Microsoft CRM 2011 Support and help

 

Increasing User Productivity

Caltech CRM offers Microsoft CRM 2011 support packages to ensure your teams spent their time where it is needed most.

Time is often wasted sorting out user problems, finding their way around the system or & simply working to your processes and getting the system to work for your organisation.

Caltech offers support for Microsoft CRM users on either; Microsoft CRM 2011 or Microsoft CRM v.4.

To find out more about our support packages and for a competitive quotation, call 01924 507280 or email George@caltech.co.uk

www.caltech.co.uk

Buy Microsoft CRM 2011 Online

To purchase Microsoft CRM 2011 online call Caltech CRM on 01924 507280 to discuss the options, license costs and implementation.

There is currently a special offer on Microsoft CRM online 2011 until June 2011, with a reduced fee of £22.75 per user per month for the first year.

Caltech CRM are also offering clients Microsoft CRM 2011 Online Quick Start packages to enable you to implement, train and use CRM 2011 online effectively. The Quick Start includes:

• Microsoft CRM 2011 training
• Microsoft CRM 2011 mini diagnostic requirements
• Microsoft CRM 2011 configuration dependant on your needs

Caltech CRM is also offering Microsoft CRM 2011 Online support. Our support desk is available 5 days a week.

For a competitive quote contact George@caltech.co.uk

www.caltech.co.uk

GoldMine Support

 

Caltech CRM offers Goldmine support for many organisations. We have been working with GoldMine since 1999. We have clients using GoldMine Corporate Edition and GoldMine Premium Edition. Our support desk is manned 5 days a week from 8.30 hrs to 17.30 hrs.

Our knowledge and experience with GoldMine means that we can deal with your support cases efficiently.

Our support is managed over the telephone and using web tools. If you need help with GoldMine Corporate Edition or GoldMine Premium Edition why not call the Caltech CRM team on 01924 507280 or email George@caltech.co.uk for a quote.

www.caltech.co.uk

Microsoft Dynamics CRM 2011 Interface

Caltech CRM is now using Microsoft Dynamics CRM 2011- roll up 1. It boasts a tight integration with Microsoft Outlook and Microsoft Office.

Microsoft Dynamics CRM 2011 works with familiar menu ribbon for time saving benefits and even more improved user engagement. Using  this same Microsoft interface ensures users waste no time using Microsoft CRM 2011 and increases user confidence, for successful CRM employment. 

Word

 The Microsoft ribbon effect can be easily customised and preferences can be set by each user for their own usage throughout.

Outlook

Microsoft Dynamics CRM 2011 also has a ‘recently visited’ pane, linked to accounts, activities, emails and so on, so no time is wasted searching for repetitive items.

Microsoft Dynamics CRM Ribbon

Microsoft Dynamics CRM can be accessed through a web portal or through Microsoft Outlook; it takes advantage of the outlook functionality.  This enables users to highlight records in the same way as outlook, and use the email and calendar entries to that same advantage.

Functions of Microsoft Dynamics CRM 2011 includes:

• Automated emails- using workflows an automated email can be sent when support cases are logged, or updated, or closed, when a new client is entered into the system… whenever you decide according to your processes.
• Knowledge base- we use Microsoft CRM 2011 to collect responses to common support calls enabling out support desk to deal with the calls quickly and efficiently, It also means expertise is never ‘lost’. Some of our clients use this for medical knowledge- its deployment is endless- again to fit organisation processes.

 

For a demonstration of Microsoft Dynamics CRM 2011, or to speak with a representative, contact www.caltech.co.uk or email George@caltech.co.uk.

Why not trial Microsoft Dynamics CRM 2011, free of charge? George@caltech.co.uk.

Caltech CRM Come and See Us

Caltech CRM are exhibiting again at the Yorkshire Business Market in Harrogate on 9th May 2011.

Its a great place to meet suppliers, network and see what other organisations are doing.  There are free seminars throughout the day.

Caltech CRM are pleased to offer Free consultancy and advice on CRM solutions. 

The Yorkshire Business Market is free for visitors to attend.

For a great day out and an opportunity to grow your business, come along to the Yorkshire Business Market.

4 Essential Ways to Drive CRM Success

Smarter and Stronger

Now is the time to make important decisions – do you seek a stronger foothold with existing clients and services or to grow into pastures new by expanding your customer base and investing in new offerings.  Or, maybe a combination of the two? Whatever you decide, your strategy must be based on accurate information about your organisation and your clients.

 

Important decisions rely on the evaluation of good quality, timely information about your organisation and its key clients. And that’s where the power of a well-implemented Customer Relationship Management solution can make a huge difference.

What’s important is an in-depth understanding of your organisational goals.  Then it’s a case of flexing the CRM solution to ensure it works hard for you, and makes an impact at all levels within your organisation.

How to approach CRM

It may be unfamiliar territory to you, but all CRM solutions have four broad capabilities. 

1. Empower your service teams. Turn a cost burden into a sales asset. 

 

Empower your service teams with information – provide finger-tip access to order history, preferences, recent contacts, outstanding cases.  This means your service teams will be best equipped to deal with each customer transaction and close first time resolution.

1. Enable your sales marketing teams.  Shorter sales cycle through information-sharing and streamlined business processes.

 

Unite your sales and marketing teams – use CRM to create targeted marketing campaigns which are maximised through sales follow-up.  Use CRM to hold all customer and contact information as well as account plans, so you can continually evaluate the sales and order pipeline and build better customer relationships through meaningful dialogue.

1. Focus your marketing teams. Channel investment wisely – understand what works and what doesn’t.

 

Use the full capabilities of CRM to target your campaigns more effectively – get the right message to the right person at the right time, and ensure appropriate follow-up from sales teams. Become more responsive by using CRM to mail merge, enabling you to create a highly targeted campaign safe in the knowledge that each customer profile will be automatically updated.

1. Understand your business.  Make the right decisions through analysis of up-to-date information about your organisation and customers.

 

Generate reports to gain insight into service cases – improve the customer experience by drilling down to the root cause of repeat issues.  Analyse what customers are asking for so you can respond effectively.  Use CRM to gain a more accurate view of your sales pipeline to help plan financing, investment and cash flow.  Understand who are your best sales people, what’s selling and in what volume.

Summary

Used effectively, CRM will help your organisation achieve its long and short-term goals.  It will:

• Ensure you’re targeting the right prospects or existing customers using the most effective messages channels
• Help your sales people turn leads into customers & build improved relationships with existing customers to create increased loyalty
• Help you and your teams to make the right decisions based on quality, timely information.

Cloud Microsoft Dynamics CRM 2011

Microsoft CRM Online 2011 is now available from 7Global partnering with Caltech CRM, Cloud Microsoft Dynamics CRM 2011 or hosted Microsoft CRM.

Caltech CRM are also offering a support service with dedicated experts able to help you.**

Caltech CRM have been partnering with 7Global for some years now, offering hosted Microsoft Dynamics CRM.  The hosted service is provided from an ISO27001 UK data centre that complies fully with UK laws for data retention and processes.

If you would like to book a one to one web demonstration of Cloud Microsoft Dynamics CRM 2011, email george@caltech.co.uk.

** Additional fee applicable.

Visit Caltech CRM for more information.   www.caltech.co.uk