CRM Software Blog» Dynamics CRM for Marketing

Integrate Your Solutions: Connector for Microsoft Dynamics ERP & Microsoft Dynamics CRM

Jane Serra, MIG & Co. — Wed, 08 Feb 2012 14:32:12 +0000

Having your business software solutions working together helps your employees share and find data thus increasing their productivity. Well now there is a way to connect Microsoft Dynamics CRM and your Microsoft Dynamics ERP Solution, whether it is Dynamics AX Axapta, Dynamics GP Great Plains, or Dynamics NAV Navision.

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

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Get the Most Out of Your Microsoft Dynamics CRM Reporting

Cargas Systems — Mon, 06 Feb 2012 18:45:50 +0000

Being able to analyze what your software organizes for you is one of the most important factors of a good business solution. If your CRM software cannot produce records of information, then it’s pretty much useless. That’s really the whole point of managing your contacts in a comprehensive database…knowledge. Knowledge about your customer base gives you the power to increase sales and become more successful as a company.

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

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Targeted Marketing with Microsoft Dynamics CRM

Jonathan Taub, Rimrock Corporation — Fri, 03 Feb 2012 23:04:22 +0000

What’s better than a marketing campaign with all the bells and whistles? A marketing campaign with all the bells and whistles that’s targeted to a segmented audience who actually wants to hear what you have to say. No, it’s not a tall order, it’s exactly what Microsoft Dynamics® CRM can provide – a sharp, effective, and productive marketing campaign.

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

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SalesFUSION to Host B2B Marketing to CRM Integration Webinar with Expert Panel

SalesFUSION — Thu, 02 Feb 2012 00:49:05 +0000

B2B Marketing Experts Webinar – Industry experts share best practices – Click to Register. SalesFUSION, a leading Microsoft ISV Partner and Enterprise-class marketing automation platform, will host a unique live webinar on February 16th at 2PM EST. This session is focused on b2b marketing and how companies using Microsoft Dynamics CRM can improve their lead to sales management processes by integrating Marketing Automation into their CRM environment. The session will feature a panel of three b2b marketing experts who have successfully integrated Marketing Automation with their Dynamics CRM systems.

Integrating best-in-class marketing technology into CRM is becoming an imperative for many Dynamics users looking to improve their overall lead to sales revenue management capabilities. Our panel of industry experts will go beyond the marketing speak and share their recipes for success in building high-performance lead to sales processes in their Dynamics environment. The Speaker Panel will include:


			Pete Petersen, CIO of LexJet, will discuss how his compay identified over 750 new leads using SalesFUSION integrated with Microsoft Dynamics.

			Jason Schleweis, Interactive Marketing Specialist at Baxa, will discuss how he saved marketing budget by eliminating under-performing campaigns using marketing data from SalesFUSION combined with opportunity data from Dynamics CRM.

			Meghan Palacios – Marketing Director at CSG, will discuss how she collaborated with the sales team to develop a lead scoring program to improve the flow of leads from marketing to sales.

Session agenda

Marketing automation defined and demystified
B2B marketing trends that are here to stay
Keys to integrating marketing technology to Dynamic CRM
How to build a lead to revenue management model for your company
Live case studies from our expert panel
Live Q&A

Attendees to this session will be registered to win a new Amazon Kindle Fire and a $25 Gift Card. All attendees will receive printed copies of the 3 end-user case studiesLike Us on Facebook and you could win an iPad.

We hope you will join us for this event!

Kind Regards,
The SalesFUSION Team
www.salesfusion.com

SalesFUSION to Host B2B Marketing to CRM Integration Webinar with Expert Panel is a post from: CRM Software Blog

Come See a Demo of DynamicsADvantage for CRM at Microsoft Dynamics Convergence in Houston Texas!

InterDyn AKA — Wed, 01 Feb 2012 03:32:44 +0000

One of the best parts of Microsoft Convergence is the Expo hall, filled with booths of products and services that integrate with Microsoft Dynamics Business solutions. The Expo experience is a great opportunity to learn about the solution you own and what add-ons and customizations are out there to enhance your software.

It has been a year since the release of Microsoft Dynamics CRM 2011 and while last year’s conference expo was home to multiple CRM solution exhibits, this year will no doubt have more. Just like the newest release of MS CRM 2011, partner solutions have had another year to grow, test and become tighter and more efficient.

Don’t miss this opportunity to visit the InterDyn AKA Booth 252 to see a live demo of DynamicsADvantage for CRM – a fully integrated ad sales management system that works within Microsoft Dynamics to improve the sales, marketing and customer services processes for media, broadcast, and publishing companies. DynamicsADvantage for CRM provides the ability to track advertiser-agency relationships, sales automation within Outlook, opportunity to proposal and order creation, as well as integration into Dynamics and other financial systems. DynamicsADvantage makes Microsoft Dynamics CRM relevant for an ad sales department of a media company, while leveraging the power of existing Microsoft products including Outlook.

Booking your travel and setting a schedule of product sessions and hands-on labs to attend are all great ways to prepare for a successful conference but don’t forget to check out the list of updated and new exhibitors who offer products and services that will add to your existing solution. We hope to see you there!

by InterDyn AKA, New York Microsoft Dynamics CRM Partner

Come See a Demo of DynamicsADvantage for CRM at Microsoft Dynamics Convergence in Houston Texas! is a post from: CRM Software Blog

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Building a Social Business with CRM Software

Cargas Systems — Wed, 25 Jan 2012 21:02:18 +0000

Companies are being pressured to keep their relationships strong by adding a social media mix to their marketing and sales efforts, but they should also realize social doesn’t end at your customer. Social media brought into the workplace can create a lot of benefits not many are aware of.

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

CRM MVPs Reveal Best Practices: What works in CRM and Marketing Automation

ClickDimensions — Tue, 24 Jan 2012 01:45:25 +0000

For all the talk about aligning sales and marketing business processes with Dynamics CRM, executing on that vision presents a variety of challenges. Dynamics CRM, in combination with a marketing automation solution, has the ability to align processes, data, and people to optimize efficiency and drive more sales and a better customer experience.

But to make your solution succeed, you need to focus on the right business needs, and the right software features – work flows, entities, roles, tasks, reports, and more. No small task!

Join Microsoft CRM blogger Richard Knudson (Dynamics CRM Trick Bag), CRM 2011 Administration Bible author Matt Wittemann and ClickDimensions CEO John Gravely as they outline and demonstrate real life examples of enabling business process and reporting using Microsoft CRM workflow and ClickDimensions marketing automation. In this live webinar Richard, Matt and John will take you through real scenarios that they have implemented in their businesses to use Microsoft CRM more effectively for sales, marketing and even service. The webcast will be given both at 8 am EST (GMT -5) and 11 am EST (GMT -5) on Thursday, January 26. We hope to see you there. Click here or on the image below to sign up for the webinar.

CRM MVPs Reveal Best Practices: What works in CRM and Marketing Automation is a post from: CRM Software Blog

Customer Effective Announces Microsoft CRM for Health Plans Webinar Series

Customer Effective Bloggers — Mon, 23 Jan 2012 21:19:17 +0000

Customer Effective is excited to announce a Winter Webinar Series for Health Plan Providers. You will see how other Health Plan Organizations are using Microsoft Dynamics CRM to better manage their business. We will show you that CRM is not just a Sales Force Automation tool. Join us for our webinar series and learn how our team can help you leverage Microsoft CRM 2011 in your organization.

Sales & Marketing (Group and Individual) – February 2, 2012
Time: 2:00pm to 3:00pm EDT
This webinar will touch on topics including:
> Managing Quote Activity
> Outbound Marketing Campaigns
> New/Renewal Opportunity Management
> Agency Performance Management
> Reporting and Dashboards

Operations (Group Plan Administration) – February 23, 3012
Time: 2:00pm to 3:00pm EDT
In this webinar, the following topics will be covered:
> Policy Holder 360 Degree View
> Group 360 Degree View
> Underwriting
> Reporting and Dashboards

Call Center (Sales and Customer Service) – March 13, 2012
Time: 2:00pm to 3:00pm EDT
The highlights of this webinar will include:
> Group and Individual Agent Case Management
> Telephony Integration with CRM
> Knowledge Base
> Reporting and Dashboards

Please visit our website for more information on how to register for this educational webinar series!

Post by: Hannah Mayer, Customer Effective

Customer Effective Announces Microsoft CRM for Health Plans Webinar Series is a post from: CRM Software Blog

CRM for Associations: A New Era in Member Engagement and Revenue Generation

Don Carnevale — Thu, 19 Jan 2012 20:57:48 +0000

Associations of all sizes are struggling to find new revenue streams and better connect with their members. In fact, many associations are looking beyond the traditional AMS (Association Membership Management) systems for sales, marketing, and service management and in favor of a “CRM for Associations” solution to centralize their marketing, lead, opportunity, and service management efforts.

CRM for Associations is a new concept that’s taking hold within the NFP marketplace. It’s CRM, but CRM that is tailored to meet the requirements and speak the language of today’s associations. As a membership-based organization, you have members, events, campaigns, sponsors, and other sources of revenue. Your challenge is to manage and interact with all of your constituencies and audiences more effectively. A CRM for Associations solution helps you do that while also boosting revenue.

Most AMS systems are lacking in sales, marketing, and service automation. They do just fine with operational management such as event registrations and dues management, but many of the sales and marketing features and functions they offer are either afterthoughts, bolt-ons, or poorly integrated into the overall AMS system. They fall well short for organizations with more sophisticated requirements.

With a CRM system that is designed and built for associations, you can break out of the limitations imposed by traditional AMS. A CRM solution offers many sales, marketing, and service best practices:

Constructing your membership team more like a traditional sales team.
Developing ongoing nurture marketing programs to capture new revenue.
Establishing a measureable lead management process.
Utilizing integrated case management to establish a high-end membership service program.

Where a CRM for Associations solution shines is in centralizing your sales, marketing, and service efforts for your membership. You can manage the details of recruiting and retaining sponsors, donors, supporters, and members. Plan and manage marketing campaigns of any size and complexity including direct mail and email marketing. When a revenue opportunity is identified, you can track and manage it through the revenue capture process.

Microsoft Dynamics CRM is the foundation for our CRM for Associations offering. We have taken the base functionality and customized it to meet the specific needs of membership-based organizations. It retains all of the extensive features found in the base product but is extended and tailored to work for associations. Here is just a brief list of its features:

Access the system from within Microsoft Outlook or use it from a web-browser.
Use the solution as a stand-alone application or as an integrated component to your current AMS solution.
Create and automate marketing campaigns.
Deliver personalized campaigns for specific members.
Develop nurture email marketing campaigns for training, newsletters, and events.
Track and report on marketing and revenue generation activities.
Manage comprehensive buying and demographic profiles for all important constituencies.
Provide top-flight service to members through integrated case management.
Easily deploy the solution either on premise or “in the cloud”.

A CRM for Associations solution is a great alternative for any membership-based organization looking to grow its revenue. This new concept is being adopted by many leading organizations today and forms the foundation for better, more effective sales, marketing, and service management. And the best part is that organizations are seeing improved success in generating non-dues revenue. You can too.

Contact Steve Kane (skane@broadpoint.net and 301-634-2404) at BroadPoint Technologies, the mid-Atlantic’s largest Dynamics reseller, for more information on our CRM offerings.

by BroadPoint

CRM for Associations: A New Era in Member Engagement and Revenue Generation is a post from: CRM Software Blog

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Why we LOVE ClickDimensions for Microsoft Dynamics CRM – Reason #2: Email Events

P2 Automation — Thu, 19 Jan 2012 20:46:27 +0000

ClickDimensions does a fabulous job of helping us get our message out to our clients, but how do we know if our emails are getting read? The answer is a click away.

ClickDimensions Email Events displays a list of all of our email activity, and provides us with a bird’s eye view of the people who are opening our emails and the articles they’re reading. Imagine starting with an email list of 500 names, sending 500 emails, getting 150 opens, and 25 clicks. Wouldn’t you rather call 25 people who showed interest in your product than blindly reaching out to 475 who haven’t? It’s a sales and marketing dream come true! And more importantly, this information is tied directly to our CRM Lead and Contact records, so we don’t have to spend time going back and forth between our CRM System and a disconnected Marketing System.

Click here to see how we use ClickDimensions Email Events here at P2 Automation, or call us at (860) 426-8029 for a private demo.

P2 Automation, Connecticut Microsoft Partner

Why we LOVE ClickDimensions for Microsoft Dynamics CRM – Reason #2: Email Events is a post from: CRM Software Blog

CRM Software Blog» Dynamics CRM for Marketing

Integrate Your Solutions: Connector for Microsoft Dynamics ERP & Microsoft Dynamics CRM

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Get the Most Out of Your Microsoft Dynamics CRM Reporting

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