Caltech Announces 100 Free Licenses of MS CRM

29th March 2010

Caltech – one of the UK’s leading suppliers and implementers of Customer Relationship Management (CRM) systems are offering registered charities 100 free licenses of Microsoft CRM.

Discussing this offer, Phil Callaghan – managing director of Caltech – said ‘Microsoft CRM is a great system for not for profit organisations to help influence supporters, gain trust and strategically support the vision and strengths of the organisation.’

Caltech recently launched its white paper ‘Succeeding Beyond Recession : Five Priorities for Not for Profit Organisations which focuses on how technology can help not for profit organisations achieve their goals.

Phil concluded ‘Caltech want to support not for profit organisations and help them do more for less using a great system.  This will help them to strategically manage their donors, sponsors, projects, events and clients.’

For further information interested parties should contact Caltech on 01924 507280, email George@caltech.co.uk or visit Caltech online.

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For further media enquiries, please contact: Catherine @ Caltech on T: 01924507280 or E: Catherine@caltech.co.uk

CRM benefits

CRM focuses on your organisations key goals whilst providing an efficient working system.  CRM is well known for being a great system that offers time saving capability, a central repository for information that is easily searched and tracked, together with process automation.

The benefits of a CRM system are far more important and strategic.  Building profiles of clients will allow you to truly target market the right messages to the right people.  Deep analysis of customer data will improve the way that an organisation uses this data, making it more profitable, focused and more time efficient.

CRM is about business growth and doing more with less. 

For many organisations they are not sure who their most profitable consumers are or which will help the business successes, and few organisations understand if their processes support consumer retention.

Being able to answer these challenges and questions may require a re-think of your business culture, strategy and processes.  This means that every function in the organisation must be willing to get on board to CRM.  However, whilst the business implications are massive, adopting a CRM strategy doesn’t require an immediate restructure of your business. 

CRM must be an evolution – something that will spread through your business.  By starting with one area and getting it right, then moving on to the next and so on, means that word will spread that users are getting more from the system and thus making their jobs easier and the business more profitable.  This will aid user buy in and generate the results you wanted to see from the system.

By using the data that is held in CRM businesses can achieve much more for less, by understanding the data, knowing when and how to talk to those consumers and their buying preferences.

To find out more about CRM contact George@caltech.co.uk

GoldMine Premium

GoldMine Premium remains a strong solution in the CRM software market.  Currently on version 8.5, version 9 is due to be released 2010. 

GoldMine Premium (or GMPE) provides a wealth of facilities and tools that will enable your organisation to do its job and meet its strategic obligations, quicker, efficiently and with ease.  Not only that, but GoldMine also gives organisations a wealth of data which, when used in the right way, can be a strategic asset for your organisation.

GoldMine Premium is designed for small to medium sized organisations and fits in to many, many industries. 

GoldMine Premium Edition is an advanced CRM solution that is very customizable, and boasts ease of add ons and integration of other bespoke or legacy systems that organisations are using.

GoldMine Premium is available on a flexible concurrent licensing model. 

Benefits of GoldMine Premium

• Contact management ease
• sales force automation
• customizable to work the way that you do
• customer service and support management
• allows multiple contacts per record with several individual addresses
• shared calendar
• manages sales, marketing and customer service
• integrates with Word and Excel

To find out more about GoldMine Premium Edition, please contact george@caltech.co.uk

Microsoft CRM Twitter

Whilst many organisations are still struggling to make a clear case for social media, other organisations are moving on and doing more to generate business using Twitter, Linked In, Bebo etc.

Although there is much hype around social media this is set to continue throughout 2010 and beyond.  The analysts believe that by December 2010 more than 80% of market growth will be focused around external customer relationships.

Another trend set to continue in 2010 is the huge demand for networking events and also partnerships what one organisation can do for another.

Gartner have said that going forward more and more, customers will be able to prerequest what they want and desire using social media.  Lets face it its happening already with more and more people looking for news online and seeking out information on the web directly.  With this in mind, it would seem that all organisations must start to think or implement a social media strategy.

Managing all these relationships and customers requirements can be difficult which is why Microsoft have an add on, accelerator, which plugs into Microsoft CRM and hooks up Twitter.  All information in Twitter is seamlessly transposed to the correct contact / account using this accelerator.  This gives a true, 360 degree and holistic view of any one customer or client which is up to date and relevant. 

Managing customer expectation in this way will help as feeding twitter into your  Microsoft CRM system will give clear views of what they are doing, what else they are interested in, comments that you may be able to do something about.

To find out more contact George@caltech.co.uk

To find us on Twitter search for CRM247!

CRM for Professional Services

Caltech is delighted to add a new case study to its portfolio from Drury PSM one of the UK’s leading providers of HR solutions. 

Drury have worked using GoldMine for over 10 years and have reaped the benefits of the system.  They are efficient, quick and slick and able to manage their clients and prospects with ease.

To find out more about how Drury have used GoldMine please click here.

To find out more about GoldMine CRM for your organisation, email george@caltech.co.uk

CRM Forum 2010

Caltech’s CRM forum 2010 was earlier this week and we had a good turnout and exciting messages.

FrontRange Solutions and Microsoft joined Caltech on the day to deliver expert advice and demonstrations together with Phil Callaghan managing diretor of Caltech.

Phil stated “The forum was a very worthwhile day that brought together strategic pointers and more tactical day to day tasks to help business growth and doing more with less.  In these difficult times a CRM system is a no brainer for most organisations to aid business growth and clever use of data that any organisation holds.”

Batley based Caltech showed their commitment to CRM and passed on simple hints and tips using GoldMine, Microsoft CRM and also implementing a CRM system or managing data within that system.  There was 2 product showcases in additon to GoldMine and Microsoft CRM – e-vu which is a pen solution integrated with GoldMine and also GoldReach which is a direct mail solution also integrated with GoldMine.

To find out more about the forum, or to receive any of the informative presentations contact george@caltech.co.uk.

CRM Manufacturing

Caltech recently announced that it would be exhibiting at the iTSHOWCASE LIVE event on 20th April at the Royal Armouries in Leeds City Centre.

iTSHOWCASE enews have recently published an article written by Phil Callaghan – managing director, Caltech IT Ltd, which states 8 reasons to use xRM / CRM and how organisations can maximise their investment in this sector.

The 8 reasons include :

• Visible customer information
• Service maximization
• Track your sales performance
• Business Information
• Quote quickly and expedite the sales cycle
• Supplier Management
• Integrate
• Ensuring your investment works

To find out more why not join us at iTSHOWCASE LIVE in Leeds!

Click here to register for your free place…

Microsoft CRM Event

Caltech CRM are holding its Caltech Forum on 9th March at the Crowne Plaza in Leeds City Centre.

The event will be commencing at 12.40 hours and will close at 17.15.  Microsoft will be joining Caltech as well as other key note speakers to demonstrate how to grow your business or not for profit organisation through Microsoft CRM.

To register or to find out more please click here, places are limited.

Doing More for Less – The Key to Growth

9th March 2010 – The Crowne Plaza Leeds City Centre

Microsoft

 

12.40     Registration desk open

13.10     Introduction Phil Callaghan

13.20     Leeds Ahead – Unlocking the City’s Potential

                Not for Profit Customer case – John Waterhouse, Operations Director, Leeds Ahead

                John will discuss Leeds Ahead and its successes in Leeds. He will also set out a

                mini case of the way that Leeds Ahead streamlined using CRM

13.35     How to Get More for Your Charity / Not for Profit Organisation

                Why xRM for NFP – Phil Callaghan and Microsoft

                The session will discuss the uses of xRM for Not for Profit organisations and how it

                can be used to manage donors, sponsors, fundraising opportunities, events and

                much, much more.

14.10     Q&A Panel, Microsoft, Phil Callaghan, John Waterhouse

14.30     Tea and Coffee and an opportunity to have a look at demonstrations and other

                activity on the mezzanine level.

15.00     Effective CRM Strategy – Management Information Driving an Organisation

                Lisa Jones, Barclay Jones

                Lisa will discuss IT strategies, including a mini case of how the use of CRM made an

                organisation highly profitable, outwitting its competitors and winning awards.

15.30     Demonstration, facts and figures, updates of xRM / CRM

                Microsoft

16.15     Affinity Healthcare, Provider of complex mental health services

                Michelle Winn, NHS Liaison Manager

                Customer Case Study : Michelle will set out a mini case study of how Affinity Healthcare

                gained efficiencies using CRM.

16.35     Abolishing the myths of Hosted CRM

                7Global

16.50     The Secret to Successful CRM Implementation

                Phil Callaghan

                Phil will give top tips to ensure that your CRM implementation is a success – avoiding

                the common pitfalls.

17.10     Q&A Panel, Phil Callaghan, Microsoft, Lisa Jones

17.15     Close

GoldMine Event 9th March

Join us for the GoldMine CRM Forum at the Crowne Plaza in Leeds City Centre on 9th March 2010. 

The event is entitled “Doing More for Less – the Key to Growth” and is a must see for those wishing to grow their business, or drill more from their business. 

There are key note speakers including Morton Kyle and FrontRange Solutions.

Greg Anderson and Suzy Buffong from FrontRange solutions will be discussing the RoadMap for GoldMine and also giving some news and previews of GoldMine Version 9.

The event commences at 09.30 hours and will close at 12.50.  To register or to find out more click here or contact George@caltech.co.uk

Doing More for Less – The Key to Growth

9th March 2010 – The Crowne Plaza Leeds City Centre

 

GoldMine

 

09.30     Registration desk open

10.00     Welcome Phil Callaghan

10.20     The Power to Influence. Strategies that will affect the bottom line.

                Carol Griffiths Morton Kyle

                Carol will share powerful selling strategies and techniques.

10.50     Demonstrations of GoldMine, updates and news from FrontRange Solutions

                FrontRange and Caltech

                GoldMine Premium Edition 9.0 news and updates. FrontRange will also showcase

                GoldMine Customer Service.  Caltech to demonstrate 8.5

11.40     Tea and coffee and an opportunity to have a look at demonstrations and other

                activity on the mezzanine level.

12.00     NEW UPDATE * From Paper and Pen … To CRM

                Suzy Buffong

                Suzy will showcase Forms e-vu which is an end to end solution to collect data on paper and

                transmit it electronically directly into GoldMine

12.15     Maximise your business efforts through CRM

                Phil Callaghan

                Phil will discuss how to keep customers, and help maximise your success using

                GoldMine.

12.40     Q&A Panel FrontRange, Phil Callaghan, Carol Griffiths

12.50     Close