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
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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
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xRM – Anything Relationship Management

xRM is anything relationship management which works through CRM.  Ultimately xRM is anything relationship management as opposed to customer relationship management which is rather limiting. For many years CRM has been managing xRM effectively, across many teams and many industries. xRM basically talks more around how CRM has gone far beyond the traditional 1980's type system that literally focused on managing customers.  Today, CRM is much more a strategic tool that manages projects, products, clients, students and much more...  xRM is the development of CRM that has evolved over time allowing anything relationship management. To find out more about xRM join us at the Caltech Forum 2010 or email George@caltech.co.uk
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GoldMine best practise – Sales

Every customer commences its life as a lead - Marketing being the first phase getting them ready to speak with Sales. Organisations that get leads to that next qualifying stage use GoldMine to: Define the customer and the lead - whats the profile for a customer?  What is a good lead? Establish a clear process for handling and distributing your leads Get a centralized database to enable you to arrange leads by type, readiness to purchase etc. Build a relationship by valuing them and engaging in a dialogue Collaborative team working using a central system internally Lead nurture through clever marketing and groups on GoldMine Close the loop refers to knowing what is working and what is not and focus on the best activities Market to existing customers Ensure that reporting can be generated easily Track and ensure that you are refining all the time. To find out more about how GoldMine can do more for your sales team contact George@caltech.co.uk or call Jonathan 01924507280
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GoldMine Best Practise – Customer Service

GoldMine moves customer service from a cost burden to a strategic asset... Those that fail to take customer service seriously really do suffer - with poor customer retention - which in turn affects the bottom line. So if you are not locked in with your customers - who is...? Companies that maximise the customer experience are those that follow these pointers: They make support a top priority They personalize their service They integrate all systems and have a holistic approach They are accessible... They are fast and intelligent and know what they are talking about Repetitive processes are automated and onerous tasks eliminated Reporting is taken seriously and analysis giving a big picture is involved This is where GoldMine can help.  GoldMine is pivotal and at the heart of many customer service strategies and with 1.75m users worldwide... To find out more about GoldMine CRM and what it can do for you contact George@caltech.co.uk or call Jonathan 01924507280
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