Email Tracking for Microsoft CRM
November 14, 2008 by JFerguson · Leave a Comment
In the new era of electronic marketing, tracking email statistics, specifically when an email was opened, has become a marketing imperative.
So using Microsoft CRM, how can you track email opens?
The PowerObjects CRM Blog has an excellent suggestion:
Microsoft Dynamics CRM does not track if a person opens an e-mail or if they clicked on a link. One way to handle this is to pay an e-mail tracking company to send the e-mails for you. This can be expensive and take time to plan and send out an e-mail campaign.
Sounds like a business problem, lets find a solution.
Whenever we solve problems we solve 80% up front then enhance the solution as needed. In my case I wanted to simply know who is opening our e-mails. We send out 5000 e-mail every month, who should my sales people be calling first, the people that have opened the e-mail of course.
A simple way to track who has opened an email is to use an HTML e-mail that pulls an image with a tracking token. Sounds easy. Lets look at what has to be done.
You can read more on their site and feel free to contact us for assistance, if you’d like to implement this solution!
How to Categorise Email in Microsoft CRM
November 3, 2008 by JFerguson · 1 Comment
Joel Lindstrom a Microsoft CRM MVP has written a great article about managing your flood of emails with Outlook and Microsoft Dynamics CRM.
To quote:
You are a busy professional who sends and receives a large quantity of e-mail messages. Fortunately, you have Microsoft Dynamics CRM, so you track these messages from Microsoft Office Outlook and associate them with the account, contact, or opportunity that they pertain to.
But say that you want to further categorize these e-mail messages, so that when you look through a mile-long list of e-mails on a contact record, you can see those tagged as, for example, “Product Question”.
Learn how by clicking here to read the whole article!
Event: Microsoft CRM - Everyone Gets it!
October 31, 2008 by JFerguson · Leave a Comment
Endless meetings. Scattered information. Copy machines that mysteriously jam whenever there’s a deadline. Let’s face it. Work is hard enough.
That’s why we made Microsoft Dynamics™ CRM so easy to use.
Consider this: Research says 46% of people licensed to use business management software never use it. Why? Because it’s too hard. Too unfamiliar. It’s not user-friendly. In short, no one gets it.
But everyone gets Microsoft Dynamics CRM.
It works like and with the familiar Microsoft software your people already know. So if they know Microsoft® Office Outlook® and Microsoft® Office Excel®, they know Microsoft Dynamics. Imagine what they can do, and what your business can accomplish, when you’re using CRM software everyone gets.
Join us in our Perth Office on Wednesday, the 3rd of December for a Breakfast presentation, on exactly how Microsoft Dynamics CRM can easily empower your organisation.
Want to join us?
It’s easy!
Either click here to email us or give Michelle a call on (08) 6250 7900 to reserve your place today.
Microsoft CRM wins #1 Ranking!
October 30, 2008 by JFerguson · Leave a Comment
Recently, Forrester announced the results of its rankings for its CRM Sales and Customer Service Wave reports.
Forrester ranked Microsoft Dynamics CRM as the #1 solution in the Direct Sales Management category, beating out Salesforce.com, Oracle Siebel, SAP CRM, and all others in SFA.
Also, Dynamics CRM was ranked as #1 in the “Record Customer-Centric” category over Salesforce, Oracle, and SAP. This category focuses on complex B2B relationships where customer service is driven from within the CRM solution.
To quote:
Microsoft Dynamics CRM. Over the past five years, Microsoft has established itself as a major CRM player thanks to deep capital investment, a formidable strategy, and strong branding. The product is strong in SFA, internationalisations, and usability.Arguably its greatest strength is its native Microsoft Office user experience. The solution is set up to look, feel, and function like Outlook. Sales analysis tools, opportunity management, and setup and configuration capabilities are the application’s key SFA strengths. The product also is available in multiple deployment options and is attractively priced below many of the alternative products in the market. The solution is built on the Microsoft .NET framework and integrates seamlessly with other Microsoft productivity tools, like Office, Outlook, and SharePoint.
Read More: Forrester Wave: Q4 2008 (250)
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