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There are always plenty of things to consider before purchasing a new system for your business and CRM solutions are not an exception.

What is CRM?

CRM stands for Customer Relationship Management and is used to refer to a system whereby a company's interactions with current and prospective customers are closely managed. It typically involves using technology to organize, synchronize and automate such disciplines as sales and marketing, tech support and customer service. Often CRM systems will be active and monitoring many different networks for marketing campaigns. Also, they can closely and accurately track customer habits and persuasions through customer clicks and traffic.

Physical places where customer relationship management is often and most heavily used include but are not limited to, banks, call centers, social media, operation centers and customer data query centers.

Ten things to consider

Well now that you have a basic understanding of what a CRM actually is, you can now consider some very important things before purchasing a customer relationship management system of your own:

  1. Make sure you and your team of employees understand how to use it. Your CRM system will be of little use if you don’t know how to use it.
  2. Understand what features you need and never buy fluff. This may sound like the most obvious point in the world, but often people don't always read carefully every feature included in a package deal.
  3. Consider carefully how the CRM system will improve efficiency, or if it even will do that at all.
  4. Make sure that you acquire mobile tools. These days, very few people are working in one set location at their job the entire time, even if in an office job. The more mobile friendly, the better the system will be.
  5. Know your hardware requirements before you buy.
  6. Make sure the CRM system doesn't operate in a vacuum - businesses certainly don't.
  7. Try the system before you buy it to confirm it meets your company’s individual needs.
  8. Make sure you can see and understand the results as shown. Your CRM will be of absolutely no use to your organization, if you use the system itself, but don’t understand the information it provides.
  9. Motivate your team to get excited about the new software. Not only will they be more inclined to use it, but also they will be doing it more effectively. So try to generate some hype before introducing it to your team.
  10. Will it grow with your company? Look at the future and make sure that the technology you are using isn’t verging on the rim of extinction. Your new CRM system be able to support your growth plans.

WebSan Solutions Inc. is a Microsoft Dynamics Certified Partner and IT consulting and solutions provider. With over a decade of experience in Microsoft Dynamics GP and CRM solutions, our team of experts will help you make the right decision about your new CRM system and transform your business.

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Published in Dynamics CRM

Customer Relationship Management (CRM) has been a growing trend in the last couple of years. Any business owner knows that your sales team is only as good as the tools and the people it employs. Dynamics CRM is the right solution for your unique business needs because your sales team is able to market and sell your goods or services efficiently and effectively.

Sales people need a way to monitor, track and record sales force automation, marketing campaigns and funnel management. Microsoft Dynamics CRM 2013 focuses on 5 aspects of the sales cycle: Sales, customer care, marketing, social and technology.

Here is a list of benefits that Microsoft Dynamics CRM 2013 as to offer:

  • Easily configurable
  • Powerful tablet applications
  • Touch-optimized phone applications
  • Communicate with ease (Microsoft Lync, Skype, Yammer)
  • Real Time Workflow
  • Enhanced business processes

At WebSan Solutions, we offer robust, integrated end-to-end software solutions for managing your business.

Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Partner

Published in WebSan Blog
Monday, 11 February 2013 09:30

Microsoft adds Skype to its CRM application

Since Microsoft has released an update to its Dynamics CRM Online software, they decided to add a new capability to its system. Skype is a service that allows back and forth communication with people by voice and video using a microphone and a webcam, and instant messaging over the Internet.

Users could make Skype calls when using Dynamics CRM. Microsoft has said that this new feature will "Guide sales and service professionals through predefined lead, opportunity and case-management processes."

But users aren’t forced to use the Skype application. You have the option of “opting in or out” of this new feature. Microsoft understands that their users might prefer to use the Outlook interface instead.

Microsoft has also stated that this new update includes support for Firefox, Chrome Browsers on Windows PC and Safari on Macs. The update also includes more integration with Bing Maps that will create addresses and other information about prospects and leads. In mid-2013, Microsoft is preparing to run a mobile version of CRM on Windows 8 and iPad devices.

Microsoft is moving in the right direction integrating customer relationship management with social media. This is a great way to stay connected and to maintain relationships, whether it’s a B2B or B2C relationship.

Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Partner

 

Published in Uncategorized