The connector is a free tool that will integrate your systems allowing you to move pricing information along with customer information between your two solutions. Not only is the connector free, but it is extremely easy to customize based on how you do business.

Your employees will be able to improve customer satisfaction by having all information at their fingertips.  The customer will no longer be transferred from one customer representative to another in order to find out the progress of their order.

Sales employees can improve their sales by having an accurate count of the various products available and increase demand for those that have been sitting in inventory.  On the other hand, if your warehouse needs more supply, they will be able to see how many orders have been placed.  This will allow them to predict the demand and be prepared for any customer’s future orders.

In short, the Dynamics ERP and CRM Connector:

•   Is easy to install, use, and customize.

•   Increases sales, service, and customer satisfaction.

•   Supports your unique business processes.

•   Helps you realize more from your ERP and CRM systems.

Want more information about the Microsoft Dynamics ERP & Microsoft Dynamics CRM connector? Check out our webinar on Integrating your Dynamics ERP & Dynamics CRM.

MIG & Co. – MIG is a Professional Consulting Firm that specializes in the implementation of business management software solutions including Customer Relationship Management. We automate business processes to ensure our customers work efficiently. A New York City based Microsoft Dynamics Gold Partner, primarily serving New York, New Jersey and Connecticut.

by MIG & Co., New York Microsoft Dynamics CRM Partner

Integrate Your Solutions: Connector for Microsoft Dynamics ERP & Microsoft Dynamics CRM is a post from: CRM Software Blog

Related Posts

No related posts.

We were impressed with the November 2011 Service Update (R7) but we wanted to call out some of the anticipated highlights for the Microsoft Dynamics CRM Q2 2012 Service Update (R8) release, dubbed “CRM Anywhere”

Microsoft Dynamics CRM Mobility

This update includes a welcome, but rather surprising announcement, for Microsoft’s answer to a more robust mobile solution.  Interestingly, Microsoft has partnered with CWR Mobility to take advantage of its 3^rd party product and bring its mobility strategy to market much faster than it could on its own.  It seems as though Microsoft is licensing certain aspects of CWR but will be building off the platform – which is great news.  Security role integration and native language localization seems to be Microsoft’s first priorities.  AbleBridge is a CWR Mobility Partner and we do like their solution so we’re excited to see where it goes from here.

Cross Browser Support

Today Microsoft Dynamics CRM is only supported on Internet Explorer.  This update will provide cross browser and cross platform capability for its web client.  Safari running on PC, Mac, or iPad, Firefox running on PC or Mac, Chrome running on PC – this is BIG.   We’re keenly interested to see how well this strategy will play with 1) Outlook integration – will it just work, or what disclaimers need to be considered? And 2) Microsoft Dynamics CRM solution development – will this be a build once deploy anywhere or build twice for cross browser supportability?

Along with a new mobility option and cross browser support, which we feel are the two biggest announcements; this update also includes enhanced Enterprise Scalability, Enhanced Social Capabilities and some other Enhancements around industry templates, business intelligence and an improved portal framework.

We’re going to see a lot more information come out about the Microsoft Dynamics CRM Q2 2012 Service Update but the announcement alone illustrates Microsoft’s continued commitment to their CRM mobility strategy.

AbleBridge is 100% focused on Microsoft Dynamics CRM and we’ve witnessed the evolution of the product for almost a decade.  The latest release of Microsoft Dynamics CRM 2011 illustrates Microsoft’s commitment to a long term strategic vision for CRM and we couldn’t be more excited as a Microsoft Partner. Contact us to learn more about how we can help you realize the benefits of Microsoft Dynamics CRM.

by AbleBridge, Massachusetts Microsoft Dynamics CRM Partner

Microsoft Dynamics CRM – “CRM Anywhere”, Q2 2012 Update Announced is a post from: CRM Software Blog

Related Posts

No related posts.

This means it’s time to accept mobility into your current customer service management, if you haven’t already. Your employees are probably already using their smart phones in order to conduct business more efficiently and effectively; it’s somewhat crucial to staying ahead of the competition these days. The question you want to ask is can you and should you connect those devices with your CRM software? We say, “Yes!”

Mobile Express for Microsoft Dynamics® CRM brings mobile functionality to a whole new level for businesses. Your sales force can have access to real-time account information from any web enabled mobile device. With this valuable information at hand, they can effectively meet the needs of your customers and even optimize on up-sell and cross-sell opportunities. Even when they’re on the road, they can quickly respond to customer requests or questions, ensuring enhanced customer support throughout your organization. Notifications and alerts can even help remind sales and customer service reps of important appointments or service calls. All this information is available through a customized, easy to read and manage mobile format.

Mobile technology trends have brought about a new way of doing business - a new and improved way, in our opinion. Microsoft Dynamics CRM enables businesses like yours to take advantage of this trend and contributes to the success of your business. And things just keep getting better. Microsoft just announced in their next service update of Microsoft Dynamics CRM, a new cloud-based, cross-platform native mobile client for Windows Phone 7.5, iPad, iPhone, Android, and Blackberry devices called Microsoft Dynamics CRM Mobile. Contact us at Sikich to learn more about the groundbreaking mobility functionality in Microsoft Dynamics CRM.

By Jim Drumm with Sikich, Chicago IL Microsoft Dynamics CRM partner serving IL and MO

What Mobile Technology Trends Mean for Your CRM Software is a post from: CRM Software Blog

Related Posts

1. Become More Flexible and Productive with Mobile CRM
2. Mobile Express Brings Microsoft Dynamics CRM to your Mobile Device
3. Leverage the Microsoft Technology Stack – Gartner Analysis of Dynamics CRM

So how do you get the most out of your CRM reporting? The first step is knowing you have the access to the information you need. In Microsoft Dynamics® CRM, it’s incredibly easy to get the knowledge out of your system and it’s also the first step to making better business decisions.

You may have previously relied on your IT department to receive sales reports. Now, you can directly access built in sales reporting features in Microsoft Dynamics CRM, making it easier to align goals with company objectives.

There is also an intuitive report wizard that helps anyone on your team set up ad-hoc reports. You know that one report doesn’t cover the knowledge base needed by everyone in your organization. This feature in Microsoft Dynamics CRM makes it possible for each of your employees to access the information relevant to their role, without having to dig through a bunch of irrelevant information.

Dashboard and key performance indicators also make it easier to get the most out of Microsoft Dynamics CRM. Once these are set up to meet the needs of each department, productivity can soar. The information streaming through these easy-to-read and understand charts paves the way for employees to be the best they can be.

In conclusion, CRM software should produce information that’s relevant to each team member so a company can make better decisions and become more productive. We hope these quick tips about Microsoft Dynamics CRM help you see just how great reporting features can be. If you have any questions, please contact us at Cargas Systems.

By Memie Whiteside with Cargas Systems, Pennsylvania Microsoft Dynamics CRM Partner

Get the Most Out of Your Microsoft Dynamics CRM Reporting is a post from: CRM Software Blog

Related Posts

No related posts.

Microsoft announced that in the second quarter of 2012, a service update to Microsoft CRM will add an array of new features and functionality, including Microsoft CRM Mobile a full range off native apps for smart phones and tablets. This means that the power of Microsoft CRM can now be used on your iPhone, iPad, or Blackberry device, just to names a few. Microsoft CRM will also be supported on Safari, Chrome, and Firefox browsers. This will give a consistent look and feel for Microsoft CRM across the multiple platforms that a user may utilize.

Microsoft CRM was already the most cost effective CRM Solution on the market. With these new enhancements, it is also the most powerful solution available. To see these new enhancements, or to find out more about how Microsoft CRM can help your business, contact Intellitec Solutions at 866-504-4357 for a free needs analysis and demo.

By Intellitec Solutions, Microsoft Dynamics CRM Partner serving Delaware

Microsoft CRM Mobile To Be Released Q2 2012 is a post from: CRM Software Blog

Related Posts

1. Big News in Dynamics CRM Q2 2012 Update: Mobile iOS and Android Versions, Cross-browser Support, Social Upgrades
2. Top 5 Sales Strategies for 2012. Accelerate Your Momentum with Microsoft Dynamics CRM 2011
3. Microsoft Dynamics CRM 2011 Released

In some instances, marketing can be as effective as throwing darts – you toss a lot of darts in hopes of hitting the bull’s-eye eventually.  Microsoft Dynamics CRM is a powerful software solution that provides greater accuracy for marketing efforts.  You can draw prospect and customer data from other sources and create specific target lists that can be linked to tailored marketing campaigns.  Easily export these lists for bulk mail or email contacts, or share with the marketing team.  Having current contact data in a single platform will enable the entire marketing team to respond to prospects and customers from any web-enabled device whether in the office or on the road.

Easily create catalogs, special pricing, or discounts for offers using reusable templates or further tailor messages for specific target lists within Microsoft Dynamics CRM.  You can share marketing assignments and assign leads or create actionable rules that will generate an automatic response based on customer interest.  Every marketing activity, task, and budget can be tracked and monitored so that you can measure results.  Having each action item tracked in Microsoft Dynamics CRM will also ensure that marketing staff are using current data and know which offers were suggested to prospects, eliminating the embarrassing second phone call or following up on the wrong promotion or worse yet, letting a prospect fall through the cracks.

Streamlining marketing efforts will improve productivity and give the marketing team extra time to reach more prospects.  Measuring marketing efforts will help you identify trends and determine what works and which efforts yield less desirable results.  Microsoft Dynamics CRM can help you fine tune marketing campaigns so that you spend less time throwing darts and more time hitting bull’s-eyes.

By Jonathan Taub, Rimrock Corporation Toronto Ontario Microsoft Dynamics CRM Partner

Targeted Marketing with Microsoft Dynamics CRM is a post from: CRM Software Blog

Related Posts

No related posts.

With CRM Mobility, a mobile application service for Microsoft Dynamics CRM provided by FMT Consultants, users can view and update Microsoft Dynamics CRM data on iOS, BlackBerry and Android devices including both phones and tablets. CRM Mobility enables users to work offline when no internet connection is available and provides a rich user experience tailored to the specific needs of the application.

Benefits of CRM Mobility:

• Time and Cost to Solution – By leveraging tools like HTML5 and jQuery, FMT is able to deliver a functional solution within a short period of time suited for your exact needs at a cost lower than it would be to license a solution.
• Control – Using open standard platforms we have ultimate control over the look and feel of the end product, allowing us to deliver a solution that not only meets, but exceeds your expectations.
• One Set of Code – Because of the tools and technologies used, we can develop one set of code that works on various devices and form factors.
• Support and Maintenance – Using non-proprietary technologies allows us to enhance, support, and maintain the application.

Example Mobile Screen Shots

Image 1. Example of a custom application home screen that provides buttons and displays announcements from CRM.

Image 2. Search accounts using specific filters.

Image 3. Display of account data and related entity informations like contacts and activities in a very specific layout and format.

Image 4. The data is synchronized with CRM when the user has a connection.

Image 5. Another example of a mobile CRM application with a different look and feel.

For more information about CRM Mobility from FMT Consultants visit our website

Posted by Nicole Kirkpatrick of FMT Consultants, LLC, Microsoft Gold Certified Partner in Dynamics GP and CRM servicing clients nationwide with a regional focus on Southern California including San Diego, Los Angeles, Riverside, and Orange Counties.

Taking Microsoft Dynamics CRM 2011 Mobile is a post from: CRM Software Blog

Related Posts

1. What Mobile Technology Trends Mean for Your CRM Software
2. Become More Flexible and Productive with Mobile CRM
3. Mobile Express Brings Microsoft Dynamics CRM to your Mobile Device

Social media connected with your CRM software can bring together the sales, marketing, and customer service departments. When these three areas work together, it creates a great concoction of customer satisfaction and more effective lead generation. Here are a few examples of when it especially comes in handy:

Let’s say your sales representative is working on converting an event attendee into an opportunity, but he/she didn’t attend the event and doesn’t have a good handle on what the attendee may have learned or taken away. The sales rep can quickly video chat with the marketing rep to see whether there are offers or if attendees received particular information that he/she can mention. This creates a streamlined sales call for the rep and increases the chances of success.

Let’s say the marketing manager is making plans for the next year, but needs input from a few of the sales reps to get a good handle on what’s working for them and what isn’t. The manager can do some research in CRM to see what type of leads were generated from certain sources. They can also IM or message a few sales reps to get their anecdotal feedback that’s valuable for creating an effective marketing plan.

Connecting social media with your CRM is definitely a way to stay connected with your customers, but it’s also another way to enhance relationships in the office. Take advantage of the technology we have available today to make your job as productive as possible and contact us if you have any questions about how Microsoft Dynamics® CRM works with social media components.

By Memie Whiteside with Cargas Systems, Pennsylvania Microsoft Dynamics CRM Partner

Building a Social Business with CRM Software is a post from: CRM Software Blog

Related Posts

1. Social Collaboration Tool Adoption for Your Business
2. Our 4 Favorite Ways to Add Social Media to your CRM Software
3. Social Media Networks in Combination with Microsoft Dynamics CRM Create Marketing Power

The study “SMB Cloud Adoption Study Dec 2010 – Global Report“, conducted by Edge Strategies, surveyed employees at 3,258 companies from all over the world. What it found is that 74 percent of those employees expected to use at least one cloud service (either paid or free) in 3 years, and 39 percent expect to pay for services.

The two largest areas of cloud usage used by respondents were accounting and payroll (20%), collaboration (17%), file/data storage and backup (15%), business class email (14%), and CRM (14%). Several other services, such as data archiving and web conferencing also accounted for more than 10 percent. The study also found that SMBs that use email through multiple methods (i.e. desktop app, browser, and mobile device) are more likely to adopt paid cloud services.

Of those SMBs that do not intend to use cloud services, 57 percent believe they have IT capabilities that are sufficient for current use. They believe their in-house IT solutions give them more control over applications and data. 53 percent stated that they did not know enough about cloud computing to make an informed decision. On the other hand, only 30 percent did not trust cloud services because of perceived unproven results, lack of data security, or higher cost, and only 15 percent viewed cloud services as unreliable in general.

The evidence from the study strongly indicates that most companies will continue to view on-premise software as an important component of their business IT solutions, while cloud computing will continue to play a significant role. Businesses that need both options should look to a service provider that can deliver both, and Microsoft is the obvious choice. Microsoft now offers on-premise solutions with Microsoft Dynamics CRM and also a cloud alternative with Microsoft Dynamics CRM Online. Both are interchangeable and also integrate well with other Microsoft products, such as Office Professional and Office 365.

By CAL Business Solutions, Connecticut Microsoft Dynamics Partner

SMB Cloud Adoption Study Statistics Show That Cloud Usage is On The Rise is a post from: CRM Software Blog

Related Posts

1. IDC Study Predicts Fewer Packaged Software Products Which Means Rise of Cloud Delivery for CRM
2. Study Shows 23% of Business Software Purchases Will Be in The Cloud by 2014
3. Microsoft’s Investment in Cloud Computing: How Microsoft Dynamics CRM Brings You to the Cloud

So I have made my case. But how do you even get started? First, you will want to figure out the capabilities of your current CRM software. Can you leverage it and the tools within to incorporate social media? Some CRM software solutions have advanced social media features while others are still waiting it out (to no avail, in my opinion).

Microsoft Dynamics® CRM, for example, is ahead of the game and paving the way for advanced social media management within CRM. Here are a few of our favorite features:

1. Monitored Activity: You can set it up so you have tracking abilities within social media sites to see who’s posting to your page or asking questions. Reactivity as well as proactivity is attained by having this insight. Notifications help companies stay on track and respond in a timely manner.
2. Basic Analytics: You can see the actual impact you’re having in the social media world, helping you analyze and adjust to create the most effective social media strategy possible.
3. Dashboard Management: All of this is possible through an easy-to-use and intuitive dashboard. Right next to all your other customer information and email.

Contact us at Sikich to learn more about adding social media features to your CRM. There’s no reason to delay the inevitable. Give us a call!

By Jim Drumm with Sikich, Chicago IL Microsoft Dynamics CRM partner serving IL and MO

Our 4 Favorite Ways to Add Social Media to your CRM Software is a post from: CRM Software Blog

Related Posts

1. Social Media Networks in Combination with Microsoft Dynamics CRM Create Marketing Power
2. Integration With CRM: the Key to Making the Most of Social Media
3. CRM and Social Media: What to Do with All the Information?