Marketing Lists: What are they, and how can I use them?
December 30, 2008 by JFerguson · Leave a Comment
Once a CRM implementation has been delivered successfully, many people forget that once the information is in the system, it can easily be stratified and utilised for up/cross sell and marketing campaigns, across all aspects of the business.
Microsoft Dynamics CRM includes search features you can use to manage and filter accounts, contacts, and leads. Use these features to set up and share custom searches and lists that your whole team can use. Target your marketing efforts by setting up a list based on criteria you define and printing mailing labels to use for a targeted mailing. While you’re at it, print a call-down sheet for your telesales group to use for follow-ups.
Read more on the Microsoft Dynamics CRM Site
LinkedIn to MS CRM link!
December 23, 2008 by JFerguson · Leave a Comment
CRM MVP Matt Wittemann has written a fantastic way of researching leads by allowing you to research them on LinkedIn.
The result is that you can open a Lead record and the iFrame will show you how many LinkedIn users work at the Lead’s company. You can click on them to open a new window to view all the connections, and, of course, you’ll get the most out of the widget if you have a LinkedIn account so you can reach out to these people in your sales process.
Read More on the Microsoft Dynamics CRM Team Blog about how to implement this - and don’t hesitate to let us know directly at CSG if we can assist.
Have a great Christmas everyone.
Microsoft CRM List Web Part for SharePoint - released!
December 19, 2008 by JFerguson · Leave a Comment
The Microsoft Dynamics CRM team has released the List Web Part for Microsoft Dynamics CRM 4.0.
The List Web Part can be installed on Windows SharePoint Services 3.0 SP1+ and Microsoft Office SharePoint Server 2007 SP1+ … and the best bit the List Web Part is free for download and use!
List Web Part allows users to display CRM data inside a SharePoint page. The List Web Part for Microsoft Dynamics CRM 4.0 provides a subset of the Microsoft CRM record list and allows users to view records from Microsoft Dynamics CRM as a list in a SharePoint dashboard, open records in Microsoft Dynamics CRM 4.0, and connect multiple web parts to gain insight from different sources.
We have a robust SharePoint practice at CSG, so if you’d like to discuss any element of either SharePoint, or CRM, please do not hesitate to give us a call on 1300 306 332, or drop me an email.
Download Link: http://www.microsoft.com/downloads/details.aspx?FamilyID=3B6EB884-EC15-4288-A2A3-D0B47E057458&DisplayLang=en
Who should take ownership?
December 18, 2008 by JFerguson · Leave a Comment
One of the things we constantly face as CRM consultants, is the challenge of getting ownership from the client side - they may have dedicated project managers, but what about once the project finishes?
Umar Khan a Microsoft CRM MVP has written an excellent article about this very issue:
It is always a tricky responsibility, who should take the ownership of not only the successful implementation of Microsoft Dynamics CRM but also making sure that its internal users are using CRM in a way which can ultimately help in achieving the expected goals of CRM strategy.
Just installing and configuring a fine CRM software is not enough. Providing CRM training is also not the last step. It is most important that employees of the company are ready to use CRM even if they are reluctant. People are often reluctant to accept change. But by providing concrete examples of how this product can be used to improve an employee’s performance, the best of your staff will quickly gravitate towards using the new solution set.
’til next time.
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