RB Data » MSCRM

Make Better Decisions Faster…

admin — Fri, 24 Jun 2011 10:52:42 +0000

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.

Struggling With Too Much To Do and Not Enough Time?

admin — Sat, 16 Apr 2011 21:34:07 +0000

Aren’t we all? Attend this Microsoft-led webcast titled Productivity, Process & Time Management tips with Microsoft Dynamics ERP, Outlook and CRM at 10am PT on May 12^th to learn about common time management challenges people face, and to gain insight on using technology you may already have to address these time management challenges. Learn how applying process, sharing data, and making a few simple changes can free up time and help prioritize the tasks most important to you. This is a must attend session for anyone that feels overwhelmed with the volume of things being thrown at them. Whether in finance, operations, sales, marketing, or customer service, if you use a computer, this session can help you better organize your time. We can’t guarantee you won’t still be overwhelmed, but we do believe some of the tips and hints in this session will be well worth the 1 hour spent.

To learn more about Microsoft CRM contact us at info@rbdata.com or call at 858-541-1820.

Cloud Adoption in CRM Outpaces All Other Application Categories

admin — Wed, 23 Mar 2011 19:40:01 +0000

According to this Gartner Report, software as a service (SaaS) drives customer relationship management (CRM) market growth despite leaner budgets, while the competitive environment intensifies. Worldwide SaaS revenue within the enterprise application software market reached $9.2 billion in 2010, up 15.7 percent from 2009 revenue of $7.9 billion, according to Gartner, Inc.

The market is projected for stronger growth in 2011 with worldwide SaaS revenue totaling $10.7 billion, a 16.2 percent increase from 2010 revenue.

Putting your Microsoft Dynamics CRM "in the cloud" may just be the answer for your business. Download this PDF

to learn more about adopting the cloud with Microsoft Dynamics CRM Online.

Are you efficient?

admin — Sat, 19 Mar 2011 21:06:49 +0000

Efficiency. Seems simple enough right? If you look up the definition you may get 3 different explanations:

1. The state or quality of being efficient.

2. Accomplishment of or ability to accomplish a job with a minimum expenditure of time and effort.

3. Effective operation as measured by a comparison of production with cost (as in energy, time, and money.)

The ratio of the useful energy delivered by a dynamic system to the energy supplied to it.

Does it still seem simple enough?

Perhaps not, but it is a word that we hear every day in our businesses and impress upon our employees that they need to be efficient.

How do you know if you are efficient within your company?

If you think you are efficient because your revenue is good, you may be mistaken. It's definitely a benefit if you have good revenue, but you may still have inefficiencies which are hindering an even larger revenue potential.

If you are struggling to hit your revenue goals, then this is a telltale sign that you can be more efficient in your operations.

As a business operates we need to look at our efficiencies on a daily basis to measure our successes.

Take some time to review your current software, reports, processes, cross-department communications and workflows to see if they still make sense in your business. You may quickly find out where you can redefine your business to become more efficient.

For more information on how RB Data Services can make your organization more efficient, contact us today at
858-541-1820 or at info@rbdata.com.

Microsoft Dynamics® CRM 2011 Released for On-Premise and Hosted Deployments

admin — Sat, 12 Mar 2011 17:22:36 +0000

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.

Top 10 Reasons to Choose Microsoft Dynamics CRM

admin — Sat, 05 Mar 2011 13:36:26 +0000

If you or your management team are evaluating the investment in a customer relationship management solution (CRM), here are 10 good reasons to look at Microsoft Dynamics CRM.

10. Affordability: Not only do you get competitive pricing for both on-demand and on-premise deployments, Microsoft provides several CRM Accelerators that are available to customers at no additional charge.

9. Industry Leadership: See Analyst Reports and Awards on why Microsoft Dynamics CRM is one of the top CRM solutions.

8. Great Fit: Because Microsoft Dynamics CRM is based on a service-oriented architecture (SOA), it easily integrates into your existing systems using industry-standard Web services. Its exceptional customization feature also simplifies adapting it to your processes, models, and technology infrastructure. Learn more about the technology.

7. Operational Insight: The reporting engine generates compelling data reports within Microsoft CRM to help you make informed business decisions. Get deeper insights by integrating Microsoft Dynamics CRM with Microsoft Business Intelligence products for performance management, scorecards, data mining, and OLAP reporting.

For reasons #6 through #1, which includes Rapid Innovation, High User Adoption Rates, Unmatched Value and more, check out the rest at

http://crm.dynamics.com/en-us/whycrm.aspx.

Then contact us at RB Data Services at 858-541-1820. We can help you make a well informed decision for your company's needs.

Microsoft CRM

admin — Thu, 23 Sep 2010 12:56:58 +0000

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 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 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