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5 Microsoft Dynamics CRM 2016 Improvements To Make Our Jobs Easier

Developers at Microsoft are laser-focused on streamlining Microsoft Dynamics CRM 2016 processes to ease use and increase productivity both in-cloud and on-premise. Key changes users can expect in this release include: Streamlined integration with Microsoft Office apps It can be tedious and time consuming to switch between tools and documents. The new release will allow users to seamlessly access various Office apps within CRM/mobile app including Excel, PowerPoint, and Word documents. This upgrade should greatly improve the mood and productivity of users. Personalized content Office 365 users who are familiar with the powerful analytics features of Delve will be happy to see its inclusion into CRM. For those of you who do not yet use this app, Delve allows for document searches across Office 365 and OneDrive. Additionally, users will no longer need to specify a document title or location to find their information. Cortana Integration Have you met Cortana? Microsoft’s “personal” assistant has come a long way from the animated paperclip. Cortana responds to your voice and helps you find files on your PC, manage your calendar, track packages, and will even tell a few jokes. She adapts to your needs over time, improving your personalized experience and decreasing time you spend finding habitual items, add sales activities, accounts and opportunities. CRM for Outlook Ever have to pause your CRM search to dig through your emails? Have to find the contact, then the information you need, then copy and paste it into the CRM record? No longer. CRM 2016 will allow you to track emails, add contacts from within an email, or create new records to track emails through the browser...
Getting Employees to Embrace CRM

Getting Employees to Embrace CRM

  As I referenced in my last blog post, CRM is an essential tool for businesses looking to utilize Big Data to its fullest extent. But in order for CRM to be effective, employees need to fully embrace it. As with any new technology, employees may be slow to adopt CRM, which can put a huge roadblock in a company’s objectives and goals. If management wants to make the most of CRM, they need to lead by example and accept the company’s new technology with open arms. But how can you do that? Here are some tips to help overcome employee qualms and help them adapt to your CRM solutions. Preparation Before Implementation No matter what problems your employees might be having, their issues with CRM can be defeated with just a bit of preparation before implementation. Your employees need to be totally comfortable with the CRM system in order to utilize all of its features in the correct way, and the sooner your employees are introduced to the new tools, the quicker they will be to adapt to them. By doing your research, and finding the best CRM solution for your organization, you will prevent any missteps with implementation. You want a CRM system that will work flawlessly with any existing systems you have in place, so that it can access existing data and uncover unknown trends and patterns that can be used to establish relationships with customers and build loyalty. The better your CRM works with your existing system and tools, the better your employees will work with your CRM. Motivate Your Employees There’s a reason for...
The Importance of CRM and Big Data

The Importance of CRM and Big Data

  As if businesses today don’t have enough to worry about, they also need to manage large amounts of information and data. “Big Data” refers to the massive amount of information that is now collected from both online and offline resources. Because organic growth in data is seen as necessary for businesses to improve their efficiency, Big Data is essential. It provides the intelligence that companies require in order to make better decisions. BUT, Big Data needs a lot of investment and maintenance, and can be seen as unmanageable by many businesses. So how can companies and businesses get value out of their data without breaking the bank in terms of time or money? CRM can help businesses to analyze their data in a practical manner, and help them create useful insights, improve their strategy, increase efficiency, and realize their commercial goals. By analyzing customer information that has been gathered across multiple platforms and channels, CRM tools can turn data into insights, which can then be translated into best business practices. By learning these best practices, customer-facing employees can provide the highest-quality customer service, thereby delivering tangible results. Studies have shown that customers respond to personalization and individualization from companies. In fact, according to NM Incite, 71% of consumers who experience a quick and effective brand response on social media are likely to recommend that brand to others. Additionally, personalization is important for turning leads into actual sales. With the proper CRM tools, companies can learn more about their target customer base, and provide more personalized customer service, making Big Data work for them, instead of vice versa. Big...