Microsoft CRM 2011

The unveilling of Microsoft CRM 2011 was launched at the Microsoft Conference in America last week.  Formerly code named MS CRM 5, Micosoft CRM 2011 will be availble as a beta testing release in September 2010.  Caltech have been working with MS CRM 4.

There are a series of excellent enhancements avaialble 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 userability.  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.  FrontRange GoldMine have offered dashboards in GMPE v. 9 and these have been excellently received.  A great success. 

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.  Its a MS CRM Nav success which is now available in MS CRM 2011.

Caltech have been offering Microsoft CRM Hosted option for some time now and its a popular option for some clients.  However, it has its limitations in terms of advanced customisations and integration.  Now in CRM 2011 it will be possible to have developed code as a hosted option – or in the Cloud as many refer to this; and Caltech are looking forward to taking this forward as we have for many MS CRM on premise clients.

Impressed so far with Microsoft CRM 2011 – well thats not all.

Other successes to this new release include

• Advanced user personalisation creating views and commonly used records by user
• Inline data visulations which facilitates the ability to create and share inline charts
• Flexible goal management where businesses can define key performance and busienss 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

These are the initial updates from Microsoft and Im sure that there will be more features to follow  – as soon as we know we will let you know.

Look forward to showing some demos later this year!

Phil Callaghan

Managing Director of Caltech CRM

Caltech CRM are a Microsoft Partner based in Yorkshire.  Caltech have worked with Microsoft CRM for many years now and were involved in v. 1 when Microsoft were putting this together.  Now in MS CRM v. 4, Caltech are pleased to continue working with such an exceptional solution, and all the enhancements that MS CRM 2011 will bring.

Microsoft Dynamics CRM V5 now called Microsoft Dynamics CRM 2011

Caltech are excited at seeing a demonstration of the next version of Microsoft Dynamics CRM v5 (MS CRM 5) which will now be named Microsoft CRM 2011.

Microsoft CRM 2011 boasts even tighter integration with Microsoft Outlook, dashboards out of the box, adding columns/categories on the fly, plug ins and custom development, which prior to MS CRM 2011 could only be implemented on premise, can now be done on line. 

Microsoft CRM 2011 also has field level security!, and it has the ability to pull in RSS feeds directly into the winform, multi form support, and more! 

Microsoft CRM 5, now called Microsoft CRM 2011 is much awaited and the demos certainly look great.

To find out more about timescales or ask any further questions about the capability of Microsoft Dynamics CRM 2011 please contact George@caltech.co.uk

GoldMine Premium Edition Version 9 is here!

GMPE v. 9.0 is the latest edition to the award winning GoldMine solution.   New features are designed to help you manage your business information needs, and with a complete set of visual dashboards, it’s a must see! 

Caltech are pleased to invite you to an online webinar, to show you GMPE v. 9 and its exciting new features.

17^th August 10 – 11                          20^th August 2 – 3                               3^rd September 10 – 11

To register for any of these dates please email Catherine@caltech.co.uk the date you will be joining us.

To find out whats new in v.9 click here

In total there are over 140 product quality improvements based on customer feedback to FrontRange.

GoldMine Premium Edition v. 9

Caltech are pleased to announce that we will be hosting several webinars to demonstrate GoldMine Premium Edition v. 9.0.  GMPE V9. 

If you would like to join on one of the webinars contact George@caltech.co.uk.  Dates will be published soon.

The demonstrations are no obligation, and we would welcome our clients, new users to GoldMine or organisations looking at GoldMine at the moment.

For more information contact George@caltech.co.uk

CSharp Developer Vacancy

Caltech are looking for a Csharp developer, immediate start.  For complete job spec email George@caltech.co.uk

Microsoft CRM Yorkshire

Caltech is a provider of Microsoft CRM in Yorkshire.  Dealing with customers across the UK we are well known in Yorkshire.

Dealing with organisations across sectors, Caltech have been working with Microsoft CRM for many years.  Caltech offers Microsoft CRM on premise and Microsoft CRMM hosted. 

Caltech is well known in Yorkshire for its excellence in delivering an excellent system to clients to make them more profitable.  Caltech’s sole focus is Microsoft CRM – or CRM in general – and due to this it offers best in class for Microsoft CRM implementation and Microsoft CRM end user engagement.

To find out more about Microsoft CRM in Yorkshire, implementation, training, upgrades, Microsoft CRM consultancy, advice and much more, contact Caltech CRM.

Caltech CRM offers

• Microsoft CRM Yorkshire
• Microsoft CRM Leeds
• Microsoft CRM West Yorkshire
• Microsoft CRM North Yorkshire
• Microsoft CRM South Yorkshire
• Microsoft CRM UK
• Microsoft CRM Derbyshire
• Microsoft CRM Liverpool
• Microsoft CRM North West

Not for Profit CRM

Not for profit CRM is very useful to really get to know your donors, supporters and get more from databases and have a better dialogue with their stakeholder.

Knowledge management is the process of capturing the collective expertise and intelligence of an organisation and using these to forster innovation; so CRM is strongly relted to management information.

Using CRM systems if you are a charity or other not for profit organisation can really help to drill down who the most profitable supporters are, which will aid supporter retention. 

Using CRM packages requires  time spent looking at your processes which will save you time and generate more for less.  Caltech have worked with many not for profits implementing CRM and have several verticals; on premise or hosted.

CRM can’t be ignored.  It needs to be well thought out, tailored to individual aims and objectives, championed from the top down and fully integrated.

If these 4 things can be done, then CRM can be key to meeting and exceeding not for profit goals and targets.

To find out more about Not for Profit CRM, Microsoft CRM or GoldMine contact George@caltech.co.uk

Microsoft CRM Yorkshire

Caltech are Microsoft CRM consultants and specialists based in Yorkshire.

Caltech have been working with Microsoft CRM across many different industry sectors including :

Education

Not for Profit

Charities

Housing

Professional Services

Distribution

Retail

Manufacturing

to name but a few…

In recent weeks, Caltech has been proud to announce working with Leeds City College and NICE (National Institute of Clinical Excellence) implementing their Microsoft CRM sytems.

Caltech are based in Yorkshire, but work with clients across the UK and further afield.

Caltech are specialists of Microsoft CRM.  The success Caltech has with Microsoft CRM is due to its fastidious implementation planning and project management.

Caltech always give a system that is tailored to your needs.

Caltech have Microsoft CRM vertical systems for several of the verticals above, thus working with Caltech will save you wasted time and money.

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

Microsoft CRM Yorkshire

Leeds City College chooses Caltech CRM to implement Microsoft Dynamics CRM

21st June 2010

 

Leeds City College has selected Batley based Caltech, one of the UK’s leading suppliers and implementers of Customer Relationship Management (CRM systems), to bring the power and efficiency of Microsoft Dynamics CRM to its organisation and IT systems.  The new technology will handle key processes for Leeds City College and is considered to be a vital system in the continuing development of the newly merged college’s links with its many business customers.

Based in Leeds, West Yorkshire, Leeds City College chose Caltech through the tender process because of its expertise working with the solution, as well as its experience in implementing CRM to such high standards for other clients.

Leeds City College, led by Principal and Chief Executive Peter Roberts, is one of the largest and most influential colleges in the country with over 45,000 students and a turnover of £80m a year. Leeds City College recently celebrated winning its first prestigious Heist Award, in recognition of its marketing launch campaign.

“We expect the move to Microsoft Dynamics CRM to provide significant value for our college,” said Paul Titman, Business Manager – Computing (who is managing the implementation of the system) at Leeds City College.  “The programs and features are familiar to our people and flexible for our needs.  Caltech’s expertise with Microsoft Dynamics made them the right choice to help make this project a success.” Paul can be contacted by email – paul.titman@leedscitycollege.ac.uk for reference purposes.

“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 Leeds City College.  The education sector is an exciting market so it’s fantastic to be working with such an influential organisation,” said Rob Walwyn, project manager at Caltech CRM.

“Caltech is truly helping demonstrate the power of Microsoft Dynamics through this new solution for Leeds City College,” said Doug Kennedy, vice president, Microsoft Dynamics Partners at Microsoft Corp.  “We congratulate Caltech for securing this opportunity and welcome Leeds City College to the Microsoft Dynamics family.”

 

 

 

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

GoldMine CRM Leeds, West Yorkshire

Caltech have been working with award winning GoldMine since 1999, and are now a Platinum Partner.  Caltech are based in Leeds, West Yorkshire, but have implemented GoldMine throughout the UK.

Caltech offer GoldMine CRM training, implementation and end to end support.

Caltech have a proven installation process to ensure that CRM works to the clients requirements and also instills user adoption which is key to working with GoldMine or indeed any CRM solution.

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

GoldMine Leeds, West Yorkshire

GoldMine CRM, Leeds, West Yorkshire

GMPE Leeds West Yorkshire