Most organisations that implement CRM as a project where the project has a deadline and a budget. Even though you naturally want to be able to control the budget and timelines in most cases a good CRM implementation never finishes, and you will keep changing and improving your CRM constantly. It’s like saying I have …
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Recently I had a discussion with one of our customers around a support agreement. They came on board with us at the early stages of our business and we included services, that we now always would charge for, at our expense to ensure they were happy customers. This often happens when you start a business …
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The release of Dynamics CRM 2015 Update 1 sees a new feature being introduced that customers have been asking for for years: The ability to add logos and themes to create a custom look and feel that matches your organisation’s branding. A theme can be created by using the customization tools in the user interface without any custom …
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If you are looking to invest in implementing a CRM system think again before spending your well earn cash. According to research organisations like Gartner and Forrester 30-50% of CRM projects ranges fail to deliver the expected outcomes! After the first CRM hype in the early 2000’s the second wave of CRM hype is well …
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Recently I had a meeting with Darrell Hardidge from Saguity and the subject of Customer Satisfaction was discussed. His company has done a lot of research around what it takes to create a loyal customer (they interviewed over 150,000 people). He mentioned that in his view customer satisfaction is overrated. In fact customer satisfaction is …
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CRM project failures can often be attributed to lack of engagement or putting the wrong people in charge of delivering the project. As with any system you are designing and implementing it is imperative to engage the end users. Although this seems obvious many CRM projects fail because the end users are not involved and …
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Often customers ask us for help when they want to add a number of users to their Dynamics CRM Online subscription. Although it is a simple process you just need to know what the steps are. That is why we have created this quick instruction on how to create Dynamics CRM Online users. Step 1: …
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Many organisations understand that they could benefit from using a CRM (Customer Relationship Management) system. What often happens though is that they jump into the deep end without proper due diligence. Shiny demos, systems that have been used by a key staff member or have been referred by a peer or an offer too good …
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Recently one of my clients needed to update some information on contact records in Dynamics CRM 2011. After exporting the data to Excel and ticking the “Make the data available for re-importing by including the column headings” the value were changed for one of the fields (“home phone number”) as these needed to be updated. …
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Microsoft recently announced that the Mainstream Support would end at 09/04/2013. However there is still Extended Support available for Dynamics CRM 4.0 until 10/04/2018. Please find a table with all the Support Lifecycle dates for all versions of Microsoft Dynamics CRM below. Products Released Lifecycle Start Date Mainstream Support End Date Extended Support End Date …
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