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.

Big Data & CRM Perth

Everyone knows that big data is a big deal, and the potential can be realized through CRM. Big data may not be a new concept, but CRM Perth is interested in Microsoft’s Dynamic 2015 capacities that can be used for clients, and this is why CRM Perth is concerned about the legislative news that has been surrounding it.
Last week the White House talked about online privacy, as well as tracking with a review that was conducted on Big Data, as well as privacy issues. CRM Perth does not know what type of impact it will have, but continue to read on to find out what the potential impact could be.

The Impact

CRM Perth does not know what the impact will be, as it remains unseen. However, CRM Perth has learnt that the report calls for numerous measures to be taken, such as a consumer bill of privacy rights, a national data breach legislation, as well as an amendment to the ECPA, also known as the Electronic Communications Privacy Act.

CRM Perth also learnt that the report is also recommending making do-not-track tools stronger for location technologies. CRM Perth has found out that some of the proposed legislation. Some of the proposed measures do not require action by congress.

With that said, CRM Perth believes that the measures have a steep climb to make.

A Rollback

As a professional CRM Consultant agency, we feel obligated to mentioned that there are numerous legislative initiatives to roll back oversight in regards to the mobile medical device space, and this is detailed in the Healthcare Law Blog by Sheppard Mullin. As a professional consultancy agency, we recommend reading the contents of that blog.

As a leader in the CRM consultancy industry, we believe that members of Congress will not be too reactive in the area that concerns medical privacy issues.

Big data is not going anywhere soon, and most consultancy agencies will tell you that. Also, assuming that it is here to stay, you may want to receive some consultancy, and this is why you should contact the best CRM Consultancy Agency in Perth. If you need CRM Consultant, then contact our CRM Perth consultancy agency today at enquiry@CRMperth.com.au and find out how you can use Microsoft Dynamics CRM for your business. The sooner you contact us, the sooner you will be able to leverage big data and increase profits for your business.

CRM Customer Relationship Management in 2015

Rather than cost savings, growth seems to be the year’s theme. That’s quite the opposite of previous years wherein organizations looked to cut back costs associated with sales, marketing, and customer service. This year, participants did not include cost cutting in their top half objectives. This also suggests that organizations looking to make savings, are avoiding cuts that might negatively affect customer experiences.

Last year’s biggest concern was gaining a single view of the customer. This year, participants overwhelmingly stated the lack of a well-defined CRM Increase Sales Strategy Perth as the number one issue regarding the threats to the success of their customer initiatives. This suggests that quite a huge progress has been made since the previous year. Organizations have finally realized that they actually do need a strategy. And without any strategy, no matter what technology they use, their customer relations will remain bad along with their revenue growth.




In the last 10 years, the report says that customers’ trust in big businesses has declined rapidly. Customers are complaining more and becoming more willing switch vendors if they have a poor experience. Customers are now also more inclined to share their experiences with others, whether good or bad, particularly across social networks.

The Gartner report also adds mobile adoption as causing fundamental shifts in when, how, and why customers engage with each other. Mobile adoption has also caused shifts in how customers expect to be able to engage with enterprises and organizations. These factors combined are now forcing enterprises to rethink, redevelop, or even start new CRM Customer Relationship Management strategies.

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.

Some New Great Functions of CRM Help Your Business and Performance

Would you like to know some new great functions of CRM that will help your business and performance -
Dynamics CRM Online

• Improved navigation and user interface options: Increase adoption with an improved user experience, including new UI themes and faster navigation to records.
• Track email by folder: Folder tracking provides a new and intuitive way to track incoming email activities on any device that supports Exchange. Now you can track your email directly from virtually any device.
• Track incoming email wherever you are: Use the new CRM App for Outlook to track incoming email with the desktop version of Outlook Web App (included in Office 365). CRM App for Outlook also works with Outlook 2013 and Outlook for Mac. This Preview feature will be available soon after CRM 2015 Online Update 1 is released.
• Immersive Excel experience: Now you can use Microsoft Excel Online to do quick analysis right from CRM Online Perth.

• Excel export completely redesigned: With a single click, you can export to Excel anywhere, including the desktop version of Excel (2007 and later), Excel Online, and other Excel clients.
• New Power Query connector: Use the new connector to easily retrieve data from CRM Online for self-service business intelligence (BI).
• Create Office 365 Groups: Collaborate with team members who don't have access to CRM Online with Office 365 Groups. For example, create a group for your sales team, invite other Office 365 users to join the group, and then share documents, email, OneNote notes, and more. This Preview feature will be available soon after CRM 2015 Online Update 1 is released.
• Embedded OneNote: Capture photos, take voice notes, do free-form drawings, and more. Everything is automatically linked with the record in CRM Online.
• Social sales: Define rules for creating or updating CRM records from incoming activities. For example, you can now generate leads or opportunities from social posts.
• Mobile sales: With the new CRM for Phones app, enjoy the same great mobile experience on your phone as you do on your tablet. Nurture your leads and opportunities through the sales process with the new intuitive interface.
• Secure your mobile data: Microsoft Dynamics CRM for Good, integrated with Good Dynamics, protects your CRM data even if you lose or leave your tablet somewhere. Learn more at ourCRM Help & Training center. Additional fees apply.
• Integrated Parature knowledge base: Empower agents with knowledge base integrated into daily service interactions, including the ability to both search and receive automated suggestions.
• Significantly improved form performance: A newly built form rendering engine provides fast form load while maintaining compatibility.

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 Platform Considerations: Physical vs. Virtual vs. SaaS

In the early days of Customer Relationship Management (CRM), deployment was limited to a single platform: a physical server. Although physical deployments still have their place, the introduction of virtualization and cloud technologies have made it much easier for small and medium-sized businesses to achieve a level playing field with large companies. Before you embark on a CRM initiative, however, you should weigh the pros and cons of each environment.

Physical Server

If your game plan is to implement an on-premises solution, you can't go wrong with a physical environment. For most companies, the limiting factor is the upfront investment. Physical servers require a great deal of start up capital, and it's difficult to justify the expense when you consider the overall cost of a physical server throughout its life cycle. When you've covered the initial investment, you still have operational expenses to cover, including upgrades and maintenance, as well as the cost of software licensing.

Of course, if your CRM system is hosted in house, you're the one who’s in control. That means improved security and, depending on your industry, fulfilment of legislative or regulatory requirements. On-premises solutions are also easier to integrate with enterprise applications and allow for a greater breadth of customization than cloud solutions.

Virtual Server

Virtual servers have many of the same pros and cons as physical servers. You're still hosting your own CRM system, which means you're in control of your data, you're in a much a better position to achieve industry compliance, and you're the one specifying hardware and network performance.
Of course, if you lack the upfront capital to implement an on-premises solution, virtualization is probably not an option. Although a virtual server costs less to operate over the long term, a hypervisor still runs on top of a physical environment, and a virtual server may cost more initially than a physical server to implement because of hardware requirements. You can't expect to run a virtual platform on a conventional server unless you want to oversubscribe physical resources and create bottlenecks. Memory, CPU, storage, and network resources must be fine-tuned to suit the specific needs of your virtual environment. 

Software as a Service

The advantages and disadvantages of the public cloud are almost the opposite of an on-premises solution. SaaS has a minimal barrier to entry because of its low cost of implementation, which makes it ideal for small businesses that lack start up capital. The down side is that you're putting the control of your CRM Software Services Perth system almost entirely in the hands of a third party. Unlike a private cloud, the resources in the public cloud are accessible to anyone who has an Internet connection and a subscription to the service, and that raises a lot of questions for companies concerned about security and data compliance.

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.