution is not easy but it should not be that difficult either. By evaluating the available customer relationship management software in the market using the guidelines above, you will soon find an affordable software solution that will fit your business.

William D. Jimenez runs a website that uncovers the complexities of setting-up and designing websites that can be tied to one central CRM depository. It is clear that a central CRM database is crucial for maintaining all your leads as well as your past clients. The Masterdigm Online Marketing System, http://www.masterdigm.com
will help you be more effective than your competitor. To take advantage of this cool stuff and more, make sure you check out William’s site at http://www.will2design.com

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The Benefits of Using CRM

Gottlieb Wendehals owns and operates http://www.crm-software-helper.com

CRM Solutions

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The Many Facets of CRM Software

When hearing the term CRM, or customer relationship management, software, a person generally thinks that it’s a fancy, computerized address book. They don’t think that there are any other reasons for using this type of software. Those who don’t use CRM don’t see the point in it. They fail to realize what it can really do and how much it has to offer as a multi-faceted technological tool for keeping track of a growing customer base. True, it does keep track of names and email information and addresses.

Why shouldn’t it? Those things are important and too many people today have trouble with their businesses because they lose those kinds of things – and therefore lose customers as well. People who spend money with your business don’t want to be forgotten; they want to be remembered and appreciated. CRM software can help you do that without breaking the bank and without feeling that you have to wrack your brain every time someone walks into your store or calls on the phone.

Some customers will certainly stick in your mind – perhaps they made a very large purchase, have a unique name, or are a bit eccentric. For the majority of people, however, they are forgettable from a business standpoint not because they are unimportant but simply because there are so many of them. CRM software is a great way to ‘remember’ not only their names but their preferences and what they’ve purchased in the past. If they’ve called customer service with a problem or even just with a comment it’s important that the information they provide be stored so that it can be retrieved next time. The people who call in to customer service or who shop online, on the phone, or in person often don’t think about the way that their information is collected and stored, and they don’t understand what CRM actually is. When they want to do business they simply expect everyone at the company to know who they are and take care of them – which usually does happen, but sometimes the computers are down and this causes issues.

For the businesses who use CRM, there is a lot that can be done with it. Conversations are recorded and information is collected and stored so that people don’t have to give their information again and again. It’s important for them and it’s a convenience that wasn’t available before CRM became popular. For those who do not want their information out there for everyone to potentially hack into, however, there is little that they can do to hide it. There are no opt-out lists for this kind of information because companies say that they need to keep it for billing and for other issues. Companies will not erase it for you, and even if they did the call that you made to ask them to do so would be recorded ‘for quality assurance.’ CRM is here to stay, and businesses – as well as most consumers – are very glad to have it.

If you need assistance with CRM, visit a site focusing on CRM software
The site provides reviews on everything from web based to various open source CRM solutions. Not only that, the site gives salespeople the tools to make these tools even more effective. To have Michielle Beck write for you, contact her through her Website

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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

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