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Microsoft announced the release of their "November 2011 Service Update" for Microsoft Dynamics CRM Online and CRM 2011 on-premise/partner-hosted deployments.


Microsoft is stressing the release of "Wave 1" of its new work on social features of the new release, including activity feeds, a new mobile activity feeds client, microblogging, and conversations.


The service update also includes a new unified platform between Dynamics CRM Online and Office 365 which includes Exchange Online, SharePoint Online, and Lync Online, as well as access to Office web applications and, optionally, user licenses for Microsoft Office on the desktop. 


To see a video that goes into the new enhancements, click

What's New with Microsoft Dynamics CRM November 2011 Service update

What's New with Microsoft Dynamics CRM November 2011 Service update


When sales, marketing, and service teams increase their

productivity through the use of a holistic CRM solution,
both customer experience and business results improve,
a competitive advantage.


Executive Overview


Business growth, cost optimization, customer

relationships-these are among CEOs' top priorities

this year, according to a recent survey of 704 CEOs

conducted by The Conference Board.


Addressing all three is no easy feat. As executives

strive to maximize business growth, they often

struggle to strike a balance between lowering

operational costs and meeting rising customer

expectations. However, keeping pace with customers'

ever-increasing expectations while growing

revenues is possible.


One way to do so: improve frontline employee

productivity, with a goal to optimize overall business



Too often, productivity is confused with simply

demanding more from employees. Instead, decision-

makers need to think more holistically about how

they're going to increase total business

productivity by applying the right mix of people,

processes, and technology.


To read the rest of the article click here .

Are you looking to inexpensively generate more qualified leads?
Almost every new CRM client that we work with (and many existing ones) are looking to do just that.


The question is how?


Try this.


Have your website offer some kind of free report along the lines of "8 Dumb (& Costly) Mistakes That Almost Everyone Makes When __________ <<put what your business does here>> And How To Avoid Them (free report)".


The key is to make your website visitors have to fill out a form providing their contact information in order to get the report.


Now comes the cool part.


When they click submit have the information captured on the form automatically put into your CRM such as Microsoft CRM (if they already are in your CRM then just add a note to their record that they requested the report on such and such date). 


You then have your CRM system automatically attach your "prospect requested free report" automated campaign to that person and make the first action to email them the report.  


The idea is educate and advance your prospect in your sales cycle through a series of pre-planned communications without your assigned sales rep having to remember to manually do each step.


The communications can go across multiple channels (emails, calls, letters, faxes and even voice broadcasts) using a predetermined time sequence such as:


     – Immediately email them the free report

     - Wait 7 days and send out email #1

     – Wait 14 days and send out letter #1

     – Wait 7 days and send out email #2

     – Have your assigned sales rep call them the next day

     – Wait 7 days and send out email #3


Your actual campaign could be quite a bit more involved but I think you get the idea.


The power of this approach is once you have designed it and written the content for the emails and letters that the system can automatically make sure that every step is done when it is supposed to be done and as a result your valuable leads won't fall through the cracks because someone forgot to follow up!!


You can even create Dashboards (Business Intelligence or Analytics) so you can see how many leads were generated this month compared to last month where they came from and where they are on the automated campaigns.


If this sounds like something that you would like to learn more about then give us a call at 858-541-1820 or send us an email at info@rbdata.com and we will tell you more about how to put this powerful lead generation system to work for you.


Microsoft Dynamics CRM has a new tool available that "busts" the myth that crm integrations are expensive and complicated. Its name you ask?  It is "The Connector for Microsoft Dynamics" and the best part of this tool is that it is free. 
Yes, that's right, free. 
What it does for you is connect your Microsoft Dynamics ERP system with your Microsoft Dynamics CRM system. In itself that may not sound all that impressive, but what is impressive are the out of the box mappings between the two and the bi-directional data communication. 
See how one company was able to leverage this free connector, gain faster service and reduce development cost.  Read Microsoft's
case study on BSN, a health supplement maker, and learn how you can make these improvements to your organization today.

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