CRM Consultant – crmperth

Microsoft’s Dynamics CRM Service

crmperth — Mon, 19 Sep 2016 05:07:18 +0000

Always keen to save clients money which could be better spent elsewhere, like on even more CRM customisation, CRM Perth’s consultants have been following the latest price cuts with enthusiasm. Quite commonly, clients use Office 365 and Dynamics CRM and so this is exciting.

Microsoft Corp. is following its top rivals into the customer relationship management (CRM) frenzy that has been raging for the last week and a half with the introduction of a new cloud suite designed to help salespeople become more productive. Copying one of its most historically successful tactics in the even-more-cutthroat infrastructure-as-a-service space, the Redmond giant hopes to make up what it lacks in novelty with massive discounts.

The launch of the bundle comes less than 48 hours after Salesforce.com, the world’s top provider of managed CRM Software Perth, overhauled its flagship platform with new features aimed at appealing to the growing percentage of its users who access the service from mobile devices. The landmark update set the tone for the company’s forthcoming Dreamforce ’14 conference in San Francisco and doubled as a response to arch-nemesis Oracle Corp.’s push into smart phones and tablets at its own annual customer summit last week.

The new Sales Productivity suite from Microsoft bucks the mobile-first trend and instead emphasizes pricing. The bundle offers a Professional subscription to Microsoft Dynamics CRM Service Perth, Power BI business intelligence platform (which is tightly integrated with Horton works Inc.’s Hadoop distribution) and Office 365 for $65 per user per month. That’s $40 cheaper than the cost of buying each component separately.

Not leaving existing customers out of the loop, Microsoft is offering to upgrade Office 365 licenses to Sales Productivity for $45 per month, which is a less than half the list rate of $105 per month for the bundle. The catch is that the markdown is only available on a “promotional” basis until the end of the year, according to well-connected Microsoft blogger Mary Jo Foley, after which users must pay full price.

But that’s still only a small fraction of the $295 that Salesforce charges for the same functionality, Microsoft claims. That pitch has helped Microsoft snag several lucrative accounts from the CRM stalwart, including the US business of intentional accounting powerhouse Grant Thornton International Ltd. and CSX Transportation, a railroad operator with 12,000 employees.

If you would like to know how you can improve your Customer Relationship Management Strategy Perth, processes and CRM Software and are interested in working with CRM Consultants Perth that are local, guaranteed and deliver solutions that are simplified, you should get in contact now to book an obligation-free appointment at Visit: http://crmperth.com.au/contact-us/ and do a mail enquiry@CRMperth.com.au you can feel free to call us: (08) 6102 7284.

Microsoft Dynamics CRM Comparing Salesforce

crmperth — Wed, 09 Mar 2016 06:06:06 +0000

CRM Program solutions are an integral part of the sales, promotion and customer support of most organisations. Today, CRM Program dwells far further than these functions to manage all business requirements. Choosing which solution is right for your company is not simple and often companies compare different CRM offerings. of the major CRM program applications on the market today are Microsoft Dynamics vs Salesforce.

There was a time with these CRM software applications the choice was more black and white. You either looked at software deployed in-house (Microsoft Dynamics CRM) v the software-as-a-service model (Salesforce).

Now that Microsoft has moved in to the cloud with their program as a service model & Salesforce now has a development platform with its “Force” offering your options are now blurred.

Salesforce was founded in 1999 with a vision to generate an on-demand information management service that would replace traditional enterprise application know-how. Salesforce calls itself “the enterprise cloud-computing company”. Sales Cloud and Service Cloud are Salesforce applications for sales and customer support. Their approach to the cloud computing deployment model has led to them developing the salesforce cloud platform that allows developers and users to build business applications on top of the Salesforce offering.

Microsoft CRM, Microsoft team with giant resources was designed with a long-term vision that will permit Customers to make use of CRM with multiple Microsoft products & select deployment options to meet organisational needs.

Choice & Flexibility

With a multitenant CRM solution, Microsoft Dynamics CRM offers any number of deployment options, depending on your needs. On-demand & partner-hosted models are obtainable for Microsoft Dynamic CRM. If your deployment requirements modify so can also your CRM application deployment options as each deployment option is built on the same modern architecture & knowledge model.

Ease of Use

Microsoft Dynamics CRM is designed for simple user adoption because of its similarity & compatibility with Microsoft Office & Outlook. Basically put, it is designed to minimize the necessity for training, reduce application switching, & produce high productivity. With the launch of Microsoft CRM five or 2011 its release name), Office 2010 & SharePoint 2010 the GUI (interface) between the product suites becomes similar in look & feel. This provides users with an simple to learn experience & greater chance of user uptake.

Salesforce graphical interface is modern & ought to be simple to make use of for most users. The integration to Microsoft Outlook & Office is reported as strong as Dynamics CRM for MS Excel & Outlook. Those using Google Mail will find Salesforce to their liking.

Salesforce Perth & Dynamics CRM have similar modules including sales force automation, customer support & support, promotion automation, document management, contract management, product catalogue management & reports. Although each module for each product has its strengths & weaknesses side by side you require to evaluate each application module against your business requirements (& not user likeability).

Visit: http://crmperth.com.au/contact-us/ and do a mail enquiry@CRMperth.com.au you can feel free to call us: (08) 9325 4505.

Role of Microsoft Dynamics CRM in Banking Sector

crmperth — Tue, 02 Jun 2015 09:22:37 +0000

The importance of collaborating within departments and between departments is huge for many of our clients. The amount of untapped revenue there is in better connecting the staff is enormous, which is why we are quite glad that the capacities for Customer Relationship Management software to enable this is improving.

Recently, Microsoft announced new features for its upcoming release of Dynamics CRM Relevant Products/Services, aimed at improving collaboration between sales and marketing teams. In addition to its general use for contact management across all industries, Microsoft is also targeting Dynamics for specific industries, such as banking, where a systematic approach to customer Relevant Products/Services relationship management (CRM) can make a real difference in the quality of customer service.

Earlier this week at the Sibos global banking event in Boston, Microsoft showcased a number of major banking institutions that are using Microsoft Dynamics CRM to modernize their business Relevant Products/Services operations. The goal for many of these banks has been to transition from being a traditional transaction-based business to being more customer-centric and providing top-notch customer experiences.

Within the financial sector, Microsoft reports that Dynamics CRM has become a strong presence in such areas as commercial banking, investment banking, wealth management, corporate management, and asset management banking.

Testimonials on CRM for Banking

Several executives from national and international banks offered testimonials about Dynamics CRM at the Boston event.

“Knowledge is powerful — especially when creating a tailored banking experience for business customers,” said David Russell, head of CRM services for UK-based RBS-NatWest. Dynamics CRM gives his company’s employees “a unified Relevant Products/Services and highly detailed customer view.”

“With it, the team can consistently deliver highly relevant, effective interactions with every customer, which ultimately helps them achieve their business ambitions,” Russell added. “Microsoft Dynamics CRM unites teams, saves time and helps NatWest make customers happy.”

Russell said that with Microsoft Dynamics CRM, “RBS-NatWest has achieved more than 95 percent user adoption, better connected teams, and more valued customer service.”

Citibank also uses Microsoft Dynamics CRM, specifically for its private banking operations across three continents, according to Dena Brumpton who is global chief operating officer for Citi Private Bank.

“Our technology team considered Microsoft Dynamics CRM and found that it was everything we wanted and more. Most important, it could serve as a global solution and integrate with the platform we were currently using,” Brumpton added.

In addition, she noted that Microsoft Dynamics CRM eases the compliance process with regulatory requirements in each of the company’s jurisdictions.

If you would like to know how you can improve your Customer Relationship Management strategy, processes and software and are interested in working with consultants that are local, guaranteed and deliver solutions that are simplified, you should get in contact now to book an obligation-free appointment at Visit: http://crmperth.com.au/contact-us/ and do a mail enquiry@CRMperth.com.au you can feel free to call us: (08) 6102 7284.

CRM Customer Relationship Management in 2015

crmperth — Mon, 11 May 2015 11:40:48 +0000

Rather than cost savings, growth seems to be the year’s theme. That’s quite the opposite of previous years wherein organizations looked to cut back costs associated with sales, marketing, and customer service. This year, participants did not include cost cutting in their top half objectives. This also suggests that organizations looking to make savings, are avoiding cuts that might negatively affect customer experiences.

Last year’s biggest concern was gaining a single view of the customer. This year, participants overwhelmingly stated the lack of a well-defined CRM Increase Sales Strategy Perth as the number one issue regarding the threats to the success of their customer initiatives. This suggests that quite a huge progress has been made since the previous year. Organizations have finally realized that they actually do need a strategy. And without any strategy, no matter what technology they use, their customer relations will remain bad along with their revenue growth.

In the last 10 years, the report says that customers’ trust in big businesses has declined rapidly. Customers are complaining more and becoming more willing switch vendors if they have a poor experience. Customers are now also more inclined to share their experiences with others, whether good or bad, particularly across social networks.

The Gartner report also adds mobile adoption as causing fundamental shifts in when, how, and why customers engage with each other. Mobile adoption has also caused shifts in how customers expect to be able to engage with enterprises and organizations. These factors combined are now forcing enterprises to rethink, redevelop, or even start new CRM Customer Relationship Management strategies.

If you would like to know how you can improve your Customer Relationship Management strategy, processes and software and are interested in working with consultants that are local, guaranteed and deliver solutions that are simplified, you should get in contact now to book an obligation-free appointment at Visit: http://crmperth.com.au/contact-us/ and do a mail enquiry@CRMperth.com.au you can feel free to call us: (08) 6102 7284.

How to: Approve a Post using PowerSocial

crmperth — Thu, 02 Apr 2015 07:14:15 +0000

PowerSocial allows Dynamics CRM users to post messages on LinkedIn or Twitter, all from within the comfort of their own CRM system. It’s as easy as choosing a publisher, creating a message, and posting! But, of course, not just anyone can post using PowerSocial. PowerSocial also includes the ability to require approval before posts are blasted out into the wilderness of the social media sphere. PowerSocial also makes it easy to keep a consistent flow of messages going out, by allowing users to schedule messages to post at a specific date and time. With PowerSocial, you can not only post from within your CRM, but you can also monitor specific people, hashtags, groups, companies, etc., plus you’ll be able to turn incoming messages into contacts or leads, and respond to posts or repost from within CRM Solutions. If you are a social media nut, PowerSocial is the add-on for you!

A user may have rights to read and create posts, but only the PowerSocial Admin, and those given extra field security by the PowerSocial Admin, can actually post without needing the post to be approved by the PowerSocial Admin. There is a view to see all unapproved posts.

1.Navigate to PowerPack.

2.Navigate to Social Posts.

3.Select the Drop-down arrow next to the currently displayed view. There are many other views that come with the PowerSocial add-on; these views will be accessed the same way that we will choose the view to approve posts. From the Drop-down, select Needs Approval.

The view will look as follows:

4.Once on the view, open the post that is to be reviewed for approval. As the PowerSocial Admin, the details of the post may be edited. Do all edits before you check the box and save. When everything is all set, to approve the post, check the Approvecheck box and then hit Savein the lower right corner.

If you would like to know how you can improve your Customer Relationship Management strategy, processes and software and are interested in working with consultants that are local, guaranteed and deliver solutions that are simplified, you should get in contact now to book an obligation-free appointment at Visit: http://crmperth.com.au/contact-us/ and do a mail enquiry@CRMperth.com.au you can feel free to call us: (08) 6102 7284.

Benefit of CRM in Sales and Marketing Strategy Perth

crmperth — Wed, 04 Mar 2015 10:16:19 +0000

CRM solutions and products are a unique breed of business software applications that allows a company to measure, manage, and control all of a business’s contacts with its customers. The engagement with its customers can be via phone, fax, snail mail, email, social media, chat, or even face to face. Whatever data is collected through these customer interactions, they are used for research and analysis of the customers-business relationship.

Why a professionally implemented CRM system by our team at Illumiance can help your organisations prosper by offering many benefits for Sales and Marketing Strategy Perth, service and other teams:

Management decision making is nimble and well informed supported by real-time reporting across all business teams.

Staffs manage their time more effectively. CRM prompts users to follow up on activities and sends automated alerts when important actions occur.

Marketing activity brings higher quality leads through continually improving contact segmentation and targeted campaigns.

Pipeline reports are trusted and used as the basis for reliable sales and production forecasts to increase efficiency and predictably manage cash flow.

Performance hotspots are quickly identified so timely action can be taken to correct issues and reward outstanding results.

The value of each customer relationship is understood so service resources can be prioritised to protect the most profitable accounts.

Customer churn is minimal as CRM users have access to all the relationship detail they need through multiple channels to engage with clients and deliver great service.

Communication is strength. Shared diaries, team calendars and service schedules give everyone clear visibility of individual activities.

CRM connects to accounting and other back-office applications to join up processes and remove double handling of tasks.

Users can instantly check customer order histories to assess buying patterns and identify new sales opportunities.

Email marketing actions are reported in CRM so hot prospects can be immediately identified and routed to sales teams for further action.

Mobile and remote staff works productively with reliable access to all the customer and activity information they need via their mobile device.

Important business processes are aligned in one system. In addition to customers, sales & service process CRM adapts to manage other diverse items like contracts, projects, events, products, applications & property.

Positive team culture has developed as staff share information and gains a better understanding of other areas in the company.

Customer data is protected and centrally managed. Teams are granted access to data at levels that are consistent with their role.

Training costs are reduced by equipping new users with tools they are already familiar with and applying workflow driven processes to guide them and enforce your proven rules and methodology.

Increased lead generation from highly personalised marketing communications and customer lists that apply complete relationship and behaviour detail stored in in CRM.

If you would like to know how you can improve your Customer Relationship Management strategy, processes and software and are interested in working with consultants that are local, guaranteed and deliver solutions that are simplified, you should get in contact now to book an obligation-free appointment at visit: http://crmperth.com.au/contact-us/ and do a mail enquiry@CRMperth.com.au you can feel free to call us: (08) 9325 4505.