Archive for June, 2011

Last month, we talked about CRM Business Intelligence and since there was so much interest in that topic, let's go a bit deeper.

So many companies do a great job of capturing information in their Microsoft CRM system but are awful at being able to use that information to make better decisions faster.

What about you?

Are you quickly able to quickly segment your data base to execute a new marketing campaign so that it is targetted just those customers who have purchased a certain product in the last 18 months?

Are you able to identify the characteristics of your most profitable customers such as

* SIC Code
* Zipcode
* Company Size
* Position of purchaser
* Is company in growth mode or decline

* Etc

so that you can intelligently purchase a new list of prospects?

Do you know what the average lifetime value of a customer is along with the margin rate?

Do you understand the behavior of a customer who is growing discontent with your product or service BEFORE they stop being a customer?

If you use your website to either conduct sales or generate leads do you know things like:

* How many unique website visitors it takes to generate a lead
* How many leads it takes to set an appointment
* How many appointments it takes to generate a sale?

The point is to be able to successfully grow your business you must know your numbers (commonly called metrics).  If you do, then you are in a position to make better decisions faster.


To help you get started, we are offering you a free 60 minute Business Intelligence Quickstart consultation.  This offer is valued at $250, is limited to the first 8 companies that request it and expires on July 8, 2011.  Sorry, but this offer is limited to US based companies who have over 25 employees.

If you would like to take advantage of this offer, please contact us at 858-431-1820 or by email at info@rbdata.com and we will set up a mutually convenient time for your free Business Intelligence Quickstart consulation.

5 Reasons To Consider Microsoft CRM 2011 Online


If you are not to the point of embracing Microsoft Dynamics® CRM 2011 Online, here are five reasons you should at the very least consider it for your business:

1. Scalability- You can get as many or as  few licenses as you need.

2. Availability- Microsoft promises 99.9% uptime, and will offer a service credit of 25% for uptime between 99% and 99.9%.

3. Security- Microsoft's security strategy covers a number of aspects from information security to asset management, but also to human resources security, physical and environmental security, and much more.

4. No Infrastructure- Microsoft Dynamics CRM 2011 Online is available at $34 per user per month through June 30, 2011. (If you're a qualifying non-profit, that cost can be as low as $9.99 per user per month.)

5. Free Trial- You can get the full feature set of Microsoft Dynamics CRM 2011 to test for an entire month.

If you're now considering Microsoft Dynamics CRM 2011 Online, sign up for a
free 30 day trial.


If the benefits above speak to you, it's time to contact us at 858-541-1820 or at info@rbdata.com  to learn more.

Copyright 2002-2011 RB Data Services Links Customer Relationship Management (CRM) Certified Consultants - Microsoft Dynamics CRM. Salesforce.com and GoldMine Software