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Caltech Christmas Opening Times

posted on 15th December, 2010 by Catherine 1 Comment »

 

Caltech Support Services will operate with limited staffing from 24th December 10. 

If you have a high priority or critical case over this period, please email david@caltech.co.uk.

Our normal service will resume Monday 4th January 2011. 

Wishing you a very Merry Christmas from the Caltech Team.

 

End of Year Message GoldMine – Caltech

posted on 15th December, 2010 by Catherine 1 Comment »

Hi,

As 2010 comes to a snowy close it seems like only a few months ago I sat and wrote the end of message for last year!  With the terrible snow at the beginning of the year it certainly seemed like a mammoth task to get where we needed to be both in business and physically! 

However, this year I have commenced Caltech’s transformation.  The business is now slicker and our processes even tighter than ever.  This will aid customer experience and allow us to provide more development expertise.

Our support desk has been monitored over the year and we are ensuring all calls are closed to requirements quickly and swiftly.  The feedback has been excellent with 100% of people saying that Caltech’s communication support is good or excellent, 96.5% of people saying their case was closed to their satisfaction and 100% people saying that they would recommend Caltech’s support.  So thanks again for your comments and answers on the surveys, and do keep them coming in. 

We are running an exceptional offer on GoldReach until 20th December 2010.  Contact Catherine@catlech.co.uk to find out more.

This year we have welcomed John Hesman who is a C# developer.  John has brought a wealth of skills to the business which compliments our project management and ethos of CRM for our clients. 

Don’t forget to register for any of our free webinars you may have interest in.  Details on the newsletter. 

To this end, I wish you all a very Merry Christmas and a prosperous new year.
Phil Callaghan

managing director, Caltech

Getting More from GoldMine

posted on 6th December, 2010 by Catherine 1 Comment »

During 2011 Caltech are running lots of free sessions to help our clients maximise the use of GoldMine. 

To register for one of these sessions, please email george@caltech.co.uk confirming the session you would like to join.

10th Janaury 10 am

Check out GoldMine Premium Edition

for people new to GoldMine

24th January 2011 08.30 am

Whats new in GoldMine Premium Edition v. 9.1

For clients familiar or using GoldMine Premium

10th February 2011 08.30 am

Check out GoldMine Premium Edition v. 9.1

For people new to GoldMine

PS dont forget to register for one of these events contact george@caltech.co.uk confirming session and time.  Speak to you then!

Getting More from Microsoft Dynamics CRM 2011

posted on 6th December, 2010 by Catherine 1 Comment »

Join us at one of our free web demonstrations.  To register please email George@caltech.co.uk, confirming the session and date. 

10th January 2011 08.30

Showcashing Microsoft CRM 2011

For people new to Microsoft CRM 2011 online or on premise

18th January 2011 10am

So what’s new in Microsoft CRM 2011

For clients using or familiar with Microsoft Dynamics CRM

24th January 2011 10am

Making marketing work using MS CRM 2011

10th February 2011  10am

Sales and Microsoft Dynamics CRM 2011

24th February 2011 08.30 am

Microsoft Dynamics CRM 2011 for customer service and account management

24th February 2011 10.00 am

Why Microsoft Dynamics CRM 2011 for Not for Profit Organisations

p.s. Don’t forget to register your place at any of these events please send an email to George@caltech.co.uk confirming the session you would like to join!  Speak to you then.

End of Year Message – Microsoft / Caltech

posted on 6th December, 2010 by Catherine No Comments »

Hi,

As 2010 comes to a snowy close it seems like only a few months ago I sat and wrote the end of message for last year!  With the terrible snow at the beginning of the year it certainly seemed like a mammoth task to get where we needed to be both in business and physically! 

However, this year I have commenced Caltech’s transformation.  The business is now slicker and our processes even tighter than ever.  This will aid customer experience and allow us to provide more development expertise.

Our support desk has been monitored over the year and we are ensuring all calls are closed to requirements quickly and swiftly.  The feedback has been excellent with 100% of people saying that Caltech’s communication support is good or excellent, 96.5% of people saying their case was closed to their satisfaction and 100% people saying that they would recommend Caltech’s support.  So thanks again for your comments and answers on the surveys, and do keep them coming in.    Your opinions are valuable to us.

With Microsoft CRM 2011 launch just around the corner we have been offering lots of web demonstrations of the exciting changes and additions.  Great enhancements include an even tighter integration with Microsoft Outlook, less clicks, user customisations and grouping of records.  Other excellent additions include a new ribbon effect and real time dashboards that can be role tailored.  If you would like to find out more about Microsoft CRM 2011 call us or join us at one of our web demonstrations, dates at the bottom of our newsletter.

This year we have welcomed John Hesman who is a C# developer.  John has brought a wealth of skill and experience to the business which complements our project management, and ethos of CRM for our clients.  We are also pleased to welcome Vindhiya Wijeratne in January 2011, who also joins Caltech CRM as a developer.

To this end, I wish you all a very Merry Christmas and a prosperous new year.
Phil Callaghan

managing director, Caltech

Microsoft CRM

posted on 21st October, 2010 by Catherine 1 Comment »

The Beta test for Microsoft CRM 2011 Online is going really well with many of our clients now getting to grips (and loving) the new functionality and some of the great features of CRM.

This week more capacity was made available by Microsoft for their Beta as there was such a great response. 

Caltech are holding webinars through Winter 2010 to showcase Microsoft CRM 2011.  We also are offering our clients free 1 hour training slots of marketing, sales and service functionality which will help them to familiarise themselves with the system and really make a difference to their bottom line!

Caltech have been doing lots of work on configuration as well.  For some users Microsoft CRM works “out of the box” but for others they may need a more defined ways of working so that support their internal processes and ways of working. 

We have recently been working with a client who has a need for a helpdesk and is using Microsoft CRM.  We are now mapping CRM to do exactly what they reuquire which includes reminders, workflows, automation and parts of their process to be underpinned. 

For more information on Microsoft CRM, version 4 or 2011 please give Caltech a call or email George@caltech.co.uk.

Our next webinar is 5th November.  Why not register to see the new solution!  George@caltech.co.uk

Microsoft CRM 2011 Web Demonstration

posted on 18th October, 2010 by Catherine 1 Comment »

5th November 2010

09.30am

 

Please join Phil Callaghan managing director of Caltech as he showcases Microsoft CRM 2011 Online.  He will be going through the new features and talking about how to get the most from Microsoft CRM 2011.

You will find out

  • What the new features are compared to v. 4
  • How the system will benefit your organisation
  • How to ensure end user buy in
  • How to do more for less

 

To book your place for this webinar please respond to this blog or email catherine@caltech.co.uk

Revolutionise your organisation with MS CRM 2011

posted on 29th September, 2010 by Catherine 2 Comments »

Part 2…

In part 1 we set out the focus points that we should consider when thinking about using Microsoft CRM to be successful.  In part 2 we will talk about how to focus on existing customers and get more from them.

In the CRM arena we talk about retaining the right customers and clients.  Tapping into donors that will make a difference to your charity.  The clients that will bring more money to your organisation, that are your raving fans, the ones that will not deviate or leave you…

But how do you identify them.  Using Microsoft CRM effectively means that the information will be there avaialble to your management team to use that information in an informed way.  Gone are the days of guessing who your most profitable customers are.  With a joined up approach CRM can make exciting difference to your organisation.  Think about it – your best customers are not the ones who are always in contact with you using your service desk, nor are they the ones that only put a purchase order through once a year. 

Your best customers are those that are referral base to you, want your services more, buy more from you.

It is a well known fact that it is 6 more times costly to gain a new customer than to retain the right customers. 

Using Microsoft CRM means that you can fully engage with every single one of your clients in a joined up way - every 30 days you can send a meaningful email or workflows can be set so that certain things are triggered.  For example,

A client orders from you

An automatic letter which is personalised is sent to say thanks for your order

The order is processed

Microsoft can make sure that the order is going through in a timely way and help to track several parts of that order if there are lots of suppliers or people involved

When the order is sent, another workflow can be triggered from Microsoft CRM again personalised, to say thanks for your business, your order will be with you

You can capture what else they are interested in for targeting marketing purposes

Its about taking away the pain of tasks that happen as a matter of a process.

Each CRM system underpins a process – Microsoft CRM sits at the heart of an organisation. 

To find out more about Microsoft CRM, Microsoft CRM 2011, online (hosted) or on premise (on your own servers) please contact George@caltech.co.uk

Part 3 of this blog to follow soon —- Do more with less…………

www.caltech.co.uk visit us to find out more!

Service Desk Management

posted on 29th September, 2010 by Catherine 1 Comment »

2nd November 10 am – 11 am

Join us on 2nd November

Join us on this web demonstration where one of our CRM specialists will be discussing how to get more from CRM for your service desk.

This web demonstration will be useful for

  • Any profit or not for profit organsation wishing to manage cases for clients
  • Housing associations managing tenants and landlord
  • NHS service desks managing vast amounts of information and cases
  • Profit making organisations managing cases for clients

 

This web demonstration will take you through how to manage information with ease as a central repository, how to ensure that everyone in the organisation is joined up with the same information and how to process some queries faster using the library that has been generated.

To book this free 1 hour demonstration please reply to this blog or email Catherine@caltech.co.uk for dial in details.

Microsoft CRM 2011 Online

posted on 29th September, 2010 by Catherine 2 Comments »

20th October 2010

3pm

 

Please join Phil Callaghan managing director of Caltech as he showcases Microsoft CRM 2011 Online.  He will be going through the new features and talking about how to get the most from Microsoft CRM 2011.

You will find out

  • What the new features are compared to v. 4
  • How the system will benefit your organisation
  • How to ensure end user buy in
  • How to do more for less

 

To book your place for this webinar please respond to this blog or email catherine@caltech.co.uk


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