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.

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.