Revolutionise your organisation with MS CRM 2011

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

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

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

10 Top Tips of What to Look Out for When Implementing CRM

Tuesday 5th October

10.00 am

Phil Callaghan, managing director of Caltech CRM will outline his top 10 tips of what to consider before implementing a CRM system.  In this 45 minute webinar Phil will talk about the main pitfalls when implementing CRM and how to make it a success for your organisation.

To book this web demonstration, please reply to this blog or email Catherine@caltech.co.uk

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Weekly Webinars – Join Us

Caltech CRM are pleased to be offering one hour complementary web demonstrations of Microsoft CRM Online 2011.

Our next dates to see this exciting new release are :

25th November at 2.30pm

30th November at 08.30 am

The webinar details will be sent back to the delegate with the dial in details and calendar reminder.

Any problems please call Catherine 01924 507 280

Revolutionise your organisation with Microsoft CRM

Blog Part 1

In this competitive time it is of the highest importance to increase profitability, through improved customer acquisition and retention.  Organisations are finding ways to get ahead in these tough times.

A continued growth favourite option is by using IT systems to deliver critical software.  This is where Microsoft CRM Customer Relationship Management takes centre stage.

Microsoft CRM is a business enabler.  It helps organisations thrive by using its flexible software in a user friendly way.  And that is why Microsoft CRM is so popular.

In the cloud

Cloud computing allows organisations of all sizes to access sophisticated IT software.  It provides this software on a monthly fee basis making it affordable and removing the necessity to have servers, software, licenses that can manage the software. 

On premise

Microsoft CRM can also be implemented on premise (on site) for organisations that have the servers and IT infrastructure.

So how can you revolutionise your organisation?

There are 5 main strategies that require focus and that Microsoft CRM will enable.

1. Existing customer plans
2. Driving more with less
3. Simplify disparate IT systems
4. Maximise every opportunity
5. Focus on the benefits

By having existing customer plans you can ensure you are giving the right customers your time.  You must have customers that spend little with you, want more and more reductions in cost and are time hungry.  You make nothing from them.  Using CRM enables a collection of data about each customer, their transactions, their conversations, history and more.  Having this information allows your customer service teams to deal with queries, orders or targeted marketing far more efficiently.  This information can also be used by management to use that customer inforamtion to their advantage.

Remember, Microsoft CRM is a business enabler. 

To receive more hints and tips about how to revolutionise your organisation using Microsoft CRM, contact Catherine@caltech.co.uk.

Why not sign up for a free trial of Microsoft CRM.  Contact George@caltech.co.uk.

For more information follow our blog for part 2 of revolutionise your organisation with Microsoft CRM…

www.caltech.co.uk

Caltech CRM

Microsoft CRM Online 2011 Released as a Beta

Visit Caltech on Stand 18 at Techmesh Expo to find out more

Caltech CRM is pleased to announce that it will be exhibiting at Techmesh Expo 2010 on 30th September at the Royal Armouries. On Thursday 9th September Microsoft released its much awaited Beta of Microsoft CRM 2011 Online.

There are a series of excellent enhancements available in Microsoft CRM 2011 including a great focus of integration with Microsoft Outlook. The new CRM 2011 release will treat CRM data in the same manner it treats Outlook data – Outlook and CRM 2011 will be a much more deeper experience, with functionality including previews and conditional formatting. This will result in less clicks, user customisations, grouping of records within CRM 2011 and user ability. MS CRM 2011 certainly will help users to become more focused on CRM and its high achieving results.

There is a new “ribbon” (tool bars and buttons) for Outlook and web browser user that offers great Microsoft Office navigation.

Real time dashboards that can be role tailored, fully contextual and individually tailored – which will offer great management intelligence for sales pipelines, customer service and service and case management.

Role tailored client has been incorporated to CRM 2011. Basically it tailors the client (so the users interface and experiences) to the job they do – so that the users get fast access to the information that they need and then are also prevented from seeing data they do not necessarily need to see. It’s a MS CRM Nav success which is now available in MS CRM 2011.

Impressed so far with Microsoft CRM 2011 – well that’s not all.

Other successes to this new release include
• Advanced user personalisation creating views and commonly used records by user
• Inline data visualizations which facilitates the ability to create and share inline charts
• Flexible goal management where businesses can define key performance and business health indicators providing a great track and measurement tool against key strategies
• Integration out of the box with SharePoint so they can work together far more easily

Phil Callaghan managing director of Caltech CRM says, “Microsoft Dynamics CRM provides high value for our customers, along with an architecture that enables us to easily tailor CRM to fit the specific needs of organisations. The new release of Microsoft CRM 2011 is very exciting.”

If you would like to find out more about Microsoft CRM Online, please visit stand 18.

Notes to Editors:

Caltech is one of the UK’s leading suppliers and implementers of Customer Relationship Management (CRM) software. It works with clients to manage their customer contact strategies, operational processes and daily business functions in order to maintain audience loyalty, increase awareness and ultimately drive sales. This is achieved by recommending, implementing and developing the very latest database technology including; Microsoft Dynamics CRM, GoldMine, HEAT and ACT! by Sage. Integration is at the heart of CRM so Caltech only implements systems that work hand in hand with a client’s existing software from accountants systems to telephony packages ensuring optimum benefits and results every time.

Contact Catherine Carlyle Marketing Communications Manager 01924 507 280

Microsoft CRM 2011 – Beta Released

Microsoft Dynamics CRM has released the beta of Microsoft Dynamics CRM 2011 last week.  Its available for download in 8 languates and 36 markets.  Its a first global beta for Microsoft CRM online. 

The new capabilities of CRM 2011 are very exciting, from ribbon effect (buttons on the top that are familiar in Microsoft software), to an even tighter integration with Microsoft Outlook.  End user acceptance will be high.

If you would like to chat with Caltech about Microsoft CRM 2011 Online or sign up for the beta please contact George@caltech.co.uk

Microsoft CRM

Microsoft CRM supports organisations to thrive despite economic conditions.  Successful organisations develop new strategies which strive for growth and competitive advantage.  This is where Microsoft CRM is pivotal in building lasting growth.

Microsoft CRM works best when it is placed at the heart of your organisation.  At Caltech we pride ourselves on maximising every CRM solution with a clear implementation plan following discovery meeting to ensure that the system will work for you.

There are three ways to thrive using Microsoft CRM (MS CRM)

1)      Acquire profitable customers

2)      Retain, and maximise existing customers

3)      Gain efficiencies

Working with Caltech means your Microsoft CRM system will allow detailed customer profiles that have information about every interaction, conversation, purchase etc.  Marketing and sales will be joined up and customer spend enabled to be analysed. 

Working with Caltech allows our clients to gain efficiencies, doing more with existing resources and focusing on the best processes.

All businesses operate with a sense of process, often built around the most basic functions.  These are vital to that organisations success.  Using CRM can pull out those parts of the process that are achieving and putting more focus on them and giving management a clear, informed decision path. 

Microsoft CRM (MS CRM) helps employees to excel as its easy to use and end user engagement is high. 

Microsoft CRM is a business enabler.  It offers one system for all employees – a one truth – whilst having the ability to pull together disparate systems.

CRM is a powerful tool which must be implemented with care.

To find out more about CRM and the key to growth for your organisation, please email Catherine@caltech.co.uk for the full white paper.

Why not join us on one of our weekly webinars?  contact catherine@caltech.co.uk