Explore the Features of Dynamic CRM 2015

CRM Perth is proud and excited to be implementing many upgraded CRM solutions when the latest edition of Dynamics CRM arrives.

To further differentiate itself from competitors like Salesforce.com, Microsoft has added a host of new features to the latest version of its Dynamics CRM application. Microsoft Dynamics CRM 2015, which will be released in the fourth quarter of this year, aims to improve collaboration between sales and marketing teams, and eliminate redundant efforts.

Dynamics CRM 2015 also promises to give sales and marketing professionals the tools they need to deliver outstanding customer experiences. By aligning efforts around key objectives, Microsoft says companies can boost customer engagement and drive sales success.

Let’s take a look at some of the new features in Dynamics CRM 2015.

E-Mail Editor

The new E-mail Editor enables marketers to select easily from pre-defined templates or create e-mails from scratch using an interactive drag-and-drop build process. For expert users of CSS (cascading style sheets) and HTML, there’s also an advanced editor for creating more sophisticated documents.

Campaign Management Console

The Campaign Management Console has been updated to include complex multi-condition triggers to fine-tune responses and embedded cross-campaign offers, as well as A/B testing. To be sure that their efforts are delivering the expected results, marketers can easily set up and run A/B tests that have different objectives, with results displayed via real-time analytics.

Sales & Marketing Collaboration

The Sales Collaboration Panel allows sales people and managers to provide input into campaigns and targeting. This new functionality enables appropriate people on the sales team to can gain visibility into campaign activities and control communications targeting their customers. They can also set up and receive alerts based on their interactions.

Guided Sales Processes

In addition, the updated release improves features related to business process management (BPM) that originally debuted with Microsoft Dynamics CRM 2013. The new version includes a branching capability so organizations can implement complex business processes. “The branch selection is done automatically, in real time, based upon rules defined during the process definition,” Microsoft explains.

For example, when a company is selling products or services, it can configure a single business process flow, which ultimately splits into two branches — one specific to products and the other for services.

Product Families

With Dynamics CRM 2015, Microsoft says sales teams will be more effective thanks to new features for bundling products and recommending related products for cross-sell and upsell opportunities. Sales managers can easily configure product offerings that bundle related products together. They can then provide tailored price lists so sellers can position the best products at the best prices.

With a host of new functionality, Microsoft is betting Dynamics CRM 2015 has what it takes to get the job done.

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 Solution for Your Business Perth

Although CRM systems can be extremely helpful in your marketing efforts, many marketers struggle to use them effectively. Advanced technology is difficult for many of our clients, and anyone really, to get the hang of by themselves, but with some proper help they can get it going in no time.

I recently attended a meeting where a group of small business owners shared with me that their Customer Relationship Management (CRM) systems were so complicated to use, and difficult to set up. These were smart business owners, with experience in business – but CRM was a challenge for them.
 

During our discussion we came up with two solutions.

The business owners who succeed at implementing marketing campaigns don’t first use their CRM system. No, the first tools they use are pens (or pencils) and paper.

What they do is map out their marketing campaigns.

They think about what actions they want a potential customer to take when first coming in contact with the company via their website, email newsletter, social media, or other entry point.

By mapping out your marketing campaigns, before you even use your CRM system, you’ll have a better perspective and feel for how your prospects and customers will interact with your education or sales content.

If you’re just receiving email addresses into a form and sending out an email newsletter, you don’t need to put much thought into that. However, don’t you want to go BEYOND just email marketing? Would you like to do better at educating your customers so they buy from you? And ensure you wow them at just the right time? To do this you need a more detailed and thoughtful marketing plan. It can be simple, but it must be effective.

The second thing I learned is that some of the most successful companies that succeed at CRM rely on an expert to help them. While small business owners can do a lot on their own, CRM, like accounting, law, building construction, and other things, is best done in partnership with an expert, so you can focus on growing your business.

During our discussion, many of the users wanted to customize their CRM Software Services Perth to make it work with other software. A good programming can do this for you. Furthermore, out of the box, CRM systems are not made for YOUR business specifically. A marketing consultant can help you customize it so it’s fine-tuned for your company.

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.

Hire CRM Consultant to Boost Your Business Perth

CRM Perth our consultants are quite experienced at talking with the marketing teams of our client’s businesses about how they can make their jobs easier and more successful through the clever use of their CRM.

There is a link between making rapid progress up the marketing career ladder and understanding CRM, says Felix Velarde.

Felix Velarde is chief executive of Hire CRM Consultant Underwired and teaches at Hult International Business School and the IDM.

CRM (customer relationship marketing) is founded on a deep understanding of customers.

Often seen as the geeky bit of marketing, the skills required include the ability to interpret data, to extract customer insight, and to act on it. They also include the ability to plan ahead, sometimes based on an understanding of what customers do, or are likely to do, over the span of several years (think: buying bigger items such as a car or a sofa).

The CRM Boost

Over the past dozen years he has been working in CRM, delivering global strategies for major brands like Virgin, News International and McCain, teaching marketers core CRM skills, as well as running master classes for heads of marketing at The Groucho Club. He has noticed something remarkable about people who have these skills: they make unusually rapid progress up the career ladder – so he wanted to explore this thinking in more detail.

CRM requires an understanding of the life cycle a customer is on, from first consideration of a brand to loyal consumption and recommendation

The run-of-the-mill marketer tends to get caught up in day-to-day delivery of campaigns; CRM people manage to do this while understanding the overarching context of the activity. More often than not, a campaign within a CRM programme will not drive instant revenue, but will increase the value of the customer to the brand over the course of several campaigns. This requires a long-term view. As we all know, daily pressures (get a campaign out, check copy, chivvy along an agency, test an app) get in the way of thinking big, so how does a savvy marketer make it work?

It all comes down to measurement and markers. CRM requires an understanding of the life cycle a customer is on, from first consideration of a brand to loyal consumption and recommendation. Using data skills to help map this out provides several fantastic tools at once: a long-term view of the customer relationship; a sequence of stages in the life cycle, from engagement to conversion to retention; and a series of timed steps along the journey.

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.

Role of Microsoft Dynamics CRM in Banking Sector

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.