Not for Profit CRM

Caltech are reminding not for profit organisations that Caltech are offering free licenses to any registered charity.  For more details about this offer click here.

Since the launch of this free offer Caltech have fulfilled this offer and are enjoying getting charities and other not for profits up and going with Microsoft CRM.

Caltech are currently offering Microsoft CRM Online 2011 for not for profits – free to Christmas 2010.  For more details or to be included in this great offer, contact George@caltech.co.uk by September 1st 2010.

Microsoft PinPoint CRM

Caltech are proud to be a Microsoft CRM certified partner.  Our business’s sole focus is CRM.  Our expertise with CRM is clear

See what our customers say about Caltech.  Those who have worked with us love us, you will too!

Click here to find out more about what our clients say about us…

Techmesh IT Expo – Leeds

Caltech CRM is proud to announce that we will be joining Techmesh at its first expo on 30th September at the Royal Armouries.

Techmesh expo is a one day exhibition offering an excellent opportunity to meet and research IT and Telecoms providers.  Caltech CRM will be giving overviews of CRM and what it can do for your organisation, how CRM gives great opportunity to do more with less and help your business grow.  Its a fundamental business application!

Discover CRM

Learn what the future is for CRM

See first hand CRM’s successes

Hear how your business can benefit from adopting these technologies

The expo provides a fantastic platform for exhibitors and visitors to network, talk about new IT initiatives and provide great demonstrations and exciting new offers. 

Come and see us on stand 18.

To book a meeting on the day with Caltech CRM contact George@caltech.co.uk

To register for Techmesh visit http://techmesh.org/expo/register/

20 Reasons why your CRM System should be Microsoft CRM

Microsoft CRM (MS CRM) revolutionises the way that organisations work with and retain their most valuable asset – their customers.  MS CRM is used by organisations of all sizes as its flexible and works the way you do.  20 compelling reasons to choose MS CRM are listed below!

1. It the one place where you can manage both customer data and communications that extends the reach of Microsoft Outlook
2. It a highly productive software toolset that features Office, Exchange and Outlook
3. Its fully integrated with Microsoft Excel and it turns data into useful information that can be used, shared and analysed and shared, so that decisions can be made with the full information quickly
4. It’s simple to use and requires minimal training
5. Its familiar employing an Outlook interface
6. It improves operational efficiency through streamlining of processes, relieving staff of repetitive administration work that is crucial
7. Highly functional and instantly effective it can be used with or without any configuration
8. It is easily tailored to work the way you do using forms, relationship links and customer views
9. Customisation can be achieved with or without coding keeping costs to a minimum
10. It offers easy access on and off line
11. The right information is always available to the right people at the right time
12. It focuses your marketing efforts, sales efforts and customer service efforts in the same direction, whilst offering quick reporting for management
13. Ease of reporting on your business in real time so that clear reports can be seen for lead generation, opportunities, sales and service performance using simple report creation tools
14. MS CRM builds on the power of SQL server reporting service creating compelling data reports for decision makers
15. MS CRM is secure and reliable with SQL server architecture
16. Customers are never let down as all activities are scheduled through MS CRM
17. MS CRM enhances responsiveness, accountability and productiveness using workflow
18. Integrates with existing systems offering one system to connect isolated legacy business systems and applications
19. MS CRM can be integrated with ERP / HR and other systems offering a one stop shop for information
20. MS CRM is affordable with options to license (on premise) or host.

To find out more about how to buy MS CRM contact George@caltech.co.uk

Telemarketing Assistant

A professional and motivated Telemarketer is required at Caltech CRM, based in Batley West Yorkshire.  Caltech CRM is a fast growing customer relationship management software company.

Required to make B2B calls, speaking to decision makers, researching and gaining information to pass to the sales team.  Please note no selling is involved in this role, but appointment making will be a key performance indicator. 

Experience within the telemarketing or telesales field is desirable although not essential as long as you have the motivation and drive to succeed along with the willingness to perform to and meet call targets.

Candidates must be polite, enthusiastic, clearly spoken, calm and patient, with the ability to communicate at all levels.  The contract is initially for 12 weeks starting the 1^st September 2010. 

There may be potential for a permanent placement following the initial 12 weeks. 

Salary £6.50 per hour with the potential to achieve bonuses per appointment made.

Hours Part Time 12 hours per week over 3 days.

How to buy Microsoft Dynamics CRM

Caltech CRM provides expertise with every step of your Microsoft Dynamics CRM solution, from planning and implementation, to the ongoing service, support and CRM consultancy.

Licensing of Microsoft Dynamics CRM

Caltech CRM can work with you to buy your Microsoft CRM licenses, and we can advise which license would fit your needs.  In fact, Caltech CRM is currently offering free licenses to any registered charity of Microsoft CRM. 

Whether you are looking to purchase Microsoft Dynamics CRM on premise or as a hosted solution, Caltech CRM can help you each step of the way. 

Special Offers

Caltech CRM have an excellent rate for hosted Microsoft CRM and it also offers free licensing for any registered charity.  Caltech CRM work with many different industries but have templates of Microsoft CRM that will reduce your development fees for several industries.  To find out more call us on 01924 507 280.

Microsoft CRM Accelerators

Caltech CRM also can provide the accelerators that can be used with Microsoft CRM such as the popular event manager.  The Microsoft CRM Accelerators are free of charge add ons that give Microsoft CRM even more functionality. 

Contact us

Let a Caltech CRM representative help you.  You can choose to speak with us over the phone, join us at any of our events or use our contact us form to request more information.    If you are gathering information and want to know what CRM can do for you and your organisation, Caltech CRM can provide collateral that is relevant to you as well as sound advice, that we have generated over the years of working with CRM systems and of course, implementing and supporting Microsoft CRM.

Microsoft CRM v. 4

Microsoft CRM v. 4 is the current release of this great solution.  It uses a familiar interface and works seamlessly with Outlook, Excel, Word etc.

It is used by organisations of all sizes and it is very flexible and can be tailored to work the way you do.

The xRM business application framework of the Microsoft CRM solution has been designed to help organisations meet their line of business requirements in a more economical way than other approaches, by offering rapid application development with a high capability of flexibility and consolidated systems management.  xRM means that Microsoft CRM is about much more than managing customer relationships, for example,

• Vendor management
• Asset management
• Employee management
• Program management
• Customer management
• Supplier management
• Property management
• Recruit management
• Project management
• Grant management
• Contractor management
• Fleet management
• Resource management
• Product management
• Licensing management
• Partnership management
• Contract management
• Lifecycle management
• Task / activity management
• Legislation management

Microsoft CRM provides xRM application framework in one system.  Its a powerful, popular CRM solution.

Microsoft 2011

Microsoft 2011 has been unveiled and has extra capability.  Click here to see the extra features and even tighter integration with Outlook. 

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

GoldMine Premium v. 9

Caltech are hosting several demonstrations of GMPE v. 9 GoldMine Premium Version 9 during August and September.

GoldMine 9 has lots of new features which can be viewed here.

To find out more about our webinars or to register, please click here and register by emailing Catherine@caltech.co.uk.

Look forward to meeting you soon!

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.