What is XRM? eXtended CRM?

by natasha.spurr on October 23, 2014

XRM is simply CRM tailored to suit your organisation.

Let’s start by first explaining the term CRM.

Customer Relationship Management, traditionally known to be used by sales, marketing and customer service teams to manage traditional customer and prospect relationships.

So why create a new name?

The reason is that your organisation might need to manage other non-traditional relationships anything from manufactured products, exhibitor records, permits, contracts etc. etc. XRM, X (any value or name) Relationship Management is sometimes called eXtended Relationship Management so no matter what your business processes are or what industry you work in or who your customers are CRM can be tailored to your needs.

Please watch this fun video which will highlight how CRM can be tailored to any of your organisation’s needs.

If you thought CRM wasn’t for you Think Again talk to us today and discover how other organisations are utilising Microsoft Dynamics CRM

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Why do I need a CRM?

by Connor Jordan on October 20, 2014

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Learn more about Office 365 and Dynamics CRM integration. Live Webinar on October 23rd.
Get the participation link

Have you asked yourself this question recently? Have your colleagues been discussing it as well? A quick internet search can provide you with plenty of websites outlining the features and benefits of implementing a CRM solution. However, it’s not so much a question of IF you need a CRM, but rather a question of WHY you need a CRM that will help with the research and selection of the CRM solution to best fit your needs.

Reasons why you need a CRM Solution for Sales, Marketing and Customer Service

CRM for Sales

  • Take control of your sales pipeline – with direct control over the initial phases in a customer’s buying decision process, your sales reps will be able to devote appropriate focus at each stage and move more prospects down the pipeline.
  • Get to a buying decision faster – whether a yes or a no, it’s important to move prospects along the process or have them drop out of the pipeline so reps can focus on selling to those who are interested in buying.

CRM for Marketing

  • Align your efforts with prospects’ needs – By properly identifying, segmenting and nurturing prospects based on their interest and time frames, your marketing results will improve dramatically and provide excellent ROI.
  • Assist Sales with plans and decisions – with much better data regarding the forthcoming leads and expected pipeline, marketing can help sales plan accordingly further increasing process efficiencies and revenues.

CRM for Customer Service

  • Increase customer retention – by knowing more about customers and their needs, you can address their concerns and be more proactive with regard to resolving issues and keeping customers happy. Happy customers are much easier to retain.
  • Share the knowledge for better decision making – with better, more relevant, timelier information about customer issues you can help Marketing improve their campaigns and help Sales recognize pain points and offer appropriate solutions.

To learn more about practical applications of modern CRM solutions for your organization please join our live webinar this Thursday.  We’ll discuss how leading organizations are utilizing Microsoft Dynamics CRM for sales, marketing and customer service and show you some real-world examples in a live demo.

Tips2Win Webinar Series

“Microsoft Office 365: Made Better with Dynamics CRM”

071414_1149_HowtoTrackC2.pngDate/Time: Thursday, October 23 at 4 pm GST / 11 am EDT / 8 am PDT

Duration: 60 minutes

Speaker: David Kohar, Chief Customer Officer

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My CRMUG Summit 2014 Schedule

October 6, 2014

Are you attending CRMUG Summit 2014? Of course you are, it is arguably the best Microsoft Dynamics CRM event of the year! Since you are attending, please stop by one of my sessions and say hello! – There are so many things to talk about this year and I’m really looking forward to it. I’ll […]

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Time to Kill your Time-Killing Tasks

October 6, 2014

There’s a reason we have the expression “time is money.” This is especially true for someone in sales. For a sales person, there are only two types of time: selling time and non-selling time. Time spent on the non-selling activities such as meetings, travel, training and various administrative tasks are costing your sales people and […]

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Sending out an email using Workflow and monitor the results

October 3, 2014

A number of our clients want to be able to automatically (or on-demand) send out an email to a Contact but be able to track the results of it. In this example below, we are leveraging CRM + ClickDimensions to accomplish this result. Here are the steps to set it up in CRM: Start by […]

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Microsoft Parature has the Answers to your Customer Service Questions

September 25, 2014

Recent studies highlight the importance of delivering exceptional customer service. Results show an increase in customer expectations, including the desire to have access to multiple customer service channels for engaging with vendors to get issues resolved quickly. More Customer Service Channels For most customers, the first step when seeking customer service is to go online […]

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Microsoft Dynamics CRM 2015 – download the preview guide

September 23, 2014

  Download your free release preview guide for Microsoft Dynamics CRM 2015 here for on-line and premise users; The preview looks at the capabilities available for Microsoft Dynamics CRM 2015 Microsoft Dynamics CRM Online (2015 Update) Microsoft Dynamics Marketing (2015 Update) Microsoft Social Listening Future blog posts will be added looking at the individual features […]

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Turn Customer Complaints into Customer Referrals

September 15, 2014

Imagine the following customer service scenario. Your customer has an issue. Your customer contacts you and seeks help. Your customer gets exceptional service. Your customer is thankful, so you ask your customer to tell the world.  Your customer happily tells the world. You earn new business because of your customer’s experience and willingness to share […]

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Rethinking Customer Service

September 8, 2014

Customer Service is more than just a name of a department. Customers are expecting an experience that requires leading organizations to rethink how to deliver an exceptional experience, which means involving multiple departments and covering multiple phases in the relationship with the customers. To rethink your customer service delivery you must first understand what the […]

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