Microsoft CRM Online 2011 Released as a Beta

Visit Caltech on Stand 18 at Techmesh Expo to find out more – demonstrating CRM Online 2011 Released as a Beta
Caltech CRM is pleased to announce that it will be exhibiting at Techmesh Expo 2010 on 30th September at the Royal Armouries. On Thursday 9th September Microsoft released its much awaited Beta of Microsoft CRM 2011 Online.

There are a series of excellent enhancements available 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 user ability. 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.

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. It’s a MS CRM Nav success which is now available in MS CRM 2011.

Impressed so far with Microsoft CRM 2011 – well that’s not all.

Other successes to this new release include
• Advanced user personalisation creating views and commonly used records by user
• Inline data visualizations which facilitates the ability to create and share inline charts
• Flexible goal management where businesses can define key performance and business 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

Phil Callaghan managing director of Caltech CRM says, “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 organisations. The new release of Microsoft CRM 2011 is very exciting.”

If you would like to find out more about Microsoft CRM Online, please visit stand 18.

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

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