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xRM – Anything Relationship Management

posted on 29th September, 2011 by Catherine No Comments »

An Anchor Point for ERP…

In an ever tightening economy the need for effective business control and management system is now more important than ever.

The days of customer centric process models are just as valuable as ever, but beyond that the need to expand the control mechanisms across the enterprise is vital.  Caltech CRM’s ‘Gravity xRM ’concept is the new watchword for these system developments.

Effectively the tight control systems adopted via a CRM solution are extended into all the other disparate systems throughout the business.

It makes sense, why not develop a tight control over your suppliers, your stock systems, your manufacturing partners or your distribution requirements, in fact your entire business model. The ‘Gravity xRM’ methodology has truly gained Microsoft’s attention.

The Dynamics CRM product is positioned squarely at the entire business model / process workflow element of a commercial strategy.

Like most quality CRM solutions, Microsoft Dynamics CRM increases the overall efficiency of business  processes by eliminating duplicate data entry and improving workflow. But Microsoft Dynamics CRM also has powerful tools for planning sales activities, streamlining opportunities management, accurately producing sales forecasts and right through to business intelligence and service scheduling.

Caltech CRM’s unrivalled expertise lies with our ability to Model the solution to encompass all aspects of the process model.

This means that the Dynamics Solution becomes the centre of Gravity for the enterprise, effectively acting as an ERP anchor point for all the business processes and systems.

Simon Garrity, CRM Analyst for Caltech says, “Microsoft Dynamics CRM leads the market in CRM software innovation.  As well as being available in the cloud and on-premise, it has delivered the concept of ‘xRM’ or ‘Anything’ Relationship Management.  This model is providing Caltech CRM with unparalleled growth in the Dynamics Arena, clients including Hays Travel, NHS Information Centre and Leeds Ahead are all buying into the ‘Gravity’ model.”

 

 

www.caltech.co.uk

 

Caltech CRM Announces Series of Seminars with Microsoft CRM

posted on 28th September, 2011 by Catherine 2 Comments »

Caltech CRM provider of integrated software solutions is today inviting business professionals to attend its Microsoft Dynamics Customer Relationship Management (CRM) events over 4 locations, Manchester, Leeds, Rugby and Newcastle.

These free to attend seminars will educate and inform delegates about implementing and using CRM, as well as the operational benefits.  The seminars also will cover the xRM concept (Anything Relationship Management). 

As a Microsoft CRM Silver CRM accredited partner, Caltech CRM ensures that Microsoft Dynamics CRM works for each client using tailoring, development and configuration.  Caltech CRM’s seminars will showcase Microsoft CRM, and give hints and tips on implementation and in life systems. 

Phil Callaghan managing director of Batley based Caltech CRM says, “We are excited to be working with Microsoft Dynamics CRM, one of the best-selling CRM solutions in the marketplace, and it will be great to help delegates understand more about xRM and the impact CRM is having in other organisations.”

The Microsoft CRM seminars will take place :

3rd November 2011 – Manchester Trafford Centre

10th November 2011 – Leeds

17th November 2011 – Rugby M6 J1

24th November 2011 – Newcastle Central

These seminars will help businesses improve sales and marketing as well as gaining efficiencies through workflows and online management reporting.

For further information or to register for any of the seminars, please contact Catherine Carlyle at Caltech CRM on 01924 507 280 or email George@caltech.co.uk, confirming the venue best suited for you.

www.caltech.co.uk

Microsoft CRM Seminars – November 2011

posted on 28th September, 2011 by Catherine No Comments »

Microsoft CRM Events / Seminars - November 2011 – 4 Venues across the UK

You are invited to attend a FREE Microsoft CRM event to learn how Microsoft CRM 2011 helps thousands of organisations improve productivity and efficiency across all functions of your organisation:

  • Sales
  • Marketing
  • Account Management
  • Customer Service
  • Information Sharing

These events are designed to help business managers and IT people use Microsoft CRM to solve business issues and deliver sustainable business value for the future.

The seminars will take place :

3rd November 2011             Manchester Trafford Centre

10th November 2011           Leeds Bradford Airport – Yeadon West Yorkshire

17th November 2011           Rugby M6 J1

24th November 2011           Newcastle Central

To register please email catherine@caltech.co.uk stating your preferred location.

These events are free of charge and include all event proceedings, delegate packs and refreshments.  All cancellations must be made in writing prior to the event date or a substitute delegate nominated. 

About Caltech CRM

Caltech CRM is one of the UK’s leading suppliers of Microsoft CRM to organisations over a range of sectors.  With over 100 live CRM customers, and over 450 implementations of CRM solutions, we have market leading experience and a can do approach, which ensures success in delivering, developing and supporting successful CRM sites.

www.caltech.co.uk

Microsoft Dynamics CRM Reseller Yorkshire

posted on 23rd September, 2011 by Catherine No Comments »

Caltech CRM are Microsoft Dynamics CRM specialists (resellers) based in Yorkshire. 

Caltech CRM have gained the Microsoft CRM silver accreditation with Microsoft.  This demonstrates that we have expertise working with CRM and can configure and develop solutions to fit our clients needs and requirements.

Ensuring a CRM solution fits your business is when CRM will work best for you.  End users have to be engaged and it has to be easy to use, it has to be configured well and be a business enabler.

We have clients in many industries using Microsoft Dynamics CRM to get ahead

  • Manufacturing
  • Insurance
  • Marketing
  • Customer service
  • Healthcare
  • Not for Profit and Charities
  • Housing Associations
  • Education
  • Financial Services and more!

As a Microsoft Dynamics CRM Reseller in Yorkshire, it means we have the capabilty to work closely to our clients.

For more information about Microsoft Dynamics CRM email george@caltech.co.uk

Microsoft Dynamics CRM Reseller West Yorkshire, Leeds, North Yorkshire, South Yorkshire, East Yorkshire, Sheffield.

CRM Solutions Yorkshire

posted on 22nd September, 2011 by Catherine 2 Comments »

Caltech CRM offers Microsoft CRM and GoldMine – best of breed CRM solutions.  Based in Yorkshire, we operate regionally. 

Microsoft CRM Online is an excellent solution starting from £22.75 per user per month.  It offers great functionality and productivity along with a great price tag.  Caltech CRM hold Microsoft Silver Accreditation in Microsoft Dynamics CRM specifically which is crucial when configuring, developing and making CRM solutions fit your processes and organisations way of working.

Microsoft CRM On premise – Caltech has been working with Microsoft Dynamics CRM for over 6 years.  We understand how to help Microsoft CRM users get the most from their CRM solution.

GoldMine – borne in the 1980′s GoldMine is an affordable solution which is favoured by many industries and many organisations. 

Caltech CRM will be holding a CRM solutions event on 10th November in Leeds, West Yorkshire.  If you are interested please let Catherine@caltech.co.uk know!

www.caltech.co.uk

Caltech CRM offers CRM solutions across Yorkshire, North East and North West.  We have clients as far as Bristol!

Microsoft CRM Online Security

posted on 19th September, 2011 by Catherine No Comments »

Client Security – moving to cloud CRM

Online privacy is always an important issue for businesses and consumers like.  CRM solutions in the cloud are no exception as companies moving to the cloud need to be sure that their system is always secure. 

A CRM solution in the cloud that protects both the business and its customers is paramount to both the business and the company’s success.

Companies using software such as Microsoft Dynamics CRM Online offers a number of features to ensure that CRM providers meet with security requirements.

It is important that the Online security covers the users and administrators, the software that drives the service and the hardware and software that makes up the service hosting itself. 

Microsoft CRM Online Security for Users and Administrators

The Windows LIVE ID service is used to log into Microsoft CRM Online.  It also is set to manage the security of the Microsoft CRM Online environment.  Users should note that it is recommended that they should create a LIVE ID solely to access Microsoft Dymamics CRM service. 

Microsoft CRM Online Security for Data Exchange

SSL is the Secure Sockets Layer protocol.  This helps data security by

  • Proving server authentication
  • data encryption
  • data integrity.

It does not rely on the user to set a procedure to make this happen.  Using SSL insures the data exchanged with Microsoft Dynamics CRM Online is secure. 

Microsoft Dynamics CRM Online Role Based Security

This element focuses on security roles using a set of privileges that represents the tasks and data that can be carried out by the users.  Microsoft Dynamics CRM users a set of predefined security roles and uses can be assigned to one or more of the security roles.

Privacy

Microsoft take customary measures to help protect the confidentiality of customer data.

The SSL protocol helps protect messages against unauthorised access. 

Security for the Service Software

Microsoft Dynamics CRM Online helps administrators to maintain security measures using regular testing, proactive measures for potential threats and security audits. 

Microsoft CRM Online is ran in a state of the art datacentre with back up powe and carrier class bandwith.  The SLA provides a 99.9% uptime. 

Microsoft CRM Online back-up

The Microsoft Dynamics CRM Online back up provides back up of customer data, including back up of data to tape and secure offsite data storage.

These features give organisations peace of mind about the privacy of their data allowing them to focus on their core business, and get ahead of their competitors.  Using Microsoft CRM Online helps you enjoy the benefits of the cloud services whilst minimising the risks to your security. 

To read the full Microsoft Dynamics CRM Online Security Features White Paper click here.

www.caltech.co.uk

To take a trial of Microsoft CRM Online 2011 call us on 01924 507 280

or email george@caltech.co.uk

Techmesh Expo – Leeds – 13th October 2011

posted on 5th September, 2011 by Catherine No Comments »

Find out the latest IT trends and developments at Techmesh Expo 2011

The Royal Armouries on the 13th October

Techmesh is the region’s only dedicated IT & Telecoms member network.

Techmesh Expo 2011 will give an overview of changing technology.  There are over 40 exhibitors and a panel of experts.  There is an interactive zone where visitors can get hands on with the latest gizmos.  Caltech CRM will be showcasing Microsoft CRM 2011 and GoldMine. 

Date: Thursday 13th October 2011

Time: 9am – 4.30pm

Venue: Royal Armouries, Armouries Drive, Leeds, LS10 1LT

Cost: To register FREE please visit http://techmeshexpo2011.eventbrite.com/

 Whether you are networking, wanting to know more about technology avaialble for business users or want to find out what is getting your competitors ahead, join us at Techmesh Expo 2011.


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