RB Data » Microsoft CRM 2011 http://www.rbdata.com Wed, 29 Aug 2012 16:45:38 +0000 en hourly 1 http://wordpress.org/?v=3.3.1 CRM Implementation | Implementing CRM http://www.rbdata.com/crm-implementation-implementing-crm/ http://www.rbdata.com/crm-implementation-implementing-crm/#comments Thu, 26 Jan 2012 19:58:01 +0000 admin http://www.rbdata.com/?p=1953 CRM is an acronym from the phrase "customer relationship management." It will be the common expression used to clarify the management of potential customers through the sales process.

The actual CRM software cannot only arrange customer information, but additionally supplies a method to monitor sales leads and possibilities from the time they may be up to once the sale is sealed. It's an approach widely utilized for the control over a business connection with clients and sales leads.

It's really down to using technology to arrange and synchronize company processes, primarily sales activities, but additionally marketing procedures, customer support and tech support.

The general goals will be to determine, attract and seize new business, and keep the existing ones and also motivate former clients to get back together with the company. It details a business technique throughout the enterprise, such as the divisions of interaction together with the customer in addition to customer relationships sections.

Measuring is vital to the implementation of the strategy.

CRM is frequently an information program that may be manipulated manually, as a token program or perhaps an automated computer system. It truly is software created for taking care of customer relationships (CRM), which may be installed straight to a computer or perhaps a web-based program, accessible only on the internet.

Microsoft CRM systems are of help and beneficial in the handling of all the client information such as names, telephone numbers, residences and buying history where people in the common are already familiar and use Outlook every day because of the tight integration between Outlook and Microsoft CRM.

Technological innovation and the Internet already have transformed just how businesses and enterprises deal with CRM strategies since the technological developments also delivered a modification of the buying habits of the customer. and offer brand new ways for the business to convey together with the clients and acquire data on them.

With every fresh step drawn in the realm of the technology, especially the conception connected with self-service channels such as the Internet and smartphones, associations with customers are digitally controlled.

Many facets of CRM are dependent mainly on technology. However the strategies of an improved CRM system can acquire manage along with link data in addition to information concerning the client, so as to help you promote then sell services more efficiently.

Sales increase, improved client satisfaction, and substantial financial savings are benefits to the company.

Proponents point out the technology ought to be carried out only together with a cautious tactical and operational preparation. 

Successful CRM implementations are always more about refining and automating business strategies than technology

The largest challenges that the CRM might have is inadequate usability which is why Microsoft made the decision to tightly integrate Microsoft CRM which 80% of business already know and use.

By having an easy to use interface dramatically improves user adoption.

No CRM system can be considered a success unless everyone in an organization will use it.

]]> http://www.rbdata.com/crm-implementation-implementing-crm/feed/ 35 Microsoft Dynamics® CRM 2011 Released for On-Premise and Hosted Deployments http://www.rbdata.com/microsoft-dynamics%c2%ae-crm-2011-released-for-on-premise-and-hosted-deployments/ http://www.rbdata.com/microsoft-dynamics%c2%ae-crm-2011-released-for-on-premise-and-hosted-deployments/#comments Sat, 12 Mar 2011 17:22:36 +0000 admin http://www.rbdata.com/?p=1713 The recent release of Microsoft Dynamics® CRM 2011 for On-Premise installations complements the latest version of the online customer relationship management (CRM) version as a powerful successor in the Microsoft Dynamics® CRM platform. The new versions have been designed together to provide a seamless experience for users regardless of how it is deployed. 

With new software releases there are always two questions that can cause concern within an organization: 1. “How will I be able to grow with this platform?” and 2. “How easily will the end users adapt to the new interface?” Here are the answers to help alleviate those concerns:

1.     Scalability is always a concern and this version delivers the ability to have up to 150,000 concurrent users on a single instance while still delivering response times of less than a second.  This just goes to show just how well designed this solution is!

2.       Ease of use is achieved through a familiar Microsoft Outlook like interface, guided dialog, and point and click configuration through the web interface. End users can easily customize dashboards and personalize the interface to provide the information that is relevant to the decisions they need to make.

Read the full press release from Microsoft for more information on Microsoft Dynamics CRM 2011. Contact us today at 888-685-6370 (toll free) or at info@rbdata.com  to discuss how we can design a solution around this powerful new platform that will help your business experience the Power of Productivity.

]]> http://www.rbdata.com/microsoft-dynamics%c2%ae-crm-2011-released-for-on-premise-and-hosted-deployments/feed/ 0 Microsoft CRM 2011 Global Launch Event http://www.rbdata.com/microsoft-crm-2011-global-launch-event/ http://www.rbdata.com/microsoft-crm-2011-global-launch-event/#comments Fri, 14 Jan 2011 22:36:51 +0000 admin http://www.rbdata.com/?p=1649 Attend this FREE global virtual launch event and watch Microsoft CEO Steve Ballmer introduce Microsoft Dynamics CRM 2011 on January 20, 2011.  Learn how it is designed to help you boost sales, improve marketing, enrich customer service interactions, and accelerate line of business application development through xRM.


Hear keynote presentations by Kirill Tatarinov (Corporate Vice President, Microsoft Business Solutions), Michael Park (Corporate Vice President, Microsoft Business Solutions), and Brad Wilson (General Manager, Microsoft Dynamics CRM).

 

In addition, you'll be able to:  

  • Get a sneak peek view through engaging demos.
  • Hear success stories from real customers who put Microsoft Dynamics CRM 2011 to work for them.
  • Choose from several different tracks especially designed to suit your business, industry or IT needs.
  • Chat live with Microsoft experts and other customers in real time during the event.

Join us on January 20th at 9 a.m. PST and watch from the comfort of your home or office! Register now.

]]> http://www.rbdata.com/microsoft-crm-2011-global-launch-event/feed/ 0 Microsoft CRM http://www.rbdata.com/microsoft-crm.htm http://www.rbdata.com/microsoft-crm.htm#comments Thu, 23 Sep 2010 12:56:58 +0000 admin http://www.ms-crm-done-right.com/RBdatasite/?page_id=6  

Microsoft Dynamics CRM 2011 | CRM 4.0 (MS CRM)
Powerful CRM, Easy To Use As Outlook…

  

 

Free Insider's Guide To Implementing Microsoft CRM 2011



 

 

Microsoft Dynamics CRM 2011 | CRM 4.0 – Works the way you do   

 

Microsoft Dynamics CRM 2011 | CRM 4.0 (MS CRM) is quite simply the fastest and easiest way to add CRM capabilities to any organization that uses Microsoft Office or Outlook. Because it was designed to partner with Outlook, MSCRM delivers lower training costs, broader user adoption, less application-switching, higher productivity, and an incredibly rapid return on investment.  

 

MS CRM can give your employees direct access to customer information through Microsoft Outlook, enabling access to the information they need when they need it, in the office or on the road. MSCRM lets you work the way you want to work with features such as:

 

•  Tight integration with Microsoft Office and Outlook, allowing employees to easily pull information from MSCRM into Office applications such as Microsoft Excel spreadsheet software and Word.
• Quick and easy access to your data through context-sensitive information for populating forms or taking next steps without changing screens.
• Customized workspaces that allow users to create, save, and reuse favorite views of customer data without the distraction of unneeded information.
• Service Calendar that allows service schedulers and dispatchers to schedule activities by resource, time, or service.
• Powerful reporting and analysis tools that make it easy to identify opportunities and problems at a glance.
 

 

 

  Microsoft CRM 4.0 Vision

 

 

Microsoft Dynamics CRM 2011 | CRM 4.0 – Works the way your business does

 

Microsoft Dynamics CRM 2011 | CRM 4.0 not only slips right into your employees’ lives without disruption, it also adapts easily to your existing business workflow and processes. You or your information technology (IT) partner can quickly modify application forms, data fields, and relationships and add new activities and objects without writing a single line of code. This makes it easy to tailor MS CRM to suit your needs and fit your business like a glove. You’ll also find a number of elegant workflow innovations that speed use, including next-step suggestions and automatic task assignment. MS CRM also includes capabilities such as:

 

• A new marketing automation module that makes it easy to build customer or lead lists, create targeted marketing campaigns, track the progress of those campaigns, and follow up on campaigns.
• Quick Campaign wizard that allows marketers and salespeople to send out e-mail blasts to targeted lists and track response.
• Service scheduling that allows you to centrally manage all aspects of a service request, from logging and dispatching to tracking and follow-up.
• Easy customization of MSCRM to your business workflow by adding custom objects and activities, designing custom views for different users, and building business logic into the CRM so that MSCRM automates repetitive tasks, tells users next steps, sends e-mails, and raises alerts for open items—nothing falls through the cracks, giving your customers a better experience.
•

Flexible reporting that enables managers to easily see how your business is doing—CRM data can be transferred into Microsoft Excel for analysis or into Microsoft SharePoint Portal Server for updating executive dashboards or collaborating on customer-related documents.

 

 Microsoft CRM 4.0 At A Glance

 

 

Microsoft Dynamics CRM 2011 | CRM 4.0 -  Works the way technology should

 

Dynamics CRM 2011 | CRM 4.0 works the way your IT staff wants it to because it’s based on proven, industry-standard Microsoft technology that’s easy to learn and work with. You’ll enjoy a rapid, low-cost deployment; low support costs; and easy scalability as your business grows. IT-friendly features include:
 

• Easy to modify forms, data fields, and information relationships so that users can get the customized information they need.  Microsoft xRM – One platform.  Many applications
• Streamlined installation diagnostic tools that reduce setup time and help ensure a successful deployment of MSCRM.
• Fast data searches across large volumes of customer data that help users find the information they need.
• Easy to use step-by-step Microsoft Exchange Connector Deployment Wizard that simplifies MSCRM integration with Microsoft Exchange and Outlook.
• Simple and fast connectivity to external data sources that gives users access to relevant information.
• Advanced management and notification tools that are centralized and give the IT staff the right information to manage a CRM system.

 

FREE Microsoft CRM Success Kit

 

For More Information:

 

 

RB Data Services

1565 North Rim Court, Suite 287

San Diego, CA  92111

 858-541-1820   

info@rbdata.com

 

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