Top 10 New Features of Dynamics CRM 2015

The Microsoft Dynamics CRM 2015 release has so many new and exciting features and enhancements. There are such a multitude of great additions that we have been struggling to pick our favorites. We did our best to keep the list to only 10 features but as you read on, you’ll be able to see there were just too many to choose from!

1. CRM Online Administration Experience. CRM Online Perth markets available is expanding. System Administrators can self-provision instances from O365 and choose from 60 different markets.

2. Enhanced Business Processes. Have you ever wished that you could build branching logic into your Business Process Flows? CRM 2015 allows you to create branching rules and the ability to combine multiple conditions within a rule. Think of the possibilities!

3. Enhanced Mobile Sales. Remember the last time you were in a meeting with a client and unable to add details directly into CRM with yourmobile device because you did not have access to their wireless network? CRM 2015 will allow users to create drafts offline that can easily be synchronized when the user is back online. Additionally, all dashboards can now be enabled for a tablet.

4. Enhanced Business Rules. No need to create multiple business rules for one logic string. Business rules can now contain If/Then logic and the ability to combine expressions using And/Or.

5. Search. You can now search in Dynamics CRM 2015across different record types or configure specific fields on your preferred entities. Simply enter your search criteria in the general navigation search bar and let CRM do the searching for you.

6. Security Enhancements. Allow managers to access records for their direct reports based on Hierarchy across the organization. As a system administrator, this is going to be a huge time saver!

7. Outlook and Sync Enhancements. Additional phone and address fields are available for field level syncing. Another fabulous perk is that end users can add information to a contact note and prevent it from being shared with CRM. Fields that are synced will be flagged so there is no need to guess which fields will be visible in CRM.

8. Sales Product Taxonomy. Have you ever wanted CRM to provide product suggestions? This will now be possible by setting up product hierarchies, creating bundles, product properties and defining product relationships.

9. SLA Enhancements. There is now a specific tab within System Settings for Service. CRM 2015 allows SLAs to be paused based upon the Status Reason. Previously created SLAs will be considered standard SLAs and all new SLAs created in CRM 2015 will be considered Enhanced. All Enhanced SLA will be eligible to use this feature.

10. Fields: Calculated and Rollup with work in harmony with CRM 2015. You will now have the ability to create more complex field calculations that can run based upon a scheduled job and compliments business rules with real time integration. These fields can now be added to Reports, Charts, Views and Forms. A calculator icon is visible next to fields for which this functionality has been applied.

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.

How to: Approve a Post using PowerSocial

PowerSocial allows Dynamics CRM users to post messages on LinkedIn or Twitter, all from within the comfort of their own CRM system. It’s as easy as choosing a publisher, creating a message, and posting! But, of course, not just anyone can post using PowerSocial. PowerSocial also includes the ability to require approval before posts are blasted out into the wilderness of the social media sphere. PowerSocial also makes it easy to keep a consistent flow of messages going out, by allowing users to schedule messages to post at a specific date and time. With PowerSocial, you can not only post from within your CRM, but you can also monitor specific people, hashtags, groups, companies, etc., plus you’ll be able to turn incoming messages into contacts or leads, and respond to posts or repost from within CRM Solutions. If you are a social media nut, PowerSocial is the add-on for you!

A user may have rights to read and create posts, but only the PowerSocial Admin, and those given extra field security by the PowerSocial Admin, can actually post without needing the post to be approved by the PowerSocial Admin. There is a view to see all unapproved posts.

1.Navigate to PowerPack.

 

2.Navigate to Social Posts.

3.Select the Drop-down arrow next to the currently displayed view. There are many other views that come with the PowerSocial add-on; these views will be accessed the same way that we will choose the view to approve posts. From the Drop-down, select Needs Approval.

The view will look as follows:

4.Once on the view, open the post that is to be reviewed for approval. As the PowerSocial Admin, the details of the post may be edited. Do all edits before you check the box and save. When everything is all set, to approve the post, check the Approvecheck box and then hit Savein the lower right corner.

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.

Definitions of ‘Append’ and ‘Append To’ in Dynamics CRM

Before we dig into just what Append and Append To mean, let’s review how security roles work in CRM. CRM comes with fifteen default security roles and one root Business Unit. These security roles grant various levels of access for a variety of roles, ranging from Customer Service Representatives to Vice Presidents to System Administrators.

In Dynamics CRM, security roles are cumulative, meaning that one user may have one or more security roles. If a user has two or more security roles, these roles will layer on top of one another and the user will be granted the fullest access and privileges across the roles. Once in a user record, System Administrators may add security roles to users by clicking on the ‘manage roles’ button in the command bar and selecting which roles to apply to that particular user.

A security role is three dimensional and answers the following questions:

• What actions can a user perform?This is represented by the Action columns in the security role and include: Create, Read, Write, Delete, Append, Append To, Assign, and Share (See blue box).
• On which records or system features?This is represented by the tabbed buckets across the top and the Entity rows along the left hand column (See red boxes).
• And what is the depth of their access within the system? This is represented by the circle at the intersection of each action and entity/record type. The options serve as scoping mechanisms based upon record ownership and include: None, User, Business Unit, Parent:Child Business Unit, and Organization (See orange box and lines). 

 

Security roles best practices:

Do not use the out of the box security roles. Wait. What? Why?

• Do not assign the out of the box security roles directly to people, modify Create a copy of the role most similar to the role you want to assign to your users and then modify the copy. Original security roles have numerous security privilege nuances that are hard to replicate if creating security roles from scratch.
• This allows the original security roles to serve as a reference whenever you need or want to create additional roles in the future.

• Keep in mind that as soon as you hit ‘save’ on an active role, it will update to all child business units. This is another reason why it is important to work off of copied security roles and not the original security role. If you hit ‘save’ you will never again have access to the out of the box role with all of its nuances.
• Never break best practice unless you need to grant privileges and access to something rather small, such as ‘Export to Excel’ or ‘Run abc Report’. In this case, you can create a security role that grants this small bit of access and assign it to the appropriate users as an additional role or layer. The users other security roles should grant them access to the entire system.

Okay, now what is Append and Append To all about?

Since Append and Append To are already configured in the out of the box CRM security roles, you may never need to be concerned with their exact meaning. But if you’re inquisitive about all things CRM or modifying security roles…

Append and Append To work as a pair and are located next to one another in the security configuration window. However, it is not as simple as working left to right along a row. One way of thinking conceptually about Append and Append To is to think of ‘Append Me‘ and ‘Append To Me‘.

Here’s the big secret: Think ‘Append Me‘ and ‘Append To Me‘

In order to successfully append record A to record B, the security privileges must be set to allowboth sides of the agreement. Consider the following metaphor, Append ‘knocks on the door’ of another entity and Append To is needed to ‘open the door’ to that entity. For example, if you want to qualify a lead and begin working the opportunity as set in your business process flow, you must have to rights to append the lead (record A) and the rights to append to the opportunity (record B).

 

If you had only granted append privileges to the lead, but not append to on the opportunity, this will land you a big fat ‘business process error’ screen.

 

And we certainly don’t want that! Therefore, when configuring privileges regarding append and append to, first get yourself into the perspective of a cute little entity like ‘lead’ and as you work across the actions and get to Append and Append To, ask: Do I need to append me to any other entities? Do I need to append other entities to me? Think about any processes that your business may have (qualifying leads, moving activities created on the lead to the opportunity, or linking a task to a case) and set accordingly.

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.

Microsoft CRM Development

Microsoft is the world leader in Customer Relationship Management (CRM) for good reasons. For thing, Microsoft CRM Services enable your sales staff to manage customer relations as part of Microsoft Outlook - in other words, with program your employees already know how to make use of. All of your customers' knowledge and communications - emails, contact knowledge, appointments, and tasks - are in place, so that your sales reps can do sales and not waste their time with administration. Microsoft Outlook is already the leading customer communication tool worldwide. What Microsoft Dynamics CRM does is extend Microsoft Outlook's reach by making it a tool for managing all customers' knowledge - lead knowledge, sales call knowledge, marketing pitches, and so on - together in central place which your marketing and sales staff can access instantly from anywhere there is an Web connection.

Customers form the core of every business. It is customers who drive the business and take it to the next level of success. Customer Resource Management (CRM) development is a common strategy, adopted by enterprises, to manage and maintain the company's interactions with its customers and sales prospect for the current and future reference.

In the period of enterprise automation, CRM plays an very vital role synchronizing business processes such as sales activities often for promotion, customer support & technical support. In terms of proprietary solutions for enhancing business capabilities, what else can be better than MS CRM architecture?
Microsoft CRM solutions offer a range of processes that enterprise can automate in order to gain benefits keeping in mind every nuance of a client. Features such as sales force automation, help table, products, vendors, sales quotes, orders, invoices, reports & security management among others help accomplish the heights of unprecedented services, fast conversion of leads & maintain transparency throughout the domain.

Among several new features, the top-rated ones are as follows:

New Business Intelligence Functionality: Now monitoring business performance is simple as users can quickly configure multiple dashboards. Dashboards can be set up for individual or shared use, and can include advanced charts with intelligence to navigate knowledge, and unleash new business or project insights.

Tight integration with MS Office: MS CRM application development provides seamless, out-of-the-box integration with new office 2010 contextual ribbon for Microsoft Dynamics CRM online and Microsoft Dynamics CRM browser clients. The new release allows CRM to take full advantage of native outlook functionality.

Advanced User Personalization: Microsoft CRM solutions permit users to configure or personalize their workspace to meet specific roles and information needs. It lets the user set default panel and tab that displays information, each time they launch the Microsoft CRM. Users can control the workspace view and records appearing in the lists, and can generate a consolidated and personalized dashboard.

Customizing and Sharing: Proficient MS CRM developer can personalize the CRM application as per the enterprise require, and the latest Microsoft CRM architecture makes the provision to save customizations and share them with others. A custom-made solution will have version numbering, relationships with entities and other parts, and security features based on user roles.

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) 9325 4505.

Salesforce CRM - A Must for Rapid Business Growth

Knowing the needs of customers and market is essential for every business to grow and expand. To assist companies meet their needs, it's now become crucial to have an integrated Customer Relationship Management (CRM) method to basically connect with the customers and also streamline business system. Salesforce CRM is a pioneer method based on cloud computing platform that helps companies in connecting with its customers, business prospects, partners and employees. It helps an organization in generating business opportunities and sharing information effectively.

Salesforce Services Perth CRM development companies offer flexible solutions that cater to individual business needs and requirements. Salesforce CRM integration services can be availed to create as well as integrate personalized apps that can be served on Salesforce cloud platform. It helps users work effectively and effectively.

Salient features of Salesforce CRM are written below:

1. With Salesforce CRM, an organization can basically connect with its customers and employees. It can quickly share relevant knowledge with the team and clients as well.
2. Salesforce CRM integrates with Google, allowing to work effectively.
3. It runs on cloud, which is speedy and secure.
4. One can use it to create Mobile and Desktop application to stay in contact with the workers and access knowledge, irrespective of time and place.
5. Well suited for any organization and its diverse departments.
6. It provides built-in analytics.
7. It allows to maintain content library, thus saving lots of time in searching important documents and files.
8. There's program management and tracking tools that help an organization manage company programs in an efficient manner.
9. One can also plan social media strategy and document its impact to the team members.

To enhance & refine functionality of a prevalent Salesforce Perth CRM solution, can go for custom Salesforce development services as per business' needs & requirements. The services include development & maintenance of custom objects to generate new tabs as well as apps on Salesforce platform. End-to-end Salesforce CRM solutions basically integrate with existing business processes & can be used by any organization.

Besides offering flexible CRM Solutions, it caters to all business needs & can be basically installed across a lot of departments. It also smoothly integrates with other customer solutions & makes it simple for a company to access its knowledge & database quickly.

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) 9325 4505.

Benefit of CRM in Sales and Marketing Strategy Perth

CRM solutions and products are a unique breed of business software applications that allows a company to measure, manage, and control all of a business's contacts with its customers. The engagement with its customers can be via phone, fax, snail mail, email, social media, chat, or even face to face. Whatever data is collected through these customer interactions, they are used for research and analysis of the customers-business relationship.

Why a professionally implemented CRM system by our team at Illumiance can help your organisations prosper by offering many benefits for Sales and Marketing Strategy Perth, service and other teams:

• Management decision making is nimble and well informed supported by real-time reporting across all business teams.

• Staffs manage their time more effectively. CRM prompts users to follow up on activities and sends automated alerts when important actions occur.

• Marketing activity brings higher quality leads through continually improving contact segmentation and targeted campaigns.

• Pipeline reports are trusted and used as the basis for reliable sales and production forecasts to increase efficiency and predictably manage cash flow.

• Performance hotspots are quickly identified so timely action can be taken to correct issues and reward outstanding results.

• The value of each customer relationship is understood so service resources can be prioritised to protect the most profitable accounts.

• Customer churn is minimal as CRM users have access to all the relationship detail they need through multiple channels to engage with clients and deliver great service.

• Communication is strength. Shared diaries, team calendars and service schedules give everyone clear visibility of individual activities.

• CRM connects to accounting and other back-office applications to join up processes and remove double handling of tasks.

• Users can instantly check customer order histories to assess buying patterns and identify new sales opportunities.

• Email marketing actions are reported in CRM so hot prospects can be immediately identified and routed to sales teams for further action.

• Mobile and remote staff works productively with reliable access to all the customer and activity information they need via their mobile device.

• Important business processes are aligned in one system. In addition to customers, sales & service process CRM adapts to manage other diverse items like contracts, projects, events, products, applications & property.

• Positive team culture has developed as staff share information and gains a better understanding of other areas in the company.

• Customer data is protected and centrally managed. Teams are granted access to data at levels that are consistent with their role.

• Training costs are reduced by equipping new users with tools they are already familiar with and applying workflow driven processes to guide them and enforce your proven rules and methodology.

• Increased lead generation from highly personalised marketing communications and customer lists that apply complete relationship and behaviour detail stored in in CRM.

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) 9325 4505.

Customer Relationship Management Consultant Services Perth

A staggering amount of the projects we get are from companies who have had CRM projects go awry, be unused for years until finally a company is ready to reclaim all that untapped revenue again. Over the years, we’ve become well-versed in the circumstances which led to their failure and eventual coming to our consultants for help.

You know your CRM system is failing you if….

It is not creating better relationships between buyers and sellers.

“When CRM technology was first introduced, sellers believed that with this technology alone, they would have better relationships with their customers, which would lead to new and organic growth,”

 

“Yet the best sales reps understand that for a truly fruitful sales-customer relationship, a two-way conversation must exist.” The problem is a typical CRM system does not support this conversation, he said—sales reps need context to make CRM data actionable.

It is not helping sales reps close more deals.

Again, Miller said, for sales reps on the front lines, additional assistance is needed when speaking to customers. “As such, the sales execution market is now working to boost CRM’s capabilities by filling in the gap between what it can do and what is needed.”

It is not forecasting any better even though there is more data.

Justin Shriber, vice president of products at C9, also drills into CRM’s ultimate role as a data-gathering system with this observation.

“CRM systems are very efficient at centralizing customer data from internal sources,” he tells CMSWire. However, “external sources and data residing in other tools, such as email, don’t always translate find their way into the CRM. As a result, despite the proliferation of customer and industry data, there’s been a decline in sales forecast accuracy.”

 

The bottom line is that companies have ever more data in their systems, but their ability to forecast and drive sales is stagnant.

“CRM Consultant alone fail to meaningfully translate internal and external data into insights that directly impact sales teams’ abilities to identify deals and accelerate their close,” Shriber concludes.

“Social, cloud, mobile are being presented to organizations and their users as ‘tools’ without thought as to ‘why’ the tool is beneficial to the organization and, more importantly, to the end user,” she said. “As long as the primary focus is technology and tools, and the business and individual user drivers are secondary, CRM systems will continue to fail.”

Lack of vision within the organization is another culprit, she adds – namely that management often misunderstands the value that a flexible CRM solution brings to the enterprise. “CRM systems are often implemented to force compliance to various rules and processes, considering only the ‘how’ of the system, and not the ‘why’ behind it,” Emsley said.

If you’re ready to implement some Customer Relationship Management policies and technology that will actually work, come to the people who know how to do it properly. Book a free initial consultation with one of our Perth-based consultants today at http://crmperth.com.au/contact-us/ and do a mail enquiry@CRMperth.com.au you can call on the no.: (08) 9325 4505.